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.
Charitable Giving
Laurie Siebert, CPA, CFP®, AEP® discusses: “Charitable Giving.”
Community Resources
Laurie Siebert, CPA, CFP®, AEP® discusses: “Resources in the community – financial and otherwise.”
Teaching Finances to Our Children
Laurie Siebert, CPA, CFP®, AEP® discusses the question: “What are we teaching our children about finances?”
Social Security
Laurie Siebert, CPA, CFP®, AEP® discusses: “Social Security Review”
Elements of Financial Planning
Laurie Siebert, CPA, CFP®, AEP® reviews: “Elements of Financial Planning”
Cash Flow Management
Laurie Siebert, CPA, CFP®, AEP® discusses: “Cash Flow Management.”
Planning & Alzheimers Care
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: “Caring for a loved one – Alzheimers and planning.”
Accessing Retirement Funds
Laurie Siebert, CPA, CFP®, AEP® discusses: “Accessing retirement funds – when and how?”
Q1 Market Review
Laurie and Connor Darrell, CFA, Head of Investments at Valley National Financial Advisors discussed: “A Review of the Markets through Q1 2019” RELATED CONTENTValley National Financial Advisors’Quarterly Commentary – Q1 2019
PA Inheritance Tax Special Situations
Laurie Siebert, CPA, CFP®, AEP® discusses: “Special Elections and Situations in PA Inheritance Tax Filings” with her guest Attorney Charles Stopp, from the law firm of Steckel and Stopp.
