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EP50: When to Start the Mergers & Acquisitions Process – 11.18.23
WHEN TO START THE MERGERS & ACQUISITIONS PROCESS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Brian MacMillan Managing Director M&A, BWFA
EP49: Medicare 201 – 11.2.23MEDICARE 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA Check out the Medicare 101 episode if you haven’t already.
EP48: Long-Term Care 101 – 11.1.23LONG-TERM CARE 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP47: Retirement Mistakes to Avoid! – 10.31.23RETIREMENT MISTAKES TO AVOID! FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP46: How to Overcome Non-Financial Retirement Challenges – 8.14.23HOW TO OVERCOME NON-FINANCIAL RETIREMENT CHALLENGES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager BWFA
EP45: Travel Now Not Later – 8.12.23TRAVEL NOW NOT LATER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Parker Gray Client Associate, BWFA
EP44: Retirement Paycheck – 7.9.23RETIREMENT PAYCHECK FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP43: Pension Plans – Making the Right Choice – 6.15.23PENSION PLANS: MAKING THE RIGHT CHOICE 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 Tyler Cunningham |… Read More
EP42: Don’t Neglect Your 401(k) – Making the Right Decisions – 6.9.23DON’T NEGLECT YOUR 401(k): MAKING THE RIGHT DECISIONS 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 Tyler… Read More
EP41: What is a Certified Financial Planner (CFP)? – 4.19.23WHAT IS A CERTIFIED FINANCIAL PLANNER (CFP)? 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
EP40: Important Considerations for Multigenerational Households – 3.15.23IMPORTANT CONSIDERATIONS FOR MULTIGENERATIONAL HOUSEHOLDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager BWFA
EP39: Mistakes People Make With Their Wills – 3.3.23MISTAKES PEOPLE MAKE WITH THEIR WILLS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager BWFA
EP38: Saving for College – How to Get the State to Contribute! – 2.9.23SAVING FOR COLLEGE: HOW TO GET THE STATE TO CONTRIBUTE! FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA
EP37: Turbocharge Your Child’s Retirement – 2.1.23TURBOCHARGE YOUR CHILD’S RETIREMENT A GENERATIONAL WEALTH MANAGEMENT PODCAST FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA
EP36: Welcoming a Child or Grandchild – 1.27.23WELCOMING A CHILD OR GRANDCHILD A GENERATIONAL WEALTH MANAGEMENT PODCAST FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Thad Ismart| CFP®, CEPS Senior Financial Planner, BWFA Tyler… Read More
EP35: Secure Act 2.0 – Part 2: Retiree Provisions – 1.16.23SECURE ACT 2.0 – PART 2: RETIREE PROVISIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA
EP34: Secure Act 2.0 – Part 1: Pre-Retirement Provisions – 1.12.23SECURE ACT 2.0 – PART 1: PRE-RETIREMENT PROVISIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA
EP33: New Year’s Financial Resolutions – 1.1.23NEW YEAR’S FINANCIAL RESOLUTIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager BWFA
EP32: Budgeting 101 – 12.1.22BUDGETING 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA
EP31: Generational Planning – 11.22.22GENERATIONAL PLANNING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA
EP30: Emergency Fund 101 – 11.10.22EMERGENCY FUND 101 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 Tyler Cunningham | CFP®, CEPS Associate… Read More
EP29 PT1: Life Stages – Wealth Management in Your 20’s – 10.28.22LIFE STAGES – WEALTH MANAGEMENT IN YOUR 20’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
EP29 PT2: Life Stages – Wealth Management in Your 40’s – 10.28.22LIFE STAGES – WEALTH MANAGEMENT IN YOUR 40’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
EP29 PT4: Life Stages – Wealth Management in Your 50’s – 10.28.22LIFE STAGES – WEALTH MANAGEMENT IN YOUR 50’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
EP29 PT2: Life Stages – Wealth Management in Your 30’s – 10.28.22LIFE STAGES – WEALTH MANAGEMENT IN YOUR 30’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
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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.
The podcasts featured on this landing page are our most recent episodes.
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