Baltimore Washington Financial Advisors Podcasts

Baltimore Washington Financial Advisors Podcasts


Latest Episodes

EP88: Estate Planning For Your Vehicle – 11.21.24
November 21, 2024

ESTATE PLANNING FOR YOUR VEHICLEFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFA

EP53: Post Election Observations– 11.14.24
November 14, 2024

POST ELECTION OBSERVATIONSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFA

EP52: Gold: Does It Glitter? – 11.07.24
November 07, 2024

GOLD: DOES IT GLITTER?FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFA

EP42: Glass Half Full – 10.31.24
October 31, 2024

GLASS HALF FULLFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFA

EP87: Long-Term Disability – Do I Need It? – 10.24.24
October 24, 2024

LONG-TERM DISABILITY - DO I NEED IT?FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFAand special guestsTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner, BW

EP51: Behavioral Finance Series: Bandwagon Effect – 10.17.24
October 17, 2024

BEHAVIORAL FINANCE SERIES:BANDWAGON EFFECTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFAand special guestsTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Plan

EP1: Handling Grief & Anxiety During the Holidays – 10.10.24
October 10, 2024

HANDLING GRIEF & ANXIETY DURING THE HOLIDAYSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSSpeakers:Eve Kennedy | CEPSClient Relations Specialist, BWFA Ed Nolley, Jr. Ambassador, Volunteer & Doula, Gilchrist

EP50: Behavioral Finance Series: Naïve Diversification – 10.10.24
October 10, 2024

BEHAVIORAL FINANCE SERIES:NAVE DIVERSIFICATIONFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFAand special guestsTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial

EP49: Behavioral Finance Series: Gambler’s Fallacy – 10.3.24
October 03, 2024

BEHAVIORAL FINANCE SERIES:GAMBLERS FALLACYFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFAand special guestsTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Pla

EP48: Behavioral Finance Series: Paradox of Choice Effect – 9.26.24
September 26, 2024

BEHAVIORAL FINANCE SERIES:PARADOX OF CHOICE EFFECTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFAand special guestsTyler Kluge | CFP, CPWA, CDFA, CEPSFinanc