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

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

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

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

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

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

THE EIGHTH WONDER OF THE WORLD - THE QCD!FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAandTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Financial Planner, B

VOLATILITY TO CLARITY: PROVEN INVESTING LESSONS THAT WORKFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFAEpisode Details:Every investor encounters ups and downs. But

WHAT DOES A MILLIONAIRE LOOK LIKE?FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFAEpisode Details:When people picture a millionaire, they often imagine luxury cars, e

THE TRUTH ABOUT SOCIAL SECURITY TAXESFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFAEpisode Details:You may have heard that Social Security benefits are no longer taxed,