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Past Shows

Listen to recordings from past shows aired on WDIY.

Labor Day! (Jobs)
Original Air Date: September 03rd, 2014

Labor Day! (Jobs)

Category: Employer Benefits

Laurie Siebert, CPA, CFP, AEP discusses jobs – statistics, uncertainty and opportunities.

Back to School
Original Air Date: August 27th, 2014

Back to School

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP discusses strategies for positioning and planning for your children’s future education options.

Financial Planning Stories
Original Air Date: August 20th, 2014

Financial Planning Stories

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP and guest, Rod Young, CPA/PFS, CFP, share financial planning stories and experiences.

Beneficiary Inheritence
Original Air Date: August 13th, 2014

Beneficiary Inheritence

Category: Estate Planning

Laurie Siebert, CPA, CFP, AEP discusses what you need to know as a beneficiary when inheriting assets.

Financial Planning on Vacation
Original Air Date: July 30th, 2014

Financial Planning on Vacation

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP discusses financial planning topics that come up on summer vacations.

Mid-Year Financial Check-up
Original Air Date: July 23rd, 2014

Mid-Year Financial Check-up

Category: Financial Planning

Guest host, Rodman Young CPA/PFS, CFP® discusses paying attention – “It’s time for a Financial Check-up.” PAY ATTENTION TO… Your employer retirement plan. Your employer benefit programs. Your spending budget and “invisible” expenses. Roth IRAs – strategic or tactical conversions. Rebalancing your investment portfolio. Your estate planning documents. Your income tax planning. Your risk management […]

Social Security
Original Air Date: July 16th, 2014

Social Security

Category: Social Security

Laurie Siebert, CPA, CFP, AEP discusses the big things to pay attention to when it comes to your Social Security options.

Losing / Changing Jobs
Original Air Date: July 09th, 2014

Losing / Changing Jobs

Category: Employer Benefits

Laurie Siebert, CPA, CFP, AEP discusses a checklist of important items to consider when you lose or decide to change jobs.

“Financial” Independence Day
Original Air Date: July 02nd, 2014

“Financial” Independence Day

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP discusses tips to gain your financial independence – getting out of debt and building a cash management program.

So You Want to Go Into Business
Original Air Date: June 25th, 2014

So You Want to Go Into Business

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP discusses financial considerations when going into business for yourself.