Past Shows
Listen to recordings from past shows aired on WDIY.
Please review Important Disclosure Information set forth in the last section of this web site.
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
Student Loans & Payment Strategies
Laurie Siebert, CPA, CFP®, AEP® and her guest Loretta M. Tubiello-Harr CPA/ABV, CVA, discuss: “Student loans and how to pay them back” Get to know host Laurie Siebert at valleynationalgroup.com. Meet Loretta Tubiello-Harr and her team at t-hallc.com.
The Economy & Your Financial Life
Laurie Siebert, CPA, CFP®, AEP® and her guest, James P West, MBA, PHD, Professor of Economics & Management at Moravian College, discuss: “The Local & Global Economy – What We Should Know” Get to know host Laurie Siebert at valleynationalgroup.com. Meet Professor West at moravian.edu.
Planning with Real Estate Transactions
Laurie Siebert, CPA, CFP®, AEP® and her guest Attorney Charles Stopp, from the law firm of Steckel and Stopp, discuss: “Planning with real estate transactions, including conservation easements”
Financial Considerations for Women
Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial Planning Considerations for Women”
Alternative Financial Outcomes
Laurie Siebert, CPA, CFP®, AEP® discusses: “What you don’t know in financial planning might hurt you” Laurie discusses situations that could have had a different financial outcome if only the person had known some useful strategies.
