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Social Security Planning: When Should You Start Benefits? – 4.23.26
SOCIAL SECURITY PLANNING: WHEN SHOULD YOU START BENEFITS? FROM BALTIMORE-WASHINGTON FINANCIAL ADVISORS WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner, BWFA Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA’s Thad about Social… Read More
Should You Pay Cash When Downsizing Your Home? – 4.16.26SHOULD YOU PAY CASH WHEN DOWNSIZING YOUR HOME? FROM BALTIMORE-WASHINGTON FINANCIAL ADVISORS WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Jonathan Wald Vice President, Branch Manager Main Street Home Loans Tessa Hall Media and… Read More
AI Tax Scams: How to Spot IRS Fraud and Protect Yourself – 4.9.26AI TAX SCAMS: HOW TO SPOT IRS FRAUD AND PROTECT YOURSELF FROM BALTIMORE-WASHINGTON FINANCIAL ADVISORS WATCH ON YOUTUBE Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor Tessa Hall Media and Communications Specialist About This Episode Tessa… 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.