Past Shows
Listen to recordings from past shows aired on WDIY.
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.
Catching Up
Host Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses playing financial “catch up” – catching up on our retirement savings, catching up on our credit cards, catching up on our family members and other “catch up” issues.
Financial Planning Hot Topics
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.
Life Phases for Blended Families
Host Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses planning for the life phases in blended families including prior to marriage, life together with children, after children and survivor planning.
Rental Properties
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses investing in and working with rental properties on the next program.
Mortgage & Real Estate Market
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) welcomes Jane Hathaway, Mortgage Executive with Premier Mortgage. The two discuss the mortgage and real estate market.
Unusual Events That May Affect Tax Planning
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses unusual events that may effect your 2013 tax planning and what you need to know, including foreign income reporting.
Performing Due Diligence
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) provides insights into performing your own due diligence on financial information, including advisors, tips and spam.
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.
