Past Shows
Listen to recordings from past shows aired on WDIY.
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.”
Retirement Options
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement options, including pensions and lump sum payouts.”
Mid-Year Financial Review
Laurie Siebert, CPA, CFP®, AEP® discusses: “Mid-Year Financial Review.”
2nd Quarter Market Review
Laurie Siebert, CPA, CFP®, AEP® is joined by Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors to discuss: “2nd Quarter Market Review” RELATED CONTENTValley National Financial Advisors’ Quarterly Commentary – Q2 2019 Q1 2019 Market Review & VNFA Quarterly Commentary
Charitable Giving
Laurie Siebert, CPA, CFP®, AEP® discusses: “Charitable Giving.”
Community Resources
Laurie Siebert, CPA, CFP®, AEP® discusses: “Resources in the community – financial and otherwise.”
Teaching Finances to Our Children
Laurie Siebert, CPA, CFP®, AEP® discusses the question: “What are we teaching our children about finances?”
