Baltimore Washington Financial Advisors Podcasts
By BWFA
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Category: Investing
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Subscribers: 4
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Episodes: 300
Description
| Episode | Date |
|---|---|
|
How Menopause Affects Muscle, Metabolism, and Health – 6.4.26
|
Jun 04, 2026 |
|
Medicare Advantage vs Original Medicare: Key Differences – 5.28.26
|
Jun 01, 2026 |
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Medicare IRMAA Explained: How Income Affects Premiums – 5.21.26
|
May 21, 2026 |
|
Why Medicare Costs More Than Many People Expect – 5.14.26
|
May 14, 2026 |
|
Medicare Planning: Understanding Your Medicare Options – 5.7.26
|
May 07, 2026 |
|
Social Security Taxes and Divorce: Key Details to Consider – 4.30.26
|
Apr 30, 2026 |
|
Social Security Planning: When Should You Start Benefits? – 4.23.26
|
Apr 23, 2026 |
|
Should You Pay Cash When Downsizing Your Home? – 4.16.26
|
Apr 16, 2026 |
|
AI Tax Scams: How to Spot IRS Fraud and Protect Yourself – 4.9.26
|
Apr 09, 2026 |
|
What You Need to Know About Estimated Quarterly Taxes – 4.2.26
|
Apr 02, 2026 |
|
Where Should You Save for Retirement After a 401k? – 3.26.26
|
Mar 26, 2026 |
|
Financial Windfalls and Investment Mistakes to Avoid – 3.19.26
|
Mar 19, 2026 |
|
Why Retirement Can Create Tension for Couples – 3.12.26
|
Mar 12, 2026 |
|
What Beneficiaries Need to Know About Inherited IRAs – 3.5.26
|
Mar 05, 2026 |
|
When Trust Tax Rules Make Asset Protection More Expensive – 2.26.26
|
Feb 26, 2026 |
|
Is a Vacation Home a Smart Retirement Strategy? – 2.19.26
|
Feb 19, 2026 |
|
No Tax on Tips Is Not Free Money – 2.12.26
|
Feb 12, 2026 |
|
When Does Investing in Gold Make Sense? – 2.5.26
|
Feb 10, 2026 |
|
How to Pay the IRS Now That Paper Checks Are Ending – 1.29.26
|
Feb 10, 2026 |
|
When Does a $1000 Monthly Car Payment Make Sense? – 1.22.26
|
Jan 22, 2026 |
|
Geopolitical Risk: Is Your Money Really Safe? – 1.15.26
|
Jan 15, 2026 |
|
Understanding the New Trump Accounts – 1.8.26
|
Jan 08, 2026 |
|
What the 2026 Contribution Limits Mean for You – 12.31.25
|
Dec 31, 2025 |
|
Estate Planning Basics for Every Stage of Life – 12.31.25
|
Dec 31, 2025 |
|
Why Financial Success Is More About Behavior Than Math – 12.31.25
|
Dec 31, 2025 |
|
IRS Identity Theft and What to Know – 12.31.25
|
Dec 31, 2025 |
|
How to Start Spending Confidently in Retirement – 12.31.25
|
Dec 31, 2025 |
|
Doing Everything Right but Still Anxious About Money – 12.31.25
|
Dec 31, 2025 |
|
Costly Mistakes: Overspending in Retirement – 12.31.25
|
Dec 31, 2025 |
|
What You Didn’t Know About Retirement Withdrawals – 12.30.25
|
Dec 30, 2025 |
|
Are You Being Too Safe With Your Money? – 12.30.25
|
Dec 30, 2025 |
|
What Not to Get Wrong in Your 30s and 40s – 12.30.25
|
Dec 30, 2025 |
|
How to Decide Between Debt and Investing – 12.30.25
|
Dec 30, 2025 |
|
Why a High Income Doesn’t Guarantee Wealth – 12.30.25
|
Dec 30, 2025 |
|
How to Prepare Financially for the Unexpected (Without Obsessing) – 12.30.25
|
Dec 30, 2025 |
|
Getting The Most Out Of A Maryland 529 – 12.30.25
|
Dec 30, 2025 |
|
The Benefits of Starting Financial Planning Early – 12.30.25
|
Dec 30, 2025 |
|
Passing a Home to the Next Generation – 12.29.25
|
Dec 30, 2025 |
|
Understanding How Financial Aid Really Works – 12.29.25
|
Dec 30, 2025 |
|
Making the Most of a Financial Windfall – 12.29.25
|
Dec 29, 2025 |
|
How to Make Your Savings Work Harder – 12.23.25
|
Dec 23, 2025 |
|
Why Raises Can Still Leave You Behind – 12.22.25
|
Dec 22, 2025 |
|
EP139: What Most People Miss in Their Financial Planning – 12.18.25
|
Dec 18, 2025 |
|
EP54: Costly Mistakes: The Pitfalls of IRA Withdrawals – 12.11.25
|
Dec 11, 2025 |
|
EP128: Costly Mistakes: Relocating Too Quickly in Retirement – 12.4.25
|
Dec 04, 2025 |
|
EP127: Costly Mistakes: The Reality of Credit Misuse – 11.27.25
|
Nov 27, 2025 |
|
EP126: Costly Mistakes: The Risk of Overlooking Inflation – 11.26.25
|
Nov 26, 2025 |
|
EP125: Costly Mistakes: How to Avoid Running Out Too Soon – 11.25.25
|
Nov 25, 2025 |
|
EP124: Costly Mistakes: Spending Bonuses the Wrong Way – 11.24.25
|
Nov 24, 2025 |
|
EP65: Costly Mistakes: Selling in a Down Market – 11.20.25
|
Nov 19, 2025 |
|
