Baltimore Washington Financial Advisors Podcasts

Baltimore Washington Financial Advisors Podcasts


Latest Episodes

What the 2026 Contribution Limits Mean for You – 12.31.25
December 31, 2025

WHAT THE 2026 CONTRIBUTION LIMITS MEAN FOR YOUFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSLawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner, BW

Estate Planning Basics for Every Stage of Life – 12.31.25
December 31, 2025

ESTATE PLANNING BASICS FOR EVERY STAGE OF LIFEFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner, BWFATessa HallMedia and Communications Specialist, BWFAAbout This EpisodeEstate planning i

Why Financial Success Is More About Behavior Than Math – 12.31.25
December 31, 2025

WHY FINANCIAL SUCCESS IS MORE ABOUT BEHAVIOR THAN MATHFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner, BWFATessa HallMedia and Communications Specialist, BWFAAbout This EpisodeFinancial

IRS Identity Theft and What to Know – 12.31.25
December 31, 2025

IRS IDENTITY THEFT AND WHAT TO KNOWFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSLawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor, BWFA About This EpisodeIdentity theft can create serious tax complications, often before

How to Start Spending Confidently in Retirement – 12.31.25
December 31, 2025

HOW TO START SPENDING CONFIDENTLY IN RETIREMENTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner, BWFATessa HallMedia and Communications Specialist, BWFAAbout This EpisodeMoving from savi

Doing Everything Right but Still Anxious About Money – 12.31.25
December 31, 2025

DOING EVERYTHING RIGHT BUT STILL ANXIOUS ABOUT MONEYFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner, BWFATessa HallMedia and Communications Specialist, BWFAAbout This EpisodeEven with s

Costly Mistakes: Overspending in Retirement – 12.31.25
December 31, 2025

COSTLY MISTAKESOVERSPENDING IN RETIREMENTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner, BWFATessa HallMedia and Communications Specialist, BWFASandy Hornor | CEPSManaging Direct

What You Didn’t Know About Retirement Withdrawals – 12.30.25
December 30, 2025

RELOCATING TOO QUICKLY IN RETIREMENTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSLawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner, BWFAAbo

Are You Being Too Safe With Your Money? – 12.30.25
December 30, 2025

ARE YOU BEING TOO SAFE WITH YOUR MONEY?FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSLawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner, BWFA

What Not to Get Wrong in Your 30s and 40s – 12.30.25
December 30, 2025

WHAT NOT TO GET WRONG IN YOUR 30S AND 40SFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSLawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner, BWFA