Listen to recordings from past shows aired on WDIY.
Guest host, Rodman Young CPA/PFS, CFP® discusses paying attention – “It’s time for a Financial Check-up.” PAY ATTENTION TO… Your employer retirement plan. Your employer benefit programs. Your spending budget and “invisible” expenses. Roth IRAs – strategic or tactical conversions. Rebalancing your investment portfolio. Your estate planning documents. Your income tax planning. Your risk management […]
Laurie Siebert, CPA, CFP, AEP discusses the big things to pay attention to when it comes to your Social Security options.
Laurie Siebert, CPA, CFP, AEP discusses a checklist of important items to consider when you lose or decide to change jobs.
Laurie Siebert, CPA, CFP, AEP discusses tips to gain your financial independence – getting out of debt and building a cash management program.
Laurie Siebert, CPA, CFP, AEP discusses financial considerations when going into business for yourself.
Laurie Siebert, CPA, CFP, AEP and guest, Attorney Kirby Upright from Bethlehem law firm King, Spry, Herman, Freund & Faul, discuss changes to PA laws regarding same-sex marriage after the Whitewood decision, and estate planning issues that affect all couples. RELATED PODCAST: Legal Considerations for Same-Sex Couples
Laurie Siebert, CPA, CFP, AEP discusses managing student loans with guest Reyna Gobel, MBA, MJ and author of Cliff Notes® Graduation Debt- How to Manage Student Loans and Live Your Life Second Edition. Reyna is a journalist, author, and professional speaker who’s been quoted by Money Magazine, Real Simple, and The Washington Post.
Host Laurie A. Siebert, CPA, CFP, AEP devotes the hour to listeners’ financial questions. RELATED PODCAST: Your Financial Questions, November 13, 2013
Laurie Siebert, CPA, CFP®, AEP® discusses the term “financial advisor” and what the designations mean.
Laurie Siebert, CPA, CFP®, AEP® and guest, Timothy Roof, CFP®, discuss estate planning for every stage of life. RELATED PODCASTS: Investing Basics with Guest Host, Rod Young, CPA, CFP®