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Top Retirement Mistakes: Will You Spend Too Much in Retirement? – 7.9.26
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Top Retirement Mistakes: Why You Need an Estate Plan – 7.9.26
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Top Retirement Mistakes: Why Beneficiary Designations Matter – 7.9.26
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Top Retirement Mistakes: Why Retirement Planning Matters – 7.9.26
TOP RETIREMENT MISTAKES WHY RETIREMENT PLANNING MATTERS WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa Hall speaks with BWFA Senior Financial Planner Thad Ismart about why retirement… Read More
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Top Retirement Mistakes: RMD Mistakes That Can Cost You – 7.9.26
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Top Retirement Mistakes: The Retirement Risk Most People Miss – 7.9.26
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Selling Your Business: How to Save More for Retirement – 7.2.26
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Selling Your Business: How Much Is Your Business Worth? – 6.25.26
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Selling Your Business: The Timing Matters More Than You Think – 6.18.26
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The Hidden Millionaire: Are You Wealthier Than You Think? – 6.11.26
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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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AI Tax Scams: How to Spot IRS Fraud and Protect Yourself – 4.9.26
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What You Need to Know About Estimated Quarterly Taxes – 4.2.26
WHAT YOU NEED TO KNOW ABOUT ESTIMATED QUARTERLY TAXES FROM BALTIMORE-WASHINGTON FINANCIAL ADVISORS WATCH ON YOUTUBE Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with… Read More
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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
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
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What Beneficiaries Need to Know About Inherited IRAs – 3.5.26
WHAT 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
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When Trust Tax Rules Make Asset Protection More Expensive – 2.26.26
WHEN ASSET PROTECTION LEADS TO HIGHER TRUST TAXES 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
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Is a Vacation Home a Smart Retirement Strategy? – 2.19.26
IS A VACATION HOME A SMART RETIREMENT STRATEGY 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
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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
WHEN DOES INVESTING IN GOLD MAKE SENSE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Cunningham, CFP®, CEPS Financial Planner Tessa Hall Media and Communications Specialist About This Episode Gold often gets attention during uncertain markets, but does it really belong in… Read More
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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
WHEN 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
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Geopolitical Risk: Is Your Money Really Safe? – 1.15.26
GEOPOLITICAL RISK: IS YOUR MONEY REALLY SAFE? 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 Geopolitical risk can be unsettling for… Read More
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Understanding the New Trump Accounts – 1.8.26
UNDERSTANDING THE NEW TRUMP ACCOUNTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS, Financial Planner, BWFA Tessa Hall Media and Communications… Read More
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Costly Mistakes: Overspending in Retirement – 12.31.25
COSTLY 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
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Passing a Home to the Next Generation – 12.29.25
PASSING 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
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Understanding How Financial Aid Really Works – 12.29.25
UNDERSTANDING 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
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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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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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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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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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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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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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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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EP48: 401(k) and Taxes – 12.29.24
401(K) AND TAXES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP47: Changing Domicile – 12.28.24
CHANGING DOMICILE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP46: Digital Asset Accounting – 12.27.24
DIGITAL ASSET ACCOUNTING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP45: RMDs – An Overview – 12.26.24
RMDS – AN OVERVIEW FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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EP44: 1099-K $600 Reporting Delayed Again – 12.24.24
1099-K $600 REPORTING DELAYED AGAIN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor 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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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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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