Baltimore Washington Financial Advisors Podcasts

EP50: Residential Energy Credits – 5.29.25

Play Episode Listen Later May 29, 2025 16:02

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

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EP57: How NOT to Research Stocks – 5.22.25

Play Episode Listen Later May 22, 2025 6:35

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

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EP108: How Much Life Insurance Do You Need – 5.15.15

Play Episode Listen Later May 15, 2025 6:09

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

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EP111: Social Security Survivor Benefits – 5.8.25

Play Episode Listen Later May 8, 2025 7:34

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

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EP110: Auto Accident Checklist – 5.1.25

Play Episode Listen Later May 1, 2025 8:09

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

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EP109: Insurance Agent or Broker – 4.24.25

Play Episode Listen Later Apr 24, 2025 6:37

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

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EP108: Federal Employees Considering VERA or VSIP – 4.17.24

Play Episode Listen Later Apr 17, 2025 9:51

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

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EP107: Evaluating a New Job Offer – 4.10.25

Play Episode Listen Later Apr 10, 2025 8:00

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

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EP106: GAP Insurance – 4.3.25

Play Episode Listen Later Apr 3, 2025 6:43

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

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EP11: Tools to Boost Resiliency: Mental Health Practices for Sustained Emotional Health and Wellbeing – 3.27.25

Play Episode Listen Later Mar 27, 2025 63:35

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.

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EP105: Housing Options for Older Individuals – 3.20.25

Play Episode Listen Later Mar 20, 2025 9:35

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

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EP104: Health Insurance for Travelers – 3.13.25

Play Episode Listen Later Mar 13, 2025 7:27

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

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EP103: Your Home as a Source of Dollars in Retirement – 3.06.25

Play Episode Listen Later Mar 6, 2025 10:00

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

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EP102: Handling a Dispute With Your Insurance Company – 2.27.25

Play Episode Listen Later Feb 27, 2025 8:37

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

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EP101: Choosing a Credit Card – 2.20.25

Play Episode Listen Later Feb 20, 2025 9:00

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

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EP100: 5 Tips to Consider When Applying for a Loan – 2.13.25

Play Episode Listen Later Feb 13, 2025 7:48

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

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EP99: ABCs of Auto Insurance – 2.06.25

Play Episode Listen Later Feb 6, 2025 10:01

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

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EP10: Book Review “The Invisible Patient” by Annalee Kruger – 1.30.24

Play Episode Listen Later Jan 30, 2025 65:18

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.

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EP98: Establishing a Budget – 1.23.25

Play Episode Listen Later Jan 23, 2025 7:31

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

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EP97: Time for a Financial Cleanup – 1.16.25

Play Episode Listen Later Jan 16, 2025 8:40

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

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EP95: Are You Talking About Your Estate Plan? – 1.2.25

Play Episode Listen Later Jan 2, 2025 11:34 Transcription Available

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

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EP4: Book Review “The Power Foods Diet” with Dr. Barnard – 12.31.24

Play Episode Listen Later Dec 31, 2024

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

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EP94: Single or Married-No Children-Is My Planning Different? – 12.30.24

Play Episode Listen Later Dec 30, 2024 Transcription Available

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

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EP48: 401(k) and Taxes – 12.29.24

Play Episode Listen Later Dec 29, 2024

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

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EP47: Changing Domicile – 12.28.24

Play Episode Listen Later Dec 28, 2024

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

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EP46: Digital Asset Accounting – 12.27.24

Play Episode Listen Later Dec 27, 2024 6:22

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

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EP45: RMDs – An Overview – 12.26.24

Play Episode Listen Later Dec 26, 2024 8:04

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

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EP93: FinCEN Corporate Transparency Act Back in Play – December 2024 Update – 12.25.24

Play Episode Listen Later Dec 25, 2024 Transcription Available

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

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EP44: 1099-K $600 Reporting Delayed Again – 12.24.24

Play Episode Listen Later Dec 24, 2024 4:47

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

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EP92: Mistakes Made When Hiring an Advisor – 12.23.24

Play Episode Listen Later Dec 23, 2024 8:55 Transcription Available

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

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EP91: Medicare Drug Costs Vary – 12.22.24

Play Episode Listen Later Dec 22, 2024 10:51 Transcription Available

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

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EP90: FinCEN Corporate Transparency Act Stalled – 12.21.24

Play Episode Listen Later Dec 21, 2024 5:19 Transcription Available

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

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EP89: In-Service Distributions – An Overview – 12.20.24

Play Episode Listen Later Dec 20, 2024 9:40 Transcription Available

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

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EP55: Do You Believe in the Santa Claus Rally? – 12.19.24

Play Episode Listen Later Dec 19, 2024 5:18

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

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EP56: Should I Invest in Real Estate? – 12.18.24

Play Episode Listen Later Dec 18, 2024 11:38

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

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EP7: The Brain Blueprint for Cognitive Mastery in Health and Human Performance – 12.14.24

Play Episode Listen Later Dec 14, 2024 74:10

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

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EP6: Food For Life: Health for Men with Dr. Brooke Bussard – 12.13.24

Play Episode Listen Later Dec 13, 2024 68:28

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

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EP5: Is Your Driver’s License on Your iPhone? – 12.12.24

Play Episode Listen Later Dec 12, 2024 5:22

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

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EP4: Stress Less: Natural Remedies for Stress and Anxiety – 12.10.24

Play Episode Listen Later Dec 10, 2024 76:06

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

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EP43: Super Catch-Up Contribution – 12.05.24

Play Episode Listen Later Dec 5, 2024 5:34

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

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EP3: Stiff & Sore No More: Natural Remedies for Chronic Aches & Pains – 12.4.24

Play Episode Listen Later Dec 4, 2024 61:57

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

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EP54: Is Your Retirement Account Invested in Cash? – 11.28.24

Play Episode Listen Later Nov 28, 2024 11:30

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

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EP2: Healthy Living in a Toxic World – 11.27.24

Play Episode Listen Later Nov 27, 2024 61:57

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

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EP88: Estate Planning For Your Vehicle – 11.21.24

Play Episode Listen Later Nov 21, 2024 5:38 Transcription Available

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

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EP53: Post Election Observations– 11.14.24

Play Episode Listen Later Nov 14, 2024 9:07

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

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EP52: Gold: Does It Glitter? – 11.07.24

Play Episode Listen Later Nov 7, 2024 8:39

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

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EP42: Glass Half Full – 10.31.24

Play Episode Listen Later Oct 31, 2024 12:46

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

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EP87: Long-Term Disability – Do I Need It? – 10.24.24

Play Episode Listen Later Oct 24, 2024 8:29 Transcription Available

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

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EP51: Behavioral Finance Series: Bandwagon Effect – 10.17.24

Play Episode Listen Later Oct 17, 2024 5:35

BEHAVIORAL FINANCE SERIES: BANDWAGON EFFECT 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 Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA

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EP1: Handling Grief & Anxiety During the Holidays – 10.10.24

Play Episode Listen Later Oct 10, 2024 63:35

HANDLING GRIEF & ANXIETY DURING THE HOLIDAYS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Speakers: Eve Kennedy | CEPS Client Relations Specialist, BWFA Ed Nolley, Jr. Ambassador, Volunteer & Doula, Gilchrist Rabbi Ben Shalva Hospice Chaplain, Gilchrist

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EP50: Behavioral Finance Series: Naïve Diversification – 10.10.24

Play Episode Listen Later Oct 10, 2024 7:04

BEHAVIORAL FINANCE SERIES: NAÏVE DIVERSIFICATION 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 Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA

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