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Past Shows

Listen to recordings from past shows aired on WDIY.

Year-End Tax Planning
Original Air Date: December 09th, 2020

Year-End Tax Planning

Category: Charity, Tax

Laurie welcomes guests from ArtQuest Foundation to discuss Charitable Giving and other last-minute year-end planning tips.

Employer Stock Benefits
Original Air Date: December 02nd, 2020

Employer Stock Benefits

Category: Employer Benefits

Laurie Siebert, CPA, CFP®, AEP® discusses: “Employer stock benefits.”

Real Estate Investing
Original Air Date: November 11th, 2020

Real Estate Investing

Category: Markets & Investments

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
Original Air Date: November 04th, 2020

Special Planning Circumstances

Category: Financial Planning

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
Original Air Date: October 21st, 2020

Fearless Estate Planning

Category: 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
Original Air Date: October 14th, 2020

Planning for Longevity

Category: Financial Planning

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
Original Air Date: October 07th, 2020

Defining Financial Planning & Advisors

Category: Financial Planning

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
Original Air Date: September 30th, 2020

Year-End Financial Planning

Category: 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
Original Air Date: September 28th, 2020

Retiree Cash Flow

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Retiree Cash-Flow Management.”

Charitable Giving
Original Air Date: September 16th, 2020

Charitable Giving

Category: Charity

Laurie Siebert, CPA, CFP®, AEP® discusses: “Making the most of your charitable giving.”