Listen to recordings from past shows aired on WDIY.
Laurie discusses Talking to children about finances, at any age.
Laurie addresses MORE Listener Tax Questions in the second installment for the 2021 tax filing season.
Laurie welcomes Thomas M. Riddle, CPA, CFP, Founder & Chairman of Valley National Financial Advisors, to discuss: Running a business – choose your entity type.
Laurie addresses Listener Tax Questions about the 2021 filing season.
Laurie discusses: A punch list of financial tips.
Laurie discusses: Getting Ready for Tax Return Preparation
Laurie welcomes VNFA’s Ryan Mulhearn, CIMA® to discuss: Defining the CIMA designation and understanding Behavioral Finance.
Laurie welcomes William Henderson, VP/Head of Investments at VNFA to discuss: 2021 Review & 2022 Outlook. RELATED: Quarterly Commentary – Q4 2021
Laurie discusses: Planning opportunities for the year ahead.
Laurie discusses: Last minute year-end tax planning tips and thinking ahead to next year.