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| Notable Guests and Topics of "Your Financial Choices" Since the show's debut in 2007, we have been fortunate to have had an esteemed panel of guests join us on-air for conversations pertaining to a variety of financial topics: Dean Wegner, Housing & Finance Expert from WeTV's hit series "Downsized" Willie Jolley, The Comeback King Tom Riddle, CPA, CFP® Founder and President Valley National Financial Advisors Jane Honeck, CPA, PFS Author, "The Problem With Money..." Kim Wisser Regional Director, CreditEducation.org (Powered by Money Management International) Jeffrey Robinson Leading Financial Crime Author "A Sucker Is Born Every Minute" Mary Ann Stover Managing Director, Mid-Atlantic Region Foundation Source Mark Bacak District Manager, Bethlehem PA Field Office Social Security Administration Eric Strauss, Esq. Worth, Magee & Fisher Darla Heivly, MS, CMC Certified Geriatric Care Manager Senior Solutions Judith Harris, Esq. President, Estate Planning Council of Lehigh Valley Tallman, Hudders & Sorrentino Brad Russo, Esq. Russo Law Offices, LLC Gregory Karp Finance Journalist and Author "Living Rich By Spending Smart" Gregory Mitton Director of Financial Aid Muhlenberg College Russ Wild Investment Advisor and Author "Bond Trading For Dummies", "ETF's For Dummies" Regina Leeds "The Zen Organizer" and Author "One Year To An Organized Financial Life" |
December 2011
14- Choosing a Financial Advisors
07- Estate Planning Documents
November 2011 -
30 - Estate Planning Considerations
15 - Financial Planning Strategies
09 - Important Dates To Know
02 - How Rich People Think
October 2011
26- Best Takeaways of 2011
19- Celebrate Estate Planning Week
12- Dean Wegner From WeTV's "Downsized"
05 - Willie Jolley, "Turning Setbacks Into Greenbacks"
September 2011
28 - Retirement Accounts
21 - Charitable Giving
14 - Making Sense of the Talking Heads
07- Financial Planning from Birth to Death
August 2011
31 - Emergency Planning
24 - The Problem With Money (It's Not About The Money)
17- Market Data and Economic Indiators
10 - NO SHOW
03 - Managing Debt - Money Management International
July 2011
27- Options and Benefits When Changing Jobs
20 - Income Tax Planning
15 - PRE-RECORDED SHOW
06 - Financial Planning Recap: Minding All The Pieces!
June 2011
29 - Mutual Funds
22 - Asset Allocation
15 - The Basics of Bonds
08 - Stocks, Mutual Funds, and ETFs
01 - Little Ways To Save That Have A BIG Impact!
May 2011
25 - All About College Loans
18 - Understanding pension elections, cash balance plans, and 401ks
11 - More Card Talk
04 - Card Talk: Credit vs. Debit
April 2011
06 -
13 -
20 - Charitable Giving Benefits
27 - A Financial Planning Refresher
March 2011
30 -
23 - Your Tax Hotline!
16 - Everything About Your PA & Local Tax Return
09 - What To Do With Your Finished Tax Return
02 - Your Tax Questions: ANSWERED!
February 2011
23 - Schedule A Continued
16 - Income Tax: Schedule A
09 - Tax Forms and Deadlines
02 - Tax Forms and Deadlines
January 2011
26 - The Best Of Your Financial Choices (pre-recorded)
19 - Tax Forms and Deadlines
12 -
05 - Financial Aid and FAFSA Filing
December 2010
29 - New Year's Resolutions!
22 - Understanding Investments: The Basics
15 -
8 - Understanding New Tax Legislation
1- Looking Beyond The Old Mantras in Financial Planning
November 2010
24 - The Best Of Your Financial Choices (pre-recorded)
17 - Financial Planning & Investments
10 - Using Trusts in Estate Planning
03 - PA and NJ Inheritance Tax Planning
October 2010
27 - Retirement Accounts and Planning
20 - National Identity Theft Protection Week
13 - Choosing Employee Benefits
06 - One Year on WDIY! What Did We Learn?
