Baltimore Washington Financial Advisors Podcasts
Latest Episodes
EP46: I Bonds – 9.19.24
I BONDSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor,BWFAand special guestsTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner, BWFATyler Cunningham | CFP, CEPS
EP86: Student Loan Debt – 9.12.24
STUDENT LOAN DEBTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor,BWFAand special guestsTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner, BWFATyler Cunningham | C
EP85: Housing Debt – 9.5.24
HOUSING DEBTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor,BWFAand special guestsTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner, BWFATyler Cunningham | CFP,
EP84: Credit Card Debt – 8.29.24
CREDIT CARD DEBTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor,BWFAand special guestsTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner, BWFATyler Cunningham | CF
EP83: Financial Planning for Families – Part 3: Estate Planning – 8.22.24
FINANCIAL PLANNING FOR FAMILIESPART 3: ESTATE PLANNINGFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor,BWFAand special guestTyler Cunningham | CFP, CEPSAssociate Financi
EP82: Financial Planning for Families – Part 2: Life Insurance – 8.15.24
FINANCIAL PLANNING FOR FAMILIESPART 2: LIFE INSURANCEFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor,BWFAand special guestTyler Cunningham | CFP, CEPSAssociate Financia
EP81: Financial Planning for Families – Part 1: Saving for Children – 8.8.24
FINANCIAL PLANNING FOR FAMILIESPART 1: SAVING FOR CHILDRENFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor,BWFAand special guestTyler Cunningham | CFP, CEPSAssociate Fin
EP80: Required Minimum Distributions (RMDs) – Part 2 – 8.1.24
REQUIRED MINIMUM DISTRIBUTIONS (RMDs) PART 2FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor,BWFAand special guestTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner
EP79: Required Minimum Distributions (RMDs) – Part 1 – 7.25.24
REQUIRED MINIMUM DISTRIBUTIONS (RMDs) PART 1FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor,BWFAand special guestTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner
EP46: Behavioral Finance Series: Ambiguity Aversion Bias – 7.18.24
BEHAVIORAL FINANCE SERIES:AMBIGUITY AVERSION BIASFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFAand special guestsTyler Kluge | CFP, CPWA, CDFA, CEPSFinanci