Past Shows
Listen to recordings from past shows aired on WDIY.
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Year In Review & What’s Ahead
Laurie Siebert, CPA, CFP®, AEP® discusses The Year in Review and What’s Ahead with Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors.
Odds & Ends
Laurie Siebert, CPA, CFP®, AEP® discusses: “Odds and Ends – Financial planning tidbits.”
Social Security Considerations
Laurie Siebert, CPA, CFP®, AEP® discusses: “Social Security Considerations”
Year-End Tax Planning
Laurie Siebert, CPA, CFP®, AEP® discusses “Year-end tax planning – what do you need to know and what can you still do?”
Bringing the Estate Plan Together
Laurie Siebert, CPA, CFP®, AEP® wraps up her Estate Planning Month series with a discussion about “Bringing the Estate Plan Together.”
Cybersecurity & Identity Theft
Laurie Siebert, CPA, CFP®, AEP® discusses “Cybersecurity & Identity Theft.” RELATED VIDEO: Valley National Financial Advisors shares some Cybersecurity Tips.
Estate Planning Essentials
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss: “Essential components of an estate plan.”
Transition to Retirement
Laurie Siebert, CPA, CFP®, AEP® discusses: “Considerations in the transition from working to retirement.”
Self-Employed Deductions
Laurie Siebert, CPA, CFP®, AEP® discusses: “New – 2018 self-employed business deduction.”
Retirement Accounts
Laurie Siebert, CPA, CFP®, AEP® discusses: “Understanding what you can do with your retirement accounts.”
