Past Shows
Listen to recordings from past shows aired on WDIY.
Please review Important Disclosure Information set forth in the last section of this web site.
Estate Planning Basics
Laurie Siebert, CPA, CFP®, AEP® and her guest Ryan Fields, Esq. from King, Spry, Herman, Freund & Faul discuss: “Estate Planning Basics (and Beyond).”
Q3 Markets & Investment Education
Laurie Siebert, CPA, CFP®, AEP® with guests Tim Roof, CFP® and Connor Darrell, CFA, discuss: “Third Quarter Commentary and Investment Education.” RELATED CONTENTValley National Financial Advisors’ Quarterly Commentary – Q3 2019 2nd Quarter Market Review & VNFA Quarterly Commentary Q1 2019 Market Review & VNFA Quarterly Commentary
Charitable Giving & Itemized Deductions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Charitable giving and itemized deductions during WDIY’s annual Fall Pledge Drive.”
Answers to Medicare Questions
Laurie Siebert, CPA, CFP®, AEP® and her guest Dan Banks from Silver Crest Insurance discuss: “Your Medicare Questions.”
Mortgages & Refinancing
Laurie Siebert, CPA, CFP®, AEP® and her guest Steve Stelzman from The Mortgage Co. discuss: “Mortgages and refinancing.”
10th Anniversary Show
Laurie Siebert, CPA, CFP®, AEP® celebrates: “10 Years of Your Financial Choices on WDIY.”
Women in Business
Laurie Siebert, CPA, CFP®, AEP® welcomes Members of the Chamber of Commerce Women’s Business Council, Darlene Pors and Carla Hickey to discusses: “Women in Business – local opportunities and events”
Early Year-End Tax Planning
Laurie Siebert, CPA, CFP®, AEP® discusses: “Year-end tax planning, before year end.”
Work-Related Finances
Laurie Siebert, CPA, CFP®, AEP® discusses: “Labor – employment benefits, open enrollment, tax implications.”
Tax Implications of Investment Decisions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial Decisions – understanding the tax implications of your investments decisions.”
