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Past Shows

Listen to recordings from past shows aired on WDIY.

Consumer Trends
Original Air Date: December 18th, 2013

Consumer Trends

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP  looks at consumer spending and trends in credit cards.  She also addresses last minute tax planning topics.

Year-End Tax Planning
Original Air Date: December 11th, 2013

Year-End Tax Planning

Category: Tax

Host Laurie A. Siebert, CPA, CFP, AEP  and guest Rod Young, CPA, CFP discuss year-end tax planning. It’s getting to be that time of year, but it’s not too late.

Fiduciary Investing & Trusts
Original Air Date: December 04th, 2013

Fiduciary Investing & Trusts

Category: Estate Planning

Laurie Siebert, CPA, CFP, AEP welcomes guest Benjamin M. Tenaglia, III, Vice President and Portfolio Manager at Valley National Financial Advisors will discuss what it means to be a fiduciary and fiduciary investing in a trust environment. What is a fiduciary? A person to whom property or power is entrusted for the benefit of another. Who […]

Giving Thanks
Original Air Date: November 25th, 2013

Giving Thanks

Category: Charity

Host Laurie A. Siebert, CPA, CFP, AEP discusses giving thanks this Thanksgiving on the this program.

Your Financial Questions
Original Air Date: November 13th, 2013

Your Financial Questions

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP, AEP devotes the hour to your listeners’ financial questions. Some of the questions Laurie addressed during this broadcast, include… Getting ready to retire. What to do with 401k monies after retirement to supplement cash flow? Cashing out or rolling over teacher retirement accounts in Pennsylvania? What to do about […]

Let’s Get Healthy!
Original Air Date: November 06th, 2013

Let’s Get Healthy!

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP, AEP and her guest, Capital Blue Senior Vice President of Business Development, Aji Abraham as they discuss the Capital Blue Store and highlights of the Affordable Care Act.

Life Care Planning
Original Air Date: October 30th, 2013

Life Care Planning

Category: Financial Planning, Insurance

Host Laurie Siebert, CPA, CFP, AEP and guest Attorney Jim Ruggiero, AEP, discuss “Life Care Planning – What it is and how to get started.

Bond Investing
Original Air Date: October 23rd, 2013

Bond Investing

Category: Markets & Investments

Host Laurie A. Siebert, CPA, CFP, AEP and guests, Russell Wild, MBA, financial advisor and author of “Bond Investing for Dummies” and Kevin Brosius, CFP and financial advisor, discuss bond investing. RELATED ARTICLE: Bonds and Interest Rate Risk by Kevin Brosious and Russel Wild RELATED WEBSITE: www.wealthmanagement1.com RELATED PODCASTS: Getting Your Financial Life Organized with guest: […]

Taking Care of Loved Ones
Original Air Date: October 16th, 2013

Taking Care of Loved Ones

Category: Estate Planning, Insurance

Host Laurie Siebert, CPA, CFP, AEP discusses “Taking care of those you love – Estate planning.” This week is WDIY’s pledge drive and next week is Estate Planning Week.

National Financial Planning Week
Original Air Date: October 09th, 2013

National Financial Planning Week

Category: Financial Planning

Financial Planning Week and the Financial Planning Association’s network of resources.  Financial Planning Week is a celebration to help individuals discover the value of financial planning and make smart financial decisions to achieve life goals and dreams.