Baltimore Washington Financial Advisors Podcasts

Baltimore Washington Financial Advisors Podcasts


Latest Episodes

EP46: I Bonds – 9.19.24
September 19, 2024

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
September 12, 2024

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
September 05, 2024

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
August 29, 2024

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
August 22, 2024

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
August 15, 2024

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
August 08, 2024

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
August 01, 2024

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
July 25, 2024

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
July 18, 2024

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