ESTATE PLANNING 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP25: Alphabet Soup – Professional Designations – 9.16.22
ALPHABET SOUP: PROFESSIONAL DESIGNATIONS 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
-
EP24: Tax Planning with Qualified Charitable Distributions – 9.14.22
TAX PLANNING WITH QUALIFIED CHARITABLE DISTRIBUTIONS 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
-
EP23: Selling Your Business: M&A 101 – 9.1.22
SELLING YOUR BUSINESS: M&A 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Brian MacMillan Managing Director M&A, BWFA
-
EP22: The Great Resignation – Are You Prepared? – 8.28.22
THE GREAT RESIGNATION: ARE YOU PREPARED? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager BWFA
-
EP21: Roth Contributions for High Income Earners – 8.26.22
ROTH CONTRIBUTIONS FOR HIGH INCOME EARNERS 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
-
EP20: Stock Market Sectors – A Guide – 8.23.22
STOCK MARKET SECTORS: A GUIDE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager BWFA
-
EP22: Charitable Contribution Documentation – 8.17.22
CHARITABLE CONTRIBUTION DOCUMENTATION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP21: Job Change – What About My 401k? – 8.12.22
JOB CHANGE – WHAT ABOUT MY 401K? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Kwanza Ellis, CRPC®, CEPS Senior Client Associate, BWFA
-
EP20: What is a 529 Plan? – 8.10.22
WHAT IS A 529 PLAN? 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
-
EP19: Series I Savings Bonds – 8.4.22
SERIES I SAVINGS BONDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP21: Savings Bonds Education Exemption – 7.27.22
SAVINGS BONDS EDUCATION EXEMPTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP20: Secure Act 1.0 Proposed Regulations – 6.23.22
SECURE ACT 1.0 PROPOSED REGULATIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP19: Investing in a Donor-Advised Fund – 6.16.22
INVESTING IN A DONOR-ADVISED FUND FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Chris Kelly, CPA, CFP®, M.Accy Financial Advisor, Portfolio Manager & Executive Manager, BWFA
-
EP18: The BWFA Client Service Experience – 6.8.22
THE BWFA CLIENT SERVICE EXPERIENCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Meghan Manas, CEPS Director of Client Services & Executive Manager, BWFA
-
EP18: How to Manage Your Passwords – 6.2.22
HOW TO MANAGE YOUR PASSWORDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CDFA®, CEPS Financial Planner, BWFA
-
EP17: Saving for College – 5.25.22
SAVING FOR COLLEGE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS A NEWER PODCAST EPISODE IS AVAILABLE ON THIS TOPIC: SAVING FOR COLLEGE – HOW TO GET THE STATE TO CONTRIBUTE! – 2.9.23 with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive… Read More
-
EP16: Social Security – What to Know About Claiming Strategies – 5.20.22
SOCIAL SECURITY: WHAT TO KNOW ABOUT CLAIMING STRATEGIES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
-
EP15: Finances for College Grads – 5.15.22
FINANCES FOR COLLEGE GRADS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager BWFA
-
EP19: Gifting Is Not An Income Tax Deduction – 5.11.22
GIFTING IS NOT AN INCOME TAX DEDUCTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP17: Bear Market Perspective – 5.4.22
BEAR MARKET PERSPECTIVE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager BWFA
-
EP18: Why Am I Not Getting A Tax Refund? – 4.27.22
WHY AM I NOT GETTING A TAX REFUND? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP17: Working Remote & Dual Taxation – 3.9.22
WORKING REMOTE & DUAL TAXATION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP14: Indirect Gifts & Support – 3.4.22
INDIRECT GIFTS & SUPPORT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP16: Non-Fungible Tokens – 2.27.22
NON-FUNGIBLE TOKENS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP13: Legacy Contacts – Apple’s Latest iPhone Feature – 2.10.22
LEGACY CONTACTS: APPLE’S LATEST IPHONE FEATURE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP12: Bad Financial Advice – 2.1.22
BAD FINANCIAL ADVICE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP16: Inflation and Low Interest Rates, May Mean Equities – 1.21.22
INFLATION & LOW INTEREST RATES, MAY MEAN EQUITIES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP15: ESG & Impact Investing – 11.18.21
ESG & IMPACT INVESTING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP15: 401(k) & 403(b) – Similarities & Differences – 11.10.21
401(k) & 403(b) – SIMILARITIES & DIFFERENCES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP14: Crypto Assets – 11.4.21
CRYPTO ASSETS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP11: Social Security 2.0 – The Great Compromise – 10.13.21
SOCIAL SECURITY 2.0: THE GREAT COMPROMISE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager, BWFA and special guest Rob Carpenter President & CEO, BWFA
-
EP13: Child Tax Credit – 9.17.21
CHILD TAX CREDIT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager, BWFA and special guest Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
