Past Shows
Listen to recordings from past shows aired on WDIY.
Labor Day! (Jobs)
Laurie Siebert, CPA, CFP, AEP discusses jobs – statistics, uncertainty and opportunities.
Back to School
Laurie Siebert, CPA, CFP, AEP discusses strategies for positioning and planning for your children’s future education options.
Financial Planning Stories
Laurie Siebert, CPA, CFP, AEP and guest, Rod Young, CPA/PFS, CFP, share financial planning stories and experiences.
Beneficiary Inheritence
Laurie Siebert, CPA, CFP, AEP discusses what you need to know as a beneficiary when inheriting assets.
Financial Planning on Vacation
Laurie Siebert, CPA, CFP, AEP discusses financial planning topics that come up on summer vacations.
Mid-Year Financial Check-up
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
Laurie Siebert, CPA, CFP, AEP discusses the big things to pay attention to when it comes to your Social Security options.
Losing / Changing Jobs
Laurie Siebert, CPA, CFP, AEP discusses a checklist of important items to consider when you lose or decide to change jobs.
“Financial” Independence Day
Laurie Siebert, CPA, CFP, AEP discusses tips to gain your financial independence – getting out of debt and building a cash management program.
