Past Shows
Listen to recordings from past shows aired on WDIY.
Q3 Markets & Investment Education
Laurie Siebert, CPA, CFP®, AEP® with guests Tim Roof, CFP® and Connor Darrell, CFA, discuss: “Third Quarter Commentary and Investment Education.” RELATED CONTENTValley National Financial Advisors’ Quarterly Commentary – Q3 2019 2nd Quarter Market Review & VNFA Quarterly Commentary Q1 2019 Market Review & VNFA Quarterly Commentary
Charitable Giving & Itemized Deductions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Charitable giving and itemized deductions during WDIY’s annual Fall Pledge Drive.”
Answers to Medicare Questions
Laurie Siebert, CPA, CFP®, AEP® and her guest Dan Banks from Silver Crest Insurance discuss: “Your Medicare Questions.”
Mortgages & Refinancing
Laurie Siebert, CPA, CFP®, AEP® and her guest Steve Stelzman from The Mortgage Co. discuss: “Mortgages and refinancing.”
10th Anniversary Show
Laurie Siebert, CPA, CFP®, AEP® celebrates: “10 Years of Your Financial Choices on WDIY.”
Women in Business
Laurie Siebert, CPA, CFP®, AEP® welcomes Members of the Chamber of Commerce Women’s Business Council, Darlene Pors and Carla Hickey to discusses: “Women in Business – local opportunities and events”
Early Year-End Tax Planning
Laurie Siebert, CPA, CFP®, AEP® discusses: “Year-end tax planning, before year end.”
Work-Related Finances
Laurie Siebert, CPA, CFP®, AEP® discusses: “Labor – employment benefits, open enrollment, tax implications.”
Tax Implications of Investment Decisions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial Decisions – understanding the tax implications of your investments decisions.”
Market Volatility
Laurie Siebert, CPA, CFP®, AEP® and her guest Tim Roof, CFP® Vice President at Valley National Financial Advisors discuss: “Volatility and the markets.”
