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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 – 9.1.22SELLING 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? – 8.28.22THE GREAT RESIGNATION: ARE YOU PREPARED? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager BWFA
EP21: Job Change – What About My 401k? – 8.12.22JOB 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? – 8.10.22WHAT 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: Investing in a Donor-Advised Fund – 6.16.22INVESTING 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: How to Manage Your Passwords – 6.2.22HOW 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 – 5.25.22SAVING 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 – 5.20.22SOCIAL 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 – 5.15.22FINANCES FOR COLLEGE GRADS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager BWFA
EP14: Indirect Gifts & Support – 3.4.22INDIRECT GIFTS & SUPPORT 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 – 2.10.22LEGACY 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 – 2.1.22BAD FINANCIAL ADVICE 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 – 10.13.21SOCIAL 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
EP10: Why I Need to be Organized – 9.1.21WHY I NEED TO BE ORGANIZED FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP9: Merging Money When You Marry – 8.20.21MERGING 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 – 8.18.21DECIDING 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 – 8.12.21FINANCIAL BASICS FOR YOUNG ADULTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP6: Making the Most of Your 529 Plan, 10 Qualified 529 Expenses – 7.1.21MAKING 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? – 6.8.21ARE YOU CONSIDERING A GEOGRAPHIC RELOCATION? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP4: Gift and Estate Annual Limit Update – 10.29.20GIFT 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 – 10.28.20COLLEGE 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 – 10.20.20COLLEGE SAVINGS AND TAX INCENTIVES – PART 1 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP1: RMD’s and Roth Conversions – 8.4.20RMD’S AND ROTH CONVERSIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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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.
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