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.

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.

In Episode #17 of Intentional Wealth, host Amy Braun-Bostich is joined by Athena Petrolias, Operations Manager at Food Helpers, 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.

In Episode #16 of Intentional Wealth, host Amy Braun-Bostich is joined by Zaf Mohsin, CEO of Mohsin Mortgage Corporation, 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.

In Episode #15 of Intentional Wealth, host Amy Braun-Bostich is joined by Jessica Cline of 9Round Fitness 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.

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.

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.

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.