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.
Disaster Planning
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Disaster Planning”
Planning for and with Children
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Planning for and with Children”
Year-End Tax Planning
Laurie Siebert, CPA, CFP®, AEP® discusses: “Year-End Tax Planning – give yourself some time”
Domestic Relations
Laurie Siebert, CPA, CFP®, AEP® and her guests, Attorneys Constance Nelson and Allen Tullar, discuss: “Four Hot Topics in Domestic Relations.”
What You Don’t Know
Laurie Siebert, CPA, CFP®, AEP® discusses: “You don’t know what you don’t know… a punch list”
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”
