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Past Shows

Listen to recordings from past shows aired on WDIY.

Children – Investment & Tax Considerations
Original Air Date: July 28th, 2021

Children – Investment & Tax Considerations

Category: Financial Planning

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM. Laurie will discuss: Children – Investment and Tax Considerations for Them & You Laurie can address question on the air that are submitted either in advance or during the live show via yourfinancialchoices.com. Recordings of past shows are available to listen or […]

Q2 Market Review
Original Air Date: July 21st, 2021

Q2 Market Review

Category: Markets & Investments

William Henderson Laurie and her guest, William Henderson, VP / Head of Investments at Valley National Financial Advisors (VNFA) discuss: Q2 Market Review. Read the written Q2 Commentary released from the VNFA Investment Department at valleynationalgroup.com/quarterly-commentary-q2-2021/

Multi-State Estate Planning
Original Air Date: July 14th, 2021

Multi-State Estate Planning

Category: Estate Planning

Laurie and her guest, Attorney Tim Duckworth Jr from Mosebach, Funt, Dayton & Duckworth, P.C., discuss multi-state implications in estate planning. Receiving an inheritance from out of state.Using trusts for real estate in another state.Choosing representatives near or far.What if you move? Do you have to redo your will? Why is it important to do […]

Organizing Your Digital Estate
Original Air Date: June 30th, 2021

Organizing Your Digital Estate

Category: Estate Planning

Laurie is joined by Erin McCune from Easeenet to discuss: Capturing the Logistics of Your Life.

Navigating Retirement Options
Original Air Date: June 23rd, 2021

Navigating Retirement Options

Category: Financial Planning, Retirement

Navigating your options in retirement planning.

‘This & That’ Planning Topics
Original Air Date: June 16th, 2021

‘This & That’ Planning Topics

Category: Financial Planning

Various financial planning questions.

‘Ping-Pong’ Planning
Original Air Date: June 09th, 2021

‘Ping-Pong’ Planning

Category: Financial Planning

Financial planning in an ever-changing environment. RELATED: Read Laurie’s recent article called “Ping-Pong Planning” in the PA CPA Journal.

Surviving Spouse Planning
Original Air Date: June 02nd, 2021

Surviving Spouse Planning

What to think about for a surviving spouse.

Pension Options
Original Air Date: May 26th, 2021

Pension Options

Category: Employer Benefits, Retirement

Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA discuss: Pension Options.

Employer retirement plans and benefits
Original Air Date: May 12th, 2021

Employer retirement plans and benefits

Category: Employer Benefits

Employer retirement plans and benefits discussion covered the various aspects and considerations in having a 401k, solo-401k, employer stock and incentive stock programs. An often overlooked option for self-employed people? The solo-401k.