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Past Shows

Listen to recordings from past shows aired on WDIY.

Defining Financial Planning & Advisors
Original Air Date: October 07th, 2020

Defining Financial Planning & Advisors

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “What is financial planning and what is a financial advisor?” Laurie’s takeaways from this episode:Doing something is better than nothing and starts with a first step. What will be your first step? The sooner you start the more options you will have and your future self will really appreciate the effort […]

Year-End Financial Planning
Original Air Date: September 30th, 2020

Year-End Financial Planning

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Year-end financial planning review of opportunities.” The year end financial planning review highlighted opportunities to consider and also raise some awareness.  Check your beneficiary designations for life changes like a new partner, child or sibling to replace “old” beneficiaries like mom and dad or an ex-spouse.  Next week, Laurie […]

Retiree Cash Flow
Original Air Date: September 28th, 2020

Retiree Cash Flow

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Retiree Cash-Flow Management.”

Charitable Giving
Original Air Date: September 16th, 2020

Charitable Giving

Category: Charity

Laurie Siebert, CPA, CFP®, AEP® discusses: “Making the most of your charitable giving.”

‘Labor’ Planning Topics
Original Air Date: September 02nd, 2020

‘Labor’ Planning Topics

Category: Employer Benefits

Laurie Siebert, CPA, CFP®, AEP® discusses: “What you need to know about employment benefits, open enrollment and retirement planning.”

State & Local Income Tax
Original Air Date: August 26th, 2020

State & Local Income Tax

Category: Tax

Laurie Siebert, CPA, CFP®, AEP® discusses: “State and local income tax considerations.”

Planning with Tax Returns
Original Air Date: August 19th, 2020

Planning with Tax Returns

Category: Tax

Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial Planning with the Tax Return.”

LV Real Estate
Original Air Date: August 12th, 2020

LV Real Estate

Category: Markets & Investments

Laurie Siebert, CPA, CFP®, AEP® and her guest Carrie Ward, Realtor,CIPS, TRC, MRP, RENE with Howard Hanna The Frederick Group discuss: “Real estate in the Valley – overview and tips.”

Regulation BI
Original Air Date: August 05th, 2020

Regulation BI

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Regulation Best Interest.”

Retirement Planning
Original Air Date: July 29th, 2020

Retirement Planning

Category: Retirement

Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement Planning.”