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    WELCOME TO BWFA'S PODCAST Library

    Welcome to BWFA's Podcast Library – HEALTHY, WEALTHY & WISE! 

    We’re pleased to offer a collection of podcasts about everything from finance,
    investments, retirement and taxes, to wellness, health, and mindfulness.

    The podcasts featured on this landing page are our most recent episodes.
    Click the buttons below to view the entire libraries for each category.

  • What Beneficiaries Need to Know About Inherited IRAs – 3.5.26

    WHAT BENEFICIARIES NEED TO KNOW ABOUT INHERITED IRAS 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 & Planning Advisor Larry Post about inherited IRA rules, how the 10-year distribution requirement works, […]

  • 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 & Planning Advisor Larry Post about how trusts are taxed, why they often reach higher […]

  • 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 & Planning Advisor Larry Post about what happens when you move into your vacation home […]