Past Shows
Listen to recordings from past shows aired on WDIY.
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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.”
2025 and 2026 Market Review with Bill Henderson and Chris Holland
Laurie Siebert, CPA®, AEP®, discussed: 2025 and 2026 Market Review with Bill Henderson and Chris Holland
What financial tips did we learn from 2025?
Laurie Siebert, CPA®, AEP®, discussed: What financial tips did we learn from 2025?
Year-end Financial Planning take-aways
Laurie Siebert, CPA®, AEP®, discussed: Year-end Financial Planning take-aways.
