Past Shows
Listen to recordings from past shows aired on WDIY.
MORE Listener Tax Questions
Laurie addresses MORE Listener Tax Questions in the second installment for the 2021 tax filing season.
Running a Business
Laurie welcomes Thomas M. Riddle, CPA, CFP, Founder & Chairman of Valley National Financial Advisors, to discuss: Running a business – choose your entity type.
Listener Tax Questions
Laurie addresses Listener Tax Questions about the 2021 filing season.
Financial Tips List
Laurie discusses: A punch list of financial tips.
Getting Ready for Tax Return Preparation
Laurie discusses: Getting Ready for Tax Return Preparation
Behavioral Finance
Laurie welcomes VNFA’s Ryan Mulhearn, CIMA® to discuss: Defining the CIMA designation and understanding Behavioral Finance.
2021 Review. 2022 Outlook.
Laurie welcomes William Henderson, VP/Head of Investments at VNFA to discuss: 2021 Review & 2022 Outlook. RELATED: Quarterly Commentary – Q4 2021
Planning for 2022
Laurie discusses: Planning opportunities for the year ahead.
Year-End Tips & Thinking Ahead
Laurie discusses: Last minute year-end tax planning tips and thinking ahead to next year.
Elements of Financial Planning
Laurie discusses: The Elements of Financial Planning
