ARE YOU MISSING TAX BENEFITS WHEN YOU GIVE TO CHARITY? WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Tessa Hall Media and Communications Specialist About This Episode Giving to charity is about more than… Read More

STIFF AND SORE NO MORE NATURAL REMEDIES FOR CHRONIC ACHES AND PAINS WATCH ON YOUTUBE Tessa Hall Media and Communications Specialist Emily Telfair, ND Naturopathic Doctor About This Episode Tessa Hall speaks with naturopathic doctor Dr. Emily Telfair about natural… Read More

TOP RETIREMENT MISTAKES WILL YOU SPEND TOO MUCH IN RETIREMENT? 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… Read More

TOP RETIREMENT MISTAKES WHY YOU NEED AN ESTATE PLAN WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Senior Financial Planner Thad Ismart about one… Read More

TOP RETIREMENT MISTAKES WHY BENEFICIARY DESIGNATIONS MATTER 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 beneficiary… Read More

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

TOP RETIREMENT MISTAKES RMD MISTAKES THAT CAN COST YOU 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… Read More

TOP RETIREMENT MISTAKES THE RETIREMENT RISK MOST PEOPLE MISS 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… Read More

SELLING YOUR BUSINESS: HOW TO SAVE MORE FOR RETIREMENT WATCH ON YOUTUBE Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS Senior Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Financial Planner Tyler Kluge… Read More

SELLING YOUR BUSINESS: HOW MUCH IS YOUR BUSINESS WORTH? WATCH ON YOUTUBE Brian MacMillan  Managing Director of Mergers and Acquisitions Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Managing Director of Mergers & Acquisitions Brian… Read More

SELLING YOUR BUSINESS: TIMING MATTERS MORE THAN YOU THINK WATCH ON YOUTUBE Brian MacMillan  Managing Director of Mergers and Acquisitions Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Managing Director of Mergers & Acquisitions Brian… Read More

THE HIDDEN MILLIONAIRE: ARE YOU WEALTHIER THAN YOU THINK? WATCH ON YOUTUBE Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Senior Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Financial Planner Tyler Kluge… Read More

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