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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
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Episode #12: Elder Care and Nursing Home Costs with Lanny Sodini
48:58
48:58
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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. Bu…
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Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA
31:59
31:59
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31:59
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 impa…
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Episode #10: College Planning and Funding with Tammy Pompei, CFP®
23:42
23:42
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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 on…
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Episode #09: 2022 Market Commentary, Insights, and Perspective with Bob Carey
37:08
37:08
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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 ta…
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Episode #08: What Happens When a Trust or Estate Inherits an IRA with Lanny Sodini
33:52
33:52
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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…
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Episode #07: Caring for Your Home with Matt Simpson
29:40
29:40
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29:40
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 W…
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Episode #06: Dementia Care with Carrie Chiusano
1:06:43
1:06:43
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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 o…
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Episode #05: Internet Security and Cyber-Threats with Brian Hess
28:08
28:08
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28:08
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…
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Episode #04: Introduction to Young Life Capernaum with Katelyn Nassar
15:30
15:30
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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 …
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Episode #03: Tax Planning Strategies with Barb LoPresti
32:45
32:45
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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 int…
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Episode #02: Medicare Planning with Cassy Phillips
34:00
34:00
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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 fro…
