Past Shows
Listen to recordings from past shows aired on WDIY.
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.
Business Structures and Their Consequences
Laurie discussed Business Structures and Their Consequences.
Estate Planning Stories
Laurie and her guest Attorney Pete Iorio from Fitzpatrick Lentz & Bubba discussed Estate Planning Stories
Market Review Q3 to Q4
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors discussed Third to Fourth Quarter Market Review.
Small Business Mentorship
Laurie and her guest Catherine Bailey of LV SCORE discussed Small Business Mentorship.
What is Financial Planning?
Laurie addresses the question: What is Financial Planning?
Strategies in Charitable Giving
Laurie discusses Strategies in Charitable Giving.
Tax Planning Before Year-End
Laurie discusses: Tax Planning Before Year-End
