Past Shows
Listen to recordings from past shows aired on WDIY.
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.
Last-Minute Tax Planning Strategies
Host Laurie A. Siebert, CPA,CFP(r), AEP(r) discusses last minute tax planning strategies andother useful financial information on the this program.
Social Security and Medicare
Join host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest, Mark Bacak, District Manager of Bethlehem Social Security office as they discuss Social Security and Medicare – awareness and opportunities.
Financial Planning for Special Individuals
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guests, attorney Anthony Rachuba and Emilio “Jack” Morrone, CPA, CFP(r) discuss planning for the needs of special individuals and their families- how do you do it and how do you afford it?” on this week’s show.
Retirement Planning
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest, Dave Ellowitch, CFP(r) discuss ways to approach retirement planning – what will you be doing and how will you do it?
Mortgage Market the Focus of Your Financial Choices
Guest host Rod Young, CPA, CFP(r), and welcomes mortgage banker Jane Hathaway to the program discuss what you need to know about the mortgage market.
