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Past Shows

Listen to recordings from past shows aired on WDIY.

Contracts
Original Air Date: February 10th, 2021

Contracts

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® welcomes Attorney Nicholas Sandercock from Gross McGinley, LLP to discuss: “Contracts – the ins and outs of offer, acceptance and consideration.” Understanding the terms of a contract – whether hiring a contractor, starting a business, buying a property or even planning a wedding – and what it means to you from […]

Updates on Tax Filing
Original Air Date: January 20th, 2021

Updates on Tax Filing

Category: Tax

Laurie Siebert, CPA, CFP®, AEP® discusses:“Updates on tax filing – past and present, including stimulus payments.” Laurie’s key takeaways:Outstanding issues with your 2019 tax filing?  The IRS continues to process returns that were paper filed as far back as April 1, therefore, IRS notices may be premature or delayed.  Do not cancel your checks. Economic Income […]

2020 Market Recap & 2021 Expectations
Original Air Date: January 13th, 2021

2020 Market Recap & 2021 Expectations

Category: Financial Planning, Markets & Investments

Laurie and her guests, Tim Roof, CFP® and William Henderson, Head of Investments at Valley National Financial Advisors discussed the 2020 Market recap and 2021 forecast. We learned during a black swan, or unusual event like a global pandemic, that Monetary and Fiscal policy can serve as a back up to the market response to the […]

Social Security and Medicare Odds & Ends
Original Air Date: December 23rd, 2020

Social Security and Medicare Odds & Ends

Category: Medicare, Social Security

Laurie Siebert, CPA, CFP®, AEP® discusses:“Social Security and Medicare filing options, withholdings, IRMAA adjustments and Form SSA-44.”

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 […]