Listen to recordings from past shows aired on WDIY.
Financial Planning Stories
Laurie Siebert, CPA, CFP, AEP and guest, Rod Young, CPA/PFS, CFP, share financial planning stories and experiences.
Laurie Siebert, CPA, CFP, AEP discusses what you need to know as a beneficiary when inheriting assets.
Financial Planning on Vacation
Laurie Siebert, CPA, CFP, AEP discusses financial planning topics that come up on summer vacations.
Mid-Year Financial Check-up
Guest host, Rodman Young CPA/PFS, CFP® discusses paying attention – “It’s time for a Financial Check-up.” PAY ATTENTION TO… Your employer retirement plan. Your employer benefit programs. Your spending budget and “invisible” expenses. Roth IRAs – strategic or tactical conversions. Rebalancing your investment portfolio. Your estate planning documents. Your income tax planning. Your risk management […]
Laurie Siebert, CPA, CFP, AEP discusses the big things to pay attention to when it comes to your Social Security options.
Losing / Changing Jobs
Laurie Siebert, CPA, CFP, AEP discusses a checklist of important items to consider when you lose or decide to change jobs.
“Financial” Independence Day
Laurie Siebert, CPA, CFP, AEP discusses tips to gain your financial independence – getting out of debt and building a cash management program.
So You Want to Go Into Business
Laurie Siebert, CPA, CFP, AEP discusses financial considerations when going into business for yourself.
PA Laws Affecting Same-Sex Couples
Laurie Siebert, CPA, CFP, AEP and guest, Attorney Kirby Upright from Bethlehem law firm King, Spry, Herman, Freund & Faul, discuss changes to PA laws regarding same-sex marriage after the Whitewood decision, and estate planning issues that affect all couples. RELATED PODCAST: Legal Considerations for Same-Sex Couples
Managing Student Loans
Laurie Siebert, CPA, CFP, AEP discusses managing student loans with guest Reyna Gobel, MBA, MJ and author of Cliff Notes® Graduation Debt- How to Manage Student Loans and Live Your Life Second Edition. Reyna is a journalist, author, and professional speaker who’s been quoted by Money Magazine, Real Simple, and The Washington Post.