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Past Shows

Listen to recordings from past shows aired on WDIY.

Long-Term Care Planning
Original Air Date: May 02nd, 2018

Long-Term Care Planning

Category: Financial Planning, Insurance

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss: “Long-Term Care Planning.” RELATED SHOWS: Tax & Cash Flow in Estate Plans

Retirement Planning
Original Air Date: April 18th, 2018

Retirement Planning

Category: Retirement

Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement Planning Considerations.”

Tax Potpourri
Original Air Date: April 04th, 2018

Tax Potpourri

Category: Tax

Laurie Siebert, CPA, CFP®, AEP® discusses: “Potpourri of taxes – extensions, estimates, 2018 planning.”

Tax Questions & Multi-State Issues
Original Air Date: March 28th, 2018

Tax Questions & Multi-State Issues

Category: Tax

Laurie Siebert, CPA, CFP®, AEP® discusses: “Listener’s tax questions and multi-state issues.”

Health Savings Accounts
Original Air Date: March 14th, 2018

Health Savings Accounts

Category: Employer Benefits

Laurie Siebert, CPA, CFP®, AEP® discusses: “Health Savings Accounts and other related issues”

Employer & Retirement Plan Benefits
Original Air Date: February 28th, 2018

Employer & Retirement Plan Benefits

Category: Employer Benefits

Laurie Siebert, CPA, CFP®, AEP® discusses: “Employer and retirement plan benefits – what to consider.”

Your Tax Questions
Original Air Date: February 21st, 2018

Your Tax Questions

Category: Tax

Laurie Siebert, CPA, CFP®, AEP®  discusess: “Listener Tax Questions”

Planning Under Tax Reform
Original Air Date: February 14th, 2018

Planning Under Tax Reform

Category: Tax

Laurie Siebert, CPA, CFP®, AEP®  discusses: “The new world of planning under tax reform”

Frequently Asked (Financial) Questions
Original Air Date: February 07th, 2018

Frequently Asked (Financial) Questions

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® will discuss: “Frequently Asked (Financial) Questions”

Tax & Cash Flow in Estate Plans
Original Air Date: January 31st, 2018

Tax & Cash Flow in Estate Plans

Category: Estate Planning, Tax

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates discuss: “Conversations around tax and cash-flow planning as part of an estate plan.”