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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
EP46: Behavioral Finance Series: Ambiguity Aversion Bias – 7.18.24BEHAVIORAL FINANCE SERIES: AMBIGUITY AVERSION BIAS 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
EP45: Behavioral Finance Series – Representative Bias – 7.11.24BEHAVIORAL FINANCE SERIES: REPRESENTATIVE BIAS 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 | CFA,… Read More
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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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