IS YOUR DRIVER’S LICENSE ON YOUR IPHONE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP4: Stress Less: Natural Remedies for Stress and Anxiety – 12.10.24
STRESS LESS: NATURAL REMEDIES FOR STRESS AND ANXIETY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Emily Telfair N.D. Naturopathic Doctor, HeartSpace Natural Medicine
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EP3: Stiff & Sore No More: Natural Remedies for Chronic Aches & Pains – 12.6.24
STIFF & SORE NO MORE: NATURAL REMEDIES FOR CHRONIC ACHES & PAINS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Emily Telfair N.D. Naturopathic Doctor, HeartSpace Natural Medicine
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EP43: Super Catch-Up Contribution – 12.05.24
SUPER CATCH-UP CONTRIBUTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA
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EP54: Is Your Retirement Account Invested in Cash? – 11.28.24
IS YOUR RETIREMENT ACCOUNT INVESTED IN CASH? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP2: Healthy Living in a Toxic World – 11.27.24
HEALTHY LIVING IN A TOXIC WORLD FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Emily Telfair N.D. Naturopathic Doctor, HeartSpace Natural Medicine
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EP88: Estate Planning For Your Vehicle – 11.21.24
ESTATE PLANNING FOR YOUR VEHICLE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP53: Post Election Observations– 11.14.24
POST ELECTION OBSERVATIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP52: Gold: Does It Glitter? – 11.07.24
GOLD: DOES IT GLITTER? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
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EP42: Glass Half Full – 10.31.24
GLASS HALF FULL FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP87: Long-Term Disability – Do I Need It? – 10.24.24
LONG-TERM DISABILITY – DO I NEED 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 Tyler Cunningham… Read More
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EP51: Behavioral Finance Series: Bandwagon Effect – 10.17.24
BEHAVIORAL FINANCE SERIES: BANDWAGON EFFECT 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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EP1: Handling Grief & Anxiety During the Holidays – 10.10.24
HANDLING GRIEF & ANXIETY DURING THE HOLIDAYS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Ed Nolley, Jr. Ambassador, Volunteer & Doula, Gilchrist Rabbi Ben Shalva Hospice Chaplain, Gilchrist
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EP50: Behavioral Finance Series: Naïve Diversification – 10.10.24
BEHAVIORAL FINANCE SERIES: NAÏVE DIVERSIFICATION 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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EP49: Behavioral Finance Series: Gambler’s Fallacy – 10.3.24
BEHAVIORAL FINANCE SERIES: GAMBLER’S FALLACY 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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EP48: Behavioral Finance Series: Paradox of Choice Effect – 9.26.24
BEHAVIORAL FINANCE SERIES: PARADOX OF CHOICE EFFECT 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: I Bonds – 9.19.24
I BONDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®, CEPS… Read More
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EP86: Student Loan Debt – 9.12.24
STUDENT LOAN DEBT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®,… Read More
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EP85: Housing Debt – 9.5.24
HOUSING DEBT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®, CEPS… Read More
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EP84: Credit Card Debt – 8.29.24
CREDIT CARD DEBT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®,… Read More
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EP83: Financial Planning for Families – Part 3: Estate Planning – 8.22.24
FINANCIAL PLANNING FOR FAMILIES PART 3: ESTATE PLANNING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Tyler Cunningham | CFP®, CEPS Associate Financial Planner, BWFA
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EP82: Financial Planning for Families – Part 2: Life Insurance – 8.15.24
FINANCIAL PLANNING FOR FAMILIES PART 2: LIFE INSURANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Tyler Cunningham | CFP®, CEPS Associate Financial Planner, BWFA
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EP81: Financial Planning for Families – Part 1: Saving for Children – 8.8.24
FINANCIAL PLANNING FOR FAMILIES PART 1: SAVING FOR CHILDREN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Tyler Cunningham | CFP®, CEPS Associate Financial Planner,… Read More
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EP80: Required Minimum Distributions (RMDs) – Part 2 – 8.1.24
REQUIRED MINIMUM DISTRIBUTIONS (RMDs) – PART 2 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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EP79: Required Minimum Distributions (RMDs) – Part 1 – 7.25.24
REQUIRED MINIMUM DISTRIBUTIONS (RMDs) – PART 1 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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EP46: Behavioral Finance Series: Ambiguity Aversion Bias – 7.18.24
BEHAVIORAL FINANCE SERIES: AMBIGUITY 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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EP45: Behavioral Finance Series – Representative Bias – 7.11.24
BEHAVIORAL FINANCE SERIES: REPRESENTATIVE 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: Behavioral Finance Series – Regret Aversion Bias – 6.27.24
BEHAVIORAL FINANCE SERIES: REGRET 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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EP43: Behavioral Finance Series – Recency Bias – 6.20.24
BEHAVIORAL FINANCE SERIES: RECENCY 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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EP42: Behavioral Finance Series – Illusion of Control Bias – 6.13.24
BEHAVIORAL FINANCE SERIES: ILLUSION OF 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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EP41: Behavioral Finance Series – Framing Bias – 6.6.24
BEHAVIORAL FINANCE SERIES: FRAMING 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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EP40: Behavioral Finance Series – Conservatism Bias – 5.30.24
BEHAVIORAL FINANCE SERIES: CONSERVATISM 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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EP41: Tax Myths Series – Part 10 – 5.23.24
FINAL EPISODE IN OUR 10-PART SERIES TAX MYTHS SERIES – PART 10 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP78: Cost of College – 5.16.24
COST OF 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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EP40: Tax Myths Series – Part 9 – 5.9.24
10-PART SERIES TAX MYTHS SERIES – PART 9 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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EP77: College Planning, Is the Cost Worth It? – 5.2.24
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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EP96: Medigap Insurance – 1.9.25
MEDIGAP INSURANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA
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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