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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. 

  • EP3: College Savings and Tax Incentives – Part 2 – 10.28.20

    COLLEGE 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 – 10.20.20

    COLLEGE 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 – 8.4.20

    RMD’S AND ROTH CONVERSIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA