Past Shows
Listen to recordings from past shows aired on WDIY.
Considerations for a successful retirement lifestyle
Laurie discusses: Cash flow, health and other planning considerations for living in retirement.
Gifting & Inheriting
Laurie discusses: Gifting and Inheriting.
Top Takeaways from Past Shows
Laurie discusses the most important things to remember from her recent radio broadcast.
Savings Bonds
Laurie discusses: Savings bonds – EE, HH and I bonds.
Medicare Supplemental Plans
RECORDING NOT YET AVAILABLE Laurie welcomes guest Daniel Banks from Silvercrest Insurance to discuss: Medicare Supplemental Plans & Premiums
Planning for Alzheimer’s Disease
Laurie welcomes Attorney Dennis Pappas to discuss: Legal and Financial Planning for Alzheimer’s Disease
Estate Planning Implementation
Laurie discusses Estate Planning Implementation
Tax Extensions & Estimates
Laurie discusses Tax Extensions, Estimates and 2022 Planning
Q1 Market Update
Valley National Financial Advisors’ Chief Investment Officer, William Henderson, joins Laurie to discuss: A First Quarter Market Update