HOW MENOPAUSE AFFECTS MUSCLE, METABOLISM, AND HEALTH WATCH ON YOUTUBE Tessa Hall Media and Communications Specialist Dr. Brooke Bussard Lifestyle Medicine Physician Author, Outsmarting Menopause About This Episode Tessa speaks with Brooke Bussard, M.D., author of Outsmarting Menopause, about how… Read More

MEDICARE ADVANTAGE VS ORIGINAL MEDICARE: KEY DIFFERENCES WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner, BWFA Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA’s Thad about how to compare Medicare plans and… Read More

MEDICARE IRMAA EXPLAINED: HOW INCOME AFFECTS PREMIUMS WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner, BWFA Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA’s Thad about how income can affect Medicare premiums… Read More

MEDICARE PLANNING: UNDERSTANDING YOUR MEDICARE OPTIONS WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner, BWFA Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA’s Thad about Medicare planning and the differences between Original… Read More

SOCIAL SECURITY TAXES AND DIVORCE: KEY DETAILS TO CONSIDER FROM BALTIMORE-WASHINGTON FINANCIAL ADVISORS WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner, BWFA Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA’s Thad about… Read More

SOCIAL SECURITY PLANNING: WHEN SHOULD YOU START BENEFITS? FROM BALTIMORE-WASHINGTON FINANCIAL ADVISORS WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner, BWFA Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA’s Thad about Social… Read More

SHOULD YOU PAY CASH WHEN DOWNSIZING YOUR HOME? FROM BALTIMORE-WASHINGTON FINANCIAL ADVISORS WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Jonathan Wald Vice President, Branch Manager Main Street Home Loans Tessa Hall Media and… Read More

WHY RETIREMENT CAN CREATE TENSION FOR COUPLES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Tessa speaks with Sandy Hornor, Managing… Read More

WHAT BENEFICIARIES NEED TO KNOW ABOUT INHERITED IRAS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Senior Tax… Read More

WHEN DOES A $1000 MONTHLY CAR PAYMENT MAKE SENSE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Tessa Hall Media and Communications Specialist About This Episode Car payments are getting larger, and… Read More

WHAT THE 2026 CONTRIBUTION LIMITS MEAN FOR YOU FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About… Read More

ESTATE PLANNING BASICS FOR EVERY STAGE OF LIFE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Estate planning is often misunderstood as something… Read More

WHY FINANCIAL SUCCESS IS MORE ABOUT BEHAVIOR THAN MATH FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Financial success is not just about… Read More

HOW TO START SPENDING CONFIDENTLY IN RETIREMENT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Moving from saving money to spending it in… Read More

DOING EVERYTHING RIGHT BUT STILL ANXIOUS ABOUT MONEY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Even with solid financial habits, money anxiety… Read More

COSTLY MISTAKES OVERSPENDING IN RETIREMENT 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

RELOCATING TOO QUICKLY IN RETIREMENT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About This Episode Retirement… Read More

WHAT NOT TO GET WRONG IN YOUR 30S AND 40S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner,… Read More

HOW TO DECIDE BETWEEN DEBT AND INVESTING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About This… Read More

WHY A HIGH INCOME DOESN’T GUARANTEE WEALTH FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About This… Read More

HOW TO PREPARE FINANCIALLY FOR THE UNEXPECTED (WITHOUT OBSESSING) FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA… Read More

PASSING A HOME TO THE NEXT GENERATION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS  Senior Financial Planner About This Episode A Qualified Personal Residence Trust, or QPRT, can be a powerful estate planning tool for… Read More

UNDERSTANDING HOW FINANCIAL AID REALLY WORKS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS  Senior Financial Planner About This Episode Financial aid is often misunderstood. Learn how the system really works and what families should consider… Read More

MAKING THE MOST OF A FINANCIAL WINDFALL 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

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