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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. 

  • EP29 PT2: Life Stages – Wealth Management in Your 30’s – 10.28.22

    LIFE STAGES – WEALTH MANAGEMENT IN YOUR 30’S FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA

  • EP28: Medicare 101 – 10.6.22

    MEDICARE 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA  

  • EP27: Roth IRA 101 – 9.27.22

    ROTH IRA 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Matthew Smiler, ChFC® Tax Advisor, Associate Financial Planner, BWFA