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.
Your Tax Returns
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Your Tax Returns – amending, extending and paying.”
Elements of Financial Planning
Laurie Siebert, CPA, CFP®, AEP® welcomed back Mae Gerhart, Tax Accountant / Financial Planning Professional at Valley National Financial Advisors to discuss: “Elements of Financial Planning”
More Listener Tax Questions
Laurie Siebert, CPA, CFP®, AEP® and her guest Mae Gerhart, Tax Accountant / Financial Planning Professional at Valley National Financial Advisors address: “MORE Tax Questions from Listeners”
Tax Return Income Management
Laurie Siebert, CPA, CFP®, AEP® discusses: “Strategies for managing the income on your tax return and why it is important.”
Tax Information & Reminders
Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax Information – a collection of important topics and reminders.”
Listener Tax Questions
Laurie Siebert, CPA, CFP®, AEP® addresses: “Tax Questions from Listeners”
New Tax Forms
Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax season – reviewing the new forms” RELATED VIDEO: Valley National Financial Advisors Associate Financial Advisor Jessica Goedtel, CFP® provides a tour of the new 1040 and its associated forms.
Business Advisory Services
Laurie Siebert, CPA, CFP®, AEP® and her guest Loretta M. Tubiello-Harr CPA/ABV, CVA, discuss: “What are business advisory services and how can they help your business?”
Financial Planning
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Financial planning – What is it and who can help you?”
Life Transitions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Transitions – life stages, retirement, death.”
