Past Shows
Listen to recordings from past shows aired on WDIY.
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.
Life Care Planning
Host Laurie Siebert, CPA, CFP, AEP and guest Attorney Jim Ruggiero, AEP, discuss “Life Care Planning – What it is and how to get started.
Bond Investing
Host Laurie A. Siebert, CPA, CFP, AEP and guests, Russell Wild, MBA, financial advisor and author of “Bond Investing for Dummies” and Kevin Brosius, CFP and financial advisor, discuss bond investing. RELATED ARTICLE: Bonds and Interest Rate Risk by Kevin Brosious and Russel Wild RELATED WEBSITE: www.wealthmanagement1.com RELATED PODCASTS: Getting Your Financial Life Organized with guest: […]
Taking Care of Loved Ones
Host Laurie Siebert, CPA, CFP, AEP discusses “Taking care of those you love – Estate planning.” This week is WDIY’s pledge drive and next week is Estate Planning Week.
National Financial Planning Week
Financial Planning Week and the Financial Planning Association’s network of resources. Financial Planning Week is a celebration to help individuals discover the value of financial planning and make smart financial decisions to achieve life goals and dreams.
Estate Planning & Fiduciary Responsibility
Laurie Siebert, CPA, CFP, AEP discusses estate planning and fiduciary responsibility.
Looking for Financial Benefits
Laurie Siebert, CPA, CFP, AEP reviews articles she has written for Lehigh Valley Woman magazine and looking for the financial benefits. Read her recent articles here.
