Past Shows
Listen to recordings from past shows aired on WDIY.
The 2023 Outlook
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors discussed: The 2023 Outlook.
Tax Changes- The Secure Act 2.0
Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act 2.0.
Bonds- What are they and how are they taxed?
Laurie discussed: Bonds- What are they and how are they taxed?
Answering Listener’s Questions
Laurie answered listener’s questions.
Gifting-Things to Know
Laurie discussed Gifting-Things to Know.
Financial Situations with Your Family
Laurie discussed Financial Situations with Your Family.
Year-End Tax Planning Odds and Ends
Laurie discussed Year-end tax planning odds and ends.
Business Structures and Their Consequences
Laurie discussed Business Structures and Their Consequences.
Estate Planning Stories
Laurie and her guest Attorney Pete Iorio from Fitzpatrick Lentz & Bubba discussed Estate Planning Stories
Market Review Q3 to Q4
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors discussed Third to Fourth Quarter Market Review.
