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.
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.”
Financial New Year’s Resolutions
Laurie Siebert, CPA, CFP®, AEP® will share her years of experience helping people plan and complete: “Financial New Year’s Resolutions.”
Listeners’ Questions – Past & Present
Laurie Siebert, CPA, CFP®, AEP® dedicates the show to listener questions – past and present. “What questions do you have?”
More on Medicare
Laurie Siebert, CPA, CFP®, AEP® and her guests from Capital BlueCross — Stewart Brouse, Director of Federal Program Sales, and Thomas Kennedy, Manager of Medicare Broker Field Sales discuss: “Medicare – more to know.”
Holiday Discussions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Holiday discussions – family and money.”
