Home / Past Shows

Past Shows

Listen to recordings from past shows aired on WDIY.

Considerations for a successful retirement lifestyle
Original Air Date: June 29th, 2022

Considerations for a successful retirement lifestyle

Category: Financial Planning, Retirement

Laurie discusses: Cash flow, health and other planning considerations for living in retirement.

Gifting & Inheriting
Original Air Date: June 22nd, 2022

Gifting & Inheriting

Category: Charity

Laurie discusses: Gifting and Inheriting.

Top Takeaways from Past Shows
Original Air Date: June 15th, 2022

Top Takeaways from Past Shows

Laurie discusses the most important things to remember from her recent radio broadcast.

Trusts
Original Air Date: June 08th, 2022

Trusts

Category: Estate Planning

Laurie welcomes Attorney James Ruggiero to discuss: Trusts 101

Savings Bonds
Original Air Date: June 01st, 2022

Savings Bonds

Category: Markets & Investments

Laurie discusses: Savings bonds – EE, HH and I bonds.

Medicare Supplemental Plans
Original Air Date: May 25th, 2022

Medicare Supplemental Plans

Category: Medicare

RECORDING NOT YET AVAILABLE Laurie welcomes guest Daniel Banks from Silvercrest Insurance to discuss: Medicare Supplemental Plans & Premiums 

Planning for Alzheimer’s Disease
Original Air Date: May 11th, 2022

Planning for Alzheimer’s Disease

Category: Financial Planning

Laurie welcomes Attorney Dennis Pappas to discuss: Legal and Financial Planning for Alzheimer’s Disease

Estate Planning Implementation
Original Air Date: May 04th, 2022

Estate Planning Implementation

Category: Estate Planning

Laurie discusses Estate Planning Implementation

Tax Extensions & Estimates
Original Air Date: April 13th, 2022

Tax Extensions & Estimates

Category: Tax

Laurie discusses Tax Extensions, Estimates and 2022 Planning

Q1 Market Update
Original Air Date: April 06th, 2022

Q1 Market Update

Category: Markets & Investments

Valley National Financial Advisors’ Chief Investment Officer, William Henderson, joins Laurie to discuss: A First Quarter Market Update