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:

August 04, 2023 EP25: Behavioral Finance Series – Overconfidence Bias – 8.4.23
BEHAVIORAL FINANCE SERIES:
OVERCONFIDENCE 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, CFP®, CDFA®
Associate Financial Planner, BWFA
...more
6min
July 09, 2023 EP44: Retirement Paycheck – 7.9.23
RETIREMENT PAYCHECK
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
BWFA
...more
8min
June 28, 2023 EP24: Behavioral Finance Series – Mental Accounting Bias – 6.28.23
BEHAVIORAL FINANCE SERIES:
MENTAL ACCOUNTING 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, CFP®, CDFA®
Associate Financial Planner, BWFA
...more
9min
June 20, 2023 EP23: Behavioral Finance Series – Confirmation Bias – 6.20.23
BEHAVIORAL FINANCE SERIES:
CONFIRMATION 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, CFP®, CDFA®
Associate Financial Planner, BWFA
...more
8min
June 15, 2023 EP43: Pension Plans – Making the Right Choice – 6.15.23
PENSION PLANS: MAKING THE RIGHT CHOICE
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
Tyler Cunningham | CFP®, CEPS
Associate Financial Planner, BWFA
...more
14min
June 09, 2023 EP42: Don’t Neglect Your 401(k) – Making the Right Decisions – 6.9.23
DON’T NEGLECT YOUR 401(k): MAKING THE RIGHT DECISIONS
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
Tyler Cunningham | CFP®, CEPS
Associate Financial Planner, BWFA
...more
12min
June 04, 2023 EP24: Trust as IRA Beneficiary – 6.4.23
TRUST AS IRA BENEFICIARY
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
12min
April 19, 2023 EP41: What is a Certified Financial Planner (CFP)? – 4.19.23
WHAT IS A CERTIFIED FINANCIAL PLANNER (CFP)?
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, CFP®, CDFA®
Associate Financial Planner, BWFA
...more
13min
April 14, 2023 EP23: Mutual Funds & Taxes – The Double Whammy! – 4.14.23
MUTUAL FUNDS & TAXES – THE DOUBLE WHAMMY!
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Sandy Hornor, CEPS
Managing Director, Wealth Management & Executive Manager
BWFA
...more
9min
March 15, 2023 EP40: Important Considerations for Multigenerational Households – 3.15.23
IMPORTANT CONSIDERATIONS FOR MULTIGENERATIONAL HOUSEHOLDS
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Sandy Hornor, CEPS
Managing Director, Wealth Management & Executive Manager
BWFA
...more
12min

FAQs about Baltimore Washington Financial Advisors Podcasts:

How many episodes does Baltimore Washington Financial Advisors Podcasts have?

The podcast currently has 351 episodes available.