Baltimore Washington Financial Advisors Podcasts
Latest Episodes
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
How to Decide Between Debt and Investing – 12.30.25
HOW TO DECIDE BETWEEN DEBT AND INVESTINGFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSLawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner, BWFA
Why a High Income Doesn’t Guarantee Wealth – 12.30.25
WHY A HIGH INCOME DOESNT GUARANTEE WEALTHFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSLawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner, BWFA
How to Prepare Financially for the Unexpected (Without Obsessing) – 12.30.25
HOW TO PREPARE FINANCIALLY FOR THE UNEXPECTED (WITHOUT OBSESSING)FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSLawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Fi
Getting The Most Out Of A Maryland 529 – 12.30.25
GETTING THE MOST OUT OF A MARYLAND 529FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner,
The Benefits of Starting Financial Planning Early – 12.30.25
THE BENEFITS OF STARTING FINANCIAL PLANNING EARLYFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSLawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Senior Financial P
Passing a Home to the Next Generation – 12.29.25
PASSING A HOME TO THE NEXT GENERATIONFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwithThad Ismart | CFP, ChFEBC, CEPSSenior Financial PlannerAbout This EpisodeA Qualified Personal Residence Trust, or QPRT, can be a powerful estate planning tool f
Understanding How Financial Aid Really Works – 12.29.25
UNDERSTANDING HOW FINANCIAL AID REALLY WORKSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwithThad Ismart | CFP, ChFEBC, CEPSSenior Financial PlannerAbout This EpisodeFinancial aid is often misunderstood. Learn how the system really works and what
Making the Most of a Financial Windfall – 12.29.25
MAKING THE MOST OF A FINANCIAL WINDFALLFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwithThad Ismart | CFP, ChFEBC, CEPSSenior Financial PlannerAbout This EpisodeReceiving a financial windfall can be exciting and overwhelming. Learn how to approac
How to Make Your Savings Work Harder – 12.23.25
HOW TO MAKE YOUR SAVINGS WORK HARDERFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwithThad Ismart | CFP, ChFEBC, CEPSSenior Financial PlannerAbout This EpisodeSaving money is only the first step. Learn how to make your savings work more efficientl
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