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  • EP24: Trust as IRA Beneficiary – 6.4.23

    • June 4th, 2023
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    TRUST AS IRA BENEFICIARY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA

  • EP41: What is a Certified Financial Planner (CFP)? – 4.19.23

    • April 19th, 2023
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    WHAT IS A CERTIFIED FINANCIAL PLANNER (CFP)? 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… Read More

  • EP23: Mutual Funds & Taxes – The Double Whammy! – 4.14.23

    • April 14th, 2023
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    MUTUAL FUNDS & TAXES – THE DOUBLE WHAMMY! FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP40: Important Considerations for Multigenerational Households – 3.15.23

    • March 15th, 2023
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    IMPORTANT CONSIDERATIONS FOR MULTIGENERATIONAL HOUSEHOLDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP39: Mistakes People Make With Their Wills – 3.3.23

    • March 3rd, 2023
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    MISTAKES PEOPLE MAKE WITH THEIR WILLS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP38: Saving for College – How to Get the State to Contribute! – 2.9.23

    • February 9th, 2023
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    SAVING FOR COLLEGE: HOW TO GET THE STATE TO CONTRIBUTE! FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA

  • EP37: Turbocharge Your Child’s Retirement – 2.1.23

    • February 1st, 2023
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    TURBOCHARGE YOUR CHILD’S RETIREMENT A GENERATIONAL WEALTH MANAGEMENT PODCAST FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA

  • EP36: Welcoming a Child or Grandchild – 1.27.23

    • January 27th, 2023
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    WELCOMING A CHILD OR GRANDCHILD A GENERATIONAL WEALTH MANAGEMENT PODCAST FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Thad Ismart| CFP®, CEPS Senior Financial Planner, BWFA Tyler… Read More

  • EP35: Secure Act 2.0 – Part 2: Retiree Provisions – 1.16.23

    • January 16th, 2023
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    SECURE ACT 2.0 – PART 2: RETIREE PROVISIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA

  • EP34: Secure Act 2.0 – Part 1: Pre-Retirement Provisions – 1.12.23

    • January 12th, 2023
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    SECURE ACT 2.0 – PART 1: PRE-RETIREMENT PROVISIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA