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Past Shows

Listen to recordings from past shows aired on WDIY.

Qualifying for a Mortgage / Restoring Credit
Original Air Date: November 18th, 2015

Qualifying for a Mortgage / Restoring Credit

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Steve Stelzman from The Mortgage Company, discuss: “Qualifying for a mortgage and restoring your credit.” RELATED SHOW: Mortgage Approval Process (June 17, 2015)

Year-End Financial & Tax Review
Original Air Date: November 11th, 2015

Year-End Financial & Tax Review

Category: Tax

Guest host Rodman Young, CPA/PFS, CFP®, from Valley National Financial Advisors, discusses: “Year-end financial and tax review – before it’s too late!” RELATED SHOWS: Year-End Tax Planning (December 2014) | Employer Benefits & Open Enrollment | Back to School Finances

Making A Difference
Original Air Date: November 04th, 2015

Making A Difference

Category: Charity

Laurie Siebert, CPA, CFP®, AEP® and her guests, Valerie Lane, President of United Way of the Greater Lehigh Valley’s Women’s Leadership Council and Marci Ronald, Executive Vice President of United Way of the Greater Lehigh Valley, discuss: “Making a difference in the community financially and progressively.”

Managing Investments – What’s New?
Original Air Date: October 28th, 2015

Managing Investments – What’s New?

Category: Markets & Investments

Laurie Siebert, CPA, CFP®, AEP® and her guest, Matthew Petrozelli, Executive Vice President and COO of Valley National Financial Advisors, discuss: “What’s new in managing your investment accounts?” 
 RELATED SHOWS: Technology & Investing  |  Investment Planning for Every Stage  | Investing Basics

Estate Planning Basics
Original Air Date: October 21st, 2015

Estate Planning Basics

Category: Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Judith Harris from Norris, McLaughlin & Marcus, discuss: “Estate Planning Basics” during National Estate Planning Awareness Week (October 19-25, 2015). RELATED SHOWS: PA Power of Attorney    |    Estate Planning for Every Stage of Life

Financial Giving & Receiving
Original Air Date: October 14th, 2015

Financial Giving & Receiving

Category: Charity

Laurie Siebert, CPA, CFP®, AEP® and her guests Bernie Story President and CEO of Lehigh Valley Community Foundation, and Nancy Knoebel, CEO of Easter Seals Eastern PA, discuss: “Financial Giving & Receiving in the Lehigh Valley”

Financial Planning Hot Topics
Original Air Date: October 07th, 2015

Financial Planning Hot Topics

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® will reviews: “Financial Planning Hot Topics”

Medicare Tips
Original Air Date: September 30th, 2015

Medicare Tips

Category: Medicare

Laurie Siebert, CPA, CFP®, AEP® and her guest, Daniel Banks of Silver Crest Insurance discuss: “Medicare Enrollment – what you need to know and how to be prepared.” RELATED ARTICLE: Medicare Open Enrollment Period Begins October 15

Trusts & Estate Issues
Original Air Date: September 23rd, 2015

Trusts & Estate Issues

Category: Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Charles Stopp from the Law Office of Steckel & Stopp, discuss “trusts and other interesting estate issues.”

Employer Benefits & Open Enrollment
Original Air Date: September 09th, 2015

Employer Benefits & Open Enrollment

Category: Employer Benefits

Guest host Rodman Young, CPA/PFS, CFP®, from Valley National Financial Advisors, discusses employer benefits and open enrollment.