Baltimore Washington Financial Advisors Podcasts

Latest Episodes
EP11: Tools to Boost Resiliency: Mental Health Practices for Sustained Emotional Health and Wellbeing – 3.27.25
TOOLS TO BOOST RESILIENCY: MENTAL HEALTH PRACTICES FOR SUSTAINED EMOTIONAL HEALTH AND WELLBEINGFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSSpeakers:Eve Kennedy | CEPSClient Relations Specialist, BWFADr. Schreiber-PanFounder & President of Car
EP105: Housing Options for Older Individuals – 3.20.25
HOUSING OPTIONS FOR OLDER INDIVIDUALSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP104: Health Insurance for Travelers – 3.13.25
HEALTH INSURANCE FOR TRAVELERSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP103: Your Home as a Source of Dollars in Retirement – 3.06.25
YOUR HOME AS A SOURCE OF DOLLARS IN RETIREMENTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP102: Handling a Dispute With Your Insurance Company – 2.27.25
HANDLING A DISPUTE WITH YOUR INSURANCE COMPANYFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP101: Choosing a Credit Card – 2.20.25
CHOOSING A CREDIT CARDFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP100: 5 Tips to Consider When Applying for a Loan – 2.13.25
5 TIPS TO CONSIDER WHEN APPLYING FOR A LOANFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP99: ABCs of Auto Insurance – 2.06.25
ABCS OF AUTO INSURANCEFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP10: Book Review “The Invisible Patient” by Annalee Kruger – 1.30.24
BOOK REVIEW "THE INVISIBLE PATIENT" BY ANNALEE KRUGERFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSSpeakers:Eve Kennedy | CEPSClient Relations Specialist, BWFAAnnalee KrugerFounder & President of Care Right, Inc.
EP98: Establishing a Budget – 1.23.25
ESTABLISHING A BUDGETFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA