Stephanie Bracken

Watch Your Assets

Business EN ↓ 26 episodes

Welcome to Your Total Solution Wealth Management!  Whether you're a beginner or are looking to sharpen your financial skills, we’ll cover everything from Medicare to investing to retirement planning and beyond. Our mission is to take you back to school, empowering you with the knowledge and tools you need to navigate and simplify the complex world of finances.   Join the YTS community as we explore tips, strategies, and real-life stories that make finance accessible and exciting. Don’t forget to subscribe for weekly videos that will help you build a library of knowledge. Content in this materi...

Author

Stephanie Bracken

Category

Business

Podcast website

www.ytswealth.com

Latest episode

Jun 26, 2026

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Episodes

Episode 26 | NICOLE RIGGLEMAN KELLY | Investing in the Future Through Philanthropy 26.06.2026

In Episode 26 of Watch Your Assets, host Stephanie Bracken sits down with Nicole Riggleman Kelly, Senior Director of Development at the UPMC Children's Hospital Foundation. Together, they explore the meaningful role philanthropy plays in advancing children's healthcare and strengthening communities. Nicole shares her insights on leadership, purpose-driven work, and the lasting impact of...

Episode 25 | The Truth About Financial Literacy & Your Well-Being 27.04.2026

What does financial literacy really mean, and why does it matter more than ever? In Episode 25 of Watch Your Assets , Steph Bracken breaks down the true definition of financial literacy and how it goes far beyond just budgeting or saving money. It’s about understanding how your financial decisions impact every part of your life, from stress levels and relationships to long-term security and freedo...

Episode 24 | The Financial Benefits and Risks of Marriage Explained 19.02.2026

Love might not come with a price tag, but marriage certainly comes with financial implications. In the latest episode of Watch Your Assets, Steph Bracken breaks down the real tax benefits, financial advantages, and potential hidden risks that come with saying “I do.” Episode 24 is live now. Watch on YouTube or listen on Apple Podcasts & Spotify. #WatchYourAssets #FinancialPlanning #MarriageAnd...

Episode 23 | Why Long-Term Care Planning Belongs in Every Financial Plan 26.01.2026

Long-term care planning isn’t just about health, it’s about protecting your assets. In Episode 23 of Watch Your Assets , Steph Bracken explains what most people miss when it comes to long-term care and Medicaid. Disclosures Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is histor...

Episode 22 | Geno Lodovico | Tax Season Is Changing: What You Need to Know 17.12.2025

In this episode, Steph is joined by Geno Lodovico of Lodovico & Associates to break down key tax tips and important changes you need to know heading into this year’s tax season. From planning smarter to avoiding common mistakes, this episode is packed with real-world insight and actionable value. #YTSWealthManagement #WatchYourAssets #Taxes #TaxSeason #FinancialPlanning #Podcast Disclosures Co...

Episode 21 | How to Level Up Your Financial Plan in 2026 18.11.2025

In Episode 21 of Watch Your Assets , host Stephanie Bracken breaks down how to review your financial plan , evaluate your goals, and set yourself up for progress in 2026 🚀 Whether you’re adjusting for life changes, reevaluating your investment strategy, or planning for major milestones, this episode gives you actionable steps and expert insights to help you stay on track and build a stronger fina...

Episode 19 | Nick Frazetta | AI, Leadership & Building YTS Wealth Management 16.10.2025

In Episode 19 of Watch Your Assets, Stephanie Bracken sits down with Nick Frazetta, COO of YTS Wealth Management. 🚀 Nick shares how he got his start at YTS, the leadership strategies he’s using to elevate the firm, and how artificial intelligence is shaping the future of wealth management. Whether you’re an advisor, entrepreneur, or just curious about how technology is transforming finance, this...

Episode 20 | Building YTS: The Entrepreneurial Journey of Nick Subich 16.10.2025

🎙️ Episode 20 of Watch Your Assets is LIVE! Our CEO, Nick Subich , joins us to talk about his journey as an entrepreneur and how he built YTS into what it is today. 🎧 Listen now on Apple Podcasts and Spotify 📺 Watch the full episode on our YouTube channel #WatchYourAssets #Podcast #Entrepreneurship #Leadership #YTSWealthManagement #NickSubich Disclosures Content in this material is for general i...

Episode 18 | Smart Investing in Your 20s & 30s 21.08.2025

In Episode 18 of Watch Your Assets , Steph Bracken breaks down what young investors (18–35 years old) should focus on when first entering the investment world. From getting started with confidence to smart tips for building long-term wealth, this episode is packed with actionable advice for anyone ready to get ahead financially. Subscribe for more tips on building your future! #WatchYourAssets #YT...

Episode 17 | How to Pick the Right Financial Advisor 07.08.2025

Your money, your values. 💼💬 In this episode, Steph breaks down how your personal beliefs, background, and goals all play a role in choosing the right financial advisor. Don’t just pick someone with a title, pick someone who gets you. Choosing a financial advisor isn’t one-size-fits-all. In Episode 17, Steph dives into the key factors to consider, from ethics and demographics to fees and service...

Episode 16 | Finance Made Simple: Stephanie Answers Your Most Asked Money Questions 24.07.2025

🎙️ In this episode, Stephanie dives into some of the most commonly asked questions in the world of finance, giving you the clarity you need to make smarter moves. 💡💼 🎧 Catch up on all previous episodes now, streaming on Spotify, Apple Podcasts, and YouTube! Disclosures Content in this material is for general information only and not intended to provide specific advice or recommendations for any...

