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Past Shows

Listen to recordings from past shows aired on WDIY.

Types of Income (& Your Tax Return)
Original Air Date: March 12th, 2014

Types of Income (& Your Tax Return)

Category: Tax

Laurie Siebert, CPA, CFP, AEP discusses how different kinds of income affect your tax return, and takes listeners’ tax questions.

Creating a Portfolio
Original Air Date: March 05th, 2014

Creating a Portfolio

Category: Markets & Investments

Laurie Siebert, CPA, CFP®, AEP® and her guest, Kevin Brosious, MBA, CPA/PFS, CFP® discuss “What to consider when building a portfolio.” RELATED PODCASTS with guest Kevin Brosious: Bond Investing (October 23, 2013)    |    Education Planning (August 21, 2013)

Retirement & Tax Decisions
Original Air Date: February 26th, 2014

Retirement & Tax Decisions

Category: Retirement, Tax

Host, Laurie A. Siebert, CPA, CFP®, AEP® discusses decisions on retirement account funding and takes listeners’ tax questions.

Legal Considerations for Same-Sex Couples
Original Air Date: February 19th, 2014

Legal Considerations for Same-Sex Couples

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP and her guest, Attorney Kirby Upright discuss legal considerations for same sex couples, including estate planning that applies to everyone. RELATED BLOG POSTS: Same-Sex Tax Law, from Laurie’s Weekly Blog Same-Sex Couples in Pennsylvania: “Wed-Locked?,” from KingSpry Family Law Practice Group, by Avery E. Smith, Esquire RELATED ARTICLE: Life-Phase Planning […]

Income Taxes
Original Air Date: February 12th, 2014

Income Taxes

How are you doing on those income taxes?  Laurie A. Siebert, CPA, CFP, AEP  discusses ways to prepare for the current tax season.

Annuities & Retirement
Original Air Date: February 05th, 2014

Annuities & Retirement

Category: Insurance, Retirement

Host Laurie Siebert, CPA, CFP, AEP and her guest Kerry Pechter, author of Annuities for Dummies, will discuss annuities and retirement income.

Banking Services
Original Air Date: January 29th, 2014

Banking Services

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP and Executive VP and COO of Merchants Bank, Tracie Smith discuss Banking Services- Experience the Difference Locally.

Multi-Generation Financial Planning
Original Air Date: January 22nd, 2014

Multi-Generation Financial Planning

Category: Financial Planning

Host, Laurie A. Siebert, CPA, CFP, AEP and her guest, Financial Advisor Matthew Petrozelli discuss Multi-Generation Financial Planning.

Preparing for Tax Season
Original Air Date: January 15th, 2014

Preparing for Tax Season

Category: Tax

Laurie Siebert, CPA, CFP, AEP discusses how to get ready for tax season and doing so efficiently.

New Year’s Resolutions
Original Air Date: January 08th, 2014

New Year’s Resolutions

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP and her guest Alan Shannon-Breslin, CPA discuss New Year’s Resolutions and your financial life.