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Past Shows

Listen to recordings from past shows aired on WDIY.

Income Taxes
Original Air Date: February 12th, 2014

Income Taxes

How are you doing on those income taxes?  Laurie A. Siebert, CPA, CFP, AEP  discusses ways to prepare for the current tax season.

Annuities & Retirement
Original Air Date: February 05th, 2014

Annuities & Retirement

Category: Insurance, Retirement

Host Laurie Siebert, CPA, CFP, AEP and her guest Kerry Pechter, author of Annuities for Dummies, will discuss annuities and retirement income.

Banking Services
Original Air Date: January 29th, 2014

Banking Services

Category: Financial Planning

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
Original Air Date: January 22nd, 2014

Multi-Generation Financial Planning

Category: 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
Original Air Date: January 15th, 2014

Preparing for Tax Season

Category: Tax

Laurie Siebert, CPA, CFP, AEP discusses how to get ready for tax season and doing so efficiently.

New Year’s Resolutions
Original Air Date: January 08th, 2014

New Year’s Resolutions

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP and her guest Alan Shannon-Breslin, CPA discuss New Year’s Resolutions and your financial life.

Consumer Trends
Original Air Date: December 18th, 2013

Consumer Trends

Category: Financial Planning

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
Original Air Date: December 11th, 2013

Year-End Tax Planning

Category: Tax

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
Original Air Date: December 04th, 2013

Fiduciary Investing & Trusts

Category: Estate Planning

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
Original Air Date: November 25th, 2013

Giving Thanks

Category: Charity

Host Laurie A. Siebert, CPA, CFP, AEP discusses giving thanks this Thanksgiving on the this program.