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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. 

  • EP33: Tax Myths Series – Part 2 – 2.1.24

    10-PART SERIES TAX MYTHS SERIES – PART 2 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!

  • EP32: Tax Myths Series – Part 1 – 1.18.24

    10-PART SERIES TAX MYTHS SERIES – PART 1 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!

  • EP31: Understanding Schedule A on Your Tax Return – 12.23.23

    UNDERSTANDING SCHEDULE A ON YOUR TAX RETURN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Matthew Smiler, ChFC® Tax Advisor, Associate Financial Planner, BWFA  

  • EP30: Year-End Tax Planning – 12.21.23

    YEAR-END TAX PLANNING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Matthew Smiler, ChFC® Tax Advisor, Associate Financial Planner, BWFA  

  • EP29: Donor-Advised Funds Used at Death – 12.20.23

    DONOR-ADVISED FUNDS USED AT DEATH 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

  • EP28: Tax Return: Should I File an Extension? – 12.19.23

    TAX RETURN: SHOULD I FILE AN EXTENSION? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Matthew Smiler, ChFC® Tax Advisor, Associate Financial Planner, BWFA  

  • EP27: Tax Return: Preparer or Advisor? – 12.14.23

    TAX RETURN: PREPARER OR ADVISOR? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Matthew Smiler, ChFC® Tax Advisor, Associate Financial Planner, BWFA  

  • EP26: Capital Loss Carryover – 11.17.23

    CAPITAL LOSS CARRYOVER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP25: Tax Services 101 – 11.7.23

    TAX SERVICES 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Matthew Smiler, ChFC® Tax Advisor, Associate Financial Planner, BWFA  

  • EP24: Trust as IRA Beneficiary – 6.4.23

    TRUST AS IRA BENEFICIARY 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

  • EP23: Mutual Funds & Taxes – The Double Whammy! – 4.14.23

    MUTUAL FUNDS & TAXES – THE DOUBLE WHAMMY! FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  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  

  • 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: 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: 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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