Past Shows
Listen to recordings from past shows aired on WDIY.
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”
Financial Considerations for Women
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial Planning Considerations for Women”
Alternative Financial Outcomes
Laurie Siebert, CPA, CFP®, AEP® discusses: “What you don’t know in financial planning might hurt you” Laurie discusses situations that could have had a different financial outcome if only the person had known some useful strategies.
Tax Extensions, Late Filing… and more
Laurie Siebert, CPA, CFP®, AEP® discusses: “Extensions, late filing, penalties, estimated tax payments”
Unusual Tax Transactions
Laurie Siebert, CPA, CFP®, AEP® and her guest, Rodman Young, CPA, CFP®, Senior Vice President at Valley National Financial Advisors, discuss: “Unusual Tax Transactions” Get to know Rod Young at valleynationalgroup.com. Get to know host Laurie Siebert at valleynationalgroup.com.
