Baltimore Washington Financial Advisors Podcasts

Baltimore Washington Financial Advisors Podcasts


Latest Episodes

EP45: Behavioral Finance Series – Representative Bias – 7.11.24
July 11, 2024

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

EP44: Behavioral Finance Series – Regret Aversion Bias – 6.27.24
June 27, 2024

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

EP43: Behavioral Finance Series – Recency Bias – 6.20.24
June 20, 2024

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

EP42: Behavioral Finance Series – Illusion of Control Bias – 6.13.24
June 13, 2024

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

EP41: Behavioral Finance Series – Framing Bias – 6.6.24
June 06, 2024

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

EP40: Behavioral Finance Series – Conservatism Bias – 5.30.24
May 30, 2024

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

EP41: Tax Myths Series – Part 10 – 5.23.24
May 23, 2024

FINAL EPISODE IN OUR 10-PART SERIESTAX MYTHS SERIES - PART 10FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFA

EP78: Cost of College – 5.16.24
May 16, 2024

COST OF COLLEGEFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFAand special guestsTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner, BWFAJoseph DePatie |

EP40: Tax Myths Series – Part 9 – 5.9.24
May 09, 2024

10-PART SERIESTAX MYTHS SERIES - PART 9FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFACOME BACK IN TWO WEEKS FOR OUR NEXT EPISODE IN THE SERIES!

EP77: College Planning, Is the Cost Worth It? – 5.2.24
May 02, 2024

COLLEGE PLANNING, IS THE COST WORTH IT?FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFAand special guestsTyler Kluge | CFP, CPWA, CDFA, CEPSFinancial Planner,