Past Shows
Listen to recordings from past shows aired on WDIY.
‘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.”
LV Real Estate
Laurie Siebert, CPA, CFP®, AEP® and her guest Carrie Ward, Realtor,CIPS, TRC, MRP, RENE with Howard Hanna The Frederick Group discuss: “Real estate in the Valley – overview and tips.”
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”