September 2010
29- Medicaid Planning (Part 2)
22- Medicaid Planning (Part 1)
15- Social Security - When To Start
08- Long Term Care
01- Handling Market Volatility
August 2010
25 - REAL ESTATE: Your Principal residence, vacation home, rental home, mortgages
and residential energy credit!
18 - Financial Planning Aspects of Having Children
11 - The Great PA Wine Toast and Financial Planning for Family Businesses
04 - Strategies to Prepare for the Cost of College
July 2010
28 - The Best of "Your Financial Choices" (PRE-RECORDED)
21 - Top 10 Financial Planning Strategies For 2010: PROGRESS CHECK!
14 -
07 - Financial Independence: What Are YOU Working Toward?
June 2010
30 - Financial Rules Of Thumb
23 - Taking Care Of Your Beneficiaries
16 - A Look Back at The Past 25 Years in The Lehigh Valley
09 - Debt Management and Credit Counseling
02 -
May 2010
26 -
19 - Property and Casualty Insurance
12 - 401(k)'s and ROTH Conversions
05 - All About Your 401(k)
28 - Getting Your Financial Life ORGANIZED!
21 - Social Security Disability: File for it, Qualify for it, Fight for it!
07 - 9-1-1 Taxes! Last Minute Questions and Issues
14 - Big Financial News in 2010: What Are We Going To Do The Rest Of The Year?
31 - Financial and Life Decisions with Children with Special Needs
24 - Graduating From College? How you can help yourself - and how parents can help
their children -in financial decisions!
17 - What Financial Questions Should You Be Asking?
10 - Portfolio Management and Financial Planning
03 - (Back by Popular Demand) MORE Taxes, Taxes, Taxes!
24 - Estate Taxes 2010 and beyond – How might it affect you?
17 - Taxes, Taxes, Taxes!
10 - Income Tax Return: What You Need To Know! (Repeat from 1/20)
03 - Fundamentals of Portfolio Investing
27 -
20 - Income Tax Return: What You Need To Know!\
13 - Financial Planning: Putting The Pieces Together!
06 - ROTH Conversions
December 2009
30 -
23 - Education Planning
16 - End-Of-Year Planning
09 - Stocks and Mutual Funds
02 - Getting Your Forms Ready For Tax Time!
November 2009
25 - More Year-end Tax Planning
18 -
11 - The Impact of Inflation
04 - Financial Planning: What It Is and Why You Need It!
October 2009
28 -
21 - Charitable Giving and How It Benefits You
14 - Understanding Social Security
07 - Get The Ball Rolling in planning your Financial Life!
September 30, 2009
14- Choosing a Financial Advisors
07- Estate Planning Documents
November 2011 -
30 - Estate Planning Considerations
15 - Financial Planning Strategies
09 - Important Dates To Know
02 - How Rich People Think
October 2011
26- Best Takeaways of 2011
19- Celebrate Estate Planning Week
12- Dean Wegner From WeTV's "Downsized"
05 - Willie Jolley, "Turning Setbacks Into Greenbacks"
September 2011
28 - Retirement Accounts
21 - Charitable Giving
14 - Making Sense of the Talking Heads
07- Financial Planning from Birth to Death
August 2011
31 - Emergency Planning
24 - The Problem With Money (It's Not About The Money)
17- Market Data and Economic Indiators
10 - NO SHOW
03 - Managing Debt - Money Management International
July 2011
27- Options and Benefits When Changing Jobs
20 - Income Tax Planning
15 - PRE-RECORDED SHOW
06 - Financial Planning Recap: Minding All The Pieces!
June 2011
29 - Mutual Funds
22 - Asset Allocation
15 - The Basics of Bonds
08 - Stocks, Mutual Funds, and ETFs
01 - Little Ways To Save That Have A BIG Impact!
May 2011
25 - All About College Loans
18 - Understanding pension elections, cash balance plans, and 401ks
11 - More Card Talk
04 - Card Talk: Credit vs. Debit
April 2011
06 -
13 -
20 - Charitable Giving Benefits
27 - A Financial Planning Refresher
March 2011
30 -
23 - Your Tax Hotline!
