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How to Start Spending Confidently in Retirement – 12.31.25
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 – 12.31.25DOING 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 – 12.31.25COSTLY 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
What You Didn’t Know About Retirement Withdrawals – 12.30.25RELOCATING 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 – 12.30.25WHAT 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 – 12.30.25HOW 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 – 12.30.25WHY 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) – 12.30.25HOW 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 – 12.29.25PASSING 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 – 12.29.25UNDERSTANDING 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 – 12.29.25MAKING 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
EP128: Costly Mistakes: Relocating Too Quickly in Retirement – 12.4.25COSTLY 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
EP127: Costly Mistakes: The Reality of Credit Misuse – 11.27.25COSTLY MISTAKES THE REALITY OF CREDIT MISUSE 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
EP126: Costly Mistakes: The Risk of Overlooking Inflation – 11.26.25COSTLY MISTAKES THE RISK OF OVERLOOKING INFLATION 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
EP125: Costly Mistakes: How to Avoid Running Out Too Soon – 11.25.25COSTLY MISTAKES HOW TO AVOID RUNNING OUT TOO SOON 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… Read More
EP124: Costly Mistakes: Spending Bonuses the Wrong Way – 11.24.25COSTLY MISTAKES SPENDING BONUSES THE WRONG WAY 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
EP123: Costly Mistakes: Why Saving Too Little Hurts Later – 11.13.25COSTLY MISTAKES WHY SAVING TOO LITTLE HURTS LATER 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
EP122: Costly Mistakes: Not Having Estate Planning Documents – 11.6.25COSTLY MISTAKES NOT HAVING ESTATE PLANNING DOCUMENTS 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
EP121: Costly Mistakes: The Downsides of Early Payoff – 10.30.25COSTLY MISTAKES THE DOWNSIDES OF EARLY PAYOFF 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
EP120: Costly Mistakes: When Life Insurance Falls Short – 10.23.25COSTLY MISTAKES WHEN LIFE INSURANCE FALLS SHORT 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
EP118: 10 Key Medicare Changes to Know in 2026 – 10.2.2510 KEY MEDICARE CHANGES TO KNOW IN 2026 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner Medicare is changing in 2026, and the updates will impact premiums, drug costs, and benefits. In this… Read More
EP117: The Overlooked $2 Million Social Security Mistake – 9.25.25THE OVERLOOKED $2 MILLION SOCIAL SECURITY MISTAKE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner Social Security benefits can add up to more than $2 million for some households, yet many wealthy families… Read More
EP116: What To Do With Leftover 529 Funds – 9.18.25WHAT TO DO WITH LEFTOVER 529 FUNDS 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 Episode Details: Saving… Read More
EP63: Is Cash King? Balancing Liquidity and Growth – 9.11.25IS CASH KING? BALANCING LIQUIDITY AND GROWTH 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 Episode Details: Cash… Read More
EP115: What Is Financial Planning? A Complete Guide – 9.4.25WHAT IS FINANCIAL PLANNING? A COMPLETE GUIDE 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 Episode Details: Financial… Read More
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WELCOME TO BWFA’S PODCAST Library
Welcome to BWFA’s Podcast Library – HEALTHY, WEALTHY & WISE!
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