Baltimore Washington Financial Advisors Podcasts

Baltimore Washington Financial Advisors Podcasts


Latest Episodes

EP101: Choosing a Credit Card – 2.20.25
February 20, 2025

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
February 13, 2025

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
February 06, 2025

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
January 30, 2025

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
January 23, 2025

ESTABLISHING A BUDGETFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA

EP97: Time for a Financial Cleanup – 1.16.25
January 16, 2025

TIME FOR A FINANCIAL CLEANUPFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA

EP95: Are You Talking About Your Estate Plan? – 1.2.25
January 02, 2025

ARE YOU TALKING ABOUT YOUR ESTATE PLAN?FROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFA

EP4: Book Review “The Power Foods Diet” with Dr. Barnard – 12.31.24
December 31, 2024

BOOK REVIEW "THE POWER FOODS DIET" WITH DR. BARNARDFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSSpeakers:Eve Kennedy | CEPSClient Relations Specialist, BWFADr. Neil Barnard, MDPresident of the Physicians Committee for Responsible Medicine

EP94: Single or Married-No Children-Is My Planning Different? – 12.30.24
December 30, 2024

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

EP48: 401(k) and Taxes – 12.29.24
December 29, 2024

401(K) AND TAXESFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFA