Past Shows
Listen to recordings from past shows aired on WDIY.
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Risk Management
Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Muñoz, CLU®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss: “Taking care of your loved ones through risk management”
Sched A & Itemized Deductions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Understanding Schedule A and itemized deductions” on our tax return
ACT 95 and POA
Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: “ACT 95 and Power of Attorney”
Grants & Legacy Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Erika Riddle Petrozelli, CPA, Director of Donor Services for Lehigh Valley Community Foundation, discuss: “Lehigh Valley Community Foundation 50th anniversary grants and legacy planning”
Beneficiary Financial Implications
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial implications of being a beneficiary”
What To Do Right in 2017
Laurie Siebert, CPA, CFP®, AEP® discusses: “What to do right in 2017”
Year-End Tax Planning (PART II)
Laurie Siebert, CPA, CFP®, AEP® continues the previous week’s discussion: “MORE Year-End Tax Planning.” RELATED SHOWS: Year-End Tax Planning (PART I)
Year-End Tax Planning (PART I)
Laurie Siebert, CPA, CFP®, AEP® discusses: “Year-End Tax Planning.” RELATED SHOWS: Year-End Tax Planning (PART II)
Post-Election Tax Policy
Laurie Siebert, CPA, CFP®, AEP® discusses: “Expected 2017 tax changes as you plan for year end 2016.”
Estate Planning Questions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Who, why, what, when, where and how of estate planning.”
