Past Shows
Listen to recordings from past shows aired on WDIY.
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Special Needs Fairness Act & ABLE Act
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Sarah Andrew of Schoffstall Elder Law, discuss: “Special Needs Fairness Act and ABLE Act”
Estate Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: “Estate planning and when does a POA know to step in?”
Extensions, Estimates, Penalties
Laurie Siebert, CPA, CFP®, AEP® discusses: “Extensions, estimates and avoiding penalties”
Tax Season Take-Aways
Laurie Siebert, CPA, CFP®, AEP® discusses: “What did we learn from this tax season?”
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”