EP123: Costly Mistakes: Why Saving Too Little Hurts Later – 11.13.25
|
Nov 13, 2025 |
|
EP122: Costly Mistakes: Not Having Estate Planning Documents – 11.6.25
|
Nov 06, 2025 |
|
EP121: Costly Mistakes: The Downsides of Early Payoff – 10.30.25
|
Oct 30, 2025 |
|
EP120: Costly Mistakes: When Life Insurance Falls Short – 10.23.25
|
Oct 23, 2025 |
|
EP119: How Tax Changes Will Affect Charitable Giving – 10.9.25
|
Oct 09, 2025 |
|
EP118: 10 Key Medicare Changes to Know in 2026 – 10.2.25
|
Oct 02, 2025 |
|
EP117: The Overlooked $2 Million Social Security Mistake – 9.25.25
|
Sep 25, 2025 |
|
EP116: What To Do With Leftover 529 Funds – 9.18.25
|
Sep 18, 2025 |
|
EP63: Is Cash King? Balancing Liquidity and Growth – 9.11.25
|
Sep 11, 2025 |
|
EP115: What Is Financial Planning? A Complete Guide – 9.4.25
|
Sep 04, 2025 |
|
EP53: The Eighth Wonder of the World – The QCD! – 8.28.25
|
Aug 28, 2025 |
|
EP62: Volatility to Clarity: Proven Investing Lessons That Work – 8.21.25
|
Aug 21, 2025 |
|
EP61: What Does a Millionaire Look Like? – 8.14.25
|
Aug 14, 2025 |
|
EP52: The Truth About Social Security Taxes – 8.07.25
|
Aug 07, 2025 |
|
EP51: Promises and Pitfalls of the New Tax Law – 7.31.25
|
Jul 31, 2025 |
|
EP60: Volatility vs. Risk – 7.24.25
|
Jul 24, 2025 |
|
EP114: Where Do You Get Your Financial Advice? – 7.17.25
|
Jul 17, 2025 |
|
EP14: Effective Self-Talk How It Impacts Health and Performance with Maryrose Blank – 7.10.25
|
Jul 10, 2025 |
|
EP113: Should I Invest in Real Estate – 7.3.25
|
Jul 03, 2025 |
|
EP13: Cable TV or Streaming? How to Choose – 6.26.25
|
Jun 26, 2025 |
|
EP11: Natural Ways to Manage Seasonal Allergies with Dr. Emily – 6.19.25
|
Jun 19, 2025 |
|
EP59:Thinking About Buying Gold? – 6.12.25
|
Jun 12, 2025 |
|
EP58: Taking Cash Out of Your Retirement Account? – 6.5.25
|
Jun 05, 2025 |
|
EP50: Residential Energy Credits – 5.29.25
|
May 29, 2025 |
|
EP57: How NOT to Research Stocks – 5.22.25
|
May 22, 2025 |
|
EP112: How Much Life Insurance Do You Need – 5.15.15
|
May 15, 2025 |
|
EP111: Social Security Survivor Benefits – 5.8.25
|
May 08, 2025 |
|
EP110: Auto Accident Checklist – 5.1.25
|
May 01, 2025 |
|
EP109: Insurance Agent or Broker – 4.24.25
|
Apr 24, 2025 |
|
EP108: Federal Employees Considering VERA or VSIP – 4.17.24
|
Apr 17, 2025 |
|
EP107: Evaluating a New Job Offer – 4.10.25
|
Apr 10, 2025 |
|
EP106: GAP Insurance – 4.3.25
|
Apr 03, 2025 |
|
EP11: Tools to Boost Resiliency: Mental Health Practices for Sustained Emotional Health and Wellbeing – 3.27.25
|
Mar 27, 2025 |
|
EP105: Housing Options for Older Individuals – 3.20.25
|
Mar 20, 2025 |
|
EP104: Health Insurance for Travelers – 3.13.25
|
Mar 13, 2025 |
|
EP103: Your Home as a Source of Dollars in Retirement – 3.06.25
|
Mar 06, 2025 |
|
EP102: Handling a Dispute With Your Insurance Company – 2.27.25
|
Feb 27, 2025 |
|
EP101: Choosing a Credit Card – 2.20.25
|
Feb 20, 2025 |
|
EP100: 5 Tips to Consider When Applying for a Loan – 2.13.25
|
Feb 13, 2025 |
|
EP99: ABCs of Auto Insurance – 2.06.25
|
Feb 06, 2025 |
|
EP10: Book Review “The Invisible Patient” by Annalee Kruger – 1.30.24
|
Jan 30, 2025 |
|
EP98: Establishing a Budget – 1.23.25
|
Jan 23, 2025 |
|
EP97: Time for a Financial Cleanup – 1.16.25
|
Jan 16, 2025 |
|
EP95: Are You Talking About Your Estate Plan? – 1.2.25
|
Jan 02, 2025 |
|
EP4: Book Review “The Power Foods Diet” with Dr. Barnard – 12.31.24
|
Dec 31, 2024 |
|
EP94: Single or Married-No Children-Is My Planning Different? – 12.30.24
|
Dec 30, 2024 |
|
EP48: 401(k) and Taxes – 12.29.24
|
Dec 29, 2024 |
|
EP47: Changing Domicile – 12.28.24
|
Dec 28, 2024 |
|
EP46: Digital Asset Accounting – 12.27.24
|
Dec 27, 2024 |
|
EP45: RMDs – An Overview – 12.26.24
|
Dec 26, 2024 |
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EP93: FinCEN Corporate Transparency Act Back in Play – December 2024 Update – 12.25.24
|
Dec 25, 2024 |
|
EP44: 1099-K $600 Reporting Delayed Again – 12.24.24
|
Dec 24, 2024 |
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EP92: Mistakes Made When Hiring an Advisor – 12.23.24
|
Dec 23, 2024 |
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EP91: Medicare Drug Costs Vary – 12.22.24
|
Dec 22, 2024 |
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EP90: FinCEN Corporate Transparency Act Stalled – 12.21.24
|
Dec 21, 2024 |
|
