Baltimore Washington Financial Advisors Podcasts

Baltimore Washington Financial Advisors Podcasts


Latest Episodes

EP97: Time for a Financial Cleanup – 1.16.25
January 16, 2025

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
January 02, 2025

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
December 31, 2024

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
December 30, 2024

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
December 29, 2024

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
December 28, 2024

CHANGING DOMICILEFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFA

EP46: Digital Asset Accounting – 12.27.24
December 27, 2024

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
December 26, 2024

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
December 25, 2024

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
December 24, 2024

1099-K $600 REPORTING DELAYED AGAINFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFA