Past Shows
Listen to recordings from past shows aired on WDIY.
Children – Investment & Tax Considerations
Laurie discusses Children – Investment and Tax Considerations for Them & You.
Q2 Market Review
William Henderson Laurie and her guest, William Henderson, VP / Head of Investments at Valley National Financial Advisors (VNFA) discuss: Q2 Market Review. Read the written Q2 Commentary released from the VNFA Investment Department at valleynationalgroup.com/quarterly-commentary-q2-2021/
Multi-State Estate Planning
Laurie and her guest, Attorney Tim Duckworth Jr from Mosebach, Funt, Dayton & Duckworth, P.C., discuss multi-state implications in estate planning. Receiving an inheritance from out of state.Using trusts for real estate in another state.Choosing representatives near or far.What if you move? Do you have to redo your will? Why is it important to do […]
Organizing Your Digital Estate
Laurie is joined by Erin McCune from Easeenet to discuss: Capturing the Logistics of Your Life.
Navigating Retirement Options
Navigating your options in retirement planning.
‘This & That’ Planning Topics
Various financial planning questions.
‘Ping-Pong’ Planning
Financial planning in an ever-changing environment. RELATED: Read Laurie’s recent article called “Ping-Pong Planning” in the PA CPA Journal.
Surviving Spouse Planning
What to think about for a surviving spouse.
Pension Options
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA discuss: Pension Options.
Employer retirement plans and benefits
Employer retirement plans and benefits discussion covered the various aspects and considerations in having a 401k, solo-401k, employer stock and incentive stock programs. An often overlooked option for self-employed people? The solo-401k.
