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

  • When Trust Tax Rules Make Asset Protection More Expensive – 2.26.26

    WHEN ASSET PROTECTION LEADS TO HIGHER TRUST TAXES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Senior Tax… Read More

  • Is a Vacation Home a Smart Retirement Strategy? – 2.19.26

    IS A VACATION HOME A SMART RETIREMENT STRATEGY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Senior Tax… Read More

  • No Tax on Tips Is Not Free Money – 2.12.26

    NO TAX ON TIPS IS NOT FREE MONEY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with Senior Tax &… Read More

  • How to Pay the IRS Now That Paper Checks Are Ending – 1.29.26

    HOW TO PAY THE IRS NOW THAT PAPER CHECKS ARE ENDING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode The… Read More

  • IRS Identity Theft and What to Know – 12.31.25

    IRS IDENTITY THEFT AND WHAT TO KNOW FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA   About This Episode Identity theft can create serious tax complications, often before you… Read More

  • EP54: Costly Mistakes: The Pitfalls of IRA Withdrawals – 12.11.25

    COSTLY MISTAKES THE PITFALLS OF IRA WITHDRAWALS 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 Episode… Read More

  • EP53: The Eighth Wonder of the World – The QCD! – 8.28.25

    THE EIGHTH WONDER OF THE WORLD – THE QCD! 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 Episode… Read More

  • EP52: The Truth About Social Security Taxes – 8.07.25

    THE 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

  • EP51: Promises and Pitfalls of the New Tax Law – 7.31.25

    PROMISES AND PITFALLS OF THE NEW TAX LAW FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this episode of Healthy, Wealthy & Wise, Sandy Hornor explains how… Read More

  • EP50: Residential Energy Credits – 5.29.25

    RESIDENTIAL ENERGY CREDITS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor 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

  • EP43: Super Catch-Up Contribution – 12.05.24

    SUPER CATCH-UP CONTRIBUTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA

  • 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

  • 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

  • EP40: Tax Myths Series – Part 9 – 5.9.24

    10-PART SERIES TAX MYTHS SERIES – PART 9 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

  • EP39: Tax Myths Series – Part 8 – 4.25.24

    10-PART SERIES TAX MYTHS SERIES – PART 8 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

  • EP38: Tax Myths Series – Part 7 – 4.11.24

    10-PART SERIES TAX MYTHS SERIES – PART 7 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

  • EP37: Tax Myths Series – Part 6 – 3.28.24

    10-PART SERIES TAX MYTHS SERIES – PART 6 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

  • EP36: Tax Myths Series – Part 5 – 3.14.24

    10-PART SERIES TAX MYTHS SERIES – PART 5 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

  • EP35: Tax Myths Series – Part 4 – 2.29.24

    10-PART SERIES TAX MYTHS SERIES – PART 4 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

  • EP34: Tax Myths Series – Part 3 – 2.15.24

    10-PART SERIES TAX MYTHS SERIES – PART 3 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA COME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!