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Past Shows

Listen to recordings from past shows aired on WDIY.

Putting It All Together: Your Personal Financial Plan
Original Air Date: August 07th, 2013

Putting It All Together: Your Personal Financial Plan

Category: Financial Planning

Host Laurie A. Siebert CPA, CFP(r), AEP(r) shows you the benefits of financial planning and putting together your personal balance sheet, income statement and cash flow.  (Original broadcast May 22, 2013. Second broadcast August 7, 2013)

Investing Basics
Original Air Date: July 31st, 2013

Investing Basics

Category: Markets & Investments

Guest host Rod Young, CPA, CFP(r), discusses investing in plain, simple terms. RELATED RESOURCES: Bankrate.com (MMA & Savings Rates) Investing Basics (Rod’s Top-10 List) – Listen to the podcast for details on each. 10:  You Need to Start Somewhere 9:  Educate Yourself Enough to Make Informed Decisions 8:  Understand Your Risk Profile 7:  Connect the Dots […]

PPL Guests Discuss Energy Savings
Original Air Date: July 24th, 2013

PPL Guests Discuss Energy Savings

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP welcomes Don Bernhard, PPL’s Director of Community Affairs, and Joe Mezlo, Manager of Energy Efficiency and Conservation for PPL Electric Utilities who discuss topics ranging from summer energy conservation to electric safety as well as the company’s community involvement and philanthropy.

Family Conversations & Estate Planning
Original Air Date: July 17th, 2013

Family Conversations & Estate Planning

Category: Estate Planning

Host Laurie A. Siebert, CPA, CFP(r), AEP(r), as she discusses the family conversations that should happen around estate planning.

Catching Up
Original Air Date: July 10th, 2013

Catching Up

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses playing financial “catch up” – catching up on our retirement savings, catching up on our credit cards, catching up on our family members and other “catch up” issues.

Financial Planning Hot Topics
Original Air Date: June 26th, 2013

Financial Planning Hot Topics

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) shows you the benefits of financial planning and putting together your personal balance sheet, income statement and cash flow.

Life Phases for Blended Families
Original Air Date: June 19th, 2013

Life Phases for Blended Families

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses planning for the life phases in blended families including prior to marriage, life together with children, after children and survivor planning.

Rental Properties
Original Air Date: June 12th, 2013

Rental Properties

Category: Markets & Investments

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses investing in and working with rental properties on the next program.

Mortgage & Real Estate Market
Original Air Date: June 05th, 2013

Mortgage & Real Estate Market

Category: Markets & Investments

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) welcomes Jane Hathaway, Mortgage Executive with Premier Mortgage. The two discuss the mortgage and real estate market.

Unusual Events That May Affect Tax Planning
Original Air Date: May 29th, 2013

Unusual Events That May Affect Tax Planning

Category: Tax

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses unusual events that may effect your 2013 tax planning and what you need to know, including foreign income reporting.