Past Shows
Listen to recordings from past shows aired on WDIY.
IRA TRUSTS
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: “IRA TRUSTS” RELATED SHOWS: Navigating the Elder Care Maze with guest host, James Ruggiero (July 19, 2017)
Long-Term Care Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss: “Long-Term Care Planning.” RELATED SHOWS: Tax & Cash Flow in Estate Plans
Retirement Planning
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement Planning Considerations.”
Tax Potpourri
Laurie Siebert, CPA, CFP®, AEP® discusses: “Potpourri of taxes – extensions, estimates, 2018 planning.”
Tax Questions & Multi-State Issues
Laurie Siebert, CPA, CFP®, AEP® discusses: “Listener’s tax questions and multi-state issues.”
Health Savings Accounts
Laurie Siebert, CPA, CFP®, AEP® discusses: “Health Savings Accounts and other related issues”
Employer & Retirement Plan Benefits
Laurie Siebert, CPA, CFP®, AEP® discusses: “Employer and retirement plan benefits – what to consider.”
Your Tax Questions
Laurie Siebert, CPA, CFP®, AEP® discusess: “Listener Tax Questions”
Planning Under Tax Reform
Laurie Siebert, CPA, CFP®, AEP® discusses: “The new world of planning under tax reform”
Frequently Asked (Financial) Questions
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Frequently Asked (Financial) Questions”
