Healthy, Wealthy, & Wise: Recent Episodes
Baltimore-Washington Financial Advisors
Welcome to Baltimore-Washington Financial Advisors Healthy, Wealthy, & Wise podcast series! We’ll be covering everything from retirement planning, investments and taxes, to wellness, health and mindfulness. Submit your questions for future podcast episodes at bwfa.com.
**401(k) & 403(b) – SIMILARITIES & DIFFERENCES
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS**
with Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor BWFA
CRYPTO ASSETS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
SOCIAL SECURITY 2.0: THE GREAT COMPROMISE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager, BWFA and special guest Rob Carpenter President & CEO, BWFA
CHILD TAX CREDIT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager, BWFA with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
BUSINESS MEALS DEDUCTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
**WHY I NEED TO BE ORGANIZED
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS**
with Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor BWFA
PLANNING FOR SINGLE INDIVIDUALS
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
BWFA
MERGING MONEY WHEN YOU MARRY
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Sandy Hornor
Managing Director, Wealth Management & Executive Manager
BWFA
DECIDING WHEN TO RETIRE WHEN TIMING IS CRITICAL
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Sandy Hornor
Managing Director, Wealth Management & Executive Manager
BWFA
FINANCIAL BASICS FOR YOUNG ADULTS
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Sandy Hornor
Managing Director, Wealth Management & Executive Manager
BWFA
FREE IS NOT ALWAYS INEXPENSIVE
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Sandy Hornor
Managing Director, Wealth Management & Executive Manager
BWFA
BIDEN’S PROPOSAL FOR HIGH INCOME TAXPAYERS
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
BWFA
REAL ESTATE INVESTING
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
BWFA
COPING WITH MARKET VOLATILITY
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Sandy Hornor
Managing Director, Wealth Management & Executive Manager
BWFA
DOCUMENT RETENTION
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
BWFA
MAKING THE MOST OF YOUR 529 PLAN, 10 QUALIFIED 529 EXPENSES
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Sandy Hornor
Managing Director, Wealth Management & Executive Manager
BWFA