Past Shows
Listen to recordings from past shows aired on WDIY.
Life & Disability Insurance
Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Munoz, CLU®, FLMI – Assistant Vice President of Insurance for Valley National Financial Advisors, discuss life and disability insurance.
Longevity in Financial Planning
Laurie Siebert, CPA, CFP®, AEP® discusses “Longevity – what affects it and how do you plan?”
Retirement Benefit Options
Laurie Siebert, CPA, CFP®, AEP® discusses “Understanding Retirement Benefit Options,” including Social Security, pension elections and 401(k)s.
Beneficiaries & Asset Titling in Estate Plans
Laurie Siebert, CPA, CFP®, AEP® discusses Estate Planning – specifically, beneficiary designations and asset titling.
Financial Management for Recent Grads
Laurie Siebert, CPA, CFP®, AEP® and her guest, Michael Martin, CFP® discuss “tips for recent college grads – how to manage your finances.”
Summer SPF (Financial Protection)
Laurie Siebert, CPA, CFP®, AEP® discusses “Summer SPF – ways to protect yourself financially.”
Elements of Financial Planning
Laurie Siebert, CPA, CFP®, AEP® discusses the elements of financial planning – ‘Are You Missing Out?’
Mortgage Approval Process
Laurie Siebert, CPA, CFP®, AEP® and her guest, Steve Stelzman of The Mortgage Company, discuss the mortgage approval process.
Life Transitions
Laurie Siebert, CPA, CFP®, AEP® and her guests, Rodman Young, CPA/PFS, CFP® from Valley National Financial Advisors and Lori Christine Young, MAPC, MAHS from Counseling and Integrated Spirituality, discuss life transitions from a financial and emotional perspective.
Cash Flow Planning
Laurie Siebert, CPA, CFP®, AEP® discusses “Cash Flow planning – the first step in taking control of your financial life.”
