Episode #03: Tax Planning Strategies with Barb LoPresti
Intentional Wealth - A BBA Podcast
Release Date: 10/06/2021
Episode #19: How to Spot and Stop Cyber Scams with Cassandra Kirby, CFP®, EA
Intentional Wealth - A BBA Podcast
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 practical steps to protect your financial life. They reinforce that cyber scams can happen to anyone, regardless of age or experience, and that vigilance and preparation are key to staying safe....
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Episode #18: Navigating the Intersection of Mental and Financial Health with Amy Braun-Bostich
Intentional Wealth - A BBA Podcast
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. Discover why nearly half of Americans are experiencing unprecedented financial stress, the unhealthy coping mechanisms many adopt, and practical strategies for building resilience through financial...
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Episode #17: Introduction to Food Helpers of Washington County with Athena Petrolias
Intentional Wealth - A BBA Podcast
In Episode #17 of Intentional Wealth, host Amy Braun-Bostich is joined by Athena Petrolias, Operations Manager at , 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 .
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Episode #16: Loans and Mortgage Planning with Zaf Mohsin
Intentional Wealth - A BBA Podcast
In Episode #16 of Intentional Wealth, host Amy Braun-Bostich is joined by Zaf Mohsin, CEO of , 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 .
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Episode #15: Personal Fitness with Jessica Cline
Intentional Wealth - A BBA Podcast
In Episode #15 of Intentional Wealth, host Amy Braun-Bostich is joined by of 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.
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Episode #14: Travel Planning with Grace Cheng Braun
Intentional Wealth - A BBA Podcast
In Episode #14 of Intentional Wealth, host Amy Braun-Bostich is joined by Grace Cheng Braun with 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.
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Episode #13: Investment Strategies with Brian Mulberry
Intentional Wealth - A BBA Podcast
In Episode #13 of Intentional Wealth, host Amy Braun-Bostich is joined by of 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.
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Episode #12: Elder Care and Nursing Home Costs with Lanny Sodini
Intentional Wealth - A BBA Podcast
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 home is in your immediate future as well. With that in mind, take careful listen to this episode of Intentional Wealth to learn how to protect your assets from nursing home costs. In Episode #12...
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Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA
Intentional Wealth - A BBA Podcast
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 implement EOY initiatives as applicable may help. With that in mind, take careful listen to this episode of...
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Episode #10: College Planning and Funding with Tammy Pompei, CFP®
Intentional Wealth - A BBA Podcast
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 episode #10 of Intential Wealth, host is joined...
info_outlineGiven 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 crucial when it comes to leveraging funds and playing the long game. You’ll learn what steps she is taking to prepare her clients for the changing tax laws, how to plug into charitable donations, and much more.