Past Shows
Listen to recordings from past shows aired on WDIY.
Understanding Tax Reporting Forms
Laurie Siebert, CPA, CFP®, AEP® discusses: “Understanding the income tax reporting forms”
Social Security Changes
Laurie Siebert, CPA, CFP®, AEP® and her guest, Mark Bacak, District Manager for the Social Security Administration, discuss: “Social Security Changes”
Financial Planning for Special Needs
Laurie Siebert, CPA, CFP®, AEP® and her guest, Robert Touzeau, CLU, ChSNC, LUTCF, discuss: “Financial planning for special needs families”
Medicare Annual Disenrollment Period
Laurie Siebert, CPA, CFP®, AEP® and her guest, Daniel Banks of Silver Crest Insurance, discuss: “The Medicare Annual Disenrollment Period and other Medicare related items” RELATED SHOWS: Medicare Tips (September 30, 2015) RELATED ARTICLE: Medicare Open Enrollment Period Begins October 15
Getting Ready for Filing Your Tax Return
Laurie Siebert, CPA, CFP®, AEP® discusses: “Getting Ready for Filing Your Tax Return” RELATED SHOWS: Last-Minute Tax Strategies/Updates | Year-End Financial & Tax Review
Last-Minute Tax Strategies/Updates
Laurie Siebert, CPA, CFP®, AEP® discusses: “Last-Minute Tax Strategies & Updates”
Community Impact
Laurie Siebert, CPA, CFP®, AEP® and her guest, Jeffrey Parks, Executive Director at ArtsQuest Foundation, discuss: “Community Impact”
Social Security & Medicare
Laurie Siebert, CPA, CFP®, AEP® discusses: “Social Security planning and Medicare premium adjustments.”
Qualifying for a Mortgage / Restoring Credit
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
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
