Past Shows
Listen to recordings from past shows aired on WDIY.
Tax Deadlines
Host Laurie Siebert, CPA, CFP, AEP, discusses wrapping up your tax returns in time for the deadlines that apply to your situation.
Insurance Coverage Tips
Laurie Siebert, CPA, CFP, AEP and her guest Eileen Budd from the Budd Insurance Agency discuss risk management and tips for property and casualty insurance. Plus, more listeners’ tax questions. RELATED ARTICLE: Understanding the Role of the Insurance Professional RELATED PODCAST: Insurance and The Life Cycle (with Dave Ellowitch, CFP)
Real Estate Considerations
Guest host Rod Young, CPA/PFS, CFP® discusses considerations in real estate — homeowners, renters, and landlords. RELATED PODCAST: Mortgage & Real Estate Market (with guest Jane Hathaway, Mortgage Executive with Premier Mortgage, June 5, 2013)
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.
