Past Shows
Listen to recordings from past shows aired on WDIY.
Self-Employed Deductions
Laurie Siebert, CPA, CFP®, AEP® discusses: “New – 2018 self-employed business deduction.”
Retirement Accounts
Laurie Siebert, CPA, CFP®, AEP® discusses: “Understanding what you can do with your retirement accounts.”
Retirement Plan Checkup
Laurie Siebert, CPA, CFP®, AEP® and her guest Joseph F. Goldfeder, CFP® Vice President at Valley National Financial Advisors, discuss “Retirement Plan Checkup.” RELATED VIDEO: 401(k) Checkup ?
Medicare Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest Daniel Banks, President of Silver Crest Insurance, discuss: “Updates and Changes in Medicare Planning.”
Finding Money
Laurie Siebert, CPA, CFP®, AEP® discusses: “Finding Money” – Employer matches on a 401k, unclaimed property, missed tax credits, discounts, recurring charges you forgot to cancel, and other ways people can overlook money.”
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?
