Watch Your Assets

Your 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 just pick someone with a title, pick someone who gets you.

Choosing a financial advisor isn’t one-size-fits-all. In Episode 17, Steph dives into the key factors to consider, from ethics and demographics to fees and service offerings. She explains how your personal views and values should align with your advisor’s approach, and why it’s important they offer the full suite of services you need, like tax planning, insurance, and investment strategies.

Tune in and learn how to find someone who fits both your financial goals and your worldview.

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]

🎙️ 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 on all previous episodes now, streaming on Spotify, Apple Podcasts, and YouTube!

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]

In Part 2 of our deep dive into insurance, Stephanie Bracken breaks down key types of coverage: term insurance, liability insurance, comprehensive insurance, and universal insurance, and explains why each plays a crucial role in a well-rounded financial strategy.

 Whether you’re protecting your loved ones, your property, or your long-term goals, this episode provides insight into how these policies work and why they matter at every stage of life.

Don’t miss this practical guide to making insurance work for you, not against you.

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]

In 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 protecting your income to planning for long-term care, she explains how the right insurance strategies can support you well into your later years. Whether you’re just starting to build your financial foundation or preparing for retirement, this episode highlights why insurance matters more than you think.

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]

In 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 about now, no matter your age or income.

Whether you’re 25 or 55, this episode will help you start thinking about retirement with clarity and confidence.

💬 Got retirement questions? Drop them in the comments!

🔔 Subscribe so you never miss an episode.

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]

We’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 know about wills, trusts, and protecting your legacy.

Watch now on YouTube or listen on Spotify & Apple Podcasts.

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]

This 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.

Brandon shares his journey!

If you're building a client-first brand or thinking about entering the aesthetics space, this episode is a must-watch.

#WatchYourAssets #MPWRAesthetics #AestheticBusiness #SkincareIndustry #Entrepreneurship #MedicalAesthetics

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]

We 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 money and create a plan that works for your lifestyle. Whether you are just starting out or looking to fine tune your approach, this episode offers practical tips to help you spend smarter and save with purpose.

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]

In 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.

Together, they break down the home buying process, current market trends, and the key things you must know before making your next move. Whether you're buying your first home or investing in real estate, this episode is packed with insider insights you don’t want to miss! 🏡💼💰

#WatchYourAssets #RealEstate #MortgageTips #HomeBuying #BerkshireHathaway #MovementMortgage #FinancePodcast #AssetBuilding #RealEstateAdvice

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]

In 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 help you keep more of what you earn. 💸

🎧 Tune in to learn more about taxes!

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]