EP89: In-Service Distributions – An Overview – 12.20.24
|
Dec 20, 2024 |
|
EP55: Do You Believe in the Santa Claus Rally? – 12.19.24
|
Dec 19, 2024 |
|
EP56: Should I Invest in Real Estate? – 12.18.24
|
Dec 18, 2024 |
|
EP7: The Brain Blueprint for Cognitive Mastery in Health and Human Performance – 12.14.24
|
Dec 14, 2024 |
|
EP6: Food For Life: Health for Men with Dr. Brooke Bussard – 12.13.24
|
Dec 13, 2024 |
|
EP5: Is Your Driver’s License on Your iPhone? – 12.12.24
|
Dec 12, 2024 |
|
EP4: Stress Less: Natural Remedies for Stress and Anxiety – 12.10.24
|
Dec 10, 2024 |
|
EP3: Stiff & Sore No More: Natural Remedies for Chronic Aches & Pains – 12.6.24
|
Dec 06, 2024 |
|
EP43: Super Catch-Up Contribution – 12.05.24
|
Dec 05, 2024 |
|
EP54: Is Your Retirement Account Invested in Cash? – 11.28.24
|
Nov 28, 2024 |
|
EP2: Healthy Living in a Toxic World – 11.27.24
|
Nov 27, 2024 |
|
EP88: Estate Planning For Your Vehicle – 11.21.24
|
Nov 21, 2024 |
|
EP53: Post Election Observations– 11.14.24
|
Nov 14, 2024 |
|
EP52: Gold: Does It Glitter? – 11.07.24
|
Nov 07, 2024 |
|
EP42: Glass Half Full – 10.31.24
|
Oct 31, 2024 |
|
EP87: Long-Term Disability – Do I Need It? – 10.24.24
|
Oct 24, 2024 |
|
EP51: Behavioral Finance Series: Bandwagon Effect – 10.17.24
|
Oct 17, 2024 |
|
EP1: Handling Grief & Anxiety During the Holidays – 10.10.24
|
Oct 10, 2024 |
|
EP50: Behavioral Finance Series: Naïve Diversification – 10.10.24
|
Oct 10, 2024 |
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EP49: Behavioral Finance Series: Gambler’s Fallacy – 10.3.24
|
Oct 03, 2024 |
|
EP48: Behavioral Finance Series: Paradox of Choice Effect – 9.26.24
|
Sep 26, 2024 |
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EP46: I Bonds – 9.19.24
|
Sep 19, 2024 |
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EP86: Student Loan Debt – 9.12.24
|
Sep 12, 2024 |
|
EP85: Housing Debt – 9.5.24
|
Sep 05, 2024 |
|
EP84: Credit Card Debt – 8.29.24
|
Aug 29, 2024 |
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EP83: Financial Planning for Families – Part 3: Estate Planning – 8.22.24
|
Aug 22, 2024 |
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EP82: Financial Planning for Families – Part 2: Life Insurance – 8.15.24
|
Aug 15, 2024 |
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EP81: Financial Planning for Families – Part 1: Saving for Children – 8.8.24
|
Aug 08, 2024 |
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EP80: Required Minimum Distributions (RMDs) – Part 2 – 8.1.24
|
Aug 01, 2024 |
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EP79: Required Minimum Distributions (RMDs) – Part 1 – 7.25.24
|
Jul 25, 2024 |
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EP46: Behavioral Finance Series: Ambiguity Aversion Bias – 7.18.24
|
Jul 18, 2024 |
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EP45: Behavioral Finance Series – Representative Bias – 7.11.24
|
Jul 11, 2024 |
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EP44: Behavioral Finance Series – Regret Aversion Bias – 6.27.24
|
Jun 27, 2024 |
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EP43: Behavioral Finance Series – Recency Bias – 6.20.24
|
Jun 20, 2024 |
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EP42: Behavioral Finance Series – Illusion of Control Bias – 6.13.24
|
Jun 13, 2024 |
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EP41: Behavioral Finance Series – Framing Bias – 6.6.24
|
Jun 06, 2024 |
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EP40: Behavioral Finance Series – Conservatism Bias – 5.30.24
|
May 30, 2024 |
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EP41: Tax Myths Series – Part 10 – 5.23.24
|
May 23, 2024 |
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EP78: Cost of College – 5.16.24
|
May 16, 2024 |
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EP40: Tax Myths Series – Part 9 – 5.9.24
|
May 09, 2024 |
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EP77: College Planning, Is the Cost Worth It? – 5.2.24
|
May 02, 2024 |
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EP39: Tax Myths Series – Part 8 – 4.25.24
|
Apr 25, 2024 |
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EP76: Investing for College – 4.18.24
|
Apr 18, 2024 |
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EP38: Tax Myths Series – Part 7 – 4.11.24
