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. 

  • How Conservative Should Your Retirement Portfolio Be? – 8.13.26

    HOW CONSERVATIVE SHOULD YOUR RETIREMENT PORTFOLIO BE? WATCH ON YOUTUBE Tyler Cunningham, CFP®, CEPS, CDFA® Financial Planner Tessa Hall Media and Communications Specialist About This Episode Can being too conservative with your investments create risks of its own? In this… Read More


  • How Much Cash Should You Keep in Retirement? – 8.6.26

    HOW MUCH CASH SHOULD YOU KEEP IN RETIREMENT? WATCH ON YOUTUBE Tyler Cunningham, CFP®, CEPS, CDFA® Financial Planner Tessa Hall Media and Communications Specialist About This Episode Many retirees believe holding more cash is the safest way to protect their… Read More


  • Bonus Episode | How Neighbor Ride Helps Seniors Stay Independent

    MORE THAN A RIDE: HOW NEIGHBOR RIDE HELPS SENIORS STAY CONNECTED WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Bruce Fulton Executive Director Neighbor Ride Tessa Hall Media and Communications Specialist About This Episode… Read More