Past Shows
Listen to recordings from past shows aired on WDIY.
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.
Education Planning
Host Laurie A. Siebert, CPA, CFP, AEP and guest Kevin Brosious, CPA, CFP, discuss education planning in 2013 including education credits, using 529 college savings plans and paying for college.
Websites for Your Financial Education
Websites for Your Financial Education – Listen to the podcast for details. mymoney.gov MyMoney.gov is the U.S. government’s website dedicated to teaching all Americans the basics about financial education. Whether you are buying a home, balancing your checkbook, or investing in your 401(k), the resources on MyMoney.gov can help you maximize your financial decisions. Throughout […]
Putting It All Together: Your Personal Financial Plan
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. (Original broadcast May 22, 2013. Second broadcast August 7, 2013)
Investing Basics
Guest host Rod Young, CPA, CFP(r), discusses investing in plain, simple terms. RELATED RESOURCES: Bankrate.com (MMA & Savings Rates) Investing Basics (Rod’s Top-10 List) – Listen to the podcast for details on each. 10: You Need to Start Somewhere 9: Educate Yourself Enough to Make Informed Decisions 8: Understand Your Risk Profile 7: Connect the Dots […]
PPL Guests Discuss Energy Savings
Laurie Siebert, CPA, CFP, AEP welcomes Don Bernhard, PPL’s Director of Community Affairs, and Joe Mezlo, Manager of Energy Efficiency and Conservation for PPL Electric Utilities who discuss topics ranging from summer energy conservation to electric safety as well as the company’s community involvement and philanthropy.
Family Conversations & Estate Planning
Host Laurie A. Siebert, CPA, CFP(r), AEP(r), as she discusses the family conversations that should happen around estate planning.