|
Apr 11, 2024 |
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EP75: College Funding for Maryland Residents – 4.4.24
|
Apr 04, 2024 |
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EP37: Tax Myths Series – Part 6 – 3.28.24
|
Mar 28, 2024 |
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EP36: Tax Myths Series – Part 5 – 3.14.24
|
Mar 14, 2024 |
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EP35: Tax Myths Series – Part 4 – 2.29.24
|
Feb 29, 2024 |
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EP39: S&P 500 – What Does a Positive Return in January Tell Us? – 2.22.24
|
Feb 22, 2024 |
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EP34: Tax Myths Series – Part 3 – 2.15.24
|
Feb 15, 2024 |
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EP74: The Thrift Savings Plan (TSP) – 2.8.24
|
Feb 08, 2024 |
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EP33: Tax Myths Series – Part 2 – 2.1.24
|
Feb 01, 2024 |
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EP73: Federal Government Employee Benefits – 1.25.24
|
Jan 25, 2024 |
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EP32: Tax Myths Series – Part 1 – 1.18.24
|
Jan 18, 2024 |
|
EP96: Medigap Insurance – 1.9.25
|
Jan 09, 2024 |
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EP72: Selling Your Business – Who is on Your Team? – 12.28.23
|
Dec 28, 2023 |
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EP71: Financial Services – What About the Fee? – 12.27.23
|
Dec 27, 2023 |
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EP70: You Created Updated Your Estate Plan – What Now? – 12.24.23
|
Dec 24, 2023 |
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EP69: What is Your Retirement Number – Part 3 – 12.24.23
|
Dec 24, 2023 |
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EP68: What is Your Retirement Number – Part 2 – 12.24.23
|
Dec 24, 2023 |
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EP67: What is Your Retirement Number – Part 1 – 12.24.23
|
Dec 24, 2023 |
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EP31: Understanding Schedule A on Your Tax Return – 12.23.23
|
Dec 23, 2023 |
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EP66: Selecting Your State of Residence 301 – 12.23.23
|
Dec 23, 2023 |
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EP65: Selecting Your State of Residence 201 – 12.23.23
|
Dec 23, 2023 |
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EP64: Selecting Your State of Residence 101 – 12.23.23
|
Dec 23, 2023 |
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EP63: Maximizing Your Employer-Sponsored Benefits – 12.22.23
|
Dec 22, 2023 |
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EP38: Investing 301 – 12.22.23
|
Dec 22, 2023 |
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EP37: Investing 201 – 12.22.23
|
Dec 22, 2023 |
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EP36: Investing 101 – 12.22.23
|
Dec 22, 2023 |
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EP30: Year-End Tax Planning – 12.21.23
|
Dec 21, 2023 |
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EP62: Improving Your Financial Wellness – 12.20.23
|
Dec 20, 2023 |
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EP61: Financial Windfall – Now What? – 12.20.23
|
Dec 20, 2023 |
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EP60: End-of-Year Financial Planning Checklist 2023 – 12.20.23
|
Dec 20, 2023 |
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EP29: Donor-Advised Funds Used at Death – 12.20.23
|
Dec 20, 2023 |
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EP59: Debt Consolidation – Part 2 – 12.19.23
|
Dec 19, 2023 |
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EP58: Debt Consolidation – Part 1 – 12.19.23
|
Dec 19, 2023 |
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EP28: Tax Return: Should I File an Extension? – 12.19.23
|
Dec 19, 2023 |
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EP27: Tax Return: Preparer or Advisor? – 12.14.23
|
Dec 14, 2023 |
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EP35: 2023 Market Recap – Prepare for 2024 – 12.6.23
|
Dec 06, 2023 |
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EP57: Budgeting & Savings Strategies – 11.26.23
|
Nov 26, 2023 |
