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    WELCOME TO BWFA’S PODCAST Library

    Welcome to BWFA’s Podcast Library, HEALTHY WEALTHY & WISE! Our podcasts are cataloged and available for playback. We’ll be covering everything from finance, investments 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.
    Click the buttons below to view the full libraries for each category. 

  • EP22: Charitable Contribution Documentation – 8.17.22

    CHARITABLE CONTRIBUTION DOCUMENTATION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA

  • EP21: Job Change – What About My 401k? – 8.12.22

    JOB CHANGE – WHAT ABOUT MY 401K? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Kwanza Ellis, CRPC®, CEPS Senior Client Associate, BWFA  

  • EP20: What is a 529 Plan? – 8.10.22

    WHAT IS A 529 PLAN? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA