Past Shows
Listen to recordings from past shows aired on WDIY.
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The Complexities of Required Minimum Distributions
Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert, CPA, CFP®, AEP®, will discuss: The Complexities of Required Minimum Distributions Questions can be submitted to www.yourfinancialchoices.com before the live show. Recordings of past shows are available to listen to or download at www.yourfinancialchoices.com, www.wdiy.org, or […]
Lessons learned as a financial advisor
Laurie Siebert, CPA, CFP®, AEP®, discussed: Lessons learned as a financial advisor
First-half market review and what we are watching
Guest hosts Bill Henderson, Chief Investment Officer, and Chris Holland, Director of Research and Investments, discussed: First-half market review and what we are watching
Random Thoughts on Your Financial Choices
Laurie Siebert, CPA, CFP®, AEP®, discussed: Random Thoughts on Your Financial Choices
Managing on a slim budget and questions to ask before retiring
Laurie Siebert, CPA, CFP®, AEP®, discussed: Managing on a slim budget and questions to ask before retiring
Financial Planning considerations for Children – earnings, investment income, education funding, kiddie tax
Laurie Siebert, CPA, CFP®, AEP®, discussed: Financial Planning considerations for Children – earnings, investment income, education funding, kiddie tax
The Elements of Financial Planning
Laurie Siebert, CPA, CFP®, AEP®, discussed: The Elements of Financial Planning
Inheriting Retirement Accounts – to whom, how and options?
Laurie Siebert, CPA, CFP®, AEP®, discussed: Inheriting Retirement Accounts – to whom, how and options?
Retirement accounts – account transitions, distributions, options
Laurie Siebert, CPA, CFP®, AEP®, discussed: Retirement accounts – account transitions, distributions, options
Education Funding continued and the FAFSA
Laurie Siebert, CPA, CFP®, AEP®, discussed: Education Funding continued and the FAFSA
