Past Shows
Listen to recordings from past shows aired on WDIY.
Investment Planning for Every Stage
Laurie Siebert, CPA, CFP®, AEP® and guest, Timothy Roof, CFP®, discuss estate planning for every stage of life. RELATED PODCASTS: Investing Basics with Guest Host, Rod Young, CPA, CFP®
Estate Planning for Every Stage
Laurie Siebert, CPA, CFP, AEP and guest, Attorney Judith Harris from Norris, McLaughlin and Marcus, discuss estate planning for every stage of life. RELATED BLOG: Estate Planning RELATED ARTICLE: Estate Planning: Why, When, Who, What, Where and How (Published in Lehigh Valley Woman magazine October/November 2013) RELATED PODCASTS: Estate Planning & Fiduciary Responsibility | Family […]
Retirement Planning for Every Stage of Life
Host Laurie Siebert, CPA, CFP, AEP, discusses retirement planning for every stage of your life. RELATED PODCAST: Financial Planning at Every Stage of Life
Planning for Incapacity
Host Laurie Siebert, CPA, CFP, AEP, discusses financial planning to protect yourself and your family in the case of an incapacitating injury or event.
Cash Flow / Budgeting
Host Laurie Siebert, CPA, CFP, AEP, discusses some options for controlling your cash flow and ideas for creating and managing a budget. RELATED WEBSITE: MyRetirementPro.com RELATED PODCAST: Your Personal Income Sheet (Original air date May 8, 2013) RELATED ARTICLE: How You Will Benefit From a Financial Inventory (Lehigh Valley Woman – Finance Section – June/July 2013)
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.
