14 episodes

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

Intentional Wealth - A BBA Podcast Braun-Bostich & Associates

    • Business

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 #14: Travel Planning with Grace Cheng Braun

    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 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.

    • 50 min
    Episode #13: Investment Strategies with Brian Mulberry

    Episode #13: Investment Strategies with Brian Mulberry

    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 before the end of the UAW & Screenwriters Strikes.

    • 20 min
    Episode #12: Elder Care and Nursing Home Costs with Lanny Sodini

    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, Lanny Sodini of SutterWilliams Law 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.

    • 48 min
    Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA

    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. Cassandra Kirby, a private wealth advisor at Braun-Bostich, joins Amy to discuss what financial issues to consider before the end of the year that contribute to solid 2023 planning.

    • 31 min
    Episode #10: College Planning and Funding with Tammy Pompei, CFP®

    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 Amy Braun-Bostich is joined by Tammy Pompei, CFP® and Associate Financial Planner at Braun-Bostich & Associates, 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.

    • 23 min
    Episode #09: 2022 Market Commentary, Insights, and Perspective with Bob Carey

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

    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 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.

    • 37 min

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