Past Shows
Listen to recordings from past shows aired on WDIY.
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.
Retiring Early
Guest hosts Rodman Young and Jaclyn Cornelius from Valley National Financial Advisors discuss: Retiring Early.
Considerations in Home Ownership
Laurie discusses: Considerations in home ownership.
What is Financial Planning?
What is financial planning and what might you miss?
