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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.
    Click the buttons below to view the entire libraries for each category. 

  • EP40: Important Considerations for Multigenerational Households – 3.15.23

    IMPORTANT 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 – 3.3.23

    MISTAKES 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! – 2.9.23

    SAVING 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 – 2.1.23

    TURBOCHARGE 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 – 1.27.23

    WELCOMING 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 – 1.16.23

    SECURE 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 – 1.12.23

    SECURE 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 – 1.1.23

    NEW YEAR’S FINANCIAL RESOLUTIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP32: Budgeting 101 – 12.1.22

    BUDGETING 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 – 11.22.22

    GENERATIONAL 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 – 11.10.22

    EMERGENCY 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 – 10.28.22

    LIFE 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 – 10.28.22

    LIFE 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 – 10.28.22

    LIFE 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 – 10.28.22

    LIFE 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

  • EP28: Medicare 101 – 10.6.22

    MEDICARE 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA  

  • EP27: Roth IRA 101 – 9.27.22

    ROTH IRA 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Matthew Smiler, ChFC® Tax Advisor, Associate Financial Planner, BWFA  

  • EP26: Estate Planning 101 – 9.22.22

    ESTATE PLANNING 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP25: Alphabet Soup – Professional Designations – 9.16.22

    ALPHABET SOUP: PROFESSIONAL DESIGNATIONS 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

  • EP24: Tax Planning with Qualified Charitable Distributions – 9.14.22

    TAX PLANNING WITH QUALIFIED CHARITABLE DISTRIBUTIONS 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  

  • EP23: Selling Your Business: M&A 101 – 9.1.22

    SELLING YOUR BUSINESS: M&A 101 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  

  • EP22: The Great Resignation – Are You Prepared? – 8.28.22

    THE GREAT RESIGNATION: ARE YOU PREPARED? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP21: Job Change – What About My 401k? – 8.12.22

    JOB CHANGE – WHAT ABOUT MY 401K? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Kwanza Ellis, CRPC®, CEPS Senior Client Associate, BWFA  

  • EP20: What is a 529 Plan? – 8.10.22

    WHAT IS A 529 PLAN? 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  

  • EP19: Investing in a Donor-Advised Fund – 6.16.22

    INVESTING IN A DONOR-ADVISED FUND FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Chris Kelly, CPA, CFP®, M.Accy Financial Advisor, Portfolio Manager & Executive Manager, BWFA