Past Shows
Listen to recordings from past shows aired on WDIY.
Principles to Maximize Family Wealth
Laurie Siebert, CPA, CFP®, AEP® and her guest Douglas McCormick, author of Family Inc., will discuss the concepts of the book: “Using Business Principles to Maximize Your Family’s Wealth.” Get to know host Laurie Siebert at valleynationalgroup.com. Meet Douglas McCormick, Co-Founder and Managing Partner at HCI Equity Partners – hciequity.com
Student Loans & Payment Strategies
Laurie Siebert, CPA, CFP®, AEP® and her guest Loretta M. Tubiello-Harr CPA/ABV, CVA, discuss: “Student loans and how to pay them back” Get to know host Laurie Siebert at valleynationalgroup.com. Meet Loretta Tubiello-Harr and her team at t-hallc.com.
The Economy & Your Financial Life
Laurie Siebert, CPA, CFP®, AEP® and her guest, James P West, MBA, PHD, Professor of Economics & Management at Moravian College, discuss: “The Local & Global Economy – What We Should Know” Get to know host Laurie Siebert at valleynationalgroup.com. Meet Professor West at moravian.edu.
Planning with Real Estate Transactions
Laurie Siebert, CPA, CFP®, AEP® and her guest Attorney Charles Stopp, from the law firm of Steckel and Stopp, discuss: “Planning with real estate transactions, including conservation easements”
Financial Considerations for Women
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial Planning Considerations for Women”
Alternative Financial Outcomes
Laurie Siebert, CPA, CFP®, AEP® discusses: “What you don’t know in financial planning might hurt you” Laurie discusses situations that could have had a different financial outcome if only the person had known some useful strategies.
Tax Extensions, Late Filing… and more
Laurie Siebert, CPA, CFP®, AEP® discusses: “Extensions, late filing, penalties, estimated tax payments”
Unusual Tax Transactions
Laurie Siebert, CPA, CFP®, AEP® and her guest, Rodman Young, CPA, CFP®, Senior Vice President at Valley National Financial Advisors, discuss: “Unusual Tax Transactions” Get to know Rod Young at valleynationalgroup.com. Get to know host Laurie Siebert at valleynationalgroup.com.
New Jersey Estate and Income Tax
Laurie Siebert, CPA, CFP®, AEP® and her guest, Frank Stettner, CPA, CFP®, Senior Vice President at Valley National Financial Advisors, discuss “New Jersey Estate Tax and New Jersey Income Tax.” Get to know Frank Stettner at valleynationalgroup.com. Get to know host Laurie Siebert at valleynationalgroup.com.
New Beginnings
Laurie Siebert, CPA, CFP®, AEP® will discuss “New Beginnings” – Getting Your Financial House in Order.
