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.
Retirement Benefit Options
Laurie Siebert, CPA, CFP®, AEP® discusses “Understanding Retirement Benefit Options,” including Social Security, pension elections and 401(k)s.
Beneficiaries & Asset Titling in Estate Plans
Laurie Siebert, CPA, CFP®, AEP® discusses Estate Planning – specifically, beneficiary designations and asset titling.
Financial Management for Recent Grads
Laurie Siebert, CPA, CFP®, AEP® and her guest, Michael Martin, CFP® discuss “tips for recent college grads – how to manage your finances.”
Summer SPF (Financial Protection)
Laurie Siebert, CPA, CFP®, AEP® discusses “Summer SPF – ways to protect yourself financially.”
Elements of Financial Planning
Laurie Siebert, CPA, CFP®, AEP® discusses the elements of financial planning – ‘Are You Missing Out?’
Mortgage Approval Process
Laurie Siebert, CPA, CFP®, AEP® and her guest, Steve Stelzman of The Mortgage Company, discuss the mortgage approval process.
Life Transitions
Laurie Siebert, CPA, CFP®, AEP® and her guests, Rodman Young, CPA/PFS, CFP® from Valley National Financial Advisors and Lori Christine Young, MAPC, MAHS from Counseling and Integrated Spirituality, discuss life transitions from a financial and emotional perspective.
Cash Flow Planning
Laurie Siebert, CPA, CFP®, AEP® discusses “Cash Flow planning – the first step in taking control of your financial life.”
Spring Cleaning Your Finances
Laurie Siebert, CPA, CFP®, AEP® discusses “Spring Cleaning Your Financial House,” including tips for keeping your credit and other important financial numbers in order.
Medicare Insurance Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Dan Banks of Silver Crest Insurance discuss “Medicare Insurance Plans and Planning.”
