Past Shows
Listen to recordings from past shows aired on WDIY.
Financial Planning for Special Needs
Laurie Siebert, CPA, CFP®, AEP® and her guest, Robert Touzeau, CLU, ChSNC, LUTCF, discuss: “Financial planning for special needs families”
Medicare Annual Disenrollment Period
Laurie Siebert, CPA, CFP®, AEP® and her guest, Daniel Banks of Silver Crest Insurance, discuss: “The Medicare Annual Disenrollment Period and other Medicare related items” RELATED SHOWS: Medicare Tips (September 30, 2015) RELATED ARTICLE: Medicare Open Enrollment Period Begins October 15
Getting Ready for Filing Your Tax Return
Laurie Siebert, CPA, CFP®, AEP® discusses: “Getting Ready for Filing Your Tax Return” RELATED SHOWS: Last-Minute Tax Strategies/Updates | Year-End Financial & Tax Review
Last-Minute Tax Strategies/Updates
Laurie Siebert, CPA, CFP®, AEP® discusses: “Last-Minute Tax Strategies & Updates”
Community Impact
Laurie Siebert, CPA, CFP®, AEP® and her guest, Jeffrey Parks, Executive Director at ArtsQuest Foundation, discuss: “Community Impact”
Social Security & Medicare
Laurie Siebert, CPA, CFP®, AEP® discusses: “Social Security planning and Medicare premium adjustments.”
Qualifying for a Mortgage / Restoring Credit
Laurie Siebert, CPA, CFP®, AEP® and her guest, Steve Stelzman from The Mortgage Company, discuss: “Qualifying for a mortgage and restoring your credit.” RELATED SHOW: Mortgage Approval Process (June 17, 2015)
Year-End Financial & Tax Review
Guest host Rodman Young, CPA/PFS, CFP®, from Valley National Financial Advisors, discusses: “Year-end financial and tax review – before it’s too late!” RELATED SHOWS: Year-End Tax Planning (December 2014) | Employer Benefits & Open Enrollment | Back to School Finances
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
