Baltimore Washington Financial Advisors Podcasts

Baltimore Washington Financial Advisors Podcasts


Latest Episodes

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

EP105: Housing Options for Older Individuals – 3.20.25
March 20, 2025

HOUSING OPTIONS FOR OLDER INDIVIDUALSFROM BALTIMORE WASHINGTON FINANCIAL ADVISORSwith Thad Ismart, CFP, CEPSSenior Financial Planner, BWFA

EP104: Health Insurance for Travelers – 3.13.25
March 13, 2025

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
March 06, 2025

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
February 27, 2025

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
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