Baltimore Washington Financial Advisors Podcasts
Latest Episodes
EP122: Costly Mistakes: Not Having Estate Planning Documents – 11.6.25
COSTLY MISTAKESNOT HAVING ESTATE PLANNING DOCUMENTSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial
EP121: Costly Mistakes: The Downsides of Early Payoff – 10.30.25
COSTLY MISTAKESTHE DOWNSIDES OF EARLY PAYOFFFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planne
EP120: Costly Mistakes: When Life Insurance Falls Short – 10.23.25
COSTLY MISTAKESWHEN LIFE INSURANCE FALLS SHORTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Plan
EP64: Costly Mistakes: Too Much Cash in Retirement – 10.16.25
COSTLY MISTAKESTOO MUCH CASH IN RETIREMENTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner
EP119: How Tax Changes Will Affect Charitable Giving – 10.9.25
HOW TAX CHANGES WILL AFFECT CHARITABLE GIVINGFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwithThad Ismart | CFP, ChFEBC, CEPSSenior Financial PlannerAbout This EpisodeMajor tax changes are coming in 2026, and theyll reshape how Americans give to
EP118: 10 Key Medicare Changes to Know in 2026 – 10.2.25
10 KEY MEDICARE CHANGES TO KNOW IN 2026FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwithThad Ismart | CFP, ChFEBC, CEPSSenior Financial PlannerMedicare is changing in 2026, and the updates will impact premiums, drug costs, and benefits. In this ep
EP117: The Overlooked $2 Million Social Security Mistake – 9.25.25
THE OVERLOOKED $2 MILLION SOCIAL SECURITY MISTAKEFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwithThad Ismart | CFP, ChFEBC, CEPSSenior Financial PlannerSocial Security benefits can add up to more than $2 million for some households, yet ma
EP116: What To Do With Leftover 529 Funds – 9.18.25
WHAT TO DO WITH LEFTOVER 529 FUNDSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner, BWFA
EP63: Is Cash King? Balancing Liquidity and Growth – 9.11.25
IS CASH KING? BALANCING LIQUIDITY AND GROWTHFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner
EP115: What Is Financial Planning? A Complete Guide – 9.4.25
WHAT IS FINANCIAL PLANNING? A COMPLETE GUIDEFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner
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