Past Shows
Listen to recordings from past shows aired on WDIY.
Elements of Financial Planning
Laurie Siebert, CPA, CFP®, AEP® discusses the elements of financial planning – ‘Are You Missing Out?’
Mortgage Approval Process
Laurie Siebert, CPA, CFP®, AEP® and her guest, Steve Stelzman of The Mortgage Company, discuss the mortgage approval process.
Life Transitions
Laurie Siebert, CPA, CFP®, AEP® and her guests, Rodman Young, CPA/PFS, CFP® from Valley National Financial Advisors and Lori Christine Young, MAPC, MAHS from Counseling and Integrated Spirituality, discuss life transitions from a financial and emotional perspective.
Cash Flow Planning
Laurie Siebert, CPA, CFP®, AEP® discusses “Cash Flow planning – the first step in taking control of your financial life.”
Spring Cleaning Your Finances
Laurie Siebert, CPA, CFP®, AEP® discusses “Spring Cleaning Your Financial House,” including tips for keeping your credit and other important financial numbers in order.
Medicare Insurance Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Dan Banks of Silver Crest Insurance discuss “Medicare Insurance Plans and Planning.”
Entrepreneurship & Innovation
Laurie Siebert, CPA, CFP®, AEP® and her guest, Don Jean, co-founder of Focusedbuyer.com, consultant and entrepreneur discuss “Entrepreneurial traits and Buying and Selling Solutions for non-profits, businesses and individuals.”
Your Financial Life
Laurie Siebert, CPA, CFP®, AEP® discusses a range of topics relating to “your financial life,” including highlights from past shows.
Tax Season Wrap-Up
“Tax season wrap-up and what did we learn?” Laurie A. Siebert, CPA, CFP®, AEP® discusses last-minute tax tips and reviews important questions that have come up regarding tax return preparation and tax planning.
Open for Business – You, Inc.
Laurie A. Siebert, CPA, CFP®, AEP® and her guest, Attorney Buddy Lesavoy from Lesavoy Butz & Seitz LLC discuss small business structure options.
