Intentional Wealth Podcast

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!

Latest Episode

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

June 17, 2022

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 the eighth episode of the Intentional Wealth podcast, host Cassandra Kirby of Braun-Bostich & Associates is joined by Lanny Sodini, Attorney at SutterWilliams Law, 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.

Episode #01: Estate Planning with Philip Goldblum

July 19, 2021
In the first episode of the Intentional Wealth podcast, host Amy Braun-Bostich 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.

Click here to listen to Episode #01: Estate Planning with Philip Goldblum!

Episode #02: Medicare Planning with Cassy Phillips

August 31, 2021
In the second episode of the Intentional Wealth podcast, host Amy Braun-Bostich 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.

Click here to listen to Episode #02: Medicare Planning with Cassy Phillips!

Episode #03: Tax Planning Strategies with Barb LoPresti

October 6, 2021
In the third episode of the Intentional Wealth podcast, host Amy Braun-Bostich is joined by Barb LoPresti of LoPresti & Company, LLC to discuss impactful personal and business tax planning strategies, including what steps she is taking to prepare her clients for the changing tax laws, how to plug into charitable donations, and much more.

Click here to listen to Episode #03: Tax Planning Strategies with Barb LoPresti!

Episode #04: Introduction to Young Life Capernaum with Katelyn Nassar

November 17, 2021
In the fourth episode of the Intentional Wealth podcast, host Amy Braun-Bostich 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.

Click here to listen to Episode #04: Introduction to Young Life Capernaum with Katelyn Nassar!

Episode #05: Internet Security and Cyber-Threats with Brian Hess

December 20, 2021
In the fifth episode of the Intentional Wealth podcast, host Amy Braun-Bostich is joined by Brian Hess, President of Spera Partners, to discuss Internet security and the major types of cyber-threats each and every one of us should be aware of, and more importantly, what precautions should be taken to combat them and be safe online.

Click here to listen to Episode #05: Internet Security and Cyber-Threats with Brian Hess!

Episode #06: Dementia Care with Carrie Chiusano

February 1, 2022
In the sixth episode of the Intentional Wealth podcast, host Amy Braun-Bostich 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.

Click here to listen to Episode #06: Dementia Care with Carrie Chiusano!

Episode #07: Caring for Your Home with Matt Simpson

April 21, 2022
In the seventh episode of the Intentional Wealth podcast, host Amy Braun-Bostich 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.

Click here to listen to Episode #07: Caring for Your Home with Matt Simpson!

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Intentional Wealth Podcast

When your goals are meaningful and your wealth has purpose, you can truly live with intention...

Latest Episode

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When your goals are meaningful and your wealth has purpose,
you can truly live with intention...