Past Shows
Listen to recordings from past shows aired on WDIY.
Elements of Financial Planning
Laurie Siebert, CPA, CFP®, AEP® discusses: “The Elements of Financial Planning”
Education Benefits
Laurie Siebert, CPA, CFP®, AEP® and her guest, Associate Financial Advisor David Givler from Valley National Financial Advisors discuss: “Education Benefits – 529s, AOTC, Savings Bonds, 529 distributions and FASFA, loans”
All About Probate
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss: “All about Probate – What happens after I die?”
Company Transitions and Your Job
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors, discuss: “Company transitions and your job.” Your company is getting acquired – what might happen to your benefits? Leadership changes and your job – sense that you might lose your job, what should you do? What might be some […]
Retirement Planning
Laurie Siebert, CPA, CFP®, AEP® will discusss considerations in retirement planning, such as: What will inflows look like? What will spending look like? What flexibility is there in your spending? What will you do if an emergency arises? What is the transition plan?
Market Commentary
Laurie Siebert, CPA, CFP®, AEP® welcomes Timothy G. Roof, CFP®, Vice President and Connor Darrell, Head of Investments, from Valley National Financial Advisors to discuss: “Market Commentary.” RELATED SHOW: Market Review & Outlook (January 24, 2018)
College Savings 529 Plans
Laurie Siebert, CPA, CFP®, AEP® discusses: “A fresh look at College savings 529 plans – what’s new?”
Tax Review
Laurie Siebert, CPA, CFP®, AEP® discusses: “A review of tax season take-aways – AGAIN.”
Legal Considerations for Startups
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Mark Aurand at Greater Good, discuss: “Accessible legal considerations for small business and nonprofit startups.”
IRA TRUSTS
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: “IRA TRUSTS” RELATED SHOWS: Navigating the Elder Care Maze with guest host, James Ruggiero (July 19, 2017)
