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Past Shows

Listen to recordings from past shows aired on WDIY.

Catching Up
Original Air Date: July 10th, 2013

Catching Up

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses playing financial “catch up” – catching up on our retirement savings, catching up on our credit cards, catching up on our family members and other “catch up” issues.

Financial Planning Hot Topics
Original Air Date: June 26th, 2013

Financial Planning Hot Topics

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) shows you the benefits of financial planning and putting together your personal balance sheet, income statement and cash flow.

Life Phases for Blended Families
Original Air Date: June 19th, 2013

Life Phases for Blended Families

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses planning for the life phases in blended families including prior to marriage, life together with children, after children and survivor planning.

Rental Properties
Original Air Date: June 12th, 2013

Rental Properties

Category: Markets & Investments

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses investing in and working with rental properties on the next program.

Mortgage & Real Estate Market
Original Air Date: June 05th, 2013

Mortgage & Real Estate Market

Category: Markets & Investments

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) welcomes Jane Hathaway, Mortgage Executive with Premier Mortgage. The two discuss the mortgage and real estate market.

Unusual Events That May Affect Tax Planning
Original Air Date: May 29th, 2013

Unusual Events That May Affect Tax Planning

Category: Tax

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses unusual events that may effect your 2013 tax planning and what you need to know, including foreign income reporting.

Performing Due Diligence
Original Air Date: May 15th, 2013

Performing Due Diligence

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) provides insights into performing your own due diligence on financial information, including advisors, tips and spam.

Your Personal Income Sheet
Original Air Date: May 08th, 2013

Your Personal Income Sheet

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP(r), AEP(r), moves from the balance sheet discussion last week to your personal income statement this week – understanding and controlling cash flow.

Your Personal Balance Sheet
Original Air Date: May 01st, 2013

Your Personal Balance Sheet

Category: Financial Planning

Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses breaking down your personal balance sheet.

Retirement Planning Strategies
Original Air Date: April 24th, 2013

Retirement Planning Strategies

Category: Retirement

Host Laurie A. Siebert, CPA, CFP(r), AEP(r), reviews retirement planning strategies.