Past Shows
Listen to recordings from past shows aired on WDIY.
Estate Planning Special Situations
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
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
Laurie Siebert, CPA, CFP®, AEP® discusses: “Odds and Ends – Financial planning tidbits.”
Social Security Considerations
Laurie Siebert, CPA, CFP®, AEP® discusses: “Social Security Considerations”
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.”
