Past Shows
Listen to recordings from past shows aired on WDIY.
Tax Planning with Retirement Accounts
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss: Tax Planning with Retirement Accounts.
Listener Tax Questions – Keep Them Coming!
Laurie address a third installment of Listener Tax Questions around the 2021 tax filing season.
Talking to Children About Finances
Laurie discusses Talking to children about finances, at any age.
MORE Listener Tax Questions
Laurie addresses MORE Listener Tax Questions in the second installment for the 2021 tax filing season.
Running a Business
Laurie welcomes Thomas M. Riddle, CPA, CFP, Founder & Chairman of Valley National Financial Advisors, to discuss: Running a business – choose your entity type.
Listener Tax Questions
Laurie addresses Listener Tax Questions about the 2021 filing season.
Financial Tips List
Laurie discusses: A punch list of financial tips.
Getting Ready for Tax Return Preparation
Laurie discusses: Getting Ready for Tax Return Preparation
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
