Past Shows
Listen to recordings from past shows aired on WDIY.
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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”
Roth IRAs Update
Laurie Siebert, CPA, CFP®, AEP® discusses: “Roth IRAs Update”
Tax Reform for 2017/2018
Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax reform – what do we know for 2017 and 2018”
2018 To Do’s
Laurie Siebert, CPA, CFP®, AEP® discusses: “Looking forward to 2018 – To Do’s”
Tax Reform & Tax Preparation
Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax reform or tax preparation – being prepared either way”
Charitable Giving
Laurie Siebert, CPA, CFP®, AEP® and her guest, Erika Riddle Petrozelli, Director of Donor Services for the Lehigh Valley Community Foundation, discuss: “Charitable giving and the possible implications of tax reform for nonprofits”
Managing Debt
Laurie Siebert, CPA, CFP®, AEP® discusses: “Managing Debt and Your Options”
