Past Shows
Listen to recordings from past shows aired on WDIY.
Year-End Financial Planning
Laurie Siebert, CPA, CFP®, AEP® discusses: “Year-end financial planning review of opportunities.” The year end financial planning review highlighted opportunities to consider and also raise some awareness. Check your beneficiary designations for life changes like a new partner, child or sibling to replace “old” beneficiaries like mom and dad or an ex-spouse. Next week, Laurie […]
Retiree Cash Flow
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retiree Cash-Flow Management.”
Charitable Giving
Laurie Siebert, CPA, CFP®, AEP® discusses: “Making the most of your charitable giving.”
‘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.”
