Past Shows
Listen to recordings from past shows aired on WDIY.
Market Commentary
Laurie Siebert, CPA, CFP®, AEP® welcomes Timothy G. Roof, CFP®, Vice President and Connor Darrell, Head of Investments, from Valley National Financial Advisors to discuss: “Market Commentary.” RELATED SHOW: Market Review & Outlook (January 24, 2018)
College Savings 529 Plans
Laurie Siebert, CPA, CFP®, AEP® discusses: “A fresh look at College savings 529 plans – what’s new?”
Tax Review
Laurie Siebert, CPA, CFP®, AEP® discusses: “A review of tax season take-aways – AGAIN.”
Legal Considerations for Startups
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Mark Aurand at Greater Good, discuss: “Accessible legal considerations for small business and nonprofit startups.”
IRA TRUSTS
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: “IRA TRUSTS” RELATED SHOWS: Navigating the Elder Care Maze with guest host, James Ruggiero (July 19, 2017)
Long-Term Care Planning
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
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement Planning Considerations.”
Tax Potpourri
Laurie Siebert, CPA, CFP®, AEP® discusses: “Potpourri of taxes – extensions, estimates, 2018 planning.”
Tax Questions & Multi-State Issues
Laurie Siebert, CPA, CFP®, AEP® discusses: “Listener’s tax questions and multi-state issues.”
Health Savings Accounts
Laurie Siebert, CPA, CFP®, AEP® discusses: “Health Savings Accounts and other related issues”
