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.
Tax Filing, Withholding, Payments
Laurie Siebert, CPA, CFP®, AEP® discusses: “Filing status, withholdings, W-4s and estimated tax payments.”
Listener Tax Questions AGAIN
Laurie Siebert, CPA, CFP®, AEP® addresses more Listeners’ Tax Questions. LISTEN to past shows devoted to listener questions.
Time Value of Money
Laurie Siebert, CPA, CFP®, AEP® discusses: The value of dollars today and in the future. How it applies to evaluating pension options, compounding mortgage interest, and tax considerations
Listener Tax Questions
Laurie Siebert, CPA, CFP®, AEP® addresses Listeners’ Tax Questions. LISTEN to past shows devoted to listener questions.
Deciphering Tax Documents
Laurie Siebert, CPA, CFP®, AEP® discusses: “Important Information Enclosed – Deciphering tax documents”
Organizing Your Financial Life
Laurie Siebert, CPA, CFP®, AEP® discusses: “Getting your financial life in order.”
Gearing Up for Tax Season
Laurie Siebert, CPA, CFP®, AEP® discusses: “Gearing up for tax season – things to know.”
SECURE Act
Laurie Siebert, CPA, CFP®, AEP® discusses: “The SECURE Act – breaking it down.”
Trusts – when do they make sense?
Laurie Siebert, CPA, CFP®, AEP® and her guest, Nicholas Nanovic, Esq., LL.M., AEP® from Gross McGinley, LLP, discuss: “Trusts – general estate planning, minor trusts, A/B trusts and more.”
2019 Market Review
Laurie Siebert, CPA, CFP®, AEP® with guests Tim Roof, CFP® and Connor Darrell, CFA, discuss: “2019 Market Review & Investor Tips.”
