Baltimore Washington Financial Advisors Podcasts
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Latest Episodes
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
EP97: Time for a Financial Cleanup – 1.16.25
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
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
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
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
401(K) AND TAXESFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Lawrence M. Post | CPA, MST, CFP, CIMASenior Tax & Planning Advisor BWFA