Baltimore Washington Financial Advisors Podcasts

CLEAR HEADED: A NATURAL APPROACH TO SEASONAL ALLERGIES WITH DR. EMILY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA DR. EMILY TELFAIR, N.D. Naturopathic Doctor, HeartSpace Natural Medicine Episode Details: In this spring edition of Healthy, Wealthy & Wise, BWFA welcomes back Dr. Emily Telfair of HeartSpace Natural Medicine for an in-depth look at holistic ways to manage seasonal allergies. From understanding histamine triggers to immune-modulating foods and herbs like nettles, mushrooms, and quercetin, Dr. Emily offers practical strategies for supporting your body naturally and effectively through allergy season.

THINKING ABOUT BUYING GOLD? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this episode of Healthy, Wealthy & Wise, BWFA's Sandy Hornor revisits the topic of investing in gold amid recent market volatility. With gold grabbing headlines in 2025, Sandy explores why investors are drawn to it, its historical performance, and whether it truly serves as a safe haven. From physical gold to ETFs and mining stocks, listeners will gain a thoughtful perspective on the risks, myths, and realities of gold investing today.

TAKING CASH OUT OF YOUR RETIREMENT ACCOUNT? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this episode of Healthy, Wealthy & Wise, BWFA's Managing Director of Wealth Management, Sandy Hornor, explores what you need to know before withdrawing funds from retirement accounts. Whether you're considering early retirement, buying a home, or facing a financial crossroads, understanding the tax implications, penalties, and planning strategies around IRAs, 401(k)s, and Roth accounts is essential. Tune in for expert guidance on how to avoid costly mistakes and navigate your retirement cash flow with confidence.

RESIDENTIAL ENERGY CREDITS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

HOW NOT TO RESEARCH STOCKS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA

HOW MUCH LIFE INSURANCE DO YOU NEED FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

SOCIAL SECURITY SURVIVOR BENEFITS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

AUTO ACCIDENT CHECKLIST FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

INSURANCE AGENT OR BROKER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

FEDERAL EMPLOYEES CONSIDERING VERA OR VSIP FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA

EVALUATING A NEW JOB OFFER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

GAP INSURANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

TOOLS TO BOOST RESILIENCY: MENTAL HEALTH PRACTICES FOR SUSTAINED EMOTIONAL HEALTH AND WELLBEING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Schreiber-Pan Founder & President of Care Right, Inc.  

HOUSING OPTIONS FOR OLDER INDIVIDUALS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

HEALTH INSURANCE FOR TRAVELERSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

YOUR HOME AS A SOURCE OF DOLLARS IN RETIREMENTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

HANDLING A DISPUTE WITH YOUR INSURANCE COMPANYFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

CHOOSING A CREDIT CARDFROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

5 TIPS TO CONSIDER WHEN APPLYING FOR A LOAN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

ABCS OF AUTO INSURANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

BOOK REVIEW "THE INVISIBLE PATIENT" BY ANNALEE KRUGER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Annalee Kruger Founder & President of Care Right, Inc.  

ESTABLISHING A BUDGET FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

TIME FOR A FINANCIAL CLEANUP FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

ARE YOU TALKING ABOUT YOUR ESTATE PLAN? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS  with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA

BOOK REVIEW "THE POWER FOODS DIET" WITH DR. BARNARD FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Neil Barnard, MD President of the Physicians Committee for Responsible Medicine  

SINGLE OR MARRIED-NO CHILDREN-IS MY PLANNING DIFFERENT? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS  with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA

401(K) AND TAXES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

CHANGING DOMICILE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

DIGITAL ASSET ACCOUNTING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

RMDS - AN OVERVIEW FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

FINCEN CORPORATE TRANSPARENCY ACT BACK IN PLAY - DECEMBER 2024 UPDATE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS  with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA

1099-K $600 REPORTING DELAYED AGAIN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

MISTAKES MADE WHEN HIRING AN ADVISOR FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS  with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA

MEDICARE DRUG COSTS VARY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS  with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA

FINCEN CORPORATE TRANSPARENCY ACT STALLED FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS  with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA

IN-SERVICE DISTRIBUTIONS - AN OVERVIEW FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS  with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA

DO YOU BELIEVE IN THE SANTA CLAUS RALLY? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA

SHOULD I INVEST IN REAL ESTATE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA

THE BRAIN BLUEPRINT FOR COGNITIVE MASTERY IN HEALTH AND HUMAN PERFORMANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Maryrose Blank, Psy.D., CMPC Performance Psychology Consultant  

FOOD FOR LIFE: HEALTH FOR MEN FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Brooke Bussard, MD Physicians Committee for Responsible Medicine, Food for Life Instructor  

IS YOUR DRIVER'S LICENSE ON YOUR IPHONE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA

STRESS LESS: NATURAL REMEDIES FOR STRESS AND ANXIETY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Emily Telfair N.D. Naturopathic Doctor, HeartSpace Natural Medicine  

SUPER CATCH-UP CONTRIBUTION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Financial Planning Advisor BWFA

STIFF & SORE NO MORE: NATURAL REMEDIES FOR CHRONIC ACHES & PAINS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Dr. Emily Telfair N.D. Naturopathic Doctor, HeartSpace Natural Medicine  

IS YOUR RETIREMENT ACCOUNT INVESTED IN CASH? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA

HEALTHY LIVING IN A TOXIC WORLD FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA                                 Dr. Emily Telfair N.D.                                      Naturopathic Doctor, HeartSpace Natural Medicine  

ESTATE PLANNING FOR YOUR VEHICLE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS  with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA

POST ELECTION OBSERVATIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA

GOLD: DOES IT GLITTER? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA

GLASS HALF FULL FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

LONG-TERM DISABILITY - DO I NEED IT? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®, CEPS Associate Financial Planner, BWFA