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.
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.”
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.”
