Past Shows
Listen to recordings from past shows aired on WDIY.
Quarterly Market Review
Laurie and her call in guest Bill Henderson, CIO at Valley National Financial Advisors discussed: Quarterly Market Review.
Scary – not knowing what questions to ask! Let’s help.
Laurie discussed: Scary – not knowing what questions to ask! Let’s help.
Age Matters in Your Financial Planning
Laurie discussed: Age Matters In Your Financial Planning.
Flexible Estate Planning – What have we learned?
Laurie discussed: Flexible Estate Planning – What have we learned?
Flexible Estate Planning
Laurie and her guest, Attorney Pete Iorio, from Fitzpatrick Lentz and Bubba discussed: Flexible Estate Planning.
Real Estate Updates
Laurie and her guest, Carrie Ward, from Howard Hanna The Frederick Group discussed: Real Estate Updates.
Charitable Giving Options
Laurie discussed: Charitable Giving Options.
More year-end tax review and considerations in job changes
Laurie discussed: More year-end tax review and considerations in job changes.
Year-end tax planning NOW
Laurie discussed: Year-end tax planning NOW.
Balancing Lifestyle Decisions with Financial Decisions
Balancing Lifestyle Decisions with Financial Decisions
