Past Shows
Listen to recordings from past shows aired on WDIY.
Please review Important Disclosure Information set forth in the last section of this web site.
CARES Retirement Account Rules
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement account rules under the CARES ACT.”
COVID Impacts: Charity & Education
Laurie Siebert, CPA, CFP®, AEP® discusses: “COVID Impacts – Changes in charitable giving and education expectations.”
Elements of Financial Planning
Laurie Siebert, CPA, CFP®, AEP® discusses: “Elements of Financial Planning”
Potpourri of Topics & Questions
Laurie Siebert, CPA, CFP®, AEP® discusses: “A potpourri of topics and listeners’ questions.”
Jobs & Labor
Laurie Siebert, CPA, CFP®, AEP® discusses: “Jobs & Labor: Where we are and what you should know.”
CARES Act Provisions & Timelines
Laurie Siebert, CPA, CFP®, AEP® discusses: “Revisiting the CARES Act provisions and timelines.”
Roth IRA / Roth Conversion
Laurie Siebert, CPA, CFP®, AEP® discusses: “2020 – the year of the ROTH IRA and ROTH Conversion”
Document Retention
Laurie Siebert, CPA, CFP®, AEP® discusses: “Document Retention – How and what you should keep?”
CARES Act Retirement Plan Options
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement plan options under the CARES Act and RMDs.”
Cash-Flow Decisions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Cash flow decisions – including Social Security and retirement planning.”
