Past Shows
Listen to recordings from past shows aired on WDIY.
Regulation BI
Laurie Siebert, CPA, CFP®, AEP® discusses: “Regulation Best Interest.”
Retirement Planning
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement Planning.”
Review of Topics
Laurie Siebert, CPA, CFP®, AEP® discusses: “A review of topics covered over the years.”
CARES Retirement Account Rules
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement account rules under the CARES ACT.”
COVID Impacts: Charity & Education
Laurie Siebert, CPA, CFP®, AEP® discusses: “COVID Impacts – Changes in charitable giving and education expectations.”
Elements of Financial Planning
Laurie Siebert, CPA, CFP®, AEP® discusses: “Elements of Financial Planning”
Potpourri of Topics & Questions
Laurie Siebert, CPA, CFP®, AEP® discusses: “A potpourri of topics and listeners’ questions.”
Jobs & Labor
Laurie Siebert, CPA, CFP®, AEP® discusses: “Jobs & Labor: Where we are and what you should know.”
CARES Act Provisions & Timelines
Laurie Siebert, CPA, CFP®, AEP® discusses: “Revisiting the CARES Act provisions and timelines.”
Roth IRA / Roth Conversion
Laurie Siebert, CPA, CFP®, AEP® discusses: “2020 – the year of the ROTH IRA and ROTH Conversion”
