Past Shows
Listen to recordings from past shows aired on WDIY.
‘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.
SECURE ACT – New Planning
Guest David Ellowitch, CFP® joined Laurie to discuss the nuances of the SECURE ACT that impact beneficiaries of retirement accounts in their income tax, estate and cash flow planning.
More Cash Flow Ideas
Budgeting tools, important things to know about Social Security, and more. There are various options in tracking your spending. Bottom line – find an option that works for you and that you will use.
Cash Flow COVID Lessons
Cash flow and what we have learned through COVID? We learned during COVID how much we can do without. People who continued to work were in a positions to build up savings. They could pay down debt, build up emergency reserves or increase retirement savings. People who were not fortunate to keep their positions learned […]
Tax Season & 2021 Planning
Where are we with tax season and 2021 planning? Updates on the stimulus, tax filing dates and amendments.
Responsible Investing & Q1 Insights
Laurie will welcome guest Bill Henderson, Head of Investments at Valley National Financial Advisors, to discuss responsible investing, ESG and first quarter insights.
Stimulus & Tax Updates
Updates on stimulus, filing dates and amendments.
