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.
Show Review
Laurie Siebert, CPA, CFP®, AEP® discusses: “Reviewing prior show topics – a summary of important take-aways”
In-Home Continuing Care
Laurie Siebert, CPA, CFP®, AEP® and her guest Cindy Moser, Membership Coordinator for Pathstones by Phoebe, discuss: “A new option to nursing homes with in-home continuing care”
More Financial Terms
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial terms continued – advisors, accounts, trusts”
Investment Terms
Laurie Siebert, CPA, CFP®, AEP® discusses: “Investment terms revisited”
Elder Care
Guest host, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, and his guest Theresa M. Kuhar, RN, BSN, Managing Director of IKOR Bucks & Lehigh, discuss: “Navigating the Elder Care Maze”
Financial Freedom
Laurie Siebert, CPA, CFP®, AEP® discusses: “Making your way to financial freedom”
Summer Spending
Laurie Siebert, CPA, CFP®, AEP® discusses: “Spending over the summer – vacations and other ways to lose track”
Protecting Asset Values
Laurie Siebert, CPA, CFP®, AEP® discusses: “Ways you can lose asset value despite the market”
Making Financial Decisions Together
Laurie Siebert, CPA, CFP®, AEP® discusses: “Men and women and the interplay of their financial decisions”
