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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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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… Read More

  • 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®… Read More

  • 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!

  • 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

  • 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!

  • 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!

  • 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!

  • 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

  • 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!

  • 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

  • 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!

  • 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

  • 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!

  • 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  

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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  

  • 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

  • EP65: Selecting Your State of Residence 201 – 12.23.23

    SELECTING YOUR STATE OF RESIDENCE 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP64: Selecting Your State of Residence 101 – 12.23.23

    SELECTING YOUR STATE OF RESIDENCE 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP63: Maximizing Your Employer-Sponsored Benefits – 12.22.23

    MAXIMIZING YOUR EMPLOYER-SPONSORED 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 Financial Planner, BWFA Tyler Cunningham | CFP®, CEPS… Read More

  • EP38: Investing 301 – 12.22.23

    INVESTING 301 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP37: Investing 201 – 12.22.23

    INVESTING 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP36: Investing 101 – 12.22.23

    INVESTING 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP30: Year-End Tax Planning – 12.21.23

    YEAR-END TAX PLANNING 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  

  • EP62: Improving Your Financial Wellness – 12.20.23

    IMPROVING YOUR FINANCIAL WELLNESS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP61: Financial Windfall – Now What? – 12.20.23

    FINANCIAL WINDFALL – NOW WHAT? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP60: End-of-Year Financial Planning Checklist 2023 – 12.20.23

    END-OF-YEAR FINANCIAL PLANNING CHECKLIST 2023 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP29: Donor-Advised Funds Used at Death – 12.20.23

    DONOR-ADVISED FUNDS USED AT DEATH 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

  • EP59: Debt Consolidation – Part 2 – 12.19.23

    DEBT CONSOLIDATION: PART 2 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP58: Debt Consolidation – Part 1 – 12.19.23

    DEBT CONSOLIDATION: PART 1 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP28: Tax Return: Should I File an Extension? – 12.19.23

    TAX RETURN: SHOULD I FILE AN EXTENSION? 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  

  • EP27: Tax Return: Preparer or Advisor? – 12.14.23

    TAX RETURN: PREPARER OR ADVISOR? 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  

  • EP35: 2023 Market Recap – Prepare for 2024 – 12.6.23

    2023 MARKET RECAP – PREPARE FOR 2024 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP57: Budgeting & Savings Strategies – 11.26.23

    BUDGETING & SAVINGS STRATEGIES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP56: Long-Term Care 201 – 11.25.23

    LONG-TERM CARE 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP55: Insurance from a Financial Planning Perspective – 11.24.23

    INSURANCE FROM A FINANCIAL PLANNING PERSPECTIVE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP54: Retirement Mistakes and How to Avoid Them 201 – 11.23.23

    RETIREMENT MISTAKES AND HOW TO AVOID THEM 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP53: 401(k) Withdrawals, Loans & More – 11.22.23

    401K WITHDRAWALS, LOANS & MORE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP52: Understanding Your Credit Score & Reports – 11.21.23

    UNDERSTANDING YOUR CREDIT SCORE & REPORTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP51: Who Will Buy My Business? – 11.20.23

    WHO WILL BUY MY BUSINESS? 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  

  • EP50: When to Start the Mergers & Acquisitions Process – 11.18.23

    WHEN TO START THE MERGERS & ACQUISITIONS PROCESS 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  

  • EP26: Capital Loss Carryover – 11.17.23

    CAPITAL LOSS CARRYOVER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP25: Tax Services 101 – 11.7.23

    TAX SERVICES 101 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  

  • EP49: Medicare 201 – 11.2.23

    MEDICARE 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA Check out the Medicare 101 episode if you haven’t already.

  • EP48: Long-Term Care 101 – 11.1.23

    LONG-TERM CARE 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP47: Retirement Mistakes to Avoid! – 10.31.23

    RETIREMENT MISTAKES TO AVOID! FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP34: Behavioral Finance Series – Availability Bias – 10.27.23

    BEHAVIORAL FINANCE SERIES: AVAILABILITY 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

  • EP33: Behavioral Finance Series – Hindsight Bias – 10.18.23

    BEHAVIORAL FINANCE SERIES: HINDSIGHT 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

  • EP32: Cash on Sidelines – 10.5.23

    CASH ON SIDELINES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP31: When Is a Dime Worth Over $13,000? – 9.8.23

    WHEN IS A DIME WORTH OVER $13,000? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP30: Behavioral Finance Series – Endowment Bias – 9.7.23

    BEHAVIORAL FINANCE SERIES: ENDOWMENT 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

  • EP29: Behavioral Finance Series – Self Control Bias – 8.30.23

    BEHAVIORAL FINANCE SERIES: SELF 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

  • EP28: Behavioral Finance Series – Loss Aversion Bias – 8.22.23

    BEHAVIORAL FINANCE SERIES: LOSS 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

  • EP27: Behavioral Finance Series – Status Quo Bias – 8.16.23

    BEHAVIORAL FINANCE SERIES: STATUS QUO 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

  • EP46: How to Overcome Non-Financial Retirement Challenges – 8.14.23

    HOW TO OVERCOME NON-FINANCIAL RETIREMENT CHALLENGES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP45: Travel Now Not Later – 8.12.23

    TRAVEL NOW NOT LATER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Parker Gray Client Associate, BWFA  

  • EP26: ETFs vs. Mutual Funds – 8.10.23

    ETFs VS. MUTUAL FUNDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Kwanza Ellis, CRPC®, CEPS Senior Client Associate, BWFA  

  • EP25: Behavioral Finance Series – Overconfidence Bias – 8.4.23

    BEHAVIORAL FINANCE SERIES: OVERCONFIDENCE 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

  • EP44: Retirement Paycheck – 7.9.23

    RETIREMENT PAYCHECK FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP24: Behavioral Finance Series – Mental Accounting Bias – 6.28.23

    BEHAVIORAL FINANCE SERIES: MENTAL ACCOUNTING 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

  • EP23: Behavioral Finance Series – Confirmation Bias – 6.20.23

    BEHAVIORAL FINANCE SERIES: CONFIRMATION 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

  • EP43: Pension Plans – Making the Right Choice – 6.15.23

    PENSION PLANS: MAKING THE RIGHT CHOICE 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

  • EP42: Don’t Neglect Your 401(k) – Making the Right Decisions – 6.9.23

    DON’T NEGLECT YOUR 401(k): MAKING THE RIGHT DECISIONS 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… Read More

  • EP24: Trust as IRA Beneficiary – 6.4.23

    TRUST AS IRA BENEFICIARY 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

  • EP41: What is a Certified Financial Planner (CFP)? – 4.19.23

    WHAT IS A CERTIFIED FINANCIAL PLANNER (CFP)? 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

  • EP23: Mutual Funds & Taxes – The Double Whammy! – 4.14.23

    MUTUAL FUNDS & TAXES – THE DOUBLE WHAMMY! FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP40: Important Considerations for Multigenerational Households – 3.15.23

    IMPORTANT CONSIDERATIONS FOR MULTIGENERATIONAL HOUSEHOLDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP39: Mistakes People Make With Their Wills – 3.3.23

    MISTAKES PEOPLE MAKE WITH THEIR WILLS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP38: Saving for College – How to Get the State to Contribute! – 2.9.23

    SAVING FOR COLLEGE: HOW TO GET THE STATE TO CONTRIBUTE! FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA

  • EP37: Turbocharge Your Child’s Retirement – 2.1.23

    TURBOCHARGE YOUR CHILD’S RETIREMENT A GENERATIONAL WEALTH MANAGEMENT PODCAST FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA