Baltimore Washington Financial Advisors Podcasts

Latest Episodes
EP50: Residential Energy Credits – 5.29.25
RESIDENTIAL ENERGY CREDITSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFA
EP57: How NOT to Research Stocks – 5.22.25
HOW NOT TO RESEARCH STOCKSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management & Executive Manager, BWFA
EP112: How Much Life Insurance Do You Need – 5.15.15
HOW MUCH LIFE INSURANCE DO YOU NEEDFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP111: Social Security Survivor Benefits – 5.8.25
SOCIAL SECURITY SURVIVOR BENEFITSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP110: Auto Accident Checklist – 5.1.25
AUTO ACCIDENT CHECKLISTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP109: Insurance Agent or Broker – 4.24.25
INSURANCE AGENT OR BROKERFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP108: Federal Employees Considering VERA or VSIP – 4.17.24
FEDERAL EMPLOYEES CONSIDERING VERA OR VSIPFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Sandy Hornor | CEPSManaging Director, Wealth Management &Executive Manager, BWFAand special guestTyler Kluge | CFP, ChFEB, CPWA, CDFA, CEPS,Finan
EP107: Evaluating a New Job Offer – 4.10.25
EVALUATING A NEW JOB OFFERFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
EP106: GAP Insurance – 4.3.25
GAP INSURANCEFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA
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