Episode 15 | PART 2 | Insurance 11.07.2025

In Part 2 of our deep dive into insurance, Stephanie Bracken breaks down key types of coverage: term insurance, liability insurance, comprehensive insurance, and universal insurance, and explains why each plays a crucial role in a well-rounded financial strategy.  Whether you’re protecting your loved ones, your property, or your long-term goals, this episode provides insight into how these policie...

Episode 14 | PART 1 | Insurance 03.07.2025

In this episode, Stephanie Bracken dives into the often-overlooked world of insurance, breaking down why it’s not just a safety net, but a powerful financial planning tool. From protecting your income to planning for long-term care, she explains how the right insurance strategies can support you well into your later years. Whether you’re just starting to build your financial foundation or preparin...

Episode 13 | Planning for Retirement Starts NOW 26.06.2025

In Episode 13 of Watch Your Assets , Stephanie Bracken breaks down what retirement planning actually looks like. From timelines to taxes, Steph covers what you should be thinking about now, no matter your age or income. Whether you’re 25 or 55, this episode will help you start thinking about retirement with clarity and confidence. 💬 Got retirement questions? Drop them in the comments! 🔔 Subscrib...

Episode 12 | DAN CARR | What You Need to Know About Estate Planning 05.06.2025

We’re joined by Dan Carr, estate planning attorney and founder of Carr Law LLC in Murrysville, PA. In this episode, Dan breaks down what every family and business owner should know about wills, trusts, and protecting your legacy. Watch now on YouTube or listen on Spotify & Apple Podcasts. Disclosures Content in this material is for general information only and not intended to provide specific...

Episode 11 | BRANDON MULLEN | Inside the Aesthetic Industry with MPWR Aesthetics Founder 23.05.2025

This week on Watch Your Assets , we’re joined by Brandon Mullen, founder of MPWR Aesthetics, a thriving skincare and injection treatment business redefining confidence and care. Brandon shares his journey! If you're building a client-first brand or thinking about entering the aesthetics space, this episode is a must-watch. #WatchYourAssets #MPWRAesthetics #AestheticBusiness #SkincareIndustry...

Episode 10 | Budgeting 15.05.2025

We break down the essentials of budgeting and why it is the foundation of financial success. From tracking expenses to setting realistic goals, learn how to take control of your money and create a plan that works for your lifestyle. Whether you are just starting out or looking to fine tune your approach, this episode offers practical tips to help you spend smarter and save with purpose. Disclosure...

Episode 9 | MAX JERGEL & NICOLE GRIMM | Real Estate & Lending Unlocked 07.05.2025

In Episode 9 of Watch Your Assets , we're joined by Max Jergel, a top real estate agent with Berkshire Hathaway, and Nicole Grimm, a seasoned loan officer with Movement Mortgage. Together, they break down the home buying process, current market trends, and the key things you must know before making your next move. Whether you're buying your first home or investing in real estate, this ep...

Episode 8 | Let’s Talk Taxes | What You Really Need to Know 24.04.2025

In this episode of Watch Your Assets,  Stephanie Bracken breaks down what everyone should know when it comes to taxes, from smart strategies to avoid surprises, to tips that can help you keep more of what you earn. 💸 🎧 Tune in to learn more about taxes! Disclosures Content in this material is for general information only and not intended to provide specific advice or recommendations for any indi...

Episode 7 | Understanding Qualified Retirement Accounts 28.02.2025

Retirement planning can be overwhelming, but having the right accounts in place makes all the difference. In this episode of Watch Your Assets , host Stephanie Bracken breaks down qualified retirement accounts, what they are, how they work, and why they’re essential for long-term wealth. 💡 Want to maximize your retirement savings? Tune in now! 💡 Disclosures Content in this material is for genera...

Episode 6 | JIM CREENAN | Mastering Business & Construction Law 13.02.2025

In Episode 6 of Watch Your Assets Podcast , we sit down with Jim Creenan , seasoned attorney and owner at Creenan & Baczkowski, PC . With deep expertise in construction and business litigation , Jim shares insights on navigating legal complexities, mediation strategies , and how small businesses and local governments can protect their interests. From contract disputes to alternative dispute re...

Episode 5 | JOE SIMON | Essential Financial Planning Tips 06.02.2025

Are you ready to take control of your finances and build a prosperous future? In this episode, Joe Simon and I break down the fundamentals of financial planning. From budgeting and saving to investing and retirement strategies.  Whether you're just starting or looking to optimize your financial game plan, these insights will help you make smarter money decisions! Disclosures Content in this m...

Episode 4 | JOSH YOSKOSKY | Navigating the World of Investment 28.01.2025

Episode 4: from stocks to ETFs to annuities, Josh and Steph have you covered in this investment-focused episode. Whether you're a beginner or a seasoned investor, you'll learn actionable tips to maximize returns, minimize risks, and diversify your portfolio. Don’t miss your chance to take control of your financial future! YTS can assist with all your investment needs so we can grow your...

Episode 3 | What’s the Deal with Social Security? Unlock the Secrets to Maximizing Your Benefits 16.01.2025

Episode 3: on this edition of Watch Your Assets, Steph breaks down Social Security. From the history of the Social Security Administration to how your benefits are taxed, this episode is your all-encompassing guide to wading through this tricky topic.   Don’t leave money on the table!  Let YTS help you maximize the benefits you’ve earned. Disclosures Content in this material is for general informa...

Episode 2 | Medicare Got You Feeling Lost? We’ll Help You Find Your Way Home 13.01.2025

Episode 2: on this episode of Watch Your Assets, Steph sits down with Raquel Corey, YTS’s Director of Insurance, to give you the skinny on Medicare.  Whether you’re turning 65, already enrolled, or are helping a loved one navigate their healthcare options, this comprehensive guide simplifies Medicare.  Learn about the different parts of Medicare, maximizing your benefits, how to avoid costly mista...

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