Intentional Wealth - A BBA Podcast
by Braun-Bostich & Associates
When your goals are meaningful and your wealth has purpose, you can truly live with intention…Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life!Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
Episodes
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Episode #20: Introduction to Washington Area Humane Society with Taylor Duda
In Episode #20 of the Intentional Wealth podcast, host Amy Braun-Bostich is joined by Taylor Duda, Director of Development for Washington Area Humane Society, to highlight the organization's 120-year evolution from a small volunteer-run effort to a modern no-kill shelter serving over 6,000…
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Episode #19: How to Spot and Stop Cyber Scams with Cassandra Kirby, CFP®, EA
In Episode #19 of the Intentional Wealth podcast, host Amy Braun-Bostich is joined by Cassandra Kirby, CFP®, EA, COO, CCO, and Private Wealth Advisor at Braun-Bostich & Associates, for an eye-opening discussion on avoiding cyber scams. As cyber-attacks and data breaches become increasingly…
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Episode #18: Navigating the Intersection of Mental and Financial Health with Amy Braun-Bostich
In Episode #18 of Intentional Wealth, released during Mental Health Awareness Month, host Amy Braun-Bostich explores the powerful connection between mental health and financial well-being. With 2024 reported as one of the most financially stressful years for Americans, Amy dives into recent…
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Episode #17: Introduction to Food Helpers of Washington County with Athena Petrolias
In Episode #17 of Intentional Wealth, host Amy Braun-Bostich is joined by Athena Petrolias, Operations Manager at Food Helpers, a nonprofit organization dedicated to fighting food insecurity in Washington County, Pennsylvania. Athena shares insights into the organization's efforts to provide...
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Episode #16: Loans and Mortgage Planning with Zaf Mohsin
In Episode #16 of Intentional Wealth, host Amy Braun-Bostich is joined by Zaf Mohsin, CEO of Mohsin Mortgage Corporation, where they specialize in conventional FHA and VA loans, to discuss loans and mortgage planning. Zaf discusses today's mortgage rate environment, the current state of the…
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Episode #15: Personal Fitness with Jessica Cline
In Episode #15 of Intentional Wealth, host Amy Braun-Bostich is joined by Jessica Cline of 9Round Fitness to discuss the importance of personal fitness and the advantages of physical activity at any age - especially during your retirement years. Tune in to hear about the benefits of staying...
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Episode #14: Travel Planning with Grace Cheng Braun
In Episode #14 of Intentional Wealth, host Amy Braun-Bostich is joined by Grace Cheng Braun with Destinations with Grace to discuss the current trends with travel and what to consider when planning your next trip. As travel season swings into full gear, Grace details everything you need to know...
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Episode #13: Investment Strategies with Brian Mulberry
In Episode #13 of Intentional Wealth, host Amy Braun-Bostich is joined by Brian Mulberry of Zacks Investment Management to discuss the economy, the stock market, the bond market, allocating assets, and the future of inflation. Brian details different scenarios with each topic and discusses our...
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Episode #12: Elder Care and Nursing Home Costs with Lanny Sodini
Not realizing just how much nursing home care and elder care can threaten your finances until faced with admitting a loved one to a nursing home after a hospitalization can be eyeopening, to say the least. If you're concerned about how to protect your assets from nursing home costs, you're at an...
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Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA
In the fray of market volatility, domestic political ambiguities, and global geopolitical risks and issues (not to mention obstinate inflation), we feel that investors need a checklist of financial to-dos that may help them navigate complicated times. At the end of each year, there are a…
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Episode #10: College Planning and Funding with Tammy Pompei, CFP®
Many parents are faced with balancing how to plan for paying for their child's education while keeping their own retirement plans on track. Figuring out how to pay for college is both confusing and essential. If you and your teen are college planning, money is likely a top priority. Even if you...
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Episode #09: 2022 Market Commentary, Insights, and Perspective with Bob Carey
In Episode #9 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Bob Carey, Chief Market Strategist at First Trust, a trusted investment products and advisory services partner to Braun-Bostich & Associates, to discuss the 2022 Market and the many headlines…
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Episode #08: What Happens When a Trust or Estate Inherits an IRA with Lanny Sodini
When an individual retirement account (IRA) is payable to an estate or to a trust that pays outright to beneficiaries, the fiduciary naturally wishes to distribute the benefits in the most tax-efficient manner to effectuate the closing of the estate or trust. In Episode #8 of Intentional Wealth,...
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Episode #07: Caring for Your Home with Matt Simpson
The Freedom Home Advantage mission ensures Peace of Mind: The feeling you experience when you know things are taken care of by someone who has your best interests in mind; and Freedom of Time: Realizing time is available to spend with the ones you love, to do your favorite things, and to fully...
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Episode #06: Dementia Care with Carrie Chiusano
With an estimated 6.2 million Americans aged 65 and older living with some form of dementia in 2021, chances are that most of us will either know someone afflicted with the disease, be faced with having to care for someone diagnosed, or experience the symptoms and be diagnosed ourselves. In…
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Episode #05: Internet Security and Cyber-Threats with Brian Hess
As BBAs trusted IT partner, Spera Partners' mission is to help its clients advance their business by partnering with them to proactively manage their technology and create innovative technology processes, including protecting them from cyber-threats. In Episode #5 of Intentional Wealth, host Amy...
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Episode #04: Introduction to Young Life Capernaum with Katelyn Nassar
As one of BBA Cares' supported organizations, Young Life Capernaum introduces adolescents with disabilities to Jesus Christ while helping them to grow in their faith and strengthen community ties. In Episode #4 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined…
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Episode #03: Tax Planning Strategies with Barb LoPresti
Given that taxes are one of our greatest expenses in life, proper planning in this area can make an enormous difference. In Episode #3 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Barb LoPresti of LoPresti & Company, LLC to discuss impactful personal…
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Episode #02: Medicare Planning with Cassy Phillips
Whether you're retired or still working, Medicare will likely become part of your life after you turn 65. How do you sort through your coverage options? When (and how) do you enroll? And, what if you have other health insurance? In Episode #2 of Intentional Wealth, host Amy Braun-Bostich of...
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Episode #01: Estate Planning with Philip Goldblum
In the first episode of the Intentional Wealth podcast, host Amy Braun-Bostich, Founder of Braun-Bostich & Associates, is joined by Philip Goldblum, attorney and Managing Partner at Goldblum Sablowsky, LLC, to discuss estate planning and how to navigate tough decisions ahead of time in order to...
About this show
When your goals are meaningful and your wealth has purpose, you can truly live with intention…Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life!Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
Hosted by
Braun-Bostich & Associates