Past Shows
Listen to recordings from past shows aired on WDIY.
Tax Return Income Management
Laurie Siebert, CPA, CFP®, AEP® discusses: “Strategies for managing the income on your tax return and why it is important.”
Tax Information & Reminders
Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax Information – a collection of important topics and reminders.”
Listener Tax Questions
Laurie Siebert, CPA, CFP®, AEP® addresses: “Tax Questions from Listeners”
New Tax Forms
Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax season – reviewing the new forms” RELATED VIDEO: Valley National Financial Advisors Associate Financial Advisor Jessica Goedtel, CFP® provides a tour of the new 1040 and its associated forms.
Business Advisory Services
Laurie Siebert, CPA, CFP®, AEP® and her guest Loretta M. Tubiello-Harr CPA/ABV, CVA, discuss: “What are business advisory services and how can they help your business?”
Financial Planning
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Financial planning – What is it and who can help you?”
Life Transitions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Transitions – life stages, retirement, death.”
Social Security, Medicare & Working
Laurie Siebert, CPA, CFP®, AEP® discusses: “What to know about Social Security, Medicare and working.”
Milestone Ages
Laurie Siebert, CPA, CFP®, AEP® discusses: “Milestone ages – birth to 70 ½ and what that means”
