Past Shows
Listen to recordings from past shows aired on WDIY.
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).”
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.”
