Past Shows
Listen to recordings from past shows aired on WDIY.
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Income Taxes
How are you doing on those income taxes? Laurie A. Siebert, CPA, CFP, AEP discusses ways to prepare for the current tax season.
Annuities & Retirement
Host Laurie Siebert, CPA, CFP, AEP and her guest Kerry Pechter, author of Annuities for Dummies, will discuss annuities and retirement income.
Banking Services
Laurie Siebert, CPA, CFP, AEP and Executive VP and COO of Merchants Bank, Tracie Smith discuss Banking Services- Experience the Difference Locally.
Multi-Generation Financial Planning
Host, Laurie A. Siebert, CPA, CFP, AEP and her guest, Financial Advisor Matthew Petrozelli discuss Multi-Generation Financial Planning.
Preparing for Tax Season
Laurie Siebert, CPA, CFP, AEP discusses how to get ready for tax season and doing so efficiently.
New Year’s Resolutions
Laurie Siebert, CPA, CFP, AEP and her guest Alan Shannon-Breslin, CPA discuss New Year’s Resolutions and your financial life.
Consumer Trends
Laurie Siebert, CPA, CFP, AEP looks at consumer spending and trends in credit cards. She also addresses last minute tax planning topics.
Year-End Tax Planning
Host Laurie A. Siebert, CPA, CFP, AEP and guest Rod Young, CPA, CFP discuss year-end tax planning. It’s getting to be that time of year, but it’s not too late.
Fiduciary Investing & Trusts
Laurie Siebert, CPA, CFP, AEP welcomes guest Benjamin M. Tenaglia, III, Vice President and Portfolio Manager at Valley National Financial Advisors will discuss what it means to be a fiduciary and fiduciary investing in a trust environment. What is a fiduciary? A person to whom property or power is entrusted for the benefit of another. Who […]
Giving Thanks
Host Laurie A. Siebert, CPA, CFP, AEP discusses giving thanks this Thanksgiving on the this program.
