SHOULD I INVEST IN REAL ESTATE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS TOWNSEND HORNOR JR., CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this episode of Healthy, Wealthy & Wise, BWFA’s Sandy Hornor explores the pros and cons… Read More
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EP13: Cable TV or Streaming? How to Choose – 6.26.25
CABLE TV OR STREAMING? HOW TO CHOOSE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this episode of Healthy, Wealthy & Wise, BWFA’s Sandy Hornor tackles the… Read More
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EP11: Clear Headed A Natural Approach to Seasonal Allergies with Dr. Emily – 6.19.25
CLEAR HEADED: A NATURAL APPROACH TO SEASONAL ALLERGIES WITH DR. EMILY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA DR. EMILY TELFAIR, N.D. Naturopathic Doctor, HeartSpace Natural Medicine Episode Details: In this spring edition… Read More
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EP59:Thinking About Buying Gold? – 6.12.25
THINKING ABOUT BUYING GOLD? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this episode of Healthy, Wealthy & Wise, BWFA’s Sandy Hornor revisits the topic of investing… Read More
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EP58: Taking Cash Out of Your Retirement Account? – 6.5.25
TAKING CASH OUT OF YOUR RETIREMENT ACCOUNT? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this episode of Healthy, Wealthy & Wise, BWFA’s Managing Director of Wealth… Read More
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EP50: Residential Energy Credits – 5.29.25
RESIDENTIAL ENERGY CREDITS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP57: How NOT to Research Stocks – 5.22.25
HOW NOT TO RESEARCH STOCKS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP112: How Much Life Insurance Do You Need – 5.15.15
HOW MUCH LIFE INSURANCE DO YOU NEED FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP111: Social Security Survivor Benefits – 5.8.25
SOCIAL SECURITY SURVIVOR BENEFITS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP110: Auto Accident Checklist – 5.1.25
AUTO ACCIDENT CHECKLIST FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP109: Insurance Agent or Broker – 4.24.25
INSURANCE AGENT OR BROKER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP108: Federal Employees Considering VERA or VSIP – 4.17.24
FEDERAL EMPLOYEES CONSIDERING VERA OR VSIP FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA
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EP107: Evaluating a New Job Offer – 4.10.25
EVALUATING A NEW JOB OFFER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP106: GAP Insurance – 4.3.25
GAP INSURANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP11: Tools to Boost Resiliency: Mental Health Practices for Sustained Emotional Health and Wellbeing – 3.27.25
TOOLS TO BOOST RESILIENCY: MENTAL HEALTH PRACTICES FOR SUSTAINED EMOTIONAL HEALTH AND WELLBEING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Schreiber-Pan Founder & President of Care Right, Inc.
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EP105: Housing Options for Older Individuals – 3.20.25
HOUSING OPTIONS FOR OLDER INDIVIDUALS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP104: Health Insurance for Travelers – 3.13.25
HEALTH INSURANCE FOR TRAVELERSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP103: Your Home as a Source of Dollars in Retirement – 3.06.25
YOUR HOME AS A SOURCE OF DOLLARS IN RETIREMENTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP102: Handling a Dispute With Your Insurance Company – 2.27.25
HANDLING A DISPUTE WITH YOUR INSURANCE COMPANYFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP101: Choosing a Credit Card – 2.20.25
CHOOSING A CREDIT CARDFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP100: 5 Tips to Consider When Applying for a Loan – 2.13.25
5 TIPS TO CONSIDER WHEN APPLYING FOR A LOAN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP99: ABCs of Auto Insurance – 2.06.25
ABCS OF AUTO INSURANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP10: Book Review “The Invisible Patient” by Annalee Kruger – 1.30.24
BOOK REVIEW “THE INVISIBLE PATIENT” BY ANNALEE KRUGER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Annalee Kruger Founder & President of Care Right, Inc.
