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Past Shows

Listen to recordings from past shows aired on WDIY.

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Roth IRAs
Original Air Date: July 12th, 2017

Roth IRAs

Category: Retirement

Laurie Siebert, CPA, CFP®, AEP®  discusses: “ROTH IRAs – what you need to know”

Financial Freedom
Original Air Date: July 05th, 2017

Financial Freedom

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP®  discusses: “Making your way to financial freedom”

Summer Spending
Original Air Date: June 28th, 2017

Summer Spending

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP®  discusses: “Spending over the summer – vacations and other ways to lose track”

Protecting Asset Values
Original Air Date: June 21st, 2017

Protecting Asset Values

Category: Markets & Investments

Laurie Siebert, CPA, CFP®, AEP®  discusses: “Ways you can lose asset value despite the market”

Making Financial Decisions Together
Original Air Date: June 14th, 2017

Making Financial Decisions Together

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP®  discusses: “Men and women and the interplay of their financial decisions”

Affording College
Original Air Date: June 07th, 2017

Affording College

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP®  discusses: “Ways to pay for college”

Tax Notices & Amended Returns
Original Air Date: May 31st, 2017

Tax Notices & Amended Returns

Category: Tax

Laurie Siebert, CPA, CFP®, AEP® discusses: “Tax notices and amended returns for the IRS and PA”

Selling a Home & Mixed Use Real Estate
Original Air Date: May 17th, 2017

Selling a Home & Mixed Use Real Estate

Category: Markets & Investments

Laurie Siebert, CPA, CFP®, AEP®  will discuss: “Selling a principal residence and other mixed use real estate property”

Special Needs Fairness Act & ABLE Act
Original Air Date: May 10th, 2017

Special Needs Fairness Act & ABLE Act

Category: Employer Benefits, Financial Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Sarah Andrew of Schoffstall Elder Law, discuss: “Special Needs Fairness Act and ABLE Act”

Estate Planning
Original Air Date: May 03rd, 2017

Estate Planning

Category: Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: “Estate planning and when does a POA know to step in?”