Braun-Bostich & Associates
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!
As one of BBA Cares’ supported organizations, Young Life Capernaum introduces adolescents with disabilities to Jesus Christ while helping them to grow in their faith and strengthen community ties. 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 as carried out by its inspired leaders who are consistently working with ‘friends’ from all over the South Hills of Pittsburgh to build authentic relationships. Listen as Katelyn shares her story and passion for helping kids with disabilities, the ways in which Young Life supports their needs and personal growth, and how each of us can contribute to Young Life’s continued success!
15 min 29 sec
Given 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.
32 min 44 sec
Whether you’re retired or still working, Medicare will likely become part of your life after you turn 65. How do you sort through your coverage options? When (and how) do you enroll? And, what if you have other health insurance? 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. As a life, health, and annuities manager at Insurance Consultants of Pittsburgh for over 20 years, Cassy’s industry vision is extremely valuable when it comes to Medicare supplement insurance, which can be a complicated topic. Her expertise will help you to determine which plan fits best and at what cost. Listen as Cassy shares the importance of planning proactively for Medicare and why it’s crucial to fully understand the positive, and potentially negative impacts of the decisions you make. You’ll learn about coverage options, costs, how to enroll, and much more.
33 min 59 sec
In the first episode of the Intentional Wealth podcast, host Amy Braun-Bostich, Founder of Braun-Bostich & Associates, 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. Estate planning can be challenging and even uncomfortable to discuss, but it's a discussion that we all have to have to ensure that those closest to us are taken care of and prepared for when we are no longer here. Listen now to learn how to have these discussions, how to find right-fit estate plans, how to keep peace in the family, and more!
38 min 52 sec