155 épisodes
Baltimore Washington Financial Advisors Podcasts BWFA
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- Affaires
This podcast contains economic updates.
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EP78: Cost of College – 5.16.24
COST OF COLLEGE
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 -
EP40: Tax Myths Series Part 9 – 5.9.24
10-PART SERIES
TAX MYTHS SERIES - PART 9
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! -
EP77: College Planning, Is the Cost Worth It? – 5.2.24
COLLEGE PLANNING, IS THE COST WORTH IT?
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 -
EP39: Tax Myths Series Part 8 – 4.25.24
10-PART SERIES
TAX MYTHS SERIES - PART 8
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! -
EP76: Investing for College – 4.18.24
INVESTING FOR COLLEGE
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 -
EP38: Tax Myths Series Part 7 – 4.11.24
10-PART SERIES
TAX MYTHS SERIES - PART 7
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!