Past Shows
Listen to recordings from past shows aired on WDIY.
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.”
More on the CARES Act
Laurie Siebert, CPA, CFP®, AEP® discusses: “The CARES ACT – small businesses and more.”
Divorce Estate Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Allen Tullar, Esq. from Gross McGinley , discuss: “Estate planning considerations through divorce.”
Tax Filing, Withholding, Payments
Laurie Siebert, CPA, CFP®, AEP® discusses: “Filing status, withholdings, W-4s and estimated tax payments.”
Listener Tax Questions AGAIN
Laurie Siebert, CPA, CFP®, AEP® addresses more Listeners’ Tax Questions. LISTEN to past shows devoted to listener questions.
Time Value of Money
Laurie Siebert, CPA, CFP®, AEP® discusses: The value of dollars today and in the future. How it applies to evaluating pension options, compounding mortgage interest, and tax considerations
