Past Shows
Listen to recordings from past shows aired on WDIY.
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Fiduciary Rules
Laurie Siebert, CPA, CFP®, AEP® and her guest, Kerry Petcher, Editor of Retirement Income Journal, discuss: “Fiduciary rules. Where do we stand?”
College Students & Financial Issues
Laurie Siebert, CPA, CFP®, AEP® and her guest, Justin Cohen, Finance Major at Temple University, discuss: “How much do college students understand about financial issues?” Plus, Luke Jaindl discusses fundraising for The Leukemia & Lymphoma Society.
Schedule K-1
Laurie Siebert, CPA, CFP®, AEP® discusses: “What is a Schedule K-1 and why might you get one? ”
MORE Listener Questions
Laurie Siebert, CPA, CFP®, AEP® devotes the entire show to MORE listener tax questions, including Schedule D, spin-offs and splits.
Listener Questions
Laurie Siebert, CPA, CFP®, AEP® devotes the entire show to listener questions.
Interest & Dividends
Laurie Siebert, CPA, CFP®, AEP® discusses: “Interest and dividends and the geography of your investments”
Risk Management
Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Muñoz, CLU®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss: “Taking care of your loved ones through risk management”
Sched A & Itemized Deductions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Understanding Schedule A and itemized deductions” on our tax return
ACT 95 and POA
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: “ACT 95 and Power of Attorney”
Grants & Legacy Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Erika Riddle Petrozelli, CPA, Director of Donor Services for Lehigh Valley Community Foundation, discuss: “Lehigh Valley Community Foundation 50th anniversary grants and legacy planning”
