Past Shows
Listen to recordings from past shows aired on WDIY.
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.
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.
