-
Why Retirement Can Create Tension for Couples – 3.12.26
WHY RETIREMENT CAN CREATE TENSION FOR COUPLES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Tessa speaks with Sandy Hornor, Managing… Read More
What Beneficiaries Need to Know About Inherited IRAs – 3.5.26WHAT BENEFICIARIES NEED TO KNOW ABOUT INHERITED IRAS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Senior Tax… Read More
When Does a $1000 Monthly Car Payment Make Sense? – 1.22.26WHEN DOES A $1000 MONTHLY CAR PAYMENT MAKE SENSE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Tessa Hall Media and Communications Specialist About This Episode Car payments are getting larger, and… Read More
What the 2026 Contribution Limits Mean for You – 12.31.25WHAT THE 2026 CONTRIBUTION LIMITS MEAN FOR YOU FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About… Read More
Estate Planning Basics for Every Stage of Life – 12.31.25ESTATE PLANNING BASICS FOR EVERY STAGE OF LIFE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Estate planning is often misunderstood as something… Read More
Why Financial Success Is More About Behavior Than Math – 12.31.25WHY FINANCIAL SUCCESS IS MORE ABOUT BEHAVIOR THAN MATH FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Financial success is not just about… Read More
How to Start Spending Confidently in Retirement – 12.31.25HOW TO START SPENDING CONFIDENTLY IN RETIREMENT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Moving from saving money to spending it in… Read More
Doing Everything Right but Still Anxious About Money – 12.31.25DOING EVERYTHING RIGHT BUT STILL ANXIOUS ABOUT MONEY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Even with solid financial habits, money anxiety… Read More
Costly Mistakes: Overspending in Retirement – 12.31.25COSTLY MISTAKES OVERSPENDING IN RETIREMENT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tessa Hall Media and Communications Specialist, BWFA Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA… Read More
What You Didn’t Know About Retirement Withdrawals – 12.30.25RELOCATING TOO QUICKLY IN RETIREMENT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About This Episode Retirement… Read More
What Not to Get Wrong in Your 30s and 40s – 12.30.25WHAT NOT TO GET WRONG IN YOUR 30S AND 40S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner,… Read More
How to Decide Between Debt and Investing – 12.30.25HOW TO DECIDE BETWEEN DEBT AND INVESTING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About This… Read More
Why a High Income Doesn’t Guarantee Wealth – 12.30.25WHY A HIGH INCOME DOESN’T GUARANTEE WEALTH FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About This… Read More
How to Prepare Financially for the Unexpected (Without Obsessing) – 12.30.25HOW TO PREPARE FINANCIALLY FOR THE UNEXPECTED (WITHOUT OBSESSING) FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA… Read More
Passing a Home to the Next Generation – 12.29.25PASSING A HOME TO THE NEXT GENERATION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner About This Episode A Qualified Personal Residence Trust, or QPRT, can be a powerful estate planning tool for… Read More
Understanding How Financial Aid Really Works – 12.29.25UNDERSTANDING HOW FINANCIAL AID REALLY WORKS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner About This Episode Financial aid is often misunderstood. Learn how the system really works and what families should consider… Read More
Making the Most of a Financial Windfall – 12.29.25MAKING THE MOST OF A FINANCIAL WINDFALL FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner About This Episode Receiving a financial windfall can be exciting and overwhelming. Learn how to approach sudden wealth… Read More
EP128: Costly Mistakes: Relocating Too Quickly in Retirement – 12.4.25COSTLY MISTAKES RELOCATING TOO QUICKLY IN RETIREMENT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About This Episode… Read More
EP127: Costly Mistakes: The Reality of Credit Misuse – 11.27.25COSTLY MISTAKES THE REALITY OF CREDIT MISUSE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About This Episode… Read More
EP126: Costly Mistakes: The Risk of Overlooking Inflation – 11.26.25COSTLY MISTAKES THE RISK OF OVERLOOKING INFLATION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About This Episode… Read More
EP125: Costly Mistakes: How to Avoid Running Out Too Soon – 11.25.25COSTLY MISTAKES HOW TO AVOID RUNNING OUT TOO SOON FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About… Read More
EP124: Costly Mistakes: Spending Bonuses the Wrong Way – 11.24.25COSTLY MISTAKES SPENDING BONUSES THE WRONG WAY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About This Episode… Read More
EP123: Costly Mistakes: Why Saving Too Little Hurts Later – 11.13.25COSTLY MISTAKES WHY SAVING TOO LITTLE HURTS LATER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About This… Read More
EP122: Costly Mistakes: Not Having Estate Planning Documents – 11.6.25COSTLY MISTAKES NOT HAVING ESTATE PLANNING DOCUMENTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About This Episode… Read More
EP121: Costly Mistakes: The Downsides of Early Payoff – 10.30.25COSTLY MISTAKES THE DOWNSIDES OF EARLY PAYOFF FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA About This Episode… Read More
- 1
- 2
- 3
- 4
- …
- 6
- Older Podcasts
WELCOME TO BWFA’S PODCAST Library
Welcome to BWFA’s Podcast Library – HEALTHY, WEALTHY & WISE!
Our podcasts are cataloged and available for playback. We cover everything from finance, investments, retirement and taxes to wellness, health, and mindfulness. Submit your questions for future podcast episodes here.
The podcasts featured on this landing page are our most recent episodes.
Click the buttons below to view the entire libraries for each category.