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EP120: Costly Mistakes: When Life Insurance Falls Short – 10.23.25
COSTLY 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
EP53: The Eighth Wonder of the World – The QCD! – 8.28.25THE EIGHTH WONDER OF THE WORLD – THE QCD! 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… Read More
EP114: Where Do You Get Your Financial Advice? – 7.17.25WHERE DO YOU GET YOUR FINANCIAL ADVICE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS TOWNSEND HORNOR JR., CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this insightful episode of Healthy, Wealthy & Wise, BWFA’s Sandy Hornor explores how Americans… Read More
EP113: Should I Invest in Real Estate – 7.3.25SHOULD I INVEST IN REAL ESTATE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS TOWNSEND HORNOR JR., CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: Real estate remains a popular investment topic in 2025. But is it still the right choice… Read More
EP112: How Much Life Insurance Do You Need – 5.15.15HOW MUCH LIFE INSURANCE DO YOU NEED FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP111: Social Security Survivor Benefits – 5.8.25SOCIAL SECURITY SURVIVOR BENEFITS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP110: Auto Accident Checklist – 5.1.25AUTO ACCIDENT CHECKLIST FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP109: Insurance Agent or Broker – 4.24.25INSURANCE AGENT OR BROKER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP108: Federal Employees Considering VERA or VSIP – 4.17.24FEDERAL 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
EP107: Evaluating a New Job Offer – 4.10.25EVALUATING A NEW JOB OFFER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP106: GAP Insurance – 4.3.25GAP INSURANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP105: Housing Options for Older Individuals – 3.20.25HOUSING OPTIONS FOR OLDER INDIVIDUALS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP104: Health Insurance for Travelers – 3.13.25HEALTH INSURANCE FOR TRAVELERSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP103: Your Home as a Source of Dollars in Retirement – 3.06.25YOUR HOME AS A SOURCE OF DOLLARS IN RETIREMENTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP102: Handling a Dispute With Your Insurance Company – 2.27.25HANDLING A DISPUTE WITH YOUR INSURANCE COMPANYFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP101: Choosing a Credit Card – 2.20.25CHOOSING A CREDIT CARDFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP100: 5 Tips to Consider When Applying for a Loan – 2.13.255 TIPS TO CONSIDER WHEN APPLYING FOR A LOAN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP99: ABCs of Auto Insurance – 2.06.25ABCS OF AUTO INSURANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP98: Establishing a Budget – 1.23.25ESTABLISHING A BUDGET FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP97: Time for a Financial Cleanup – 1.16.25TIME FOR A FINANCIAL CLEANUP FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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.
The podcasts featured on this landing page are our most recent episodes.
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