Baltimore Washington Financial Advisors Podcasts

Latest Episodes
EP97: Time for a Financial Cleanup – 1.16.25
TIME FOR A FINANCIAL CLEANUPFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP95: Are You Talking About Your Estate Plan? – 1.2.25
ARE YOU TALKING ABOUT YOUR ESTATE PLAN?FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFA
EP4: Book Review “The Power Foods Diet” with Dr. Barnard – 12.31.24
BOOK REVIEW "THE POWER FOODS DIET" WITH DR. BARNARDFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSSpeakers:Eve Kennedy | CEPSClient Relations Specialist, BWFADr. Neil Barnard, MDPresident of the Physicians Committee for Responsible Medicine
EP94: Single or Married-No Children-Is My Planning Different? – 12.30.24
SINGLE OR MARRIED-NO CHILDREN-IS MY PLANNING DIFFERENT?FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Financial Planning Advisor BWFA
EP48: 401(k) and Taxes – 12.29.24
401(K) AND TAXESFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFA
EP47: Changing Domicile – 12.28.24
CHANGING DOMICILEFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFA
EP46: Digital Asset Accounting – 12.27.24
DIGITAL ASSET ACCOUNTINGFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFA
EP45: RMDs – An Overview – 12.26.24
RMDS - AN OVERVIEWFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFA
EP93: FinCEN Corporate Transparency Act Back in Play – December 2024 Update – 12.25.24
FINCEN CORPORATE TRANSPARENCY ACT BACK IN PLAY - DECEMBER 2024 UPDATEFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Financial Planning Advisor BWFA
EP44: 1099-K $600 Reporting Delayed Again – 12.24.24
1099-K $600 REPORTING DELAYED AGAINFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFA