Past Shows
Listen to recordings from past shows aired on WDIY.
2020 Market Recap & 2021 Expectations
Laurie and her guests, Tim Roof, CFP® and William Henderson, Head of Investments at Valley National Financial Advisors discussed the 2020 Market recap and 2021 forecast. We learned during a black swan, or unusual event like a global pandemic, that Monetary and Fiscal policy can serve as a back up to the market response to the […]
Social Security and Medicare Odds & Ends
Laurie Siebert, CPA, CFP®, AEP® discusses:“Social Security and Medicare filing options, withholdings, IRMAA adjustments and Form SSA-44.”
Year-End Tax Planning
Laurie welcomes guests from ArtQuest Foundation to discuss Charitable Giving and other last-minute year-end planning tips.
Employer Stock Benefits
Laurie Siebert, CPA, CFP®, AEP® discusses: “Employer stock benefits.”
Real Estate Investing
Laurie Siebert, CPA, CFP®, AEP® was joined on the phone by David Ellowitch, CFP® to discuss: “Considerations in Real Estate Investing.” Using real estate investing as an option for supplementary income, highlighting the benefits and cautions. When the market zigs, real estate usually zags but you need to understand the landscape before embarking.
Special Planning Circumstances
Laurie Siebert, CPA, CFP®, AEP® discusses: “Special circumstances in financial planning – what are yours?” There was a confluence of events in 2020 relating to changes under the SECURE ACT of December 2019, the CARES ACT of March 2020 and the impact of the pandemic on health, jobs and the market. Understanding your special circumstances can […]
Fearless Estate Planning
Laurie Siebert, CPA, CFP®, AEP® is joined by Eric R. Strauss, Attorney at Worth, Magee & Fisher to discuss: “Removing the fear from estate planning to move forward.” Key takeaways from this show include:Understanding the nature of any joint account you have – there is joint tenancy by the entireties (with a spouse), joint with rights […]
Planning for Longevity
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement planning for longevity as part of your financial plan.” If your parents and grandparents have had long lives, chances are you will as well. Success in meeting your retirement goals will depend on what fixed income you will have and how long your investments will last to cover your […]
Defining Financial Planning & Advisors
Laurie Siebert, CPA, CFP®, AEP® discusses: “What is financial planning and what is a financial advisor?” Laurie’s takeaways from this episode:Doing something is better than nothing and starts with a first step. What will be your first step? The sooner you start the more options you will have and your future self will really appreciate the effort […]
Year-End Financial Planning
Laurie Siebert, CPA, CFP®, AEP® discusses: “Year-end financial planning review of opportunities.” The year end financial planning review highlighted opportunities to consider and also raise some awareness. Check your beneficiary designations for life changes like a new partner, child or sibling to replace “old” beneficiaries like mom and dad or an ex-spouse. Next week, Laurie […]
