Past Shows
Listen to recordings from past shows aired on WDIY.
Year-End Tax Planning (PART I)
Laurie Siebert, CPA, CFP®, AEP® discusses: “Year-End Tax Planning.” RELATED SHOWS: Year-End Tax Planning (PART II)
Post-Election Tax Policy
Laurie Siebert, CPA, CFP®, AEP® discusses: “Expected 2017 tax changes as you plan for year end 2016.”
Estate Planning Questions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Who, why, what, when, where and how of estate planning.”
The Divorce Process
Laurie Siebert, CPA, CFP®, AEP® and her guests, Attorneys Constance Nelson and Allen Tullar, discuss: “What to know about Divorce before it happens. What the actual divorce process looks like.”
The Divorce Dance
Laurie Siebert, CPA, CFP®, AEP® and her guest, Stan Corey, Author of The Divorce Dance: Protect Your Money, Manage Your Emotions, and Understand the Legal Issues, discuss: “Protecting your money, managing your emotions, and understanding the legal issues of divorce”
Long-Term Care Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Stanley Vasiliadis, discuss: “Long-term care as part of retirement and estate planning”
Engaging With Your Money
Laurie Siebert, CPA, CFP®, AEP® and her guest, Lisa Strohm, Founder and CEO of The Athena Network, discuss: “Engaging with your money – not just for men”
Types of Charitable Giving
Laurie Siebert, CPA, CFP®, AEP® discusses: “Charitable giving comes in many forms”
All Things Roth
Laurie Siebert, CPA, CFP®, AEP® discusses: “Roth IRAs, converted ROTH IRAs and ROTH 401ks – understand the differences and your options.”
Tax: Itemizing Deductions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Itemizing deductions on your tax return – when is it time to revisit and what can you deduct?”
