Past Shows
Listen to recordings from past shows aired on WDIY.
Estate Planning Basics
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Judith Harris from Norris, McLaughlin & Marcus, discuss: “Estate Planning Basics” during National Estate Planning Awareness Week (October 19-25, 2015). RELATED SHOWS: PA Power of Attorney | Estate Planning for Every Stage of Life
Financial Giving & Receiving
Laurie Siebert, CPA, CFP®, AEP® and her guests Bernie Story President and CEO of Lehigh Valley Community Foundation, and Nancy Knoebel, CEO of Easter Seals Eastern PA, discuss: “Financial Giving & Receiving in the Lehigh Valley”
Financial Planning Hot Topics
Laurie Siebert, CPA, CFP®, AEP® will reviews: “Financial Planning Hot Topics”
Medicare Tips
Laurie Siebert, CPA, CFP®, AEP® and her guest, Daniel Banks of Silver Crest Insurance discuss: “Medicare Enrollment – what you need to know and how to be prepared.” RELATED ARTICLE: Medicare Open Enrollment Period Begins October 15
Trusts & Estate Issues
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Charles Stopp from the Law Office of Steckel & Stopp, discuss “trusts and other interesting estate issues.”
Employer Benefits & Open Enrollment
Guest host Rodman Young, CPA/PFS, CFP®, from Valley National Financial Advisors, discusses employer benefits and open enrollment.
Back to School Finances
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors, discuss financial considerations for back to school.
Lump Sum or Annuity?
Laurie Siebert, CPA, CFP®, AEP® and her guest, Thomas M. Riddle, CPA, CFP® – President of Valley National Financial Advisors, discuss lump sum versus annuity options for retirees.
Life & Disability Insurance
Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Munoz, CLU®, FLMI – Assistant Vice President of Insurance for Valley National Financial Advisors, discuss life and disability insurance.
Longevity in Financial Planning
Laurie Siebert, CPA, CFP®, AEP® discusses “Longevity – what affects it and how do you plan?”
