Past Shows
Listen to recordings from past shows aired on WDIY.
Retirement Accounts- What to Know.
Laurie discussed: Retirement Accounts- What to Know.
Investment Options and Considerations
Laurie and her guest Joe Goldfeder, Certified Financial PlannerTM and Financial Advisor at Valley National Financial Advisors, discussed: Investment options and considerations.
Getting Ready for Tax Season
Laurie discussed: How to get ready for tax season.
The 2023 Outlook
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors discussed: The 2023 Outlook.
Tax Changes- The Secure Act 2.0
Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act 2.0.
Bonds- What are they and how are they taxed?
Laurie discussed: Bonds- What are they and how are they taxed?
Answering Listener’s Questions
Laurie answered listener’s questions.
Gifting-Things to Know
Laurie discussed Gifting-Things to Know.
Financial Situations with Your Family
Laurie discussed Financial Situations with Your Family.
Year-End Tax Planning Odds and Ends
Laurie discussed Year-end tax planning odds and ends.
