Intentional Wealth - A BBA Podcast

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

Episode #19: How to Spot and Stop Cyber Scams with Cassandra Kirby, CFP®, EA 07/08/2025

Episode #19: How to Spot and Stop Cyber Scams with Cassandra Kirby, CFP®, EA 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. Discover how to recognize red flags, such as unauthorized or unusual small charges that may indicate a hacker is testing your accounts. Understand the importance of setting up text and email alerts for your financial accounts, creating verbal passwords for added security, and shredding sensitive documents to prevent identity theft. /episode/index/show/intentionalwealthpodcast/id/37338190

Episode #18: Navigating the Intersection of Mental and Financial Health with Amy Braun-Bostich 05/30/2025

Episode #18: Navigating the Intersection of Mental and Financial Health with Amy Braun-Bostich 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 literacy, accountability, and support. /episode/index/show/intentionalwealthpodcast/id/36791825

Episode #17: Introduction to Food Helpers of Washington County with Athena Petrolias 03/17/2025

Episode #17: Introduction to Food Helpers of Washington County with Athena Petrolias 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 . /episode/index/show/intentionalwealthpodcast/id/35733545

Episode #16: Loans and Mortgage Planning with Zaf Mohsin 12/17/2024

Episode #16: Loans and Mortgage Planning with Zaf Mohsin 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 . /episode/index/show/intentionalwealthpodcast/id/34488580

Episode #15: Personal Fitness with Jessica Cline 07/10/2024

Episode #15: Personal Fitness with Jessica Cline 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. /episode/index/show/intentionalwealthpodcast/id/32087822

Episode #14: Travel Planning with Grace Cheng Braun 03/22/2024

Episode #14: Travel Planning with Grace Cheng Braun 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. /episode/index/show/intentionalwealthpodcast/id/30504343

Episode #13: Investment Strategies with Brian Mulberry 02/02/2024

Episode #13: Investment Strategies with Brian Mulberry 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. /episode/index/show/intentionalwealthpodcast/id/29774008

Episode #12: Elder Care and Nursing Home Costs with Lanny Sodini 02/13/2023

Episode #12: Elder Care and Nursing Home Costs with Lanny Sodini 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 of Intentional Wealth, of joins Amy to discuss practical steps to consider when trying to protect your assets from nursing home care costs. Listen as Lanny shares his legal insights in this informative exchange between financial advisor and estate attorney. /episode/index/show/intentionalwealthpodcast/id/25916382

Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA 12/15/2022

Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA 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 Intentional Wealth to learn what may be prudent to have on your EOY checklist. , a private wealth advisor at Braun-Bostich, joins to discuss what financial issues to consider before the end of the year that contribute to solid 2023 planning. /episode/index/show/intentionalwealthpodcast/id/25343235

Episode #10: College Planning and Funding with Tammy Pompei, CFP® 11/18/2022

Episode #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 episode #10 of Intential Wealth, host is joined by , CFP® and Associate Financial Planner at , for a round-table talk to discuss the importance of integral financial planning when it comes to funding your child’s education ─ planning that doesn’t jeopardizing your retirement income. Listen as Tammy and Amy talk through many of the aspects of planning for college including costs, financial aid, who should pay, and funding options. /episode/index/show/intentionalwealthpodcast/id/25062054

Episode #09: 2022 Market Commentary, Insights, and Perspective with Bob Carey 09/29/2022

Episode #09: 2022 Market Commentary, Insights, and Perspective with Bob Carey In Episode #9 of Intentional Wealth, host of is joined by , Chief Market Strategist at , 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. /episode/index/show/intentionalwealthpodcast/id/24537948

Episode #08: What Happens When a Trust or Estate Inherits an IRA with Lanny Sodini 06/17/2022

Episode #08: What Happens When a Trust or Estate Inherits an IRA with Lanny Sodini 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 of is joined by , Attorney at , 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 estate attorney. /episode/index/show/intentionalwealthpodcast/id/23464043

Episode #07: Caring for Your Home with Matt Simpson 04/21/2022

Episode #07: Caring for Your Home with Matt Simpson The 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 of is joined by , President of Freedom Home Advantage, to discuss how you can make “One Call To Take Care Of It All” - from home care and repair, to rental property care and management, to custom building and more. Listen as Matt shares his story and tips to consider when caring for your home. /episode/index/show/intentionalwealthpodcast/id/22868345

Episode #06: Dementia Care with Carrie Chiusano 02/01/2022

Episode #06: Dementia Care with Carrie Chiusano 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 of is joined by , Executive Director of the to discuss dementia, including Alzheimer’s, its common signs and symptoms, and what to do if diagnosed. Carrie’s extensive experience and personal insight in understanding all aspects of this “umbrella-term” - dementia - is invaluable for all who may be affected by this disease. Listen as Carrie shares the importance of understanding dementia - as a person experiencing symptoms or diagnosed, as well as those that may be taking on a role of caregiver. /episode/index/show/intentionalwealthpodcast/id/21980879

Episode #05: Internet Security and Cyber-Threats with Brian Hess 12/20/2021

Episode #05: Internet Security and Cyber-Threats with Brian Hess In Episode #4 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. /episode/index/show/intentionalwealthpodcast/id/21553298

Episode #04: Introduction to Young Life Capernaum with Katelyn Nassar 11/17/2021

Episode #04: Introduction to Young Life Capernaum with Katelyn Nassar 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 to introduce adolescents with disabilities to Jesus Christ while helping them grow in their faith and strengthen community ties. Listen as Katelyn shares her story and passion for helping kids with disabilities and the ways in which Young Life supports their needs and personal growth. /episode/index/show/intentionalwealthpodcast/id/21198602

Episode #03: Tax Planning Strategies with Barb LoPresti 10/06/2021

Episode #03: Tax Planning Strategies with Barb LoPresti 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.  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. /episode/index/show/intentionalwealthpodcast/id/20719601

Episode #02: Medicare Planning with Cassy Phillips 08/31/2021

Episode #02: Medicare Planning with Cassy Phillips 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. Her expertise will help you to determine which plan fits best and at what cost. You’ll also learn about coverage options, costs, how to enroll, and much more. /episode/index/show/intentionalwealthpodcast/id/20321582

Episode #01: Estate Planning with Philip Goldblum 07/19/2021

Episode #01: Estate Planning with Philip Goldblum In the first episode of the Intentional Wealth podcast, host and CEO of Braun-Bostich & Associates, Amy Braun-Bostich, 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. Listen now to learn how to find right-fit estate plans, how to keep peace in the family, and more! /episode/index/show/intentionalwealthpodcast/id/19856729

Intentional Wealth - A BBA Podcast

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