Past Shows
Listen to recordings from past shows aired on WDIY.
Please review Important Disclosure Information set forth in the last section of this web site.
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”
Beneficiary Financial Implications
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial implications of being a beneficiary”
What To Do Right in 2017
Laurie Siebert, CPA, CFP®, AEP® discusses: “What to do right in 2017”
Year-End Tax Planning (PART II)
Laurie Siebert, CPA, CFP®, AEP® continues the previous week’s discussion: “MORE Year-End Tax Planning.” RELATED SHOWS: Year-End Tax Planning (PART I)
Year-End Tax Planning (PART I)
Laurie Siebert, CPA, CFP®, AEP® discusses: “Year-End Tax Planning.” RELATED SHOWS: Year-End Tax Planning (PART II)
