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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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
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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
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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
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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
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EP38: Investing 301 – 12.22.23
INVESTING 301 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP37: Investing 201 – 12.22.23
INVESTING 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP36: Investing 101 – 12.22.23
INVESTING 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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EP57: Budgeting & Savings Strategies – 11.26.23
BUDGETING & SAVINGS STRATEGIES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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EP36: Welcoming a Child or Grandchild – 1.27.23
WELCOMING A CHILD OR GRANDCHILD A GENERATIONAL WEALTH MANAGEMENT PODCAST FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Thad Ismart| CFP®, CEPS Senior Financial Planner, BWFA Tyler… Read More
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EP35: Secure Act 2.0 – Part 2: Retiree Provisions – 1.16.23
SECURE ACT 2.0 – PART 2: RETIREE PROVISIONS 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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EP34: Secure Act 2.0 – Part 1: Pre-Retirement Provisions – 1.12.23
SECURE ACT 2.0 – PART 1: PRE-RETIREMENT PROVISIONS 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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EP33: New Year’s Financial Resolutions – 1.1.23
NEW YEAR’S FINANCIAL RESOLUTIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager BWFA
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EP22: Mutual Funds vs. Exchange Traded Funds – 12.6.22
MUTUAL FUNDS VS. EXCHANGE TRADED FUNDS 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
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EP32: Budgeting 101 – 12.1.22
BUDGETING 101 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
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EP31: Generational Planning – 11.22.22
GENERATIONAL PLANNING 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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EP30: Emergency Fund 101 – 11.10.22
EMERGENCY FUND 101 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 Associate… Read More
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EP29 PT1: Life Stages – Wealth Management in Your 20’s – 10.28.22
LIFE STAGES – WEALTH MANAGEMENT IN YOUR 20’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
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EP29 PT3: Life Stages – Wealth Management in Your 40’s – 10.28.22
LIFE STAGES – WEALTH MANAGEMENT IN YOUR 40’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
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EP29 PT4: Life Stages – Wealth Management in Your 50’s – 10.28.22
LIFE STAGES – WEALTH MANAGEMENT IN YOUR 50’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
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EP29 PT2: Life Stages – Wealth Management in Your 30’s – 10.28.22
LIFE STAGES – WEALTH MANAGEMENT IN YOUR 30’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
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EP28: Medicare 101 – 10.6.22
MEDICARE 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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EP27: Roth IRA 101 – 9.27.22
ROTH IRA 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
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EP26: Estate Planning 101 – 9.22.22
ESTATE PLANNING 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP25: Alphabet Soup: Professional Designations – 9.16.22
ALPHABET SOUP: PROFESSIONAL DESIGNATIONS 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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EP24: Tax Planning with Qualified Charitable Distributions – 9.14.22
TAX PLANNING WITH QUALIFIED CHARITABLE DISTRIBUTIONS 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
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EP23: Selling Your Business: M&A 101 – 9.1.22
SELLING YOUR BUSINESS: M&A 101 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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EP22: The Great Resignation: Are You Prepared? – 8.28.22
THE GREAT RESIGNATION: ARE YOU PREPARED? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager BWFA
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EP21: Roth Contributions for High Income Earners – 8.26.22
ROTH CONTRIBUTIONS FOR HIGH INCOME EARNERS 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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EP20: Stock Market Sectors: A Guide – 8.23.22
STOCK MARKET SECTORS: A GUIDE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager BWFA
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EP22: Charitable Contribution Documentation – 8.17.22
CHARITABLE CONTRIBUTION DOCUMENTATION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP21: Job Change – What About My 401k? – 8.12.22
JOB CHANGE – WHAT ABOUT MY 401K? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Kwanza Ellis, CRPC®, CEPS Senior Client Associate, BWFA
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EP20: What is a 529 Plan? – 8.10.22
WHAT IS A 529 PLAN? 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
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EP19: Series I Savings Bonds – 8.4.22
SERIES I SAVINGS BONDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA