Past Shows
Listen to recordings from past shows aired on WDIY.
Year-End Tax Planning
Laurie Siebert, CPA, CFP®, AEP® discusses “Year-end tax planning – what do you need to know and what can you still do?”
Bringing the Estate Plan Together
Laurie Siebert, CPA, CFP®, AEP® wraps up her Estate Planning Month series with a discussion about “Bringing the Estate Plan Together.”
Cybersecurity & Identity Theft
Laurie Siebert, CPA, CFP®, AEP® discusses “Cybersecurity & Identity Theft.” RELATED VIDEO: Valley National Financial Advisors shares some Cybersecurity Tips.
Estate Planning Essentials
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss: “Essential components of an estate plan.”
Transition to Retirement
Laurie Siebert, CPA, CFP®, AEP® discusses: “Considerations in the transition from working to retirement.”
Self-Employed Deductions
Laurie Siebert, CPA, CFP®, AEP® discusses: “New – 2018 self-employed business deduction.”
Retirement Accounts
Laurie Siebert, CPA, CFP®, AEP® discusses: “Understanding what you can do with your retirement accounts.”
Retirement Plan Checkup
Laurie Siebert, CPA, CFP®, AEP® and her guest Joseph F. Goldfeder, CFP® Vice President at Valley National Financial Advisors, discuss “Retirement Plan Checkup.” RELATED VIDEO: 401(k) Checkup ?
Medicare Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest Daniel Banks, President of Silver Crest Insurance, discuss: “Updates and Changes in Medicare Planning.”
Finding Money
Laurie Siebert, CPA, CFP®, AEP® discusses: “Finding Money” – Employer matches on a 401k, unclaimed property, missed tax credits, discounts, recurring charges you forgot to cancel, and other ways people can overlook money.”
