Baltimore Washington Financial Advisors Podcasts

Baltimore Washington Financial Advisors Podcasts


Latest Episodes

EP50: Residential Energy Credits – 5.29.25
May 29, 2025

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
May 22, 2025

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
May 15, 2025

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
May 08, 2025

SOCIAL SECURITY SURVIVOR BENEFITSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA

EP110: Auto Accident Checklist – 5.1.25
May 01, 2025

AUTO ACCIDENT CHECKLISTFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA

EP109: Insurance Agent or Broker – 4.24.25
April 24, 2025

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
April 17, 2025

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
April 10, 2025

EVALUATING A NEW JOB OFFERFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA

EP106: GAP Insurance – 4.3.25
April 03, 2025

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
March 27, 2025

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