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Past Shows

Listen to recordings from past shows aired on WDIY.

Life Transitions
Original Air Date: January 16th, 2019

Life Transitions

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Transitions – life stages, retirement, death.”

Social Security, Medicare & Working
Original Air Date: January 09th, 2019

Social Security, Medicare & Working

Category: Medicare, Social Security

Laurie Siebert, CPA, CFP®, AEP® discusses: “What to know about Social Security, Medicare and working.”

Milestone Ages
Original Air Date: January 02nd, 2019

Milestone Ages

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Milestone ages – birth to 70 ½ and what that means”

Gifting
Original Air Date: December 19th, 2018

Gifting

Category: Charity, Estate Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Gifting – how much, when and how?”

Estate Planning Special Situations
Original Air Date: December 12th, 2018

Estate Planning Special Situations

Category: Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss: “Special situations in estate planning.”

Year In Review & What’s Ahead
Original Air Date: December 05th, 2018

Year In Review & What’s Ahead

Category: Markets & Investments

Laurie Siebert, CPA, CFP®, AEP® discusses The Year in Review and What’s Ahead with  Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors.

Odds & Ends
Original Air Date: November 28th, 2018

Odds & Ends

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Odds and Ends – Financial planning tidbits.”

Social Security Considerations
Original Air Date: November 14th, 2018

Social Security Considerations

Category: Social Security

Laurie Siebert, CPA, CFP®, AEP® discusses: “Social Security Considerations”

Year-End Tax Planning
Original Air Date: November 07th, 2018

Year-End Tax Planning

Category: Tax

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
Original Air Date: October 31st, 2018

Bringing the Estate Plan Together

Category: Estate Planning

Laurie Siebert, CPA, CFP®, AEP® wraps up her Estate Planning Month series with a discussion about “Bringing the Estate Plan Together.”