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EP71: Financial Services – What About the Fee? – 12.27.23
FINANCIAL SERVICES – WHAT ABOUT THE FEE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager BWFA
EP70: You Created Updated Your Estate Plan – What Now? – 12.24.23YOU CREATED UPDATED YOUR ESTATE PLAN – WHAT NOW? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP69: What is Your Retirement Number – Part 3 – 12.24.23WHAT IS YOUR RETIREMENT NUMBER: PART 3 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP68: What is Your Retirement Number – Part 2 – 12.24.23WHAT IS YOUR RETIREMENT NUMBER: PART 2 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP67: What is Your Retirement Number – Part 1 – 12.24.23WHAT IS YOUR RETIREMENT NUMBER: PART 1 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP66: Selecting Your State of Residence 301 – 12.23.23SELECTING YOUR STATE OF RESIDENCE 301 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP65: Selecting Your State of Residence 201 – 12.23.23SELECTING YOUR STATE OF RESIDENCE 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP64: Selecting Your State of Residence 101 – 12.23.23SELECTING YOUR STATE OF RESIDENCE 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP63: Maximizing Your Employer-Sponsored Benefits – 12.22.23MAXIMIZING YOUR EMPLOYER-SPONSORED BENEFITS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®, CEPS… Read More
EP62: Improving Your Financial Wellness – 12.20.23IMPROVING YOUR FINANCIAL WELLNESS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP61: Financial Windfall – Now What? – 12.20.23FINANCIAL WINDFALL – NOW WHAT? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP60: End-of-Year Financial Planning Checklist 2023 – 12.20.23END-OF-YEAR FINANCIAL PLANNING CHECKLIST 2023 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP59: Debt Consolidation – Part 2 – 12.19.23DEBT CONSOLIDATION: PART 2 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP58: Debt Consolidation – Part 1 – 12.19.23DEBT CONSOLIDATION: PART 1 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP57: Budgeting & Savings Strategies – 11.26.23BUDGETING & SAVINGS STRATEGIES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP56: Long-Term Care 201 – 11.25.23LONG-TERM CARE 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP55: Insurance from a Financial Planning Perspective – 11.24.23INSURANCE FROM A FINANCIAL PLANNING PERSPECTIVE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP54: Retirement Mistakes and How to Avoid Them 201 – 11.23.23RETIREMENT MISTAKES AND HOW TO AVOID THEM 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP53: 401(k) Withdrawals, Loans & More – 11.22.23401K WITHDRAWALS, LOANS & MORE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP52: Understanding Your Credit Score & Reports – 11.21.23UNDERSTANDING YOUR CREDIT SCORE & REPORTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP51: Who Will Buy My Business? – 11.20.23WHO WILL BUY MY BUSINESS? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Brian MacMillan Managing Director M&A, BWFA
EP50: When to Start the Mergers & Acquisitions Process – 11.18.23WHEN TO START THE MERGERS & ACQUISITIONS PROCESS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Brian MacMillan Managing Director M&A, BWFA
EP49: Medicare 201 – 11.2.23MEDICARE 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA Check out the Medicare 101 episode if you haven’t already.
EP48: Long-Term Care 101 – 11.1.23LONG-TERM CARE 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP47: Retirement Mistakes to Avoid! – 10.31.23RETIREMENT MISTAKES TO AVOID! FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
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.
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