Past Shows
Listen to recordings from past shows aired on WDIY.
Supporting Local Businesses
Laurie Siebert, CPA, CFP®, AEP® discusses: “The financial impact of supporting local businesses”
IRAs & ROTH IRAs
Laurie Siebert, CPA, CFP®, AEP® discusses: “IRAs and ROTH IRAs – the power behind them”
Employer Retirement Plans
Laurie Siebert, CPA, CFP®, AEP® discusses: “Understanding employer retirement plans and your options”
Family Financial Conversations
Laurie Siebert, CPA, CFP®, AEP® discusses: “Strategies and ideas for having financial conversations with family, and why it is important”
Financial Choices in Life Transitions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial considerations in periods of transition – life changes, jobs, retirement”
Take-Aways From Past Shows
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Take-aways from past shows”– a review of some of the most important financial topics from the past year.
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”
