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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 – 7.18.24BEHAVIORAL 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 – 7.11.24BEHAVIORAL 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
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, and taxes to wellness, health, and mindfulness. Submit your questions for future podcast episodes here.
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