Past Shows
Listen to recordings from past shows aired on WDIY.
SECURE Act
Laurie Siebert, CPA, CFP®, AEP® discusses: “The SECURE Act – breaking it down.”
Trusts – when do they make sense?
Laurie Siebert, CPA, CFP®, AEP® and her guest, Nicholas Nanovic, Esq., LL.M., AEP® from Gross McGinley, LLP, discuss: “Trusts – general estate planning, minor trusts, A/B trusts and more.”
2019 Market Review
Laurie Siebert, CPA, CFP®, AEP® with guests Tim Roof, CFP® and Connor Darrell, CFA, discuss: “2019 Market Review & Investor Tips.”
Financial New Year’s Resolutions
Laurie Siebert, CPA, CFP®, AEP® will share her years of experience helping people plan and complete: “Financial New Year’s Resolutions.”
Listeners’ Questions – Past & Present
Laurie Siebert, CPA, CFP®, AEP® dedicates the show to listener questions – past and present. “What questions do you have?”
More on Medicare
Laurie Siebert, CPA, CFP®, AEP® and her guests from Capital BlueCross — Stewart Brouse, Director of Federal Program Sales, and Thomas Kennedy, Manager of Medicare Broker Field Sales discuss: “Medicare – more to know.”
Holiday Discussions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Holiday discussions – family and money.”
Retirement Planning Options & Ages
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement Planning – options and ages.”
HSAs & FSAs
Laurie Siebert, CPA, CFP®, AEP® discusses: “Health Savings Accounts and Flexible Spending Accounts.”
Estate Planning Basics
Laurie Siebert, CPA, CFP®, AEP® and her guest Ryan Fields, Esq. from King, Spry, Herman, Freund & Faul discuss: “Estate Planning Basics (and Beyond).”
