Past Shows
Listen to recordings from past shows aired on WDIY.
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.
Living Trusts
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) welcomes her guest, attorney Stanley Vasiliadis, to discuss living trusts – the good, the bad and the ugly.
Various Topic of Your Financial Choices
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses an array of topics including charitable giving and National Estate Planning Week as well completing her discussion on IRAs from last week.
Retirement Planning
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest Mike Ippoliti, CFP(r) discuss strategies available in your retirement planning including cash flow, Social Security, required minimum distributions and income taxes.
2012 Income Tax the Focus of Your Financial Choices
Host Laurie Siebert, CPA, CFR, CFP, welcomes guest Rod Young, CPA, CFP, to the program to talk about income taxes; what we know, what we don’t know, and how to plan.
Multi-State and Foreign Tax Policies on Your Financial Choices
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) reviews multi-state tax and foreign tax policies and discusses the issues you should take under consideration.
Topic Roundup on Your Financial Choices
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) reviews the financial topics most relevant to listeners that were covered in recent months and recaps the best “take- a-ways” in her Topic Roundup.
On Labor Day, Labor the Focus of Your Financial Choices
Join host Laurie Siebert, CPA, CFP(r), AEP(r) as she discusses labor this Labor Day week, including wages, independent contractors, fringe benefits and taxes.
