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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.

  • EP139: What Most People Miss in Their Financial Planning – 12.18.25

    WHAT MOST PEOPLE MISS IN THEIR FINANCIAL PLANNING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS  Senior Financial Planner About This Episode Even when your finances feel “on track,” hidden blind spots can quietly undermine your progress. In this episode, Thad Ismart explains how overlooked behaviors, assumptions, and habits can create […]

  • EP65: Costly Mistakes: Selling in a Down Market – 11.20.25

    COSTLY MISTAKES SELLING IN A DOWN MARKET FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS   with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About This Episode Selling investments during a market downturn can feel like the safe move—but it’s often […]

  • EP119: How Tax Changes Will Affect Charitable Giving – 10.9.25

    HOW TAX CHANGES WILL AFFECT CHARITABLE GIVING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS  Senior Financial Planner About This Episode Major tax changes are coming in 2026, and they’ll reshape how Americans give to charity. In this episode, BWFA’s Thad Ismart, CFP®, ChFEBC, CEPS, explains what’s changing, who’s affected, and […]