Past Shows
Listen to recordings from past shows aired on WDIY.
New Year’s Resolutions
Laurie Siebert, CPA, CFP, AEP and her guest Alan Shannon-Breslin, CPA discuss New Year’s Resolutions and your financial life.
Consumer Trends
Laurie Siebert, CPA, CFP, AEP looks at consumer spending and trends in credit cards. She also addresses last minute tax planning topics.
Year-End Tax Planning
Host Laurie A. Siebert, CPA, CFP, AEP and guest Rod Young, CPA, CFP discuss year-end tax planning. It’s getting to be that time of year, but it’s not too late.
Fiduciary Investing & Trusts
Laurie Siebert, CPA, CFP, AEP welcomes guest Benjamin M. Tenaglia, III, Vice President and Portfolio Manager at Valley National Financial Advisors will discuss what it means to be a fiduciary and fiduciary investing in a trust environment. What is a fiduciary? A person to whom property or power is entrusted for the benefit of another. Who […]
Giving Thanks
Host Laurie A. Siebert, CPA, CFP, AEP discusses giving thanks this Thanksgiving on the this program.
Your Financial Questions
Host Laurie A. Siebert, CPA, CFP, AEP devotes the hour to your listeners’ financial questions. Some of the questions Laurie addressed during this broadcast, include… Getting ready to retire. What to do with 401k monies after retirement to supplement cash flow? Cashing out or rolling over teacher retirement accounts in Pennsylvania? What to do about […]
Let’s Get Healthy!
Host Laurie A. Siebert, CPA, CFP, AEP and her guest, Capital Blue Senior Vice President of Business Development, Aji Abraham as they discuss the Capital Blue Store and highlights of the Affordable Care Act.
Life Care Planning
Host Laurie Siebert, CPA, CFP, AEP and guest Attorney Jim Ruggiero, AEP, discuss “Life Care Planning – What it is and how to get started.
Bond Investing
Host Laurie A. Siebert, CPA, CFP, AEP and guests, Russell Wild, MBA, financial advisor and author of “Bond Investing for Dummies” and Kevin Brosius, CFP and financial advisor, discuss bond investing. RELATED ARTICLE: Bonds and Interest Rate Risk by Kevin Brosious and Russel Wild RELATED WEBSITE: www.wealthmanagement1.com RELATED PODCASTS: Getting Your Financial Life Organized with guest: […]
Taking Care of Loved Ones
Host Laurie Siebert, CPA, CFP, AEP discusses “Taking care of those you love – Estate planning.” This week is WDIY’s pledge drive and next week is Estate Planning Week.
