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Passing a Home to the Next Generation – 12.29.25
PASSING A HOME TO THE NEXT GENERATION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner About This Episode A Qualified Personal Residence Trust, or QPRT, can be a powerful estate planning tool for… Read More
Understanding How Financial Aid Really Works – 12.29.25UNDERSTANDING HOW FINANCIAL AID REALLY WORKS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner About This Episode Financial aid is often misunderstood. Learn how the system really works and what families should consider… Read More
Making the Most of a Financial Windfall – 12.29.25MAKING THE MOST OF A FINANCIAL WINDFALL FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS Senior Financial Planner About This Episode Receiving a financial windfall can be exciting and overwhelming. Learn how to approach sudden wealth… Read More
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WELCOME TO BWFA’S PODCAST Library
Welcome to BWFA’s Podcast Library – HEALTHY, WEALTHY & WISE!
Our podcasts are cataloged and available for playback. We cover everything from finance, investments, retirement and taxes to wellness, health, and mindfulness. Submit your questions for future podcast episodes here.
The podcasts featured on this landing page are our most recent episodes.
Click the buttons below to view the entire libraries for each category.