Past Shows
Listen to recordings from past shows aired on WDIY.
Creating a Portfolio
Laurie Siebert, CPA, CFP®, AEP® and her guest, Kevin Brosious, MBA, CPA/PFS, CFP® discuss “What to consider when building a portfolio.” RELATED PODCASTS with guest Kevin Brosious: Bond Investing (October 23, 2013) | Education Planning (August 21, 2013)
Retirement & Tax Decisions
Host, Laurie A. Siebert, CPA, CFP®, AEP® discusses decisions on retirement account funding and takes listeners’ tax questions.
Legal Considerations for Same-Sex Couples
Laurie Siebert, CPA, CFP, AEP and her guest, Attorney Kirby Upright discuss legal considerations for same sex couples, including estate planning that applies to everyone. RELATED BLOG POSTS: Same-Sex Tax Law, from Laurie’s Weekly Blog Same-Sex Couples in Pennsylvania: “Wed-Locked?,” from KingSpry Family Law Practice Group, by Avery E. Smith, Esquire RELATED ARTICLE: Life-Phase Planning […]
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
Host Laurie Siebert, CPA, CFP, AEP and her guest Kerry Pechter, author of Annuities for Dummies, will discuss annuities and retirement income.
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.
