Baltimore Washington Financial Advisors Podcasts BWFA

BEHAVIORAL FINANCE SERIES:
CONSERVATISM 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

FINAL EPISODE IN OUR 10-PART SERIES
TAX MYTHS SERIES - PART 10
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
BWFA

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

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!

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

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!