Intentional Wealth - A BBA Podcast

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 animals each year in Washington County. She shares how the Humane Society provides comprehensive medical car...

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 common, Amy and Cassandra explore the warning signs that your security may have been compromised and share p...

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 surveys and expert insights revealing how financial pressures can impact mental health, and vice versa. Disc...

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 supplemental food, nutrition education, and socioeconomic resources to families in need. After listening,...

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 housing market, various types of loans, what you need to avoid, and more. After listening, if you'd like to...

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 physically fit into your retirement years, different exercises and workouts suited for different age groups,...

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 befor...

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...

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 h...

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 c...

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...

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 SutterWillia...

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 &...

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  Carr...

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 , t...

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...

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 co...

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 discus...

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 cha...