Baltimore Washington Financial Advisors Podcasts

By BWFA

... more

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:

December 20, 2023 EP29: Donor-Advised Funds Used at Death – 12.20.23
DONOR-ADVISED FUNDS USED AT DEATH
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
...more
10min
December 19, 2023 EP59: Debt Consolidation – Part 2 – 12.19.23
DEBT CONSOLIDATION: PART 2
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Thad Ismart, CFP®, CEPS
Senior Financial Planner, BWFA
...more
8min
December 19, 2023 EP58: Debt Consolidation – Part 1 – 12.19.23
DEBT CONSOLIDATION: PART 1
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Thad Ismart, CFP®, CEPS
Senior Financial Planner, BWFA
...more
10min
December 19, 2023 EP28: Tax Return: Should I File an Extension? – 12.19.23
TAX RETURN: SHOULD I FILE AN EXTENSION?
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
6min
December 14, 2023 EP27: Tax Return: Preparer or Advisor? – 12.14.23
TAX RETURN: PREPARER OR ADVISOR?
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
8min
December 06, 2023 EP35: 2023 Market Recap – Prepare for 2024 – 12.6.23
2023 MARKET RECAP – PREPARE FOR 2024
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Sandy Hornor, CEPS
Managing Director, Wealth Management & Executive Manager
BWFA
...more
10min
November 26, 2023 EP57: Budgeting & Savings Strategies – 11.26.23
BUDGETING & SAVINGS STRATEGIES
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Thad Ismart, CFP®, CEPS
Senior Financial Planner, BWFA
...more
11min
November 25, 2023 EP56: Long-Term Care 201 – 11.25.23
LONG-TERM CARE 201
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Thad Ismart, CFP®, CEPS
Senior Financial Planner, BWFA
...more
15min
November 24, 2023 EP55: Insurance from a Financial Planning Perspective – 11.24.23
INSURANCE FROM A FINANCIAL PLANNING PERSPECTIVE
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Thad Ismart, CFP®, CEPS
Senior Financial Planner, BWFA
...more
12min
November 23, 2023 EP54: Retirement Mistakes and How to Avoid Them 201 – 11.23.23
RETIREMENT MISTAKES AND HOW TO AVOID THEM 201
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Thad Ismart, CFP®, CEPS
Senior Financial Planner, BWFA
...more
14min

FAQs about Baltimore Washington Financial Advisors Podcasts:

How many episodes does Baltimore Washington Financial Advisors Podcasts have?

The podcast currently has 351 episodes available.