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  • EP49: Medicare 201 – 11.2.23

    • November 2nd, 2023
    • Posted in
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    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

    • November 1st, 2023
    • Posted in
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    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

    • October 31st, 2023
    • Posted in
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    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

    • October 27th, 2023
    • Posted in
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    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

    • October 18th, 2023
    • Posted in
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    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

    • October 5th, 2023
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    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

    • September 8th, 2023
    • Posted in
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    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

    • September 7th, 2023
    • Posted in
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    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

    • August 30th, 2023
    • Posted in
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    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

    • August 22nd, 2023
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    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

    • August 16th, 2023
    • Posted in
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    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

    • August 14th, 2023
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    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

    • August 12th, 2023
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    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

    • August 10th, 2023
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    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

    • August 4th, 2023
    • Posted in
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    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

    • July 9th, 2023
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    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

    • June 28th, 2023
    • Posted in
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    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

    • June 20th, 2023
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    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

    • June 15th, 2023
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    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

    • June 9th, 2023
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    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

    • June 4th, 2023
    • Posted in
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    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

    • April 19th, 2023
    • Posted in
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    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

    • April 14th, 2023
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    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

    • March 15th, 2023
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    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

    • March 3rd, 2023
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    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

    • February 9th, 2023
    • Posted in
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    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

    • February 1st, 2023
    • Posted in
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    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

  • EP36: Welcoming a Child or Grandchild – 1.27.23

    • January 27th, 2023
    • Posted in
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    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

  • EP35: Secure Act 2.0 – Part 2: Retiree Provisions – 1.16.23

    • January 16th, 2023
    • Posted in
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    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

  • EP34: Secure Act 2.0 – Part 1: Pre-Retirement Provisions – 1.12.23

    • January 12th, 2023
    • Posted in
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    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

  • EP33: New Year’s Financial Resolutions – 1.1.23

    • January 1st, 2023
    • Posted in
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    NEW YEAR’S FINANCIAL RESOLUTIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP22: Mutual Funds vs. Exchange Traded Funds – 12.6.22

    • December 6th, 2022
    • Posted in
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    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

  • EP32: Budgeting 101 – 12.1.22

    • December 1st, 2022
    • Posted in
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    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

  • EP31: Generational Planning – 11.22.22

    • November 22nd, 2022
    • Posted in
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    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

  • EP30: Emergency Fund 101 – 11.10.22

    • November 10th, 2022
    • Posted in
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    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

  • EP29 PT1: Life Stages – Wealth Management in Your 20’s – 10.28.22

    • October 28th, 2022
    • Posted in
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    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

  • EP29 PT2: Life Stages – Wealth Management in Your 40’s – 10.28.22

    • October 28th, 2022
    • Posted in
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    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

  • EP29 PT4: Life Stages – Wealth Management in Your 50’s – 10.28.22

    • October 28th, 2022
    • Posted in
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    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

  • EP29 PT2: Life Stages – Wealth Management in Your 30’s – 10.28.22

    • October 28th, 2022
    • Posted in
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    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

  • EP28: Medicare 101 – 10.6.22

    • October 6th, 2022
    • Posted in
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    MEDICARE 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA  

  • EP27: Roth IRA 101 – 9.27.22

    • September 27th, 2022
    • Posted in
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    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  

  • EP26: Estate Planning 101 – 9.22.22

    • September 22nd, 2022
    • Posted in
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    ESTATE PLANNING 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP25: Alphabet Soup – Professional Designations – 9.16.22

    • September 16th, 2022
    • Posted in
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    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

  • EP24: Tax Planning with Qualified Charitable Distributions – 9.14.22

    • September 14th, 2022
    • Posted in
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    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  

  • EP23: Selling Your Business: M&A 101 – 9.1.22

    • September 1st, 2022
    • Posted in
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    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  

  • EP22: The Great Resignation – Are You Prepared? – 8.28.22

    • August 28th, 2022
    • Posted in
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    THE GREAT RESIGNATION: ARE YOU PREPARED? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP21: Roth Contributions for High Income Earners – 8.26.22

    • August 26th, 2022
    • Posted in
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    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

  • EP20: Stock Market Sectors – A Guide – 8.23.22

    • August 23rd, 2022
    • Posted in
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    STOCK MARKET SECTORS: A GUIDE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP22: Charitable Contribution Documentation – 8.17.22

    • August 17th, 2022
    • Posted in
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    CHARITABLE CONTRIBUTION DOCUMENTATION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP21: Job Change – What About My 401k? – 8.12.22

    • August 12th, 2022
    • Posted in
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    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  

  • EP20: What is a 529 Plan? – 8.10.22

    • August 10th, 2022
    • Posted in
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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: Series I Savings Bonds – 8.4.22

    • August 4th, 2022
    • Posted in
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    SERIES I SAVINGS BONDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP21: Savings Bonds Education Exemption – 7.27.22

    • July 27th, 2022
    • Posted in
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    SAVINGS BONDS EDUCATION EXEMPTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP20: Secure Act 1.0 Proposed Regulations – 6.23.22

    • June 23rd, 2022
    • Posted in
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    SECURE ACT 1.0 PROPOSED REGULATIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

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

    • June 16th, 2022
    • Posted in
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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: The BWFA Client Service Experience – 6.8.22

    • June 8th, 2022
    • Posted in
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    THE BWFA CLIENT SERVICE EXPERIENCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Meghan Manas, CEPS Director of Client Services & Executive Manager, BWFA  

