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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.

  • EP50: Behavioral Finance Series: Naïve Diversification – 10.10.24

    BEHAVIORAL FINANCE SERIES: NAÏVE DIVERSIFICATION 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 Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA

  • EP49: Behavioral Finance Series: Gambler’s Fallacy – 10.3.24

    BEHAVIORAL FINANCE SERIES: GAMBLER’S FALLACY 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 Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA

  • EP48: Behavioral Finance Series: Paradox of Choice Effect – 9.26.24

    BEHAVIORAL FINANCE SERIES: PARADOX OF CHOICE EFFECT 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 Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA