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Past Shows

Listen to recordings from past shows aired on WDIY.

Make Financial Planning Work for You
Original Air Date: November 01st, 2023

Make Financial Planning Work for You

Category: Financial Planning

Laurie discussed how to Make Financial Planning Work for You

Milestone Birthdays – Important Ages in Planning
Original Air Date: October 18th, 2023

Milestone Birthdays – Important Ages in Planning

Laurie discussed: Milestone Birthdays – Important Ages in Planning.

Your Financial Planning Fingerprint – planning unique to you.
Original Air Date: October 11th, 2023

Your Financial Planning Fingerprint – planning unique to you.

Category: Financial Planning

As advisors, we experience a number of financial scenarios that many clients face.  Helping them navigate their options comes from our shared experiences, intimate knowledge, developed intuition, continued education and client focused service.  More importantly, we respect the vulnerability of clients’ trust in us.  As unique as your fingerprint, so are your financial choices.  We […]

The how and timing of charitable giving
Original Air Date: October 04th, 2023

The how and timing of charitable giving

Category: Charity

Laurie discussed: The how and timing of charitable giving. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.

“What’s new in business?”
Original Air Date: September 27th, 2023

“What’s new in business?”

Laurie and special guest Tom Riddle, CPA, CFP® discussed: “What’s new in business?”

Understanding Debt – What do you have?
Original Air Date: September 20th, 2023

Understanding Debt – What do you have?

Laurie discussed: Understanding Debt – What do you have?

Medicare Open Enrollment
Original Air Date: September 13th, 2023

Medicare Open Enrollment

Category: Medicare

Laurie and special guest Daniel Banks, President of Silver Crest Insurance, discussed: Medicare Open Enrollment.

Tax Savings and Updates from the Inflation Reduction Act of 2022
Original Air Date: August 30th, 2023

Tax Savings and Updates from the Inflation Reduction Act of 2022

Laurie discussed: Tax savings and updates from the Inflation Reduction Act of 2022.

Reviewing Financial tools on FINRA.ORG
Original Air Date: August 23rd, 2023

Reviewing Financial tools on FINRA.ORG

Laurie reviewed Financial tools on FINRA.ORG.

Exploring Risks in Investing
Original Air Date: August 16th, 2023

Exploring Risks in Investing

Category: Markets & Investments

Laurie and special guest Bill Henderson discussed: Exploring Risks in Investing.