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EP56: Long-Term Care 201 – 11.25.23
|
Nov 25, 2023 |
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EP55: Insurance from a Financial Planning Perspective – 11.24.23
|
Nov 24, 2023 |
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EP54: Retirement Mistakes and How to Avoid Them 201 – 11.23.23
|
Nov 23, 2023 |
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EP53: 401(k) Withdrawals, Loans & More – 11.22.23
|
Nov 22, 2023 |
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EP52: Understanding Your Credit Score & Reports – 11.21.23
|
Nov 21, 2023 |
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EP51: Who Will Buy My Business? – 11.20.23
|
Nov 20, 2023 |
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EP50: When to Start the Mergers & Acquisitions Process – 11.18.23
|
Nov 18, 2023 |
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EP26: Capital Loss Carryover – 11.17.23
|
Nov 17, 2023 |
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EP25: Tax Services 101 – 11.7.23
|
Nov 07, 2023 |
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EP49: Medicare 201 – 11.2.23
|
Nov 02, 2023 |
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EP48: Long-Term Care 101 – 11.1.23
|
Nov 01, 2023 |
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EP47: Retirement Mistakes to Avoid! – 10.31.23
|
Oct 31, 2023 |
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EP34: Behavioral Finance Series – Availability Bias – 10.27.23
|
Oct 27, 2023 |
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EP33: Behavioral Finance Series – Hindsight Bias – 10.18.23
|
Oct 18, 2023 |
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EP32: Cash on Sidelines – 10.5.23
|
Oct 05, 2023 |
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EP31: When Is a Dime Worth Over $13,000? – 9.8.23
|
Sep 08, 2023 |
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EP30: Behavioral Finance Series – Endowment Bias – 9.7.23
|
Sep 07, 2023 |
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EP29: Behavioral Finance Series – Self Control Bias – 8.30.23
|
Aug 30, 2023 |
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EP28: Behavioral Finance Series – Loss Aversion Bias – 8.22.23
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Aug 22, 2023 |
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EP27: Behavioral Finance Series – Status Quo Bias – 8.16.23
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Aug 16, 2023 |
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EP46: How to Overcome Non-Financial Retirement Challenges – 8.14.23
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Aug 14, 2023 |
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EP45: Travel Now Not Later – 8.12.23
|
Aug 12, 2023 |
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EP26: ETFs vs. Mutual Funds – 8.10.23
|
Aug 10, 2023 |
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EP25: Behavioral Finance Series – Overconfidence Bias – 8.4.23
|
Aug 04, 2023 |
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EP44: Retirement Paycheck – 7.9.23
|
Jul 09, 2023 |
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EP24: Behavioral Finance Series – Mental Accounting Bias – 6.28.23
|
Jun 28, 2023 |
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EP23: Behavioral Finance Series – Confirmation Bias – 6.20.23
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Jun 20, 2023 |
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EP43: Pension Plans – Making the Right Choice – 6.15.23
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Jun 15, 2023 |
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EP42: Don’t Neglect Your 401(k) – Making the Right Decisions – 6.9.23
|
Jun 09, 2023 |
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EP24: Trust as IRA Beneficiary – 6.4.23
|
Jun 04, 2023 |
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EP41: What is a Certified Financial Planner (CFP)? – 4.19.23
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Apr 19, 2023 |
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EP23: Mutual Funds & Taxes – The Double Whammy! – 4.14.23
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Apr 14, 2023 |
