Baltimore Washington Financial Advisors Podcasts
Latest Episodes
What the 2026 Contribution Limits Mean for You – 12.31.25
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
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
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
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
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
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
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
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
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
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





Subscribe