HeyJaredHealthy, Wealthy, & Wise
Welcome to Baltimore-Washington Financial Advisors Healthy, Wealthy, & Wise podcast series! We’ll be covering everything from retirement planning, investments and taxes, to wellness, health and mindfulness. Submit your questions for future podcast episodes at bwfa.com.
- Indexed episodes, last 90 days
- 19
- Latest publication
- Sep 28, 2026
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- Earliest in this view
- Jul 9, 2026
Latest episodes
How Much Should You Plan to Spend in Retirement? – 10.1.26 (opens the original)
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RETIREMENT DECISIONS THAT ARE HARDER THAN THEY LOOK HOW MUCH SHOULD YOU PLAN TO SPEND IN RETIREMENT? WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Tessa Hall Media and Communications Specialist About This Episode Will you really spend less after you retire? While some expenses may disappear, retirement can introduce new costs and more opportunities to spend on travel, hobbies, and other experiences. In Episode 2 of Retirement Decisions That Are Har
How Do You Know When You Have Enough to Retire? – 9.24.26 (opens the original)
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RETIREMENT DECISIONS THAT ARE HARDER THAN THEY LOOK HOW DO YOU KNOW WHEN YOU HAVE ENOUGH TO RETIRE? WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Tessa Hall Media and Communications Specialist About This Episode How do you know when you truly have enough to retire? An account balance is important, but retirement readiness involves more than reaching a specific number. In this episode of Healthy, Wealthy & Wise, Tessa Hall speaks with Sandy Hornor,
How to Avoid Lifestyle Creep When Your Income Increases – 9.17.26 (opens the original)
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HOW TO AVOID LIFESTYLE CREEP WHEN YOUR INCOME INCREASES WATCH ON YOUTUBE TYLER KLUGE CFP®, ChFEB℠, CPWA®, CDFA®, CEPS Senior Financial Planner TESSA HALL Media and Communications Specialist About This Episode Earning more money can create more opportunities to save and invest, but it can also make it easier to spend more of your income. In this episode of Healthy, Wealthy & Wise , Tessa Hall speaks with BWFA Senior Financial Planner Tyler Kluge about how lifestyle creep can affect long-term fina
How Can Automating Your Finances Help Build Wealth? – 9.10.26 (opens the original)
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HOW CAN AUTOMATING YOUR FINANCES HELP BUILD WEALTH? WATCH ON YOUTUBE TYLER KLUGE CFP®, ChFEB℠, CPWA®, CDFA®, CEPS Senior Financial Planner TESSA HALL Media and Communications Specialist About This Episode Building wealth does not always require making more financial decisions. In fact, constantly checking your investments, reacting to market movements, or deciding what to do with extra cash can create more opportunities for emotional mistakes. In this episode of Healthy, Wealthy & Wise , Tessa H
How Does Maryland’s New Transfer on Death Deed Work? – 9.3.26 (opens the original)
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HOW DOES MARYLAND’S NEW TRANSFER-ON-DEATH DEED WORK? WATCH ON YOUTUBE TESSA HALL Media and Communications Specialist NICOLE LIVINGSTON Partner at McKenna Russo About This Episode Beginning October 1, 2026, Maryland homeowners will have a new estate-planning option for transferring real estate after death: the transfer-on-death deed. In this episode of Healthy, Wealthy & Wise , Tessa Hall speaks with estate planning attorney Nicole Livingston about how Maryland’s new transfer-on-death deed works,
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