Baltimore Washington Financial Advisors Podcasts
BWFA| Publishes | Twice weekly | Episodes | 300 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Listen to this Podcast
Latest Episodes
HOW MENOPAUSE AFFECTS MUSCLE, METABOLISM, AND HEALTH WATCH ON YOUTUBE Tessa Hall
Media and Communications
Specialist
Dr. Brooke Bussard
Lifestyle Medicine Physician
Author, Outsmarting Menopause
About This Episode Tessa speaks with ... more
MEDICARE ADVANTAGE VS ORIGINAL MEDICARE:
KEY DIFFERENCES WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS
Senior Financial Planner, BWFA
Tessa Hall
Media and Communications
Specialist
About This Episode Tessa speaks with BWFA’s Thad... more
MEDICARE IRMAA EXPLAINED:
HOW INCOME AFFECTS PREMIUMS
WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS
Senior Financial Planner, BWFA
Tessa Hall
Media and Communications
Specialist
About This Episode Tessa speaks with BWFA’s Thad ... more
MEDICARE PLANNING:
WHY MEDICARE COSTS MORE THAN MANY PEOPLE EXPECT Thad Ismart, CFP®, ChFEBC, CEPS
Senior Financial Planner
Tessa Hall
Media and Communications
Specialist
LAWRENCE M. POST
CPA, MST, CFP®, CIMA®
Senior Tax and Pl... more
MEDICARE PLANNING:
UNDERSTANDING YOUR MEDICARE OPTIONS WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS
Senior Financial Planner, BWFA
Tessa Hall
Media and Communications
Specialist
About This Episode Tessa speaks with BWFA’s Thad a... more
SOCIAL SECURITY TAXES AND DIVORCE: KEY DETAILS TO CONSIDER
FROM BALTIMORE-WASHINGTON FINANCIAL ADVISORS WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS
Senior Financial Planner, BWFA
Tessa Hall
Media and Communications
Specialist
A... more
SOCIAL SECURITY PLANNING: WHEN SHOULD YOU START BENEFITS?
FROM BALTIMORE-WASHINGTON FINANCIAL ADVISORS WATCH ON YOUTUBE Thad Ismart, CFP®, ChFEBC, CEPS
Senior Financial Planner, BWFA
Tessa Hall
Media and Communications
Specialist
Ab... more
SHOULD YOU PAY CASH WHEN DOWNSIZING YOUR HOME?
FROM BALTIMORE-WASHINGTON FINANCIAL ADVISORS WATCH ON YOUTUBE Sandy Hornor | CEPS
Managing Director, Wealth Management & Executive Manager
Jonathan Wald
Vice President, Branch Manager
Main St... more
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
The show centers on practical financial planning for retirees and near-retirees, with a steady emphasis on Medicare costs, Social Security strategies, tax planning, and estate considerations. Episodes mix detailed how-tos (premium thresholds, filing rules, Open Enrollment nuances) with timely planning tips, real-world anecdotes, and branded guidance from the hosting advisory firm. A notable throughline is the firm's client-service approach, weaving actionable guidance with calls to connect for personalized planning. The format favors Q&A-style explanations and scenario-based guidance, making it useful for listeners who want disciplined, evidence-backed steps to optimize retirement income, taxes, and protections for loved ones, often through... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Planet Money
2. The Indicator from Planet Money
3. Barron's Streetwise
How many episodes of this podcast are there?
this podcast launched 6 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Thad Ismart
2. Jon Wald
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