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Past Shows

Listen to recordings from past shows aired on WDIY.

Cash Flow COVID Lessons
Original Air Date: April 21st, 2021

Cash Flow COVID Lessons

Category: Financial Planning

RECORDING NOT YET AVAIALABLE Cash flow and what we have learned through COVID? We learned during COVID how much we can do without.  People who continued to work were in a positions to build up savings. They could pay down debt, build up emergency reserves or increase retirement savings. People who were not fortunate to […]

Tax Season & 2021 Planning
Original Air Date: April 14th, 2021

Tax Season & 2021 Planning

Category: Financial Planning, Tax

Where are we with tax season and 2021 planning? Updates on the stimulus, tax filing dates and amendments.

Responsible Investing & Q1 Insights
Original Air Date: April 07th, 2021

Responsible Investing & Q1 Insights

Category: Markets & Investments

Laurie will welcome guest Bill Henderson, Head of Investments at Valley National Financial Advisors, to discuss responsible investing, ESG and first quarter insights.

Stimulus & Tax Updates
Original Air Date: March 31st, 2021

Stimulus & Tax Updates

Category: Tax

Updates on stimulus, filing dates and amendments.

Retirement Funding
Original Air Date: March 24th, 2021

Retirement Funding

Category: Retirement

A fresh look at IRAs including deductible, non-deductible and ROTH options. People may not realize that if you are already a participant in an employer plan and are over the income thresholds to fund a deductible IRA, you can still fund one without taking the deduction. This is called a non-deductible IRA and it generates […]

MORE Listener Tax Questions
Original Air Date: March 17th, 2021

MORE Listener Tax Questions

Category: Tax

More listener tax questions and tax filing topics.

Listener Tax Questions
Original Air Date: March 10th, 2021

Listener Tax Questions

Category: Tax

“Listener Questions – Tax & Stimulus Payments.”

Children & Education Funding
Original Air Date: March 03rd, 2021

Children & Education Funding

Category: Financial Planning, Tax

“Children and education funding tax considerations.” Not all dependents have to be children and having qualifying children or qualifying relatives opens the door to certain tax credits.  Understanding when this applies could save significant taxes.  Understanding education credits and how to get them will help maximize the benefits and save money in the long run.

Deciphering Tax Documents
Original Air Date: February 24th, 2021

Deciphering Tax Documents

Category: Tax

RECORDING NOT YET AVAILABLE “Deciphering the tax documents – what are they telling us?”

Tax Filing Season
Original Air Date: February 17th, 2021

Tax Filing Season

Category: Tax

Laurie Siebert, CPA, CFP®, AEP® discusses:“The start of tax filing season – what you need to know.” Keep in mind the various tax forms you may need and where to find them.  Take some time to review the documents for important information that is available on them in helping you understand your own financial situation.