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EP40: Important Considerations for Multigenerational Households – 3.15.23
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Mar 15, 2023 |
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EP39: Mistakes People Make With Their Wills – 3.3.23
|
Mar 03, 2023 |
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EP38: Saving for College – How to Get the State to Contribute! – 2.9.23
|
Feb 09, 2023 |
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EP37: Turbocharge Your Child’s Retirement – 2.1.23
|
Feb 01, 2023 |
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EP36: Welcoming a Child or Grandchild – 1.27.23
|
Jan 27, 2023 |
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EP35: Secure Act 2.0 – Part 2: Retiree Provisions – 1.16.23
|
Jan 16, 2023 |
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EP34: Secure Act 2.0 – Part 1: Pre-Retirement Provisions – 1.12.23
|
Jan 12, 2023 |
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EP33: New Year’s Financial Resolutions – 1.1.23
|
Jan 01, 2023 |
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EP22: Mutual Funds vs. Exchange Traded Funds – 12.6.22
|
Dec 06, 2022 |
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EP32: Budgeting 101 – 12.1.22
|
Dec 01, 2022 |
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EP31: Generational Planning – 11.22.22
|
Nov 22, 2022 |
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EP30: Emergency Fund 101 – 11.10.22
|
Nov 10, 2022 |
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EP29 PT1: Life Stages – Wealth Management in Your 20’s – 10.28.22
|
Oct 28, 2022 |
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EP29 PT2: Life Stages – Wealth Management in Your 40’s – 10.28.22
|
Oct 28, 2022 |
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EP29 PT4: Life Stages – Wealth Management in Your 50’s – 10.28.22
|
Oct 28, 2022 |
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EP29 PT2: Life Stages – Wealth Management in Your 30’s – 10.28.22
|
Oct 28, 2022 |
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EP28: Medicare 101 – 10.6.22
|
Oct 06, 2022 |
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EP27: Roth IRA 101 – 9.27.22
|
Sep 27, 2022 |
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EP26: Estate Planning 101 – 9.22.22
|
Sep 22, 2022 |
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EP25: Alphabet Soup – Professional Designations – 9.16.22
|
Sep 16, 2022 |
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EP24: Tax Planning with Qualified Charitable Distributions – 9.14.22
|
Sep 14, 2022 |
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EP23: Selling Your Business: M&A 101 – 9.1.22
|
Sep 01, 2022 |
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EP22: The Great Resignation – Are You Prepared? – 8.28.22
|
Aug 28, 2022 |
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EP21: Roth Contributions for High Income Earners – 8.26.22
|
Aug 26, 2022 |
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EP20: Stock Market Sectors – A Guide – 8.23.22
|
Aug 23, 2022 |
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EP22: Charitable Contribution Documentation – 8.17.22
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Aug 17, 2022 |
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EP21: Job Change – What About My 401k? – 8.12.22
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Aug 12, 2022 |
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EP20: What is a 529 Plan? – 8.10.22
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Aug 10, 2022 |
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EP19: Series I Savings Bonds – 8.4.22
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Aug 04, 2022 |
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EP21: Savings Bonds Education Exemption – 7.27.22
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Jul 27, 2022 |
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EP20: Secure Act 1.0 Proposed Regulations – 6.23.22
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Jun 23, 2022 |
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EP19: Investing in a Donor-Advised Fund – 6.16.22
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Jun 16, 2022 |
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EP18: The BWFA Client Service Experience – 6.8.22
