Intentional Wealth - A BBA Podcast

Business & Economics Podcasts

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

Location:

United States

Description:

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

Language:

English

Contact:

724.942.2639


Episodes

Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA

12/15/2022
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...

Duration:00:31:41

Episode #10: College Planning and Funding with Tammy Pompei, CFP®

11/18/2022
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...

Duration:00:23:37

Episode #09: 2022 Market Commentary, Insights, and Perspective with Bob Carey

9/29/2022
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...

Duration:00:36:58

Episode #08: What Happens When a Trust or Estate Inherits an IRA with Lanny Sodini

6/17/2022
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...

Duration:00:33:43

Episode #07: Caring for Your Home with Matt Simpson

4/21/2022
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...

Duration:00:29:31

Episode #06: Dementia Care with Carrie Chiusano

2/1/2022
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...

Duration:01:06:43

Episode #05: Internet Security and Cyber-Threats with Brian Hess

12/20/2021
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...

Duration:00:28:07

Episode #04: Introduction to Young Life Capernaum with Katelyn Nassar

11/17/2021
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...

Duration:00:15:16

Episode #03: Tax Planning Strategies with Barb LoPresti

10/6/2021
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...

Duration:00:32:48

Episode #02: Medicare Planning with Cassy Phillips

8/31/2021
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...

Duration:00:34:02

Episode #01: Estate Planning with Philip Goldblum

7/19/2021
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...

Duration:00:38:53