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    WELCOME TO BWFA'S PODCAST Library

    Welcome to BWFA's Podcast Library – HEALTHY, WEALTHY & WISE! 

    We’re pleased to offer a collection of podcasts about everything from finance,
    investments, retirement and taxes, to wellness, health, and mindfulness.

    The podcasts featured on this landing page are our most recent episodes.
    Click the buttons below to view the entire libraries for each category.

  • Medicare Planning: Understanding Your Medicare Options – 5.7.26

    MEDICARE PLANNING: UNDERSTANDING YOUR MEDICARE OPTIONS WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Tessa speaks with BWFA’s Thad about Medicare planning and the differences between Original Medicare and Medicare Advantage plans. They explain how Medicare works, what the different parts […]

  • Social Security Taxes and Divorce: Key Details to Consider – 4.30.26

    SOCIAL SECURITY TAXES AND DIVORCE: KEY DETAILS TO CONSIDER FROM BALTIMORE-WASHINGTON FINANCIAL ADVISORS WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS Senior Financial Planner, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Tessa speaks with BWFA’s Thad about Social Security planning and how divorce, survivor benefits, and taxes can impact your retirement […]

  • 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, BWFA About This Episode Tessa speaks with BWFA’s Thad about Social Security planning, how benefits are funded, and what changes may be ahead. They discuss […]