Intentional Wealth - A BBA Podcast

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 about travel planning, including budgeting, choosing a destination, types of trips, and more.

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 present situation, as well as where we could see our future. Please note, this podcast was recorded before the end of the UAW & Screenwriters Strikes.

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 advantage if you can plan at least five years out. But there are other things you can do if a nursing home is in your immediate future as well. With that in mind, take careful listen to this episode of Intentional Wealth to learn how to protect your assets from nursing home costs. In Episode #12 of Intentional Wealth, Lanny Sodini of SutterWilliams Law joins Amy to discuss practical steps to consider when trying to protect your assets from nursing home care costs. Listen as Lanny shares his legal insights in this informative exchange between financial advisor and estate attorney.

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 multitude of financial-life decisions to make that could impact financial planning moving into a new year. To help investors navigate these complex financial times, we felt that a checklist to review and implement EOY initiatives as applicable may help. With that in mind, take careful listen to this episode of Intentional Wealth to learn what may be prudent to have on your EOY checklist. Cassandra Kirby, a private wealth advisor at Braun-Bostich, joins Amy to discuss what financial issues to consider before the end of the year that contribute to solid 2023 planning.

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 don’t already have a plan, it’s not too late to put one in place now. Financial planning is especially critical as you approach this stage of life. Whatever you can put aside today will lower your child’s student debt burden in the future. In episode #10 of Intential Wealth, host Amy Braun-Bostich is joined by Tammy Pompei, CFP® and Associate Financial Planner at Braun-Bostich & Associates, for a round-table talk to discuss the importance of integral financial planning when it comes to funding your child’s education ─ planning that doesn’t jeopardizing your retirement income. Listen as Tammy and Amy talk through many of the aspects of planning for college including costs, financial aid, who should pay, and funding options.

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 that have affected the market. Listen as Amy and Bob take a look back at market reactions to the COVID shutdown, its resulting volatility, consumer worries about inflation and interest rates, a possible recession - and the whiff of some good news amidst all the bad.

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, host Cassandra Kirby of Braun-Bostich & Associates is joined by Lanny Sodini, Attorney at SutterWilliams Law, joins to discuss the many nuances of what can happen when a trust or estate inherits an IRA. Listen as Lanny shares his legal insights in this informative exchange between financial advisor and estate attorney.

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 enjoy your home forever! In Episode #7 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Matt Simpson, President of Freedom Home Advantage, to discuss how you can make “One Call To Take Care Of It All” - from home care and repair, to rental property care and management, to custom building and more. Listen as Matt shares his story and tips to consider when caring for your home.

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 Episode #6 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Carrie Chiusano, Presbyterian SeniorCare Network’s Executive Director of the Dementia Care Center of Excellence, to discuss dementia, including Alzheimer’s, its common signs and symptoms, and what to do if diagnosed. Carrie’s extensive experience and personal insight in understanding all aspects of this “umbrella-term” - dementia - is invaluable for all who may be affected by this disease. Listen as Carrie shares the importance of understanding dementia - as a person experiencing symptoms or diagnosed, as well as those that may be taking on a role of caregiver.

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 Braun-Bostich of Braun-Bostich & Associates is joined by Brian Hess, President of Spera Partners, to discuss Internet security and the major types of cyber-threats each and every one of us should be aware of, and more importantly, what precautions should be taken to combat them and be safe online. Listen as Brian shares his expertise in Internet security while passing along best practices to keep safe in a world fraught with cyber-threats and criminals seeking to take advantage of Internet users!

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 by Katelyn Nassar of Young Life Capernaum to discuss the organization’s mission as carried out by its inspired leaders who are consistently working with ‘friends’ from all over the South Hills of Pittsburgh to build authentic relationships. Listen as Katelyn shares her story and passion for helping kids with disabilities, the ways in which Young Life supports their needs and personal growth, and how each of us can contribute to Young Life’s continued success!

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 and business tax planning strategies. Barb’s vision into the industry is extremely valuable when it comes to specific tax laws and benefits that can be planned for in advance. Listen as Barb shares the importance of not handling taxes in a reactionary way, as well as why planning proactively is crucial when it comes to leveraging funds and playing the long game. You’ll learn what steps she is taking to prepare her clients for the changing tax laws, how to plug into charitable donations, and much more.

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 Braun-Bostich & Associates is joined by Cassy Phillips from Insurance Consultants of Pittsburgh to discuss the ramp up to Medicare and to provide the answers you need to help you when it's time to make enrollment and coverage decisions. As a life, health, and annuities manager at Insurance Consultants of Pittsburgh for over 20 years, Cassy’s industry vision is extremely valuable when it comes to Medicare supplement insurance, which can be a complicated topic. Her expertise will help you to determine which plan fits best and at what cost. Listen as Cassy shares the importance of planning proactively for Medicare and why it’s crucial to fully understand the positive, and potentially negative impacts of the decisions you make. You’ll learn about coverage options, costs, how to enroll, and much more.

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 pass on business and family wealth to future generations in a caring way. Estate planning can be challenging and even uncomfortable to discuss, but it's a discussion that we all have to have to ensure that those closest to us are taken care of and prepared for when we are no longer here. Listen now to learn how to have these discussions, how to find right-fit estate plans, how to keep peace in the family, and more!