Past Shows
Listen to recordings from past shows aired on WDIY.
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”
Document Retention
Laurie Siebert, CPA, CFP®, AEP® discusses: “Document Retention – How and what you should keep?”
CARES Act Retirement Plan Options
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement plan options under the CARES Act and RMDs.”
Cash-Flow Decisions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Cash flow decisions – including Social Security and retirement planning.”
Getting Back to Financial Planning
Laurie Siebert, CPA, CFP®, AEP® discusses: “Getting back to financial planning.”
