Past Shows
Listen to recordings from past shows aired on WDIY.
Listener Tax Questions
Laurie Siebert, CPA, CFP®, AEP® addresses Listeners’ Tax Questions. LISTEN to past shows devoted to listener questions.
Deciphering Tax Documents
Laurie Siebert, CPA, CFP®, AEP® discusses: “Important Information Enclosed – Deciphering tax documents”
Organizing Your Financial Life
Laurie Siebert, CPA, CFP®, AEP® discusses: “Getting your financial life in order.”
Gearing Up for Tax Season
Laurie Siebert, CPA, CFP®, AEP® discusses: “Gearing up for tax season – things to know.”
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.”
