Past Shows
Listen to recordings from past shows aired on WDIY.
Please review Important Disclosure Information set forth in the last section of this web site.
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
Planning for 2022
Laurie discusses: Planning opportunities for the year ahead.
Year-End Tips & Thinking Ahead
Laurie discusses: Last minute year-end tax planning tips and thinking ahead to next year.
Elements of Financial Planning
Laurie discusses: The Elements of Financial Planning
Holiday Spending
Laurie discusses: Considerations in Holiday Spending and Gifting.
Year-End Tax Planning
Laurie discusses: Year-End Tax Planning
ROTH Conversions
Laurie discusses: ROTH conversions and tax considerations
Medicare Annual Enrollment
Laurie welcomes guest Daniel Banks from Silver Crest Insurance to discuss: What is Medicare Annual Enrollment?
Q3 Market Review
Laurie welcomes Jordi Visser, chief investment officer of the $4 billion Weiss Multi-Strategy Advisers and William Henderson, VP/Head of Investments for Valley National Financial Advisors to discuss: Third Quarter Market Review & Investment Terms.
