Past Shows
Listen to recordings from past shows aired on WDIY.
Please review Important Disclosure Information set forth in the last section of this web site.
First quarter market review and Historical Perspective with William Henderson and Chris Holland
Laurie Siebert, CPA, CFP®, AEP®, discussed: First quarter market review and Historical Perspective with William Henderson and Chris Holland.
Final wishes and goodbyes – tips to help
Laurie Siebert, CPA, CFP ®, AEP®, discussed: Final wishes and goodbyes – tips to help
Taking a deeper dive in tax free investment vehicles
Laurie Siebert, CPA®, CFP®, AEP®, discussed Taking a deeper dive in tax free investment vehicles
What are you missing in your financial planning?
Laurie Siebert, CPA®, AEP®, discussed: What are you missing in your financial planning?
Tax return questions and observations continued
Laurie Siebert, CPA®, AEP®, discussed Tax return questions and observations continued.
More Tax Questions!
Laurie Siebert, CPA®, AEP®, discussed: More Tax Questions!
From Sales to CEO: Key Lessons Learned on Investing in the financial industry
Guest host, Matt Petrozelli, CEO Valley National Financial Advisors, discussed: From Sales to CEO: Key Lessons Learned on Investing in the financial industry.
Understanding Your Tax Return
Laurie Siebert, CPA®, AEP®, discussed: Understanding Your Tax Return
Getting Ready for Tax Preparation
Laurie Siebert, CPA®, AEP, discussed: Getting Ready for Tax Preparation.
Succession Planning with Tom Garrity, Managing Partner, Compass Point Family Business Consulting
Laurie Siebert, CPA®, AEP®, and Tom Garrity, Managing Partner, Compass Point Family Business Consulting discussed “Succession Planning.”