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Jun 08, 2022 |
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EP18: How to Manage Your Passwords – 6.2.22
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Jun 02, 2022 |
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EP17: Saving for College – 5.25.22
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May 25, 2022 |
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EP16: Social Security – What to Know About Claiming Strategies – 5.20.22
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May 20, 2022 |
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EP15: Finances for College Grads – 5.15.22
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May 15, 2022 |
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EP19: Gifting Is Not An Income Tax Deduction – 5.11.22
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May 11, 2022 |
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EP17: Bear Market Perspective – 5.4.22
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May 04, 2022 |
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EP18: Why Am I Not Getting A Tax Refund? – 4.27.22
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Apr 26, 2022 |
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EP17: Working Remote & Dual Taxation – 3.9.22
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Mar 09, 2022 |
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EP14: Indirect Gifts & Support – 3.4.22
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Mar 04, 2022 |
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EP16: Non-Fungible Tokens – 2.27.22
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Feb 27, 2022 |
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EP13: Legacy Contacts – Apple’s Latest iPhone Feature – 2.10.22
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Feb 10, 2022 |
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EP12: Bad Financial Advice – 2.1.22
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Feb 01, 2022 |
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EP16: Inflation and Low Interest Rates, May Mean Equities – 1.21.22
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Jan 04, 2022 |
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EP15: ESG & Impact Investing – 11.18.21
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Nov 16, 2021 |
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EP15: 401(k) & 403(b) – Similarities & Differences – 11.10.21
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Nov 10, 2021 |
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EP14: Crypto Assets – 11.4.21
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Nov 03, 2021 |
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EP11: Social Security 2.0 – The Great Compromise – 10.13.21
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Oct 13, 2021 |
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EP13: Child Tax Credit – 9.17.21
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Sep 17, 2021 |
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EP12: Business Meals Deduction – 9.10.21
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Sep 10, 2021 |
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EP10: Why I Need to be Organized – 9.1.21
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Sep 01, 2021 |
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EP11: Planning for Single Individuals – 8.25.21
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Aug 24, 2021 |
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EP9: Merging Money When You Marry – 8.20.21
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Aug 20, 2021 |
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EP8: Deciding When to Retire When Timing is Critical – 8.18.21
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Aug 18, 2021 |
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EP7: Financial Basics for Young Adults – 8.12.21
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Aug 12, 2021 |
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EP14: Free is Not Always Inexpensive – 8.4.21
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Aug 04, 2021 |
