Past Shows
Listen to recordings from past shows aired on WDIY.
Please review Important Disclosure Information set forth in the last section of this web site.
2023 Tax Planning
Laurie discussed: 2023 Tax Planning.
Market Overview with Bill Henderson
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors discussed: Market Overview.
Retirement Account Considerations
Laurie discussed: Retirement Account Considerations.
Pre-Retirement Checklist
Laurie discussed: Pre-Retirement Checklist.
Medicare Advantage Open Enrollment Considerations
Laurie and her guest Daniel Banks, President at Silver Crest Insurance, Inc discussed: Medicare Advantage Open Enrollment Considerations.
Social Security Benefits and Implications
Laurie discussed: Social Security Benefits and Implications.
Tax Legislation Updates
Laurie discussed Tax Legislation Updates.
Listeners’ Tax questions
Laurie answered Listeners’ Tax questions.
Tax Preparation and Filing Options
Laurie will be discussed: Tax Preparation and Filing Options.
Retirement Accounts- What to Know.
Laurie discussed: Retirement Accounts- What to Know.
