Past Shows
Listen to recordings from past shows aired on WDIY.
Market Review & Outlook
Laurie Siebert, CPA, CFP®, AEP® and her guests, Timothy G. Roof, CFP® and Connor Darrell from Valley National Financial Advisors discuss: “2017 Market review and 2018 outlook”
Roth IRAs Update
Laurie Siebert, CPA, CFP®, AEP® discusses: “Roth IRAs Update”
Tax Reform for 2017/2018
Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax reform – what do we know for 2017 and 2018”
2018 To Do’s
Laurie Siebert, CPA, CFP®, AEP® discusses: “Looking forward to 2018 – To Do’s”
Tax Reform & Tax Preparation
Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax reform or tax preparation – being prepared either way”
Charitable Giving
Laurie Siebert, CPA, CFP®, AEP® and her guest, Erika Riddle Petrozelli, Director of Donor Services for the Lehigh Valley Community Foundation, discuss: “Charitable giving and the possible implications of tax reform for nonprofits”
Managing Debt
Laurie Siebert, CPA, CFP®, AEP® discusses: “Managing Debt and Your Options”
Disaster Planning
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Disaster Planning”
Planning for and with Children
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Planning for and with Children”
Year-End Tax Planning
Laurie Siebert, CPA, CFP®, AEP® discusses: “Year-End Tax Planning – give yourself some time”
