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.
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”
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”
