Past Shows
Listen to recordings from past shows aired on WDIY.
Your Personal Income Sheet
Host Laurie A. Siebert, CPA, CFP(r), AEP(r), moves from the balance sheet discussion last week to your personal income statement this week – understanding and controlling cash flow.
Your Personal Balance Sheet
Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses breaking down your personal balance sheet.
Retirement Planning Strategies
Host Laurie A. Siebert, CPA, CFP(r), AEP(r), reviews retirement planning strategies.
Financial Planning Favorites
Join host Laurie A. Siebert, CPA, CFP(r) , explores the tax season aftermath and financial planning favorites.
“Green Divorce”
Join host Laurie A. Siebert, CPA,CFP(r), AEP(r) and her guests, attorneys Nancy Wallitsch and Abele Iacobelli as they discuss a “green divorce;” conserving your energy and financial resources including property distribution and child support.
How Long To Keep Your Tax Returns
Laurie A. Siebert, CPA, CFP(r), AEP(r) welcomes her guest, Cheri Freeh, CPA, CGMA and PICPA representative as they answer listeners’ tax questions and discuss how long to keep tax returns, what to do with tax refunds and using your tax return to help with your financial planning.
Last-Minute Tax Questions
Join guest host Rod Young, CPA, CFP(r) as he answers common questions during this tax season. What to do if you get a corrected tax document after you already filed your return? What to do if you need to change your withholdings, including different strategies to withholdings and/or estimates and safe harbors. What to do […]
Jobs In Healthcare and Technology
Join host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest Bonnie Sharps, Managing Director at DHR International, where she specializes in job searches in life sciences, healthcare services and advanced technology sectors for retained executive searches. She will share with us her expertise on how to position yourself for a job search and knowing your […]
Real Estate
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest, financial advisor, Matthew Petrozelli, discuss real estate investing on this program, including commercial property, rental real estate and REITs.
