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How Menopause Affects Muscle, Metabolism, and Health – 6.4.26
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Medicare Advantage vs Original Medicare: Key Differences – 5.28.26
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Medicare IRMAA Explained: How Income Affects Premiums – 5.21.26
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Why Medicare Costs More Than Many People Expect – 5.14.26
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Medicare Planning: Understanding Your Medicare Options – 5.7.26
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Social Security Taxes and Divorce: Key Details to Consider – 4.30.26
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Social Security Planning: When Should You Start Benefits? – 4.23.26
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Should You Pay Cash When Downsizing Your Home? – 4.16.26
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Where Should You Save for Retirement After a 401k? – 3.26.26
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Financial Windfalls and Investment Mistakes to Avoid – 3.19.26
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Why Retirement Can Create Tension for Couples – 3.12.26
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What Beneficiaries Need to Know About Inherited IRAs – 3.5.26
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When Trust Tax Rules Make Asset Protection More Expensive – 2.26.26
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Is a Vacation Home a Smart Retirement Strategy? – 2.19.26
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No Tax on Tips Is Not Free Money – 2.12.26
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When Does Investing in Gold Make Sense? – 2.5.26
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How to Pay the IRS Now That Paper Checks Are Ending – 1.29.26
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When Does a $1000 Monthly Car Payment Make Sense? – 1.22.26
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Geopolitical Risk: Is Your Money Really Safe? – 1.15.26
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Understanding the New Trump Accounts – 1.8.26
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What the 2026 Contribution Limits Mean for You – 12.31.25
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Estate Planning Basics for Every Stage of Life – 12.31.25
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Why Financial Success Is More About Behavior Than Math – 12.31.25
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IRS Identity Theft and What to Know – 12.31.25
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How to Start Spending Confidently in Retirement – 12.31.25
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Doing Everything Right but Still Anxious About Money – 12.31.25
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Costly Mistakes: Overspending in Retirement – 12.31.25
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What You Didn’t Know About Retirement Withdrawals – 12.30.25
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Are You Being Too Safe With Your Money? – 12.30.25
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What Not to Get Wrong in Your 30s and 40s – 12.30.25
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How to Decide Between Debt and Investing – 12.30.25
HOW 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
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Why a High Income Doesn’t Guarantee Wealth – 12.30.25
WHY 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
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How to Prepare Financially for the Unexpected (Without Obsessing) – 12.30.25
HOW 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
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Getting The Most Out Of A Maryland 529 – 12.30.25
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The Benefits of Starting Financial Planning Early – 12.30.25
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Passing a Home to the Next Generation – 12.29.25
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Understanding How Financial Aid Really Works – 12.29.25
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Making the Most of a Financial Windfall – 12.29.25
MAKING 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
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How to Make Your Savings Work Harder – 12.23.25
HOW TO MAKE YOUR SAVINGS WORK HARDER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner About This Episode Saving money is only the first step. Learn how to make your savings work more… Read More
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Why Raises Can Still Leave You Behind – 12.22.25
WHY RAISES CAN STILL LEAVE YOU BEHIND FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner About This Episode As income increases, spending often follows, sometimes without being noticed. In this episode, Thad Ismart… Read More
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EP139: What Most People Miss in Their Financial Planning – 12.18.25
WHAT MOST PEOPLE MISS IN THEIR FINANCIAL PLANNING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner About This Episode Even when your finances feel “on track,” hidden blind spots can quietly undermine your… Read More
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EP54: Costly Mistakes: The Pitfalls of IRA Withdrawals – 12.11.25
COSTLY MISTAKES THE PITFALLS OF IRA WITHDRAWALS 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
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EP128: Costly Mistakes: Relocating Too Quickly in Retirement – 12.4.25
COSTLY 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
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EP127: Costly Mistakes: The Reality of Credit Misuse – 11.27.25
COSTLY 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
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EP126: Costly Mistakes: The Risk of Overlooking Inflation – 11.26.25
