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Show Category: Financial Planning

Why is Financial Planning Important?  
Original Air Date: May 03rd, 2023

Why is Financial Planning Important?  

Category: Financial Planning

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing: Why is financial planning important?   Questions can be submitted at yourfinancialchoices.com during or in advance of the live show. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.

Financial Situations with Your Family
Original Air Date: November 30th, 2022

Financial Situations with Your Family

Category: Financial Planning

Laurie discussed Financial Situations with Your Family.

Business Structures and Their Consequences
Original Air Date: November 09th, 2022

Business Structures and Their Consequences

Category: Financial Planning, Tax

Laurie discussed Business Structures and Their Consequences.

What is Financial Planning?
Original Air Date: October 12th, 2022

What is Financial Planning?

Category: Financial Planning

Laurie addresses the question: What is Financial Planning?

Tax Planning Before Year-End
Original Air Date: September 28th, 2022

Tax Planning Before Year-End

Category: Financial Planning, Tax

Laurie discusses: Tax Planning Before Year-End

Financial Annual Review
Original Air Date: July 27th, 2022

Financial Annual Review

Category: Financial Planning

Laurie discusses: An annual review of your financial situation.

Considerations for a successful retirement lifestyle
Original Air Date: June 29th, 2022

Considerations for a successful retirement lifestyle

Category: Financial Planning, Retirement

Laurie discusses: Cash flow, health and other planning considerations for living in retirement.

Planning for Alzheimer’s Disease
Original Air Date: May 11th, 2022

Planning for Alzheimer’s Disease

Category: Financial Planning

Laurie welcomes Attorney Dennis Pappas to discuss: Legal and Financial Planning for Alzheimer’s Disease

Tax Planning with Retirement Accounts
Original Air Date: March 16th, 2022

Tax Planning with Retirement Accounts

Category: Financial Planning, Retirement, Tax

Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss: Tax Planning with Retirement Accounts.

Talking to Children About Finances
Original Air Date: March 02nd, 2022

Talking to Children About Finances

Category: Financial Planning

Laurie discusses Talking to children about finances, at any age.