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, CFP®, delivers useful insights and strategies that help YOU to live your best financial life!
Latest Episode
Episode #12: Elder Care and Nursing Home Costs with Lanny Sodini
February 13, 2023
In Episode #12 of Intentional Wealth, host Amy Braun-Bostich is joined by Lanny Sodini of SutterWilliams Law to discuss practical steps to consider when trying to protect your assets from nursing home care costs.
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.
Listen as Lanny shares his legal insights in this informative exchange between financial advisor and estate attorney.
Previous Episodes |
Episode #01: Estate Planning with Philip GoldblumJuly 19, 2021
Click here to listen to Episode #01: Estate Planning with Philip Goldblum! |
Episode #02: Medicare Planning with Cassy PhillipsAugust 31, 2021
Click here to listen to Episode #02: Medicare Planning with Cassy Phillips! |
Episode #03: Tax Planning Strategies with Barb LoPrestiOctober 6, 2021
Click here to listen to Episode #03: Tax Planning Strategies with Barb LoPresti! |
Episode #04: Introduction to Young Life Capernaum with Katelyn NassarNovember 17, 2021
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
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
Click here to listen to Episode #06: Dementia Care with Carrie Chiusano! |
Episode #07: Caring for Your Home with Matt Simpson
April 21, 2022
Click here to listen to Episode #07: Caring for Your Home with Matt Simpson! |
Episode #08: What Happens When a Trust or Estate Inherits an IRA with Lanny Sodini
June 17, 2022
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Episode #09: 2022 Market Commentary, Insights, and Perspective with Bob Carey
September 29, 2022
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Episode #10: College Planning and Funding with Tammy Pompei, CFP®
November 18, 2022
Click here to listen to Episode #10: College Planning and Funding with Tammy Pompei, CFP®! |
Episode #11: End-Of-Year Financial Considerations That Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EADecember 15, 2022
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