Past Shows
Listen to recordings from past shows aired on WDIY.
Estate Planning Implementation
Laurie discusses Estate Planning Implementation
Tax Extensions & Estimates
Laurie discusses Tax Extensions, Estimates and 2022 Planning
Q1 Market Update
Valley National Financial Advisors’ Chief Investment Officer, William Henderson, joins Laurie to discuss: A First Quarter Market Update
Charitable Giving
Laurie discusses Charitable Giving during WDIY’s Spring Membership Drive.
Listener Tax Questions – AGAIN!
Laurie answers a fourth installment of Listener Tax Questions.
Tax Planning with Retirement Accounts
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss: Tax Planning with Retirement Accounts.
Listener Tax Questions – Keep Them Coming!
Laurie address a third installment of Listener Tax Questions around the 2021 tax filing season.
Talking to Children About Finances
Laurie discusses Talking to children about finances, at any age.
MORE Listener Tax Questions
Laurie addresses MORE Listener Tax Questions in the second installment for the 2021 tax filing season.
Running a Business
Laurie welcomes Thomas M. Riddle, CPA, CFP, Founder & Chairman of Valley National Financial Advisors, to discuss: Running a business – choose your entity type.
