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Watch Your Assets episodes
- Episode 27 | Education Planning | Different Ways to Fund Your Child’s Education
How 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 for education expenses, including:
• 529 plans and their tax advantages
• How leftover 529 funds can be used
• 529-to-Roth IRA conversions
• Student loans and financial aid
• UTMA accounts and how they differ from 529s
• Superfunding a 529 plan
• Gifting directly to a university
• Why investing education savings can matter over timeWhether you're planning for college, private school, or simply want to start setting money aside for the next generation, understanding your options can help you make more informed decisions.
Watch Episode 27 of Watch Your Assets to learn more about the strategies available and how they may fit into your overall financial plan.
📞 Have questions about education planning? Give YTS Wealth Management a call at 724-733-4334.
#WatchYourAssets #EducationPlanning #529Plan #CollegePlanning #FinancialPlanning #YTSWealthManagement
YTS Wealth Website: https://www.ytswealth.com
Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement
Steph Bracken Email: [email protected]25 min - Episode 26 | NICOLE RIGGLEMAN KELLY | Investing in the Future Through Philanthropy
In 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.
Together, they explore the meaningful role philanthropy plays in advancing children's healthcare and strengthening communities. Nicole shares her insights on leadership, purpose-driven work, and the lasting impact of investing in programs and resources that support patients and families.
From community engagement to creating opportunities for future generations, this inspiring conversation highlights how strategic giving can make a real difference and why investing in the future goes far beyond finances.
🎧 Tune in for a thoughtful discussion on philanthropy, leadership, and the power of making an impact.YTS Wealth Website: https://www.ytswealth.com
Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement
Steph Bracken Email: [email protected]27 min - Episode 25 | The Truth About Financial Literacy & Your Well-Being
What 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 literacy and how it goes far beyond just budgeting or saving money. It’s about understanding how your financial decisions impact every part of your life, from stress levels and relationships to long-term security and freedom.
The reality is, financial literacy isn’t just a “nice to have.” It’s a foundational skill that can shape your future.
Whether you’re just getting started or looking to level up your financial knowledge, this episode gives you the perspective and clarity to take control.
🎧 Watch the full episode now and start building a stronger financial future.
Disclosures
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 invest 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.
YTS Wealth Website: https://www.ytswealth.com
Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement
Steph Bracken Email: [email protected]44 min - Episode 24 | The Financial Benefits and Risks of Marriage Explained
Love 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 benefits, financial advantages, and potential hidden risks that come with saying “I do.”
Episode 24 is live now.
Watch on YouTube or listen on Apple Podcasts & Spotify.
#WatchYourAssets #FinancialPlanning #MarriageAndMoney #TaxStrategy #YTSWealthManagement
Disclosures
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 invest 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.
YTS Wealth Website: https://www.ytswealth.com
Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement
Steph Bracken Email: [email protected]49 min - Episode 23 | Why Long-Term Care Planning Belongs in Every Financial Plan
Long-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 to long-term care and Medicaid.
Disclosures
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 invest 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.
YTS Wealth Website: https://www.ytswealth.com
Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement
Steph Bracken Email: [email protected]22 min - Episode 22 | Geno Lodovico | Tax Season Is Changing: What You Need to Know
In 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.
From planning smarter to avoiding common mistakes, this episode is packed with real-world insight and actionable value.
#YTSWealthManagement #WatchYourAssets #Taxes #TaxSeason #FinancialPlanning #PodcastDisclosures
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 invest 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.
YTS Wealth Website: https://www.ytswealth.com
Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement
Steph Bracken Email: [email protected]38 min - Episode 21 | How to Level Up Your Financial Plan in 2026
In 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 you’re adjusting for life changes, reevaluating your investment strategy, or planning for major milestones, this episode gives you actionable steps and expert insights to help you stay on track and build a stronger financial future.
📈 Ready to start 2026 with confidence? Tune in now and take control of your financial journey.
👉 Don't forget to subscribe for more smart money tips every week!
Disclosures
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 invest 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.
YTS Wealth Website: https://www.ytswealth.com
Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement
Steph Bracken Email: [email protected]25 min - Episode 20 | Building YTS: The Entrepreneurial Journey of Nick Subich
🎙️ 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 on Apple Podcasts and Spotify
📺 Watch the full episode on our YouTube channel#WatchYourAssets #Podcast #Entrepreneurship #Leadership #YTSWealthManagement #NickSubich
Disclosures
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 invest 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.
YTS Wealth Website: https://www.ytswealth.com
Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement
Steph Bracken Email: [email protected]45 min - Episode 19 | Nick Frazetta | AI, Leadership & Building YTS Wealth Management
In 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 strategies he’s using to elevate the firm, and how artificial intelligence is shaping the future of wealth management.
Whether you’re an advisor, entrepreneur, or just curious about how technology is transforming finance, this is an episode you don’t want to miss!
👉 Don’t forget to like, subscribe, and hit the bell so you never miss an episode of Watch Your Assets!
#WatchYourAssets #YTSWealthManagement #Leadership #ArtificialIntelligence #FinanceDisclosures
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 invest 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.
YTS Wealth Website: https://www.ytswealth.com
Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement
Steph Bracken Email: [email protected]35 min - Episode 18 | Smart Investing in Your 20s & 30s
In 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 started with confidence to smart tips for building long-term wealth, this episode is packed with actionable advice for anyone ready to get ahead financially.
Subscribe for more tips on building your future!
#WatchYourAssets #YTSWealthManagement #Podcast #Investing
Disclosures
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 invest 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.
YTS Wealth Website: https://www.ytswealth.com
Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement
Steph Bracken Email: [email protected]46 min
About Watch Your Assets
From the publisher's feed
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/