Past Shows
Listen to recordings from past shows aired on WDIY.
Milestone Birthdays – Important Ages in Planning
Laurie discussed: Milestone Birthdays – Important Ages in Planning.
Your Financial Planning Fingerprint – planning unique to you.
As advisors, we experience a number of financial scenarios that many clients face. Helping them navigate their options comes from our shared experiences, intimate knowledge, developed intuition, continued education and client focused service. More importantly, we respect the vulnerability of clients’ trust in us. As unique as your fingerprint, so are your financial choices. We […]
The how and timing of charitable giving
Laurie discussed: The how and timing of charitable giving. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.
“What’s new in business?”
Laurie and special guest Tom Riddle, CPA, CFP® discussed: “What’s new in business?”
Understanding Debt – What do you have?
Laurie discussed: Understanding Debt – What do you have?
Medicare Open Enrollment
Laurie and special guest Daniel Banks, President of Silver Crest Insurance, discussed: Medicare Open Enrollment.
Tax Savings and Updates from the Inflation Reduction Act of 2022
Laurie discussed: Tax savings and updates from the Inflation Reduction Act of 2022.
Reviewing Financial tools on FINRA.ORG
Laurie reviewed Financial tools on FINRA.ORG.
Exploring Risks in Investing
Laurie and special guest Bill Henderson discussed: Exploring Risks in Investing.
Part 2 – Retirement Funding and Pension Options, Continued
Laurie discussed: Part 2 – Retirement Funding and Pension Options.