COSTLY 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
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EP125: Costly Mistakes: How to Avoid Running Out Too Soon – 11.25.25
COSTLY 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
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EP124: Costly Mistakes: Spending Bonuses the Wrong Way – 11.24.25
COSTLY 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
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EP65: Costly Mistakes: Selling in a Down Market – 11.20.25
COSTLY MISTAKES SELLING IN A DOWN MARKET 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
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EP123: Costly Mistakes: Why Saving Too Little Hurts Later – 11.13.25
COSTLY 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
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EP122: Costly Mistakes: Not Having Estate Planning Documents – 11.6.25
COSTLY 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
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EP121: Costly Mistakes: The Downsides of Early Payoff – 10.30.25
COSTLY 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
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EP120: Costly Mistakes: When Life Insurance Falls Short – 10.23.25
COSTLY MISTAKES WHEN LIFE INSURANCE FALLS SHORT 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
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EP119: How Tax Changes Will Affect Charitable Giving – 10.9.25
HOW TAX CHANGES WILL AFFECT CHARITABLE GIVING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner About This Episode Major tax changes are coming in 2026, and they’ll reshape how Americans give to charity…. Read More
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EP118: 10 Key Medicare Changes to Know in 2026 – 10.2.25
10 KEY MEDICARE CHANGES TO KNOW IN 2026 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner Medicare is changing in 2026, and the updates will impact premiums, drug costs, and benefits. In this… Read More
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EP117: The Overlooked $2 Million Social Security Mistake – 9.25.25
THE OVERLOOKED $2 MILLION SOCIAL SECURITY MISTAKE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner Social Security benefits can add up to more than $2 million for some households, yet many wealthy families… Read More
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EP116: What To Do With Leftover 529 Funds – 9.18.25
WHAT TO DO WITH LEFTOVER 529 FUNDS 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 Episode Details: Saving… Read More
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EP63: Is Cash King? Balancing Liquidity and Growth – 9.11.25
IS CASH KING? BALANCING LIQUIDITY AND GROWTH 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 Episode Details: Cash… Read More
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EP115: What Is Financial Planning? A Complete Guide – 9.4.25
WHAT IS FINANCIAL PLANNING? A COMPLETE GUIDE 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 Episode Details: Financial… Read More
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EP53: The Eighth Wonder of the World – The QCD! – 8.28.25
THE EIGHTH WONDER OF THE WORLD – THE QCD! 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 Episode… Read More
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EP62: Volatility to Clarity: Proven Investing Lessons That Work – 8.21.25
VOLATILITY TO CLARITY: PROVEN INVESTING LESSONS THAT WORK FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: Every investor encounters ups and downs. But those who grow their wealth… Read More
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EP61: What Does a Millionaire Look Like? – 8.14.25
WHAT DOES A MILLIONAIRE LOOK LIKE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: When people picture a millionaire, they often imagine luxury cars, expensive homes, and flashy… Read More
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EP52: The Truth About Social Security Taxes – 8.07.25
THE TRUTH ABOUT SOCIAL SECURITY TAXES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA Episode Details: You may have heard that Social Security benefits are no longer taxed,… Read More
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EP51: Promises and Pitfalls of the New Tax Law – 7.31.25
PROMISES AND PITFALLS OF THE NEW TAX LAW 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, Sandy Hornor explains how… Read More
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EP60: Volatility vs. Risk – 7.24.25
VOLATILITY VS. RISK FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: Volatility and risk are not the same, and misunderstanding the difference can derail your investment strategy. In this… Read More
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EP114: Where Do You Get Your Financial Advice? – 7.17.25
WHERE DO YOU GET YOUR FINANCIAL ADVICE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS TOWNSEND HORNOR JR., CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this insightful episode of Healthy, Wealthy & Wise, BWFA’s Sandy Hornor explores how Americans… Read More
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EP14: Effective Self-Talk How It Impacts Health and Performance with Maryrose Blank – 7.10.25
EFFECTIVE SELF-TALK: HOW IT IMPACTS HEALTH AND PERFORMANCE WITH MARYROSE BLANK FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA MARYROSE BLANK| PSY.D., M.ED., CMPC. Sport & Performance Psychology Consultant and Founder of Tier-1 Mindset… Read More
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EP113: Should I Invest in Real Estate – 7.3.25
SHOULD I INVEST IN REAL ESTATE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS TOWNSEND HORNOR JR., CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: Real estate remains a popular investment topic in 2025. But is it still the right choice… 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: Natural Ways to Manage 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: Seasonal allergies can bring… 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