Past Shows
Listen to recordings from past shows aired on WDIY.
Your Estate Planning and Gifting
Laurie will be discussed: Your Estate Planning and Gifting
Discussing Your State Planning and Gifting
Tune in Wednesday, 6 PM, “Your Financial Choices” on WDIY 88.1 FM. Laurie will be discussing: Discussing Your State Planning and Gifting. Questions can be submitted at yourfinancialchoices.com in advance of the live show. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.
2023 Market Wrap Up and 2024 Predictions
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors discussed: 2023 Market Wrap Up and 2024 Predictions.
Financial Considerations for Blended Families
Laurie discussed: Financial Considerations for Blended Families.
Medicare Open Enrollment- Continued
Laurie and special guest Daniel Banks, President of Silver Crest Insurance discussed: Medicare Open Enrollment- Continued.
Mortgage Market Update and Stories to Share
Laurie and special guest Stan Reinford, Loan Officer at Movement Mortgage, discussed: Mortgage Market Update and Stories to Share.
Make Financial Planning Work for You
Laurie discussed how to Make Financial Planning Work for You
Milestone Birthdays – Important Ages in Planning
Laurie discussed: Milestone Birthdays – Important Ages in Planning.
Your Financial Planning Fingerprint – planning unique to you.
As advisors, we experience a number of financial scenarios that many clients face. Helping them navigate their options comes from our shared experiences, intimate knowledge, developed intuition, continued education and client focused service. More importantly, we respect the vulnerability of clients’ trust in us. As unique as your fingerprint, so are your financial choices. We […]
The how and timing of charitable giving
Laurie discussed: The how and timing of charitable giving. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.
