11 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 #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
    Episode #08: What Happens When a Trust or Estate Inherits an IRA with Lanny Sodini

    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 Cassandra Kirby of Braun-Bostich & Associates is joined by Lanny Sodini, Attorney at SutterWilliams Law, 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.

    • 33 min
    Episode #07: Caring for Your Home with Matt Simpson

    Episode #07: Caring for Your Home with Matt Simpson

    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 & Associates is joined by Matt Simpson, 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.

    • 29 min
    Episode #06: Dementia Care with Carrie Chiusano

    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 Amy Braun-Bostich of Braun-Bostich & Associates is joined by Carrie Chiusano, Presbyterian SeniorCare Network’s Executive Director of the Dementia Care Center of Excellence, 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.

    • 1 hr 6 min

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