Past Shows
Listen to recordings from past shows aired on WDIY.
Mid-year Tax Planning Considerations
Laurie Siebert, CPA, CFP®, AEP®, discussed: Mid-year tax planning considerations.
Navigating Life Events
Laurie Siebert, CPA, CFP®, AEP®, discussed: Navigating Life Events
Retirement Accounts and their features
Laurie Siebert, CPA, CFP®, AEP®, discussed: Retirement Accounts and their features.
Navigating taxes with Asset Allocation and Risk Tolerance
Laurie Siebert, CPA, CFP®, AEP®, discussed: Navigating taxes with Asset Allocation and Risk Tolerance. Questions can be submitted to yourfinancialchoices.com before the live show. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.
Goal Setting
Laurie Siebert, CPA, CFP®, AEP®, discussed: Goal Setting
Getting to Know Your Story with Ryan Mulhearn, CIMA, Assistant Vice President at Valley National Financial Advisors
Laurie Siebert, CPA, CFP®, AEP®, and her guest Ryan Mulhearn, CIMA, Assistant Vice President at Valley National Financial Advisors, discussed: Getting to Know Your Story.
Your Financial Choices – Back to Basics
Laurie Siebert, CPA, CFP®, AEP®, discussed: Your Financial Choices – Back to Basics.
Lehigh Valley Aging in Place- Guest host Daniel Banks of Silver Crest Insurance
Guest host Daniel Banks of Silver Crest Insurance led the discussion on “Lehigh Valley Aging in Place” with guests from organizations supporting the aging community.
Review of the first quarter and markets
Laurie Siebert, CPA, CFP®, AEP®, and her guest, Bill Henderson, Chief Investment Officer at Valley National Financial Advisors, reviewed the first quarter and markets.
Charitable Giving
Laurie Siebert, CPA, CFP®, AEP®, discussed: Charitable Giving.
