Past Shows
Listen to recordings from past shows aired on WDIY.
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Required Minimum Distributions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Required Minimum Distributions – understanding the concept and requirements”
‘Back to School’
Laurie Siebert, CPA, CFP®, AEP® discusses: “Back to school – the to do list for you and your kids”
Listener Questions
Laurie Siebert, CPA, CFP®, AEP® devotes the entire show to Listeners’ Questions!
Supporting Local Businesses
Laurie Siebert, CPA, CFP®, AEP® discusses: “The financial impact of supporting local businesses”
IRAs & ROTH IRAs
Laurie Siebert, CPA, CFP®, AEP® discusses: “IRAs and ROTH IRAs – the power behind them”
Employer Retirement Plans
Laurie Siebert, CPA, CFP®, AEP® discusses: “Understanding employer retirement plans and your options”
Family Financial Conversations
Laurie Siebert, CPA, CFP®, AEP® discusses: “Strategies and ideas for having financial conversations with family, and why it is important”
Financial Choices in Life Transitions
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial considerations in periods of transition – life changes, jobs, retirement”
Take-Aways From Past Shows
Laurie Siebert, CPA, CFP®, AEP® will discuss: “Take-aways from past shows”– a review of some of the most important financial topics from the past year.
Principles to Maximize Family Wealth
Laurie Siebert, CPA, CFP®, AEP® and her guest Douglas McCormick, author of Family Inc., will discuss the concepts of the book: “Using Business Principles to Maximize Your Family’s Wealth.” Get to know host Laurie Siebert at valleynationalgroup.com. Meet Douglas McCormick, Co-Founder and Managing Partner at HCI Equity Partners – hciequity.com