16 - Everything About Your PA & Local Tax Return
09 - What To Do With Your Finished Tax Return
02 - Your Tax Questions: ANSWERED!
February 2011
23 - Schedule A Continued
16 - Income Tax: Schedule A
09 - Tax Forms and Deadlines
02 - Tax Forms and Deadlines
January 2011
26 - The Best Of Your Financial Choices (pre-recorded)
19 - Tax Forms and Deadlines
12 -
05 - Financial Aid and FAFSA Filing
December 2010
29 - New Year's Resolutions!
22 - Understanding Investments: The Basics
15 -
8 - Understanding New Tax Legislation
1- Looking Beyond The Old Mantras in Financial Planning
November 2010
24 - The Best Of Your Financial Choices (pre-recorded)
17 - Financial Planning & Investments
10 - Using Trusts in Estate Planning
03 - PA and NJ Inheritance Tax Planning
October 2010
27 - Retirement Accounts and Planning
20 - National Identity Theft Protection Week
13 - Choosing Employee Benefits
06 - One Year on WDIY! What Did We Learn?
September 2010
29- Medicaid Planning (Part 2)
22- Medicaid Planning (Part 1)
15- Social Security - When To Start
08- Long Term Care
01- Handling Market Volatility
August 2010
25 - REAL ESTATE: Your Principal residence, vacation home, rental home, mortgages
and residential energy credit!
18 - Financial Planning Aspects of Having Children
11 - The Great PA Wine Toast and Financial Planning for Family Businesses
04 - Strategies to Prepare for the Cost of College
July 2010
28 - The Best of "Your Financial Choices" (PRE-RECORDED)
21 - Top 10 Financial Planning Strategies For 2010: PROGRESS CHECK!
14 -
07 - Financial Independence: What Are YOU Working Toward?
June 2010
30 - Financial Rules Of Thumb
23 - Taking Care Of Your Beneficiaries
16 - A Look Back at The Past 25 Years in The Lehigh Valley
09 - Debt Management and Credit Counseling
02 -
May 2010
26 -
19 - Property and Casualty Insurance
12 - 401(k)'s and ROTH Conversions
05 - All About Your 401(k)
28 - Getting Your Financial Life ORGANIZED!
21 - Social Security Disability: File for it, Qualify for it, Fight for it!
07 - 9-1-1 Taxes! Last Minute Questions and Issues
14 - Big Financial News in 2010: What Are We Going To Do The Rest Of The Year?
31 - Financial and Life Decisions with Children with Special Needs
24 - Graduating From College? How you can help yourself - and how parents can help
their children -in financial decisions!
17 - What Financial Questions Should You Be Asking?
10 - Portfolio Management and Financial Planning
03 - (Back by Popular Demand) MORE Taxes, Taxes, Taxes!
24 - Estate Taxes 2010 and beyond – How might it affect you?
17 - Taxes, Taxes, Taxes!
10 - Income Tax Return: What You Need To Know! (Repeat from 1/20)
03 - Fundamentals of Portfolio Investing
27 -
20 - Income Tax Return: What You Need To Know!\
13 - Financial Planning: Putting The Pieces Together!
06 - ROTH Conversions
December 2009
30 -
23 - Education Planning
16 - End-Of-Year Planning
09 - Stocks and Mutual Funds
02 - Getting Your Forms Ready For Tax Time!
November 2009
25 - More Year-end Tax Planning
18 -
11 - The Impact of Inflation
04 - Financial Planning: What It Is and Why You Need It!
October 2009
28 -
21 - Charitable Giving and How It Benefits You
14 - Understanding Social Security
07 - Get The Ball Rolling in planning your Financial Life!
September 30, 2009
PREVIOUS EPISODES (Guests & Topics)
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"YOUR FINANCIAL CHOICES" - Talk Radio for your Financial Life
with Laurie A. Siebert, CPA, CFP® - WEDNESDAY EVENINGS FROM 6-7 on WDIY 88.1 FM
