Past Shows
Listen to recordings from past shows aired on WDIY.
Why is Financial Planning Important?
Laurie will be discussed: Why is financial planning important?
2023 Tax Planning
Laurie discussed: 2023 Tax Planning.
Market Overview with Bill Henderson
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors discussed: Market Overview.
Retirement Account Considerations
Laurie discussed: Retirement Account Considerations.
Pre-Retirement Checklist
Laurie discussed: Pre-Retirement Checklist.
Medicare Advantage Open Enrollment Considerations
Laurie and her guest Daniel Banks, President at Silver Crest Insurance, Inc discussed: Medicare Advantage Open Enrollment Considerations.
Social Security Benefits and Implications
Laurie discussed: Social Security Benefits and Implications.
Tax Legislation Updates
Laurie discussed Tax Legislation Updates.
Listeners’ Tax questions
Laurie answered Listeners’ Tax questions.
Tax Preparation and Filing Options
Laurie will be discussed: Tax Preparation and Filing Options.