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Past Shows

Listen to recordings from past shows aired on WDIY.

Life Transitions
Original Air Date: June 10th, 2015

Life Transitions

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® and her guests, Rodman Young, CPA/PFS, CFP® from Valley National Financial Advisors and Lori Christine Young, MAPC, MAHS from Counseling and Integrated Spirituality, discuss life transitions from a financial and emotional perspective.

Cash Flow Planning
Original Air Date: June 03rd, 2015

Cash Flow Planning

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses “Cash Flow planning – the first step in taking control of your financial life.”

Spring Cleaning Your Finances
Original Air Date: May 27th, 2015

Spring Cleaning Your Finances

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses “Spring Cleaning Your Financial House,” including tips for keeping your credit and other important financial numbers in order.

Medicare Insurance Planning
Original Air Date: May 20th, 2015

Medicare Insurance Planning

Category: Insurance, Medicare

Laurie Siebert, CPA, CFP®, AEP® and her guest, Dan Banks of Silver Crest Insurance discuss “Medicare Insurance Plans and Planning.”

Entrepreneurship & Innovation
Original Air Date: May 13th, 2015

Entrepreneurship & Innovation

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Don Jean, co-founder of Focusedbuyer.com, consultant and entrepreneur discuss “Entrepreneurial traits and Buying and Selling Solutions for non-profits, businesses and individuals.”

Your Financial Life
Original Air Date: May 06th, 2015

Your Financial Life

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses a range of topics relating to “your financial life,” including highlights from past shows.

Tax Season Wrap-Up
Original Air Date: April 08th, 2015

Tax Season Wrap-Up

Category: Tax

“Tax season wrap-up and what did we learn?”  Laurie A. Siebert, CPA, CFP®, AEP® discusses last-minute tax tips and reviews important questions that have come up regarding tax return preparation and tax planning.

Open for Business – You, Inc.
Original Air Date: April 01st, 2015

Open for Business – You, Inc.

Category: Financial Planning

Laurie A. Siebert, CPA, CFP®, AEP® and her guest, Attorney Buddy Lesavoy from Lesavoy Butz & Seitz LLC discuss small business structure options.

Listener Tax Questions
Original Air Date: March 25th, 2015

Listener Tax Questions

Category: Tax

Laurie welcomes back Rod Young, CPA/PFS, CFP® from Valley National Financial Advisors to continue their discussion about taxes, and address listener questions.

Tax Planning Strategies
Original Air Date: March 18th, 2015

Tax Planning Strategies

Category: Tax

Guest hosts Rod Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss tax planning strategies and answer listener tax questions.