Past Shows
Listen to recordings from past shows aired on WDIY.
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
Holiday Spending
Laurie discusses: Considerations in Holiday Spending and Gifting.
Year-End Tax Planning
Laurie discusses: Year-End Tax Planning
ROTH Conversions
Laurie discusses: ROTH conversions and tax considerations
Medicare Annual Enrollment
Laurie welcomes guest Daniel Banks from Silver Crest Insurance to discuss: What is Medicare Annual Enrollment?
Q3 Market Review
Laurie welcomes Jordi Visser, chief investment officer of the $4 billion Weiss Multi-Strategy Advisers and William Henderson, VP/Head of Investments for Valley National Financial Advisors to discuss: Third Quarter Market Review & Investment Terms.
