Shows
Intentional Wealth - A BBA PodcastEpisode #17: Introduction to Food Helpers of Washington County with Athena PetroliasIn 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 supplemental food, nutrition education, and socioeconomic resources to families in need. After listening, if you’d like to know more, you can visit the Food Helpers website.2025-03-1726 min
Intentional Wealth - A BBA PodcastEpisode #16: Loans and Mortgage Planning with Zaf MohsinIn 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 housing market, various types of loans, what you need to avoid, and more. After listening, if you’d like to know more, you can visit the Mohsin Mortgage Corporation website.2024-12-1722 min
Intentional Wealth - A BBA PodcastEpisode #15: Personal Fitness with Jessica ClineIn 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 physically fit into your retirement years, different exercises and workouts suited for different age groups, the difference between high impact and low impact activities, the impact of exercising on mental health, and more.2024-07-1029 min
Intentional Wealth - A BBA PodcastEpisode #14: Travel Planning with Grace Cheng BraunIn 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.2024-03-2250 min
Intentional Wealth - A BBA PodcastEpisode #13: Investment Strategies with Brian MulberryIn 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.2024-02-0220 min
Intentional Wealth - A BBA PodcastEpisode #12: Elder Care and Nursing Home Costs with Lanny SodiniNot 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 t...2023-02-1348 min
Intentional Wealth - A BBA PodcastEpisode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EAIn 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...2022-12-1531 minIntentional Wealth - A BBA PodcastEpisode #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 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...2022-11-1823 minIntentional Wealth - A BBA PodcastEpisode #09: 2022 Market Commentary, Insights, and Perspective with Bob CareyIn 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.2022-09-2937 min
NAPFA Nation PodcastRising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship - Episode #28 of Mindset MasteryIn Episode #28 of Mindset Mastery, “Rising Stars: Three Fiduciary Planners Speak Up on Career Paths, Role Models and Mentorship,” host Marie Swift, CEO of Impact Communications, speaks with three women who have made fiduciary financial planning and investment management their profession. She is joined by Anabel Diaz, CFP®, MSFP of Natural Bridges Financial Advisors; Cassandra Kirby, CFP®, EA of Braun-Bostich & Associates; and Dani Parris-Exline, CFP®, AFC® of Peace of Mind Financial Planning. Cassie joined her firm 21 years ago and is now a senior advisor and partner. Dani, formerly an HR professional with 20+ years of experience, worked within large companies focused...2022-08-0124 minIntentional Wealth - A BBA PodcastEpisode #08: What Happens When a Trust or Estate Inherits an IRA with Lanny SodiniWhen 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...2022-06-1733 minIntentional Wealth - A BBA PodcastEpisode #07: Caring for Your Home with Matt SimpsonThe 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...2022-04-2129 minIntentional Wealth - A BBA PodcastEpisode #06: Dementia Care with Carrie ChiusanoWith 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 i...2022-02-011h 06Intentional Wealth - A BBA PodcastEpisode #05: Internet Security and Cyber-Threats with Brian HessAs 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 ex...2021-12-2128 min
Intentional Wealth - A BBA PodcastEpisode #04: Introduction to Young Life Capernaum with Katelyn NassarAs 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 Y...2021-11-1715 min
Intentional Wealth - A BBA PodcastEpisode #03: Tax Planning Strategies with Barb LoPrestiGiven 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 cruc...2021-10-0632 min
Intentional Wealth - A BBA PodcastEpisode #02: Medicare Planning with Cassy PhillipsWhether 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 Insuran...2021-08-3134 min
Intentional Wealth - A BBA PodcastEpisode #01: Estate Planning with Philip GoldblumIn 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...2021-07-1938 min