Past Shows
Listen to recordings from past shows aired on WDIY.
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 […]
Retiree Cash Flow
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retiree Cash-Flow Management.”
Charitable Giving
Laurie Siebert, CPA, CFP®, AEP® discusses: “Making the most of your charitable giving.”
‘Labor’ Planning Topics
Laurie Siebert, CPA, CFP®, AEP® discusses: “What you need to know about employment benefits, open enrollment and retirement planning.”
State & Local Income Tax
Laurie Siebert, CPA, CFP®, AEP® discusses: “State and local income tax considerations.”
Planning with Tax Returns
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial Planning with the Tax Return.”
