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Past Shows

Listen to recordings from past shows aired on WDIY.

Performing Due Diligence
Original Air Date: May 15th, 2013

Performing Due Diligence

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) provides insights into performing your own due diligence on financial information, including advisors, tips and spam.

Your Personal Income Sheet
Original Air Date: May 08th, 2013

Your Personal Income Sheet

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP(r), AEP(r), moves from the balance sheet discussion last week to your personal income statement this week – understanding and controlling cash flow.

Your Personal Balance Sheet
Original Air Date: May 01st, 2013

Your Personal Balance Sheet

Category: Financial Planning

Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses breaking down your personal balance sheet.

Retirement Planning Strategies
Original Air Date: April 24th, 2013

Retirement Planning Strategies

Category: Retirement

Host Laurie A. Siebert, CPA, CFP(r), AEP(r), reviews retirement planning strategies.

Financial Planning Favorites
Original Air Date: April 17th, 2013

Financial Planning Favorites

Category: Financial Planning

Join host Laurie A. Siebert, CPA, CFP(r) , explores the tax season aftermath and financial planning favorites.

“Green Divorce”
Original Air Date: April 10th, 2013

“Green Divorce”

Category: Financial Planning

Join host Laurie A. Siebert, CPA,CFP(r), AEP(r) and her guests, attorneys Nancy Wallitsch and  Abele Iacobelli as they discuss a “green divorce;” conserving your energy and financial resources including property distribution and child support.

How Long To Keep Your Tax Returns
Original Air Date: April 03rd, 2013

How Long To Keep Your Tax Returns

Category: Tax

Laurie A. Siebert, CPA, CFP(r), AEP(r) welcomes her guest, Cheri Freeh, CPA, CGMA and PICPA representative as they answer listeners’ tax questions and discuss how long to keep tax returns, what to do with tax refunds and using your tax return to help with your financial planning.

Last-Minute Tax Questions
Original Air Date: March 27th, 2013

Last-Minute Tax Questions

Category: Tax

Join guest host Rod Young, CPA, CFP(r) as he answers common questions during this tax season. What to do if you get a corrected tax document after you already filed your return? What to do if you need to change your withholdings, including different strategies to withholdings and/or estimates and safe harbors. What to do […]

Jobs In Healthcare and Technology
Original Air Date: January 23rd, 2013

Jobs In Healthcare and Technology

Category: Financial Planning

Join host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest Bonnie Sharps, Managing Director at DHR International, where she specializes in job searches in life sciences, healthcare services and advanced technology sectors for retained executive searches. She will share with us her expertise on how to position yourself for a job search and knowing your […]

Taxes
Original Air Date: January 09th, 2013

Taxes

Category: Tax

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses what you need in order to get ready for tax season and what should you know about this year’s tax laws.