Past Shows
Listen to recordings from past shows aired on WDIY.
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?”
Social Security
Laurie Siebert, CPA, CFP®, AEP® discusses: “Social Security Review”
Elements of Financial Planning
Laurie Siebert, CPA, CFP®, AEP® reviews: “Elements of Financial Planning”
Cash Flow Management
Laurie Siebert, CPA, CFP®, AEP® discusses: “Cash Flow Management.”
Planning & Alzheimers Care
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: “Caring for a loved one – Alzheimers and planning.”
Accessing Retirement Funds
Laurie Siebert, CPA, CFP®, AEP® discusses: “Accessing retirement funds – when and how?”
Q1 Market Review
Laurie and Connor Darrell, CFA, Head of Investments at Valley National Financial Advisors discussed: “A Review of the Markets through Q1 2019” RELATED CONTENTValley National Financial Advisors’Quarterly Commentary – Q1 2019
