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  • EP95: Are You Talking About Your Estate Plan? – 1.2.25

    ARE YOU TALKING ABOUT YOUR ESTATE PLAN? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS  with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA

  • EP48: 401(k) and Taxes – 12.29.24

    401(K) AND TAXES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP47: Changing Domicile – 12.28.24

    CHANGING DOMICILE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP46: Digital Asset Accounting – 12.27.24

    DIGITAL ASSET ACCOUNTING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP45: RMDs – An Overview – 12.26.24

    RMDS – AN OVERVIEW FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP44: 1099-K $600 Reporting Delayed Again – 12.24.24

    1099-K $600 REPORTING DELAYED AGAIN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP2: Healthy Living in a Toxic World – 11.27.24

    HEALTHY LIVING IN A TOXIC WORLD FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Emily Telfair N.D. Naturopathic Doctor, HeartSpace Natural Medicine  

  • EP42: Glass Half Full – 10.31.24

    GLASS HALF FULL FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP87: Long-Term Disability – Do I Need It? – 10.24.24

    LONG-TERM DISABILITY – DO I NEED 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 Tyler Cunningham… Read More

  • EP51: Behavioral Finance Series: Bandwagon Effect – 10.17.24

    BEHAVIORAL FINANCE SERIES: BANDWAGON EFFECT 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,… Read More

  • EP1: Handling Grief & Anxiety During the Holidays – 10.10.24

    HANDLING GRIEF & ANXIETY DURING THE HOLIDAYS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Ed Nolley, Jr. Ambassador, Volunteer & Doula, Gilchrist Rabbi Ben Shalva Hospice Chaplain, Gilchrist  

  • EP50: Behavioral Finance Series: Naïve Diversification – 10.10.24

    BEHAVIORAL FINANCE SERIES: NAÏVE DIVERSIFICATION 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,… Read More

  • EP49: Behavioral Finance Series: Gambler’s Fallacy – 10.3.24

    BEHAVIORAL FINANCE SERIES: GAMBLER’S FALLACY 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,… Read More

  • EP48: Behavioral Finance Series: Paradox of Choice Effect – 9.26.24

    BEHAVIORAL FINANCE SERIES: PARADOX OF CHOICE EFFECT 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

  • EP46: I Bonds – 9.19.24

    I BONDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®, CEPS… Read More

  • EP86: Student Loan Debt – 9.12.24

    STUDENT LOAN DEBT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®,… Read More

  • EP85: Housing Debt – 9.5.24

    HOUSING DEBT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®, CEPS… Read More

  • EP84: Credit Card Debt – 8.29.24

    CREDIT CARD DEBT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®,… Read More

  • EP83: Financial Planning for Families – Part 3: Estate Planning – 8.22.24

    FINANCIAL PLANNING FOR FAMILIES PART 3: ESTATE PLANNING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Tyler Cunningham | CFP®, CEPS Associate Financial Planner, BWFA

  • EP82: Financial Planning for Families – Part 2: Life Insurance – 8.15.24

    FINANCIAL PLANNING FOR FAMILIES PART 2: LIFE INSURANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Tyler Cunningham | CFP®, CEPS Associate Financial Planner, BWFA

  • EP81: Financial Planning for Families – Part 1: Saving for Children – 8.8.24

    FINANCIAL PLANNING FOR FAMILIES PART 1: SAVING FOR CHILDREN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Tyler Cunningham | CFP®, CEPS Associate Financial Planner,… Read More

  • EP80: Required Minimum Distributions (RMDs) – Part 2 – 8.1.24

    REQUIRED MINIMUM DISTRIBUTIONS (RMDs) – PART 2 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

  • EP79: Required Minimum Distributions (RMDs) – Part 1 – 7.25.24

    REQUIRED MINIMUM DISTRIBUTIONS (RMDs) – PART 1 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

  • EP46: Behavioral Finance Series: Ambiguity Aversion Bias – 7.18.24

    BEHAVIORAL FINANCE SERIES: AMBIGUITY AVERSION BIAS 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

  • EP45: Behavioral Finance Series – Representative Bias – 7.11.24

    BEHAVIORAL FINANCE SERIES: REPRESENTATIVE BIAS 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,… Read More

  • EP44: Behavioral Finance Series – Regret Aversion Bias – 6.27.24

    BEHAVIORAL FINANCE SERIES: REGRET AVERSION BIAS 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

  • EP41: Tax Myths Series – Part 10 – 5.23.24

    FINAL EPISODE IN OUR 10-PART SERIES TAX MYTHS SERIES – PART 10 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • 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®, CDFA®… Read More