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Financial Planning

  • EP20: What is a 529 Plan? – 8.10.22

    • August 10th, 2022
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    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  

  • EP19: Investing in a Donor-Advised Fund – 6.16.22

    • June 16th, 2022
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    INVESTING IN A DONOR-ADVISED FUND FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Chris Kelly, CPA, CFP®, M.Accy Financial Advisor, Portfolio Manager & Executive Manager, BWFA  

  • EP18: How to Manage Your Passwords – 6.2.22

    • June 2nd, 2022
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    HOW TO MANAGE YOUR PASSWORDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CDFA®, CEPS Financial Planner, BWFA  

  • EP17: Saving for College – 5.25.22

    • May 25th, 2022
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    SAVING FOR COLLEGE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS A NEWER PODCAST EPISODE IS AVAILABLE ON THIS TOPIC: SAVING FOR COLLEGE – HOW TO GET THE STATE TO CONTRIBUTE! – 2.9.23 with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive… Read More

  • EP16: Social Security – What to Know About Claiming Strategies – 5.20.22

    • May 20th, 2022
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    SOCIAL SECURITY: WHAT TO KNOW ABOUT CLAIMING STRATEGIES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA  

  • EP15: Finances for College Grads – 5.15.22

    • May 15th, 2022
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    FINANCES FOR COLLEGE GRADS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP14: Indirect Gifts & Support – 3.4.22

    • March 4th, 2022
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    INDIRECT GIFTS & SUPPORT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP13: Legacy Contacts – Apple’s Latest iPhone Feature – 2.10.22

    • February 10th, 2022
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    LEGACY CONTACTS: APPLE’S LATEST IPHONE FEATURE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP12: Bad Financial Advice – 2.1.22

    • February 1st, 2022
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    BAD FINANCIAL ADVICE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP11: Social Security 2.0 – The Great Compromise – 10.13.21

    • October 13th, 2021
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    SOCIAL SECURITY 2.0: THE GREAT COMPROMISE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager, BWFA and special guest Rob Carpenter President & CEO, BWFA  

  • EP10: Why I Need to be Organized – 9.1.21

    • September 1st, 2021
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    WHY I NEED TO BE ORGANIZED FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP9: Merging Money When You Marry – 8.20.21

    • August 20th, 2021
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    MERGING MONEY WHEN YOU MARRY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP8: Deciding When to Retire When Timing is Critical – 8.18.21

    • August 18th, 2021
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    DECIDING WHEN TO RETIRE WHEN TIMING IS CRITICAL FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA

  • EP7: Financial Basics for Young Adults – 8.12.21

    • August 12th, 2021
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    FINANCIAL BASICS FOR YOUNG ADULTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA

  • EP6: Making the Most of Your 529 Plan, 10 Qualified 529 Expenses – 7.1.21

    • June 24th, 2021
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    MAKING THE MOST OF YOUR 529 PLAN, 10 QUALIFIED 529 EXPENSES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP5: Are You Considering a Geographic Relocation? – 6.8.21

    • June 4th, 2021
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    ARE YOU CONSIDERING A GEOGRAPHIC RELOCATION? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP4: Gift and Estate Annual Limit Update – 10.29.20

    • October 29th, 2020
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    GIFT AND ESTATE ANNUAL LIMIT UPDATE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP3: College Savings and Tax Incentives – Part 2 – 10.28.20

    • October 28th, 2020
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    COLLEGE SAVINGS AND TAX INCENTIVES – PART 2 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP2: College Savings and Tax Incentives – Part 1 – 10.20.20

    • October 20th, 2020
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    COLLEGE SAVINGS AND TAX INCENTIVES – PART 1 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP1: RMD’s and Roth Conversions – 8.4.20

    • August 4th, 2020
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    RMD’S AND ROTH CONVERSIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA