Past Shows
Listen to recordings from past shows aired on WDIY.
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New Beginnings
Laurie Siebert, CPA, CFP®, AEP® will discuss “New Beginnings” – Getting Your Financial House in Order.
MORE Listener Tax Questions
Laurie Siebert, CPA, CFP®, AEP® devoted the entire show to MORE listener tax questions. RELATED SHOWS: Listener Tax Questions (March 2) Understanding Tax Reporting Forms Getting Ready for Filing Your Tax Return Last-Minute Tax Strategies/Updates
Listener Tax Questions
Laurie Siebert, CPA, CFP®, AEP® devoted the entire show to listener tax questions. RELATED SHOWS: Understanding Tax Reporting Forms Getting Ready for Filing Your Tax Return Last-Minute Tax Strategies/Updates
Estate Administration of Art & Collectibles
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Eric Strauss of Worth, Magee & Fisher Law Office discuss: “Art, antiques, collectibles and estate administration”
Retirement Account Reporting
Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement account reporting – contributions, deductions and distributions”
Understanding Tax Reporting Forms
Laurie Siebert, CPA, CFP®, AEP® discusses: “Understanding the income tax reporting forms”
Social Security Changes
Laurie Siebert, CPA, CFP®, AEP® and her guest, Mark Bacak, District Manager for the Social Security Administration, discuss: “Social Security Changes”
Financial Planning for Special Needs
Laurie Siebert, CPA, CFP®, AEP® and her guest, Robert Touzeau, CLU, ChSNC, LUTCF, discuss: “Financial planning for special needs families”
Medicare Annual Disenrollment Period
Laurie Siebert, CPA, CFP®, AEP® and her guest, Daniel Banks of Silver Crest Insurance, discuss: “The Medicare Annual Disenrollment Period and other Medicare related items” RELATED SHOWS: Medicare Tips (September 30, 2015) RELATED ARTICLE: Medicare Open Enrollment Period Begins October 15
Getting Ready for Filing Your Tax Return
Laurie Siebert, CPA, CFP®, AEP® discusses: “Getting Ready for Filing Your Tax Return” RELATED SHOWS: Last-Minute Tax Strategies/Updates | Year-End Financial & Tax Review
