Watch Your Assets

Retirement planning can be overwhelming, but having the right accounts in place makes all the difference.

In this episode of Watch Your Assets, host Stephanie Bracken breaks down qualified retirement accounts, what they are, how they work, and why they’re essential for long-term wealth.

💡 Want to maximize your retirement savings? Tune in now! 💡

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 6 of Watch Your Assets Podcast, we sit down with Jim Creenan, seasoned attorney and owner at Creenan & Baczkowski, PC.

With deep expertise in construction and business litigation, Jim shares insights on navigating legal complexities, mediation strategies, and how small businesses and local governments can protect their interests.

From contract disputes to alternative dispute resolution, Jim reveals the keys to efficient conflict resolution and the importance of having a trusted legal advisor in today’s business world.

📌 Don’t miss this episode!

Jim Creenan socials:

https://www.linkedin.com/in/jcreenan

[email protected]

http://www.cbattorneys.com/

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]

Are you ready to take control of your finances and build a prosperous future? In this episode, Joe Simon and I break down the fundamentals of financial planning.

From budgeting and saving to investing and retirement strategies.  Whether you're just starting or looking to optimize your financial game plan, these insights will help you make smarter money decisions!

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]

Episode 4: from stocks to ETFs to annuities, Josh and Steph have you covered in this investment-focused episode.

Whether you're a beginner or a seasoned investor, you'll learn actionable tips to maximize returns, minimize risks, and diversify your portfolio.

Don’t miss your chance to take control of your financial future! YTS can assist with all your investment needs so we can grow your wealth together!

You can reach Josh at: [email protected]

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]

Episode 3: on this edition of Watch Your Assets, Steph breaks down Social Security. From the history of the Social Security Administration to how your benefits are taxed, this episode is your all-encompassing guide to wading through this tricky topic. 

 Don’t leave money on the table!  Let YTS help you maximize the benefits you’ve earned.

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]

Episode 2: on this episode of Watch Your Assets, Steph sits down with Raquel Corey, YTS’s Director of Insurance, to give you the skinny on Medicare.  Whether you’re turning 65, already enrolled, or are helping a loved one navigate their healthcare options, this comprehensive guide simplifies Medicare.  Learn about the different parts of Medicare, maximizing your benefits, how to avoid costly mistakes, and many other valuable tidbits.

 Don’t let Medicare be a puzzle – YTS can piece it together for you!

Raquel Corey Email: [email protected]

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]

Episode 1

In the debut episode of Watch Your Assets, Jordan and Steph break down the Fed cutting interest rates and what impact the 2024 Presidential Election may have on the markets.

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]