Baltimore Washington Financial Advisors Podcasts

By BWFA

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5

44 ratings

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FAQs about Baltimore Washington Financial Advisors Podcasts:

How many episodes does Baltimore Washington Financial Advisors Podcasts have?

The podcast currently has 351 episodes available.

Baltimore Washington Financial Advisors Podcasts episodes:

January 18, 2024 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!
...more
10min
January 09, 2024 EP96: Medigap Insurance – 1.9.25
MEDIGAP INSURANCE
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax & Financial Planning Advisor
BWFA
...more
7min
December 28, 2023 EP72: Selling Your Business – Who is on Your Team? – 12.28.23
SELLING YOUR BUSINESS – WHO IS ON YOUR TEAM?
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

...more
12min
December 27, 2023 EP71: Financial Services – What About the Fee? – 12.27.23
FINANCIAL SERVICES – WHAT ABOUT THE FEE?
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Sandy Hornor, CEPS
Managing Director, Wealth Management & Executive Manager
BWFA
...more
13min
December 24, 2023 EP70: You Created Updated Your Estate Plan – What Now? – 12.24.23
YOU CREATED UPDATED YOUR ESTATE PLAN – WHAT NOW?
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Thad Ismart, CFP®, CEPS
Senior Financial Planner, BWFA
...more
13min
December 24, 2023 EP69: What is Your Retirement Number – Part 3 – 12.24.23
WHAT IS YOUR RETIREMENT NUMBER: PART 3
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Thad Ismart, CFP®, CEPS
Senior Financial Planner, BWFA
...more
17min
December 24, 2023 EP68: What is Your Retirement Number – Part 2 – 12.24.23
WHAT IS YOUR RETIREMENT NUMBER: PART 2
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Thad Ismart, CFP®, CEPS
Senior Financial Planner, BWFA
...more
12min
December 24, 2023 EP67: What is Your Retirement Number – Part 1 – 12.24.23
WHAT IS YOUR RETIREMENT NUMBER: PART 1
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Thad Ismart, CFP®, CEPS
Senior Financial Planner, BWFA
...more
8min
December 23, 2023 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

...more
10min
December 23, 2023 EP66: Selecting Your State of Residence 301 – 12.23.23
SELECTING YOUR STATE OF RESIDENCE 301
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Thad Ismart, CFP®, CEPS
Senior Financial Planner, BWFA
...more
16min

FAQs about Baltimore Washington Financial Advisors Podcasts:

How many episodes does Baltimore Washington Financial Advisors Podcasts have?

The podcast currently has 351 episodes available.