Listen to recordings from past shows aired on WDIY.
Laurie discusses: Savings bonds – EE, HH and I bonds.
RECORDING NOT YET AVAILABLE Laurie welcomes guest Daniel Banks from Silvercrest Insurance to discuss: Medicare Supplemental Plans & Premiums
Laurie welcomes Attorney Dennis Pappas to discuss: Legal and Financial Planning for Alzheimer’s Disease
Laurie discusses Estate Planning Implementation
Laurie discusses Tax Extensions, Estimates and 2022 Planning
Valley National Financial Advisors’ Chief Investment Officer, William Henderson, joins Laurie to discuss: A First Quarter Market Update
Laurie discusses Charitable Giving during WDIY’s Spring Membership Drive.
Laurie answers a fourth installment of Listener Tax Questions.
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss: Tax Planning with Retirement Accounts.
Laurie address a third installment of Listener Tax Questions around the 2021 tax filing season.