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Baltimore Washington Financial Advisors Podcasts

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Last Episode Date: 16 May 2024

Total Episodes: 160

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16 May 2024
FP EP78: Cost of College – 5.16.24

COST OF COLLEGE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Joseph DePatie | CFA, CFP®, ...

9 min
9 May 2024
EP40: Tax Myths Series Part 9 – 5.9.24

10-PART SERIES TAX MYTHS SERIES - PART 9 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

7 min
2 May 2024
FP EP77: College Planning, Is the Cost Worth It? – 5.2.24

COLLEGE PLANNING, IS THE COST WORTH IT? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Josep...

9 min
25 April 2024
EP39: Tax Myths Series Part 8 – 4.25.24

10-PART SERIES TAX MYTHS SERIES - PART 8 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

4 min
18 April 2024
EP76: Investing for College – 4.18.24

INVESTING FOR COLLEGE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Joseph DePatie | CFA, C...

9 min
11 April 2024
EP38: Tax Myths Series Part 7 – 4.11.24

10-PART SERIES TAX MYTHS SERIES - PART 7 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

4 min
4 April 2024
EP75: College Funding for Maryland Residents – 4.4.24

COLLEGE FUNDING FOR MARYLAND RESIDENTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Joseph...

10 min
28 March 2024
EP37: Tax Myths Series Part 6 – 3.28.24

10-PART SERIES TAX MYTHS SERIES - PART 6 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

7 min
14 March 2024
EP36: Tax Myths Series Part 5 – 3.14.24

10-PART SERIES TAX MYTHS SERIES - PART 5 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

6 min
29 February 2024
EP35: Tax Myths Series Part 4 – 2.29.24

10-PART SERIES TAX MYTHS SERIES - PART 4 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

6 min
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