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EP10: Biden’s Proposal for High Income Taxpayers – 7.30.21
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Jul 30, 2021 |
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EP13: Real Estate Investing – 7.16.21
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Jul 15, 2021 |
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EP12: Coping with Market Volatility – 7.13.21
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Jul 13, 2021 |
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EP9: Document Retention – 7.8.21
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Jul 08, 2021 |
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EP6: Making the Most of Your 529 Plan, 10 Qualified 529 Expenses – 7.1.21
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Jun 24, 2021 |
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EP5: Are You Considering a Geographic Relocation? – 6.8.21
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Jun 04, 2021 |
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EP8: Biden’s Proposed Tax Changes in 2021 Budget – 6.4.21
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Jun 04, 2021 |
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EP11: Happy Birthday, Dow Jones Industrial Average – 5.26.21
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May 26, 2021 |
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EP7: Where Is My Refund? – 5.24.21
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May 24, 2021 |
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EP10: Bitcoin Basics – 3.17.21
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Mar 17, 2021 |
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EP6: Like-Kind Exchanges – 2.23.21
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Feb 22, 2021 |
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EP9: Does Your Smartphone Make You Smarter? – 2.8.21
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Feb 05, 2021 |
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EP5: Estate Tax Portability – 1.28.21
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Jan 28, 2021 |
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EP4: Biden’s Tax Proposals Pre-Inauguration – What Will it Look Like in the Future? – 1.21.21
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Jan 21, 2021 |
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EP4: Gift and Estate Annual Limit Update – 10.29.20
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Oct 29, 2020 |
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EP3: College Savings and Tax Incentives – Part 2 – 10.28.20
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Oct 28, 2020 |
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EP2: College Savings and Tax Incentives – Part 1 – 10.20.20
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Oct 20, 2020 |
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EP3: Electronic Tax Payments – 9.23.20
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Oct 02, 2020 |
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EP2: 2020 Stimulus Credit – 8.25.20
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Aug 25, 2020 |
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EP1: Taxation of Unemployment Benefits – 8.11.20
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Aug 11, 2020 |
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EP1: RMD’s and Roth Conversions – 8.4.20
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Aug 04, 2020 |
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EP8: Are You Making Good Investment Decisions? – 6.29.20
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Jun 29, 2020 |
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EP7: Holding Too Much Cash? – 4.17.20
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Apr 20, 2020 |
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EP6: Good News Regarding 2020 Required Minimum Distributions – 4.17.20
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Apr 20, 2020 |
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EP5: Top 10 Things You Should Know About a Recession – 4.17.20
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Apr 20, 2020 |