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.
Market Volatility
Laurie Siebert, CPA, CFP®, AEP® and her guest Tim Roof, CFP® Vice President at Valley National Financial Advisors discuss: “Volatility and the markets.”
Retirement Options
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement options, including pensions and lump sum payouts.”
Mid-Year Financial Review
Laurie Siebert, CPA, CFP®, AEP® discusses: “Mid-Year Financial Review.”
2nd Quarter Market Review
Laurie Siebert, CPA, CFP®, AEP® is joined by Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors to discuss: “2nd Quarter Market Review” RELATED CONTENTValley National Financial Advisors’ Quarterly Commentary – Q2 2019 Q1 2019 Market Review & VNFA Quarterly Commentary
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.”
