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. 

  • Top Retirement Mistakes: The Retirement Risk Most People Miss – 7.9.26

    TOP RETIREMENT MISTAKES THE RETIREMENT RISK MOST PEOPLE MISS WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa Hall speaks with BWFA Senior Financial Planner Thad Ismart about… Read More


  • Selling Your Business: How to Save More for Retirement – 7.2.26

    SELLING YOUR BUSINESS: HOW TO SAVE MORE FOR RETIREMENT WATCH ON YOUTUBE Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS Senior Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Financial Planner Tyler Kluge… Read More


  • Selling Your Business: How Much Is Your Business Worth? – 6.25.26

    SELLING YOUR BUSINESS: HOW MUCH IS YOUR BUSINESS WORTH? WATCH ON YOUTUBE Brian MacMillan  Managing Director of Mergers and Acquisitions Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Managing Director of Mergers & Acquisitions Brian… Read More