Watch Your Assets
de Stephanie Bracken
Episódio mais recente
Episode 27 | Education Planning | Different Ways to Fund Your…
Episode 27 | Education Planning | Different Ways to Fund Your…
Sobre este podcast
Welcome to Your Total Solution Wealth Management! Whether you're a beginner or are looking to sharpen your financial skills, we’ll cover everything from Medicare to investing to retirement planning and beyond. Our mission is to take you back to school, empowering you with the knowledge and tools you need to navigate and simplify the complex world of finances.
Join the YTS community as we explore tips, strategies, and real-life stories that make finance accessible and exciting. Don’t forget to subscribe for weekly videos that will help you build a library of knowledge.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
https://www.finra.org/
https://www.sipc.org/
Episódios
Os 20 episódios mais recentes de 27
- Episode 27 | Education Planning | Different Ways to Fund Your Child’s Education · 25 min · Temporada 1 Episódio 27How should you save and invest for your child or grandchild’s education? 🎓 In Episode 27 of Watch Your Assets, Stephanie Bracken breaks down the different ways families can plan…
- Episode 26 | NICOLE RIGGLEMAN KELLY | Investing in the Future Through Philanthropy · 26 min · Temporada 1 Episódio 26In Episode 26 of Watch Your Assets, host Stephanie Bracken sits down with Nicole Riggleman Kelly, Senior Director of Development at the UPMC Children's Hospital Foundation…
- Episode 25 | The Truth About Financial Literacy & Your Well-Being · 43 min · Temporada 1 Episódio 25What does financial literacy really mean, and why does it matter more than ever? In Episode 25 of Watch Your Assets, Steph Bracken breaks down the true definition of financial…
- Episode 24 | The Financial Benefits and Risks of Marriage Explained · 49 min · Temporada 1 Episódio 24Love might not come with a price tag, but marriage certainly comes with financial implications. In the latest episode of Watch Your Assets, Steph Bracken breaks down the real tax…
- Episode 23 | Why Long-Term Care Planning Belongs in Every Financial Plan · 22 min · Temporada 1 Episódio 23Long-term care planning isn’t just about health, it’s about protecting your assets. In Episode 23 of Watch Your Assets, Steph Bracken explains what most people miss when it comes…
- Episode 22 | Geno Lodovico | Tax Season Is Changing: What You Need to Know · 37 min · Temporada 1 Episódio 22In this episode, Steph is joined by Geno Lodovico of Lodovico & Associates to break down key tax tips and important changes you need to know heading into this year’s tax season…
- Episode 21 | How to Level Up Your Financial Plan in 2026 · 24 min · Temporada 1 Episódio 21In Episode 21 of Watch Your Assets, host Stephanie Bracken breaks down how to review your financial plan, evaluate your goals, and set yourself up for progress in 2026 🚀 Whether…
- Episode 19 | Nick Frazetta | AI, Leadership & Building YTS Wealth Management · 35 min · Temporada 1 Episódio 19In Episode 19 of Watch Your Assets, Stephanie Bracken sits down with Nick Frazetta, COO of YTS Wealth Management. 🚀 Nick shares how he got his start at YTS, the leadership…
- Episode 20 | Building YTS: The Entrepreneurial Journey of Nick Subich · 44 min · Temporada 1 Episódio 20🎙️ Episode 20 of Watch Your Assets is LIVE! Our CEO, Nick Subich, joins us to talk about his journey as an entrepreneur and how he built YTS into what it is today. 🎧 Listen now…
- Episode 18 | Smart Investing in Your 20s & 30s · 46 min · Temporada 1 Episódio 18In Episode 18 of Watch Your Assets, Steph Bracken breaks down what young investors (18–35 years old) should focus on when first entering the investment world. From getting…
- Episode 17 | How to Pick the Right Financial Advisor · 25 min · Temporada 1 Episódio 17Your money, your values. 💼💬 In this episode, Steph breaks down how your personal beliefs, background, and goals all play a role in choosing the right financial advisor. Don’t…
- Episode 16 | Finance Made Simple: Stephanie Answers Your Most Asked Money Questions · 32 min · Temporada 1 Episódio 16🎙️ In this episode, Stephanie dives into some of the most commonly asked questions in the world of finance, giving you the clarity you need to make smarter moves. 💡💼 🎧 Catch up…
- Episode 15 | PART 2 | Insurance · 31 min · Temporada 1 Episódio 15In Part 2 of our deep dive into insurance, Stephanie Bracken breaks down key types of coverage: term insurance, liability insurance, comprehensive insurance, and universal…
- Episode 14 | PART 1 | Insurance · 44 min · Temporada 1 Episódio 14In this episode, Stephanie Bracken dives into the often-overlooked world of insurance, breaking down why it’s not just a safety net, but a powerful financial planning tool. From…
- Episode 13 | Planning for Retirement Starts NOW · 54 min · Temporada 1 Episódio 13In Episode 13 of Watch Your Assets, Stephanie Bracken breaks down what retirement planning actually looks like. From timelines to taxes, Steph covers what you should be thinking…
- Episode 12 | DAN CARR | What You Need to Know About Estate Planning · 1 h 3 min · Temporada 1 Episódio 12We’re joined by Dan Carr, estate planning attorney and founder of Carr Law LLC in Murrysville, PA. In this episode, Dan breaks down what every family and business owner should…
- Episode 11 | BRANDON MULLEN | Inside the Aesthetic Industry with MPWR Aesthetics Founder · 43 min · Temporada 1 Episódio 11This week on Watch Your Assets, we’re joined by Brandon Mullen, founder of MPWR Aesthetics, a thriving skincare and injection treatment business redefining confidence and care…
- Episode 10 | Budgeting · 42 min · Temporada 1 Episódio 10We break down the essentials of budgeting and why it is the foundation of financial success. From tracking expenses to setting realistic goals, learn how to take control of your…
- Episode 9 | MAX JERGEL & NICOLE GRIMM | Real Estate & Lending Unlocked · 59 min · Temporada 1 Episódio 9In Episode 9 of Watch Your Assets, we're joined by Max Jergel, a top real estate agent with Berkshire Hathaway, and Nicole Grimm, a seasoned loan officer with Movement Mortgage…
- Episode 8 | Let’s Talk Taxes | What You Really Need to Know · 41 min · Temporada 1 Episódio 8In this episode of Watch Your Assets, Stephanie Bracken breaks down what everyone should know when it comes to taxes, from smart strategies to avoid surprises, to tips that can…
