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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 cover 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 entire libraries for each category. 

  • EP37: Turbocharge Your Child’s Retirement – 2.1.23

    TURBOCHARGE YOUR CHILD’S RETIREMENT A GENERATIONAL WEALTH MANAGEMENT PODCAST 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

  • EP36: Welcoming a Child or Grandchild – 1.27.23

    WELCOMING A CHILD OR GRANDCHILD A GENERATIONAL WEALTH MANAGEMENT PODCAST FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Thad Ismart| CFP®, CEPS Senior Financial Planner, BWFA Tyler… Read More

  • EP35: Secure Act 2.0 – Part 2: Retiree Provisions – 1.16.23

    SECURE ACT 2.0 – PART 2: RETIREE PROVISIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA