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 #19: How to Spot and Stop Cyber Scams with Cassandra Kirby, CFP®, EA

In Episode #18 of Intentional Wealth, 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 #18: Navigating the Intersection of Mental and Financial Health

In Episode #17 of Intentional Wealth, host Amy Braun-Bostich is joined by Athena Petrolias, Operations Manager at Food Helpers [https://foodhelpers.org/], 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 Food Helpers website [https://foodhelpers.org/].

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

In Episode #16 of Intentional Wealth, host Amy Braun-Bostich is joined by Zaf Mohsin, CEO of Mohsin Mortgage Corporation [https://www.mmcmtg.com/], 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 Mohsin Mortgage Corporation website [https://www.mmcmtg.com/].

Episode #16: Loans and Mortgage Planning with Zaf Mohsin

In Episode #15 of Intentional Wealth, host Amy Braun-Bostich is joined by Jessica Cline [https://www.linkedin.com/in/jessicaclinetbb/] of 9Round Fitness [https://www.9round.com/] 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 #15: Personal Fitness with Jessica Cline

In Episode #14 of Intentional Wealth, host Amy Braun-Bostich is joined by Grace Cheng Braun with Destinations with Grace [https://destinationswithgrace.com/] 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 #14: Travel Planning with Grace Cheng Braun

In Episode #13 of Intentional Wealth, host Amy Braun-Bostich is joined by Brian Mulberry [https://www.linkedin.com/in/brianmulberry] of Zacks Investment Management [https://www.zacksim.com/] to discuss the economy, the market, allocating assets, the future of inflations, and bonds.

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 #13: Investment Strategies with Brian Mulberry

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 [https://sutterwilliamslaw.com/about-us/orlando-r-sodini/] of SutterWilliams Law [https://sutterwilliamslaw.com/] 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 #12: Elder Care and Nursing Home Costs with Lanny Sodini

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 [https://www.linkedin.com/in/cassandrakirby/], a private wealth advisor at Braun-Bostich, joins Amy [https://www.linkedin.com/in/amyjbraunbostich/] to discuss what financial issues to consider before the end of the year that contribute to solid 2023 planning.

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

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 [https://www.linkedin.com/in/amyjbraunbostich/] is joined by Tammy Pompei [https://www.linkedin.com/in/tammypompei/], CFP® and Associate Financial Planner at Braun-Bostich & Associates [https://braun-bostich.com/], 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 #10: College Planning and Funding with Tammy Pompei, CFP®

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

Doug Bostich

Shows