  • EP18: How to Manage Your Passwords – 6.2.22

    • June 2nd, 2022
    • Posted in
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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
    • Posted in
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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
    • Posted in
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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
    • Posted in
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    FINANCES FOR COLLEGE GRADS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP19: Gifting Is Not An Income Tax Deduction – 5.11.22

    • May 11th, 2022
    • Posted in
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    GIFTING IS NOT AN INCOME TAX DEDUCTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP17: Bear Market Perspective – 5.4.22

    • May 4th, 2022
    • Posted in
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    BEAR MARKET PERSPECTIVE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP18: Why Am I Not Getting A Tax Refund? – 4.27.22

    • April 26th, 2022
    • Posted in
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    WHY AM I NOT GETTING A TAX REFUND? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP17: Working Remote & Dual Taxation – 3.9.22

    • March 9th, 2022
    • Posted in
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    WORKING REMOTE & DUAL TAXATION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP14: Indirect Gifts & Support – 3.4.22

    • March 4th, 2022
    • Posted in
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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

  • EP16: Non-Fungible Tokens – 2.27.22

    • February 27th, 2022
    • Posted in
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    NON-FUNGIBLE TOKENS 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
    • Posted in
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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
    • Posted in
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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

  • EP16: Inflation and Low Interest Rates, May Mean Equities – 1.21.22

    • January 4th, 2022
    • Posted in
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    INFLATION & LOW INTEREST RATES, MAY MEAN EQUITIES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP15: ESG & Impact Investing – 11.18.21

    • November 16th, 2021
    • Posted in
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    ESG & IMPACT INVESTING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP15: 401(k) & 403(b) – Similarities & Differences – 11.10.21

    • November 10th, 2021
    • Posted in
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    401(k) & 403(b) – SIMILARITIES & DIFFERENCES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP14: Crypto Assets – 11.4.21

    • November 3rd, 2021
    • Posted in
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    CRYPTO ASSETS 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
    • Posted in
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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  

  • EP13: Child Tax Credit – 9.17.21

    • September 17th, 2021
    • Posted in
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    CHILD TAX CREDIT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager, BWFA and special guest Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA  

  • EP12: Business Meals Deduction – 9.10.21

    • September 10th, 2021
    • Posted in
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    BUSINESS MEALS DEDUCTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP10: Why I Need to be Organized – 9.1.21

    • September 1st, 2021
    • Posted in
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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

  • EP11: Planning for Single Individuals – 8.25.21

    • August 24th, 2021
    • Posted in
    • Tags:

    PLANNING FOR SINGLE INDIVIDUALS 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
    • Posted in
    • Tags:

    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
    • Posted in
    • Tags:

    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
    • Posted in
    • Tags:

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

  • EP14: Free is Not Always Inexpensive – 8.4.21

    • August 4th, 2021
    • Posted in
    • Tags:

    FREE IS NOT ALWAYS INEXPENSIVE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP10: Biden’s Proposal for High Income Taxpayers – 7.30.21

    • July 30th, 2021
    • Posted in
    • Tags:

    BIDEN’S PROPOSAL FOR HIGH INCOME TAXPAYERS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP13: Real Estate Investing – 7.16.21

    • July 15th, 2021
    • Posted in
    • Tags:

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

  • EP12: Coping with Market Volatility – 7.13.21

    • July 13th, 2021
    • Posted in
    • Tags:

    COPING WITH MARKET VOLATILITY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP9: Document Retention – 7.8.21

    • July 8th, 2021
    • Posted in
    • Tags:

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

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

    • June 24th, 2021
    • Posted in
    • Tags:

    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
    • Posted in
    • Tags:

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

  • EP8: Biden’s Proposed Tax Changes in 2021 Budget – 6.4.21

    • June 4th, 2021
    • Posted in
    • Tags:

    BIDEN’S PROPOSED TAX CHANGES IN 2021 BUDGET FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP11: Happy Birthday, Dow Jones Industrial Average – 5.26.21

    • May 26th, 2021
    • Posted in
    • Tags:

    HAPPY BIRTHDAY, DOW JONES INDUSTRIAL AVERAGE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP7: Where Is My Refund? – 5.24.21

    • May 24th, 2021
    • Posted in
    • Tags:

    WHERE IS MY REFUND? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP10: Bitcoin Basics – 3.17.21

    • March 17th, 2021
    • Posted in
    • Tags:

    BITCOIN BASICS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP6: Like-Kind Exchanges – 2.23.21

    • February 22nd, 2021
    • Posted in
    • Tags:

    LIKE-KIND EXCHANGES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP9: Does Your Smartphone Make You Smarter? – 2.8.21

    • February 5th, 2021
    • Posted in
    • Tags:

    DOES YOUR SMARTPHONE MAKE YOU SMARTER? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP5: Estate Tax Portability – 1.28.21

    • January 28th, 2021
    • Posted in
    • Tags:

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

  • EP4: Biden’s Tax Proposals Pre-Inauguration – What Will it Look Like in the Future? – 1.21.21

    • January 21st, 2021
    • Posted in
    • Tags:

    BIDEN’S TAX PROPOSALS PRE-INAUGURATION – WHAT WILL IT LOOK LIKE IN THE FUTURE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP4: Gift and Estate Annual Limit Update – 10.29.20

    • October 29th, 2020
    • Posted in
    • Tags:

    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
    • Posted in
    • Tags:

    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
    • Posted in
    • Tags:

    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

  • EP3: Electronic Tax Payments – 9.23.20

    • October 2nd, 2020
    • Posted in
    • Tags:

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

  • EP2: 2020 Stimulus Credit – 8.25.20

    • August 25th, 2020
    • Posted in
    • Tags:

    2020 STIMULUS CREDIT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA