Past Shows
Listen to recordings from past shows aired on WDIY.
The Language of Investments
Laurie Siebert, CPA, CFP®, AEP® and her guest Timothy G. Roof, CFP® from Valley National Financial Advisors discuss: “The Language of Investments” Meet Tim Roof at valleynationalgroup.com. Get to know host Laurie Siebert at valleynationalgroup.com.
Important Ages
Laurie Siebert, CPA, CFP®, AEP® discusses: “Important Ages. Are you there yet?”
Fiduciary Roles
Laurie Siebert, CPA, CFP®, AEP® discusses: “So many ways to be a fiduciary – what does it mean to you”
Education Tax Benefits
Laurie Siebert, CPA, CFP®, AEP® discusses: “What you need to know about education tax benefits”
Show Review
Laurie Siebert, CPA, CFP®, AEP® discusses: “Reviewing prior show topics – a summary of important take-aways”
In-Home Continuing Care
Laurie Siebert, CPA, CFP®, AEP® and her guest Cindy Moser, Membership Coordinator for Pathstones by Phoebe, discuss: “A new option to nursing homes with in-home continuing care”
More Financial Terms
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial terms continued – advisors, accounts, trusts”
Investment Terms
Laurie Siebert, CPA, CFP®, AEP® discusses: “Investment terms revisited”
Elder Care
Guest host, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, and his guest Theresa M. Kuhar, RN, BSN, Managing Director of IKOR Bucks & Lehigh, discuss: “Navigating the Elder Care Maze”
