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EP64: Costly Mistakes: Too Much Cash in Retirement – 10.16.25
COSTLY MISTAKES TOO MUCH CASH IN RETIREMENT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About This… Read More
EP119: How Tax Changes Will Affect Charitable Giving – 10.9.25HOW TAX CHANGES WILL AFFECT CHARITABLE GIVING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner About This Episode Major tax changes are coming in 2026, and they’ll reshape how Americans give to charity…. Read More
EP52: The Truth About Social Security Taxes – 8.07.25THE TRUTH ABOUT SOCIAL SECURITY TAXES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA Episode Details: You may have heard that Social Security benefits are no longer taxed,… Read More
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WELCOME TO BWFA’S PODCAST Library
Welcome to BWFA’s Podcast Library – HEALTHY, WEALTHY & WISE!
Our podcasts are cataloged and available for playback. We cover everything from finance, investments, retirement and taxes to wellness, health, and mindfulness. Submit your questions for future podcast episodes here.
The podcasts featured on this landing page are our most recent episodes.
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