Past Shows
Listen to recordings from past shows aired on WDIY.
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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”
Tax & Cash Flow in Estate Plans
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates discuss: “Conversations around tax and cash-flow planning as part of an estate plan.”
Market Review & Outlook
Laurie Siebert, CPA, CFP®, AEP® and her guests, Timothy G. Roof, CFP® and Connor Darrell from Valley National Financial Advisors discuss: “2017 Market review and 2018 outlook”