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EP98: Establishing a Budget – 1.23.25
ESTABLISHING A BUDGET FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP97: Time for a Financial Cleanup – 1.16.25
TIME FOR A FINANCIAL CLEANUP FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP95: Are You Talking About Your Estate Plan? – 1.2.25
ARE YOU TALKING ABOUT YOUR ESTATE PLAN? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP4: Book Review “The Power Foods Diet” with Dr. Barnard – 12.31.24
BOOK REVIEW “THE POWER FOODS DIET” WITH DR. BARNARD FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Neil Barnard, MD President of the Physicians Committee for Responsible Medicine
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EP94: Single or Married-No Children-Is My Planning Different? – 12.30.24
SINGLE OR MARRIED-NO CHILDREN-IS MY PLANNING DIFFERENT? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA
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EP48: 401(k) and Taxes – 12.29.24
401(K) AND TAXES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP47: Changing Domicile – 12.28.24
CHANGING DOMICILE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP46: Digital Asset Accounting – 12.27.24
DIGITAL ASSET ACCOUNTING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP45: RMDs – An Overview – 12.26.24
RMDS – AN OVERVIEW FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP93: FinCEN Corporate Transparency Act Back in Play – December 2024 Update – 12.25.24
FINCEN CORPORATE TRANSPARENCY ACT BACK IN PLAY – DECEMBER 2024 UPDATE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA
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EP44: 1099-K $600 Reporting Delayed Again – 12.24.24
1099-K $600 REPORTING DELAYED AGAIN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP92: Mistakes Made When Hiring an Advisor – 12.23.24
MISTAKES MADE WHEN HIRING AN ADVISOR FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA
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EP91: Medicare Drug Costs Vary – 12.22.24
MEDICARE DRUG COSTS VARY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP90: FinCEN Corporate Transparency Act Stalled – 12.21.24
FINCEN CORPORATE TRANSPARENCY ACT STALLED FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA
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EP89: In-Service Distributions – An Overview – 12.20.24
IN-SERVICE DISTRIBUTIONS – AN OVERVIEW FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP55: Do You Believe in the Santa Claus Rally? – 12.19.24
DO YOU BELIEVE IN THE SANTA CLAUS RALLY? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP56: Should I Invest in Real Estate? – 12.18.24
SHOULD I INVEST IN REAL ESTATE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP7: The Brain Blueprint for Cognitive Mastery in Health and Human Performance – 12.14.24
THE BRAIN BLUEPRINT FOR COGNITIVE MASTERY IN HEALTH AND HUMAN PERFORMANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Maryrose Blank, Psy.D., CMPC Performance Psychology Consultant
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EP6: Food For Life: Health for Men with Dr. Brooke Bussard – 12.13.24
FOOD FOR LIFE: HEALTH FOR MEN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Brooke Bussard, MD Physicians Committee for Responsible Medicine, Food for Life Instructor
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EP5: Is Your Driver’s License on Your iPhone? – 12.12.24
IS YOUR DRIVER’S LICENSE ON YOUR IPHONE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP4: Stress Less: Natural Remedies for Stress and Anxiety – 12.10.24
STRESS LESS: NATURAL REMEDIES FOR STRESS AND ANXIETY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Emily Telfair N.D. Naturopathic Doctor, HeartSpace Natural Medicine
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EP3: Stiff & Sore No More: Natural Remedies for Chronic Aches & Pains – 12.6.24
STIFF & SORE NO MORE: NATURAL REMEDIES FOR CHRONIC ACHES & PAINS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Emily Telfair N.D. Naturopathic Doctor, HeartSpace Natural Medicine
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EP43: Super Catch-Up Contribution – 12.05.24
SUPER CATCH-UP CONTRIBUTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA
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EP54: Is Your Retirement Account Invested in Cash? – 11.28.24
IS YOUR RETIREMENT ACCOUNT INVESTED IN CASH? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP2: Healthy Living in a Toxic World – 11.27.24
HEALTHY LIVING IN A TOXIC WORLD FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Emily Telfair N.D. Naturopathic Doctor, HeartSpace Natural Medicine
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EP88: Estate Planning For Your Vehicle – 11.21.24
ESTATE PLANNING FOR YOUR VEHICLE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP53: Post Election Observations– 11.14.24
POST ELECTION OBSERVATIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP52: Gold: Does It Glitter? – 11.07.24
GOLD: DOES IT GLITTER? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP42: Glass Half Full – 10.31.24
GLASS HALF FULL FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP87: Long-Term Disability – Do I Need It? – 10.24.24
LONG-TERM DISABILITY – DO I NEED 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 Tyler Cunningham… Read More
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EP51: Behavioral Finance Series: Bandwagon Effect – 10.17.24
BEHAVIORAL FINANCE SERIES: BANDWAGON EFFECT 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,… Read More
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EP1: Handling Grief & Anxiety During the Holidays – 10.10.24
HANDLING GRIEF & ANXIETY DURING THE HOLIDAYS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Ed Nolley, Jr. Ambassador, Volunteer & Doula, Gilchrist Rabbi Ben Shalva Hospice Chaplain, Gilchrist
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EP50: Behavioral Finance Series: Naïve Diversification – 10.10.24
BEHAVIORAL FINANCE SERIES: NAÏVE DIVERSIFICATION 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,… Read More
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EP49: Behavioral Finance Series: Gambler’s Fallacy – 10.3.24
BEHAVIORAL FINANCE SERIES: GAMBLER’S FALLACY 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,… Read More
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EP48: Behavioral Finance Series: Paradox of Choice Effect – 9.26.24
BEHAVIORAL FINANCE SERIES: PARADOX OF CHOICE EFFECT 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… Read More
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EP46: I Bonds – 9.19.24
I BONDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®, CEPS… Read More
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EP86: Student Loan Debt – 9.12.24
STUDENT LOAN DEBT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®,… Read More
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EP85: Housing Debt – 9.5.24
HOUSING DEBT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®, CEPS… Read More
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EP84: Credit Card Debt – 8.29.24
CREDIT CARD DEBT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®,… Read More
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EP83: Financial Planning for Families – Part 3: Estate Planning – 8.22.24
