Past Shows
Listen to recordings from past shows aired on WDIY.
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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.”
Social Security, Medicare & Working
Laurie Siebert, CPA, CFP®, AEP® discusses: “What to know about Social Security, Medicare and working.”
Milestone Ages
Laurie Siebert, CPA, CFP®, AEP® discusses: “Milestone ages – birth to 70 ½ and what that means”
Estate Planning Special Situations
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss: “Special situations in estate planning.”
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.”
