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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
Understanding the New Trump Accounts – 1.8.26UNDERSTANDING 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
Are You Being Too Safe With Your Money? – 12.30.25ARE YOU BEING TOO SAFE WITH YOUR MONEY? 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
Getting The Most Out Of A Maryland 529 – 12.30.25GETTING THE MOST OUT OF A MARYLAND 529 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
The Benefits of Starting Financial Planning Early – 12.30.25THE BENEFITS OF STARTING FINANCIAL PLANNING EARLY 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, Senior Financial Planner, BWFA About… Read More
How to Make Your Savings Work Harder – 12.23.25HOW 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
Why Raises Can Still Leave You Behind – 12.22.25WHY 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
EP139: What Most People Miss in Their Financial Planning – 12.18.25WHAT 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
EP65: Costly Mistakes: Selling in a Down Market – 11.20.25COSTLY 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
EP119: How Tax Changes Will Affect Charitable Giving – 10.9.25HOW 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
EP62: Volatility to Clarity: Proven Investing Lessons That Work – 8.21.25VOLATILITY TO CLARITY: PROVEN INVESTING LESSONS THAT WORK FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: Every investor encounters ups and downs. But those who grow their wealth… Read More
EP61: What Does a Millionaire Look Like? – 8.14.25WHAT DOES A MILLIONAIRE LOOK LIKE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: When people picture a millionaire, they often imagine luxury cars, expensive homes, and flashy… Read More
EP60: Volatility vs. Risk – 7.24.25VOLATILITY VS. RISK FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: Volatility and risk are not the same, and misunderstanding the difference can derail your investment strategy. In this… Read More
EP59:Thinking About Buying Gold? – 6.12.25THINKING ABOUT BUYING GOLD? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this episode of Healthy, Wealthy & Wise, BWFA’s Sandy Hornor revisits the topic of investing… Read More
EP58: Taking Cash Out of Your Retirement Account? – 6.5.25TAKING CASH OUT OF YOUR RETIREMENT ACCOUNT? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this episode of Healthy, Wealthy & Wise, BWFA’s Managing Director of Wealth… Read More
EP57: How NOT to Research Stocks – 5.22.25HOW NOT TO RESEARCH STOCKS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP55: Do You Believe in the Santa Claus Rally? – 12.19.24DO YOU BELIEVE IN THE SANTA CLAUS RALLY? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP56: Should I Invest in Real Estate? – 12.18.24SHOULD I INVEST IN REAL ESTATE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP54: Is Your Retirement Account Invested in Cash? – 11.28.24IS YOUR RETIREMENT ACCOUNT INVESTED IN CASH? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP53: Post Election Observations– 11.14.24POST ELECTION OBSERVATIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP52: Gold: Does It Glitter? – 11.07.24GOLD: DOES IT GLITTER? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP51: Behavioral Finance Series: Bandwagon Effect – 10.17.24BEHAVIORAL 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
EP50: Behavioral Finance Series: Naïve Diversification – 10.10.24BEHAVIORAL 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
EP49: Behavioral Finance Series: Gambler’s Fallacy – 10.3.24BEHAVIORAL 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
EP48: Behavioral Finance Series: Paradox of Choice Effect – 9.26.24BEHAVIORAL 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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WELCOME TO BWFA’S PODCAST Library
Welcome to BWFA’s Podcast Library – HEALTHY, WEALTHY & WISE!
Our podcasts are cataloged and available for playback. We cover everything from finance, investments, retirement and taxes to wellness, health, and mindfulness. Submit your questions for future podcast episodes here.
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