Past Shows
Listen to recordings from past shows aired on WDIY.
Financial Planning at Every Stage of Life
Laurie Siebert, CPA, CFP, AEP discusses financial planning for every stage of your life, tips for putting your tax return to work. Plus, more listeners’ tax questions. RELATED BLOG POSTS: File Taxes Now | Tax Tips RELATED PODCASTS: Types of Income (& Your Tax Return) | Retirement & Tax Decisions | Income Taxes | Your Financial […]
Types of Income (& Your Tax Return)
Laurie Siebert, CPA, CFP, AEP discusses how different kinds of income affect your tax return, and takes listeners’ tax questions.
Creating a Portfolio
Laurie Siebert, CPA, CFP®, AEP® and her guest, Kevin Brosious, MBA, CPA/PFS, CFP® discuss “What to consider when building a portfolio.” RELATED PODCASTS with guest Kevin Brosious: Bond Investing (October 23, 2013) | Education Planning (August 21, 2013)
Retirement & Tax Decisions
Host, Laurie A. Siebert, CPA, CFP®, AEP® discusses decisions on retirement account funding and takes listeners’ tax questions.
Legal Considerations for Same-Sex Couples
Laurie Siebert, CPA, CFP, AEP and her guest, Attorney Kirby Upright discuss legal considerations for same sex couples, including estate planning that applies to everyone. RELATED BLOG POSTS: Same-Sex Tax Law, from Laurie’s Weekly Blog Same-Sex Couples in Pennsylvania: “Wed-Locked?,” from KingSpry Family Law Practice Group, by Avery E. Smith, Esquire RELATED ARTICLE: Life-Phase Planning […]
Income Taxes
How are you doing on those income taxes? Laurie A. Siebert, CPA, CFP, AEP discusses ways to prepare for the current tax season.
Annuities & Retirement
Host Laurie Siebert, CPA, CFP, AEP and her guest Kerry Pechter, author of Annuities for Dummies, will discuss annuities and retirement income.
Banking Services
Laurie Siebert, CPA, CFP, AEP and Executive VP and COO of Merchants Bank, Tracie Smith discuss Banking Services- Experience the Difference Locally.
Multi-Generation Financial Planning
Host, Laurie A. Siebert, CPA, CFP, AEP and her guest, Financial Advisor Matthew Petrozelli discuss Multi-Generation Financial Planning.
Preparing for Tax Season
Laurie Siebert, CPA, CFP, AEP discusses how to get ready for tax season and doing so efficiently.
