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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. 

  • EP19: Investing in a Donor-Advised Fund – 6.16.22

    INVESTING IN A DONOR-ADVISED FUND FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Chris Kelly, CPA, CFP®, M.Accy Financial Advisor, Portfolio Manager & Executive Manager, BWFA  


  • EP18: The BWFA Client Service Experience – 6.8.22

    THE BWFA CLIENT SERVICE EXPERIENCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Meghan Manas, CEPS Director of Client Services & Executive Manager, BWFA