-
EP12: Business Meals Deduction – 9.10.21
BUSINESS MEALS DEDUCTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP10: Why I Need to be Organized – 9.1.21
WHY I NEED TO BE ORGANIZED FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP11: Planning for Single Individuals – 8.25.21
PLANNING FOR SINGLE INDIVIDUALS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP9: Merging Money When You Marry – 8.20.21
MERGING MONEY WHEN YOU MARRY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP8: Deciding When to Retire When Timing is Critical – 8.18.21
DECIDING WHEN TO RETIRE WHEN TIMING IS CRITICAL FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP7: Financial Basics for Young Adults – 8.12.21
FINANCIAL BASICS FOR YOUNG ADULTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP14: Free is Not Always Inexpensive – 8.4.21
FREE IS NOT ALWAYS INEXPENSIVE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP10: Biden’s Proposal for High Income Taxpayers – 7.30.21
BIDEN’S PROPOSAL FOR HIGH INCOME TAXPAYERS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP13: Real Estate Investing – 7.16.21
REAL ESTATE INVESTING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP12: Coping with Market Volatility – 7.13.21
COPING WITH MARKET VOLATILITY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP9: Document Retention – 7.8.21
DOCUMENT RETENTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP6: Making the Most of Your 529 Plan, 10 Qualified 529 Expenses – 7.1.21
MAKING THE MOST OF YOUR 529 PLAN, 10 QUALIFIED 529 EXPENSES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP5: Are You Considering a Geographic Relocation? – 6.8.21
ARE YOU CONSIDERING A GEOGRAPHIC RELOCATION? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP8: Biden’s Proposed Tax Changes in 2021 Budget – 6.4.21
BIDEN’S PROPOSED TAX CHANGES IN 2021 BUDGET FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP11: Happy Birthday, Dow Jones Industrial Average – 5.26.21
HAPPY BIRTHDAY, DOW JONES INDUSTRIAL AVERAGE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP7: Where Is My Refund? – 5.24.21
WHERE IS MY REFUND? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP10: Bitcoin Basics – 3.17.21
BITCOIN BASICS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP6: Like-Kind Exchanges – 2.23.21
LIKE-KIND EXCHANGES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP9: Does Your Smartphone Make You Smarter? – 2.8.21
DOES YOUR SMARTPHONE MAKE YOU SMARTER? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP5: Estate Tax Portability – 1.28.21
ESTATE TAX PORTABILITY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP4: Biden’s Tax Proposals Pre-Inauguration – What Will it Look Like in the Future? – 1.21.21
BIDEN’S TAX PROPOSALS PRE-INAUGURATION – WHAT WILL IT LOOK LIKE IN THE FUTURE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP4: Gift and Estate Annual Limit Update – 10.29.20
GIFT AND ESTATE ANNUAL LIMIT UPDATE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP3: College Savings and Tax Incentives – Part 2 – 10.28.20
COLLEGE SAVINGS AND TAX INCENTIVES – PART 2 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP2: College Savings and Tax Incentives – Part 1 – 10.20.20
COLLEGE SAVINGS AND TAX INCENTIVES – PART 1 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP3: Electronic Tax Payments – 9.23.20
ELECTRONIC TAX PAYMENTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP2: 2020 Stimulus Credit – 8.25.20
2020 STIMULUS CREDIT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP1: Taxation of Unemployment Benefits – 8.11.20
TAXATION OF UNEMPLOYMENT BENEFITS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP1: RMD’s and Roth Conversions – 8.4.20
RMD’S AND ROTH CONVERSIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
-
EP8: Are You Making Good Investment Decisions? – 6.29.20
ARE YOU MAKING GOOD INVESTMENT DECISIONS? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP7: Holding Too Much Cash? – 4.17.20
HOLDING TOO MUCH CASH? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP6: Good News Regarding 2020 Required Minimum Distributions – 4.17.20
GOOD NEWS REGARDING 2020 REQUIRED MINIMUM DISTRIBUTIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP5: Top 10 Things You Should Know About a Recession – 4.17.20
TOP 10 THINGS YOU SHOULD KNOW ABOUT A RECESSION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP4: Top 10 Things to Know About the CARES Act – 4.06.20
TOP 10 THINGS TO KNOW ABOUT THE CARES ACT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP3: Should I Invest in the Stock Market Now? – 3.26.20
SHOULD I INVEST IN THE STOCK MARKET NOW? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP2: The Power of Perseverance – 3.26.20
THE POWER OF PERSEVERANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
-
EP1: Understanding Market Volatility – 3.26.20
5 THINGS YOU NEED TO KNOW ABOUT A VOLATILE STOCK MARKET FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA