Past Shows
Listen to recordings from past shows aired on WDIY.
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.
Insurance and The Life Cycle
Laurie Siebert, CPA, CFP, AEP and Dave Ellowitch, CFP to discuss “Insurance and The Life Cycle.” Also, Listen to Dave and Laurie discuss “Retirement Planning” in this show podcast from November 2012. LISTEN NOW
A Way to Give
Host Laurie A. Siebert, CPA, CFP, AEP welcomes Bernie Story, President and CEO of Lehigh Valley Community Foundation to the program. They discuss “a way to give,” including options for charitable donations and tax opportunities related to charitable giving.
Year-End Tax Planning
Host Laurie A. Siebert, CPA, CFP, AEP discusses year-end tax planning – it’s not too early.
Health Care and the Affordable Care Act
Host Laurie A. Siebert, CPA, CFP, AEP discusses general concepts about health care and the Affordable Care Act on tonight’s program.
