Past Shows
Listen to recordings from past shows aired on WDIY.
Making A Difference
Laurie Siebert, CPA, CFP®, AEP® and her guests, Valerie Lane, President of United Way of the Greater Lehigh Valley’s Women’s Leadership Council and Marci Ronald, Executive Vice President of United Way of the Greater Lehigh Valley, discuss: “Making a difference in the community financially and progressively.”
Managing Investments – What’s New?
Laurie Siebert, CPA, CFP®, AEP® and her guest, Matthew Petrozelli, Executive Vice President and COO of Valley National Financial Advisors, discuss: “What’s new in managing your investment accounts?” RELATED SHOWS: Technology & Investing | Investment Planning for Every Stage | Investing Basics
Estate Planning Basics
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Judith Harris from Norris, McLaughlin & Marcus, discuss: “Estate Planning Basics” during National Estate Planning Awareness Week (October 19-25, 2015). RELATED SHOWS: PA Power of Attorney | Estate Planning for Every Stage of Life
Financial Giving & Receiving
Laurie Siebert, CPA, CFP®, AEP® and her guests Bernie Story President and CEO of Lehigh Valley Community Foundation, and Nancy Knoebel, CEO of Easter Seals Eastern PA, discuss: “Financial Giving & Receiving in the Lehigh Valley”
Financial Planning Hot Topics
Laurie Siebert, CPA, CFP®, AEP® will reviews: “Financial Planning Hot Topics”
Medicare Tips
Laurie Siebert, CPA, CFP®, AEP® and her guest, Daniel Banks of Silver Crest Insurance discuss: “Medicare Enrollment – what you need to know and how to be prepared.” RELATED ARTICLE: Medicare Open Enrollment Period Begins October 15
Trusts & Estate Issues
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Charles Stopp from the Law Office of Steckel & Stopp, discuss “trusts and other interesting estate issues.”
Employer Benefits & Open Enrollment
Guest host Rodman Young, CPA/PFS, CFP®, from Valley National Financial Advisors, discusses employer benefits and open enrollment.
Back to School Finances
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors, discuss financial considerations for back to school.
Lump Sum or Annuity?
Laurie Siebert, CPA, CFP®, AEP® and her guest, Thomas M. Riddle, CPA, CFP® – President of Valley National Financial Advisors, discuss lump sum versus annuity options for retirees.
