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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, 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.
    Click the buttons below to view the entire libraries for each category. 

  • 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