Past Shows
Listen to recordings from past shows aired on WDIY.
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Managing Retirement Account Distributions
Laurie Siebert, CPA, CFP®, AEP®, discussed: Managing Retirement Account Distributions
Everything ROTH – conversions, contributions, backdoor, benefits
Laurie Siebert, CPA, CFP®, AEP®, discussed: Everything ROTH – conversions, contributions, backdoor, benefits.
Reviewing the elements of your financial life
Laurie Siebert, CPA, CFP®, AEP®, discussed: Reviewing the elements of your financial life
Age Matters – Why it matters to you
Laurie Siebert, CPA, CFP®, AEP®, discussed: Age Matters – Why it matters to you.
Wrapping up tax season – what did we learn?
Laurie Siebert, CPA, CFP®, AEP®, discussed: Wrapping up tax season – what did we learn?
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.
