Past Shows
Listen to recordings from past shows aired on WDIY.
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Savings Bonds
Laurie discusses: Savings bonds – EE, HH and I bonds.
Medicare Supplemental Plans
RECORDING NOT YET AVAILABLE Laurie welcomes guest Daniel Banks from Silvercrest Insurance to discuss: Medicare Supplemental Plans & Premiums
Planning for Alzheimer’s Disease
Laurie welcomes Attorney Dennis Pappas to discuss: Legal and Financial Planning for Alzheimer’s Disease
Estate Planning Implementation
Laurie discusses Estate Planning Implementation
Tax Extensions & Estimates
Laurie discusses Tax Extensions, Estimates and 2022 Planning
Q1 Market Update
Valley National Financial Advisors’ Chief Investment Officer, William Henderson, joins Laurie to discuss: A First Quarter Market Update
Charitable Giving
Laurie discusses Charitable Giving during WDIY’s Spring Membership Drive.
Listener Tax Questions – AGAIN!
Laurie answers a fourth installment of Listener Tax Questions.
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.
