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Past Shows

Listen to recordings from past shows aired on WDIY.

Q1 Market Update
Original Air Date: April 06th, 2022

Q1 Market Update

Category: Markets & Investments

Valley National Financial Advisors’ Chief Investment Officer, William Henderson, joins Laurie to discuss: A First Quarter Market Update

Charitable Giving
Original Air Date: March 30th, 2022

Charitable Giving

Category: Charity

Laurie discusses Charitable Giving during WDIY’s Spring Membership Drive.

Listener Tax Questions – AGAIN!
Original Air Date: March 23rd, 2022

Listener Tax Questions – AGAIN!

Category: Tax

Laurie answers a fourth installment of Listener Tax Questions.

Tax Planning with Retirement Accounts
Original Air Date: March 16th, 2022

Tax Planning with Retirement Accounts

Category: Financial Planning, Retirement, Tax

Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss: Tax Planning with Retirement Accounts.

Listener Tax Questions – Keep Them Coming!
Original Air Date: March 09th, 2022

Listener Tax Questions – Keep Them Coming!

Category: Tax

Laurie address a third installment of Listener Tax Questions around the 2021 tax filing season.

Talking to Children About Finances
Original Air Date: March 02nd, 2022

Talking to Children About Finances

Category: Financial Planning

Laurie discusses Talking to children about finances, at any age.

MORE Listener Tax Questions
Original Air Date: February 23rd, 2022

MORE Listener Tax Questions

Category: Tax

Laurie addresses MORE Listener Tax Questions in the second installment for the 2021 tax filing season.

Running a Business
Original Air Date: February 16th, 2022

Running a Business

Laurie welcomes Thomas M. Riddle, CPA, CFP, Founder & Chairman of Valley National Financial Advisors, to discuss: Running a business – choose your entity type.

Listener Tax Questions
Original Air Date: February 09th, 2022

Listener Tax Questions

Category: Tax

Laurie addresses Listener Tax Questions about the 2021 filing season.

Financial Tips List
Original Air Date: February 02nd, 2022

Financial Tips List

Category: Financial Planning

Laurie discusses: A punch list of financial tips.