Baltimore Washington Financial Advisors Podcasts
Latest Episodes
EP127: Costly Mistakes: The Reality of Credit Misuse – 11.27.25
COSTLY MISTAKESTHE REALITY OF CREDIT MISUSEFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner
EP126: Costly Mistakes: The Risk of Overlooking Inflation – 11.26.25
COSTLY MISTAKESTHE RISK OF OVERLOOKING INFLATIONFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Pl
EP125: Costly Mistakes: How to Avoid Running Out Too Soon – 11.25.25
COSTLY MISTAKESHOW TO AVOID RUNNING OUT TOO SOONFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Pl
EP124: Costly Mistakes: Spending Bonuses the Wrong Way – 11.24.25
COSTLY MISTAKESSPENDING BONUSES THE WRONG WAYFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Plann
EP65: Costly Mistakes: Selling in a Down Market – 11.20.25
COSTLY MISTAKESSELLING IN A DOWN MARKETFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner, B
EP123: Costly Mistakes: Why Saving Too Little Hurts Later – 11.13.25
COSTLY MISTAKESWHY SAVING TOO LITTLE HURTS LATERFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Pl
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
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
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