Past Shows
Listen to recordings from past shows aired on WDIY.
Please review Important Disclosure Information set forth in the last section of this web site.
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.”
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.”
