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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.

  • How Does Maryland’s New Transfer on Death Deed Work? – 9.3.26

    HOW DOES MARYLAND’S NEW TRANSFER-ON-DEATH DEED WORK? WATCH ON YOUTUBE TESSA HALL Media and Communications Specialist NICOLE LIVINGSTON Partner at McKenna Russo About This Episode Beginning October 1, 2026, Maryland homeowners will have a new estate-planning option for transferring real estate after death: the transfer-on-death deed. In this episode of Healthy, Wealthy & Wise, Tessa Hall […]

  • Do You Have the Right Financial Advisor for Retirement? – 8.27.26

    DO YOU HAVE THE RIGHT FINANCIAL ADVISOR FOR RETIREMENT? WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Tessa Hall Media and Communications Specialist About This Episode The financial advisor who was right for you 10 or 20 years ago may not be the right fit for your financial life […]

  • How Conservative Should Your Retirement Portfolio Be? – 8.13.26

    HOW CONSERVATIVE SHOULD YOUR RETIREMENT PORTFOLIO BE? WATCH ON YOUTUBE Tyler Cunningham, CFP®, CEPS, CDFA® Financial Planner Tessa Hall Media and Communications Specialist About This Episode Can being too conservative with your investments create risks of its own? In this episode of Healthy, Wealthy & Wise, Tessa Hall speaks with BWFA Financial Planner Tyler Cunningham […]