FINANCIAL PLANNING FOR FAMILIES PART 3: ESTATE PLANNING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Tyler Cunningham | CFP®, CEPS Associate Financial Planner, BWFA
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EP82: Financial Planning for Families – Part 2: Life Insurance – 8.15.24
FINANCIAL PLANNING FOR FAMILIES PART 2: LIFE INSURANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Tyler Cunningham | CFP®, CEPS Associate Financial Planner, BWFA
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EP81: Financial Planning for Families – Part 1: Saving for Children – 8.8.24
FINANCIAL PLANNING FOR FAMILIES PART 1: SAVING FOR CHILDREN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Tyler Cunningham | CFP®, CEPS Associate Financial Planner,… Read More
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EP80: Required Minimum Distributions (RMDs) – Part 2 – 8.1.24
REQUIRED MINIMUM DISTRIBUTIONS (RMDs) – PART 2 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
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EP79: Required Minimum Distributions (RMDs) – Part 1 – 7.25.24
REQUIRED MINIMUM DISTRIBUTIONS (RMDs) – PART 1 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
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EP46: Behavioral Finance Series: Ambiguity Aversion Bias – 7.18.24
BEHAVIORAL FINANCE SERIES: AMBIGUITY AVERSION 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 |… Read More
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EP45: Behavioral Finance Series – Representative Bias – 7.11.24
BEHAVIORAL FINANCE SERIES: REPRESENTATIVE 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,… Read More
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EP44: Behavioral Finance Series – Regret Aversion Bias – 6.27.24
BEHAVIORAL FINANCE SERIES: REGRET AVERSION 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 |… Read More
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EP43: Behavioral Finance Series – Recency Bias – 6.20.24
BEHAVIORAL FINANCE SERIES: RECENCY 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,… Read More
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EP42: Behavioral Finance Series – Illusion of Control Bias – 6.13.24
BEHAVIORAL FINANCE SERIES: ILLUSION OF CONTROL 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… Read More
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EP41: Behavioral Finance Series – Framing Bias – 6.6.24
BEHAVIORAL FINANCE SERIES: FRAMING 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,… Read More
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EP40: Behavioral Finance Series – Conservatism Bias – 5.30.24
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,… Read More
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EP41: Tax Myths Series – Part 10 – 5.23.24
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
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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®… Read More
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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!
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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… Read More
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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!
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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®… Read More
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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!
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EP75: College Funding for Maryland Residents – 4.4.24
COLLEGE FUNDING FOR MARYLAND RESIDENTS 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,… Read More
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EP37: Tax Myths Series – Part 6 – 3.28.24
10-PART SERIES TAX MYTHS SERIES – PART 6 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!
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EP36: Tax Myths Series – Part 5 – 3.14.24
10-PART SERIES TAX MYTHS SERIES – PART 5 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!
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EP35: Tax Myths Series – Part 4 – 2.29.24
10-PART SERIES TAX MYTHS SERIES – PART 4 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!
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EP39: S&P 500 – What Does a Positive Return in January Tell Us? – 2.22.24
S&P 500 – WHAT DOES A POSITIVE RETURN IN JANUARY TELL US? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP34: Tax Myths Series – Part 3 – 2.15.24
10-PART SERIES TAX MYTHS SERIES – PART 3 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!
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EP74: The Thrift Savings Plan (TSP) – 2.8.24
THE THRIFT SAVINGS PLAN (TSP) – ARE YOU TAKING ADVANTAGE OF THE MUTUAL FUND WINDOW? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®,… Read More
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EP33: Tax Myths Series – Part 2 – 2.1.24
10-PART SERIES TAX MYTHS SERIES – PART 2 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!
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EP73: Federal Government Employee Benefits – 1.25.24
FEDERAL GOVERNMENT EMPLOYEE – ARE YOU MAKING THE MOST OF YOUR BENEFITS? 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… Read More
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EP32: Tax Myths Series – Part 1 – 1.18.24
10-PART SERIES TAX MYTHS SERIES – PART 1 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!
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EP96: Medigap Insurance – 1.9.25
MEDIGAP INSURANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA
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EP72: Selling Your Business – Who is on Your Team? – 12.28.23
SELLING YOUR BUSINESS – WHO IS ON YOUR TEAM? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Brian MacMillan Managing Director M&A, BWFA
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EP71: Financial Services – What About the Fee? – 12.27.23
FINANCIAL SERVICES – WHAT ABOUT THE FEE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager BWFA
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EP70: You Created Updated Your Estate Plan – What Now? – 12.24.23
YOU CREATED UPDATED YOUR ESTATE PLAN – WHAT NOW? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP69: What is Your Retirement Number – Part 3 – 12.24.23
WHAT IS YOUR RETIREMENT NUMBER: PART 3 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP68: What is Your Retirement Number – Part 2 – 12.24.23
WHAT IS YOUR RETIREMENT NUMBER: PART 2 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP67: What is Your Retirement Number – Part 1 – 12.24.23
WHAT IS YOUR RETIREMENT NUMBER: PART 1 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP31: Understanding Schedule A on Your Tax Return – 12.23.23
UNDERSTANDING SCHEDULE A ON YOUR TAX RETURN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Matthew Smiler, ChFC® Tax Advisor, Associate Financial Planner, BWFA
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EP66: Selecting Your State of Residence 301 – 12.23.23
SELECTING YOUR STATE OF RESIDENCE 301 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA