Episode 28: Building Trust: The Cornerstone of Client Relationships
Explore how trust, client relationships, and executive clothing intersect with wealth management in Episode 28 with Steph Bracken and Drake Moore of Tom James Company.
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Watch Your Assets
- Whether you’re new to investing or are looking to sharpen your financial acumen, we provide the knowledge and strategies you need to make smarter financial decisions. From Medicare and retirement planning to investment tips and tax strategies, we simplify the complex world of finance to help you expand your financial prowess.
Director of financial planning
Episode 27: Education Planning | Different Ways to Fund Your Child’s Education
Explore 529 plans, Roth IRA conversions, student loans, UTMAs, and other strategies for saving and paying for education expenses.
Episode 26: Investing in the Future Through Philanthropy
Learn how investing in people, communities, and meaningful causes creates a legacy that extends far beyond financial contributions.
Episode 25: The Truth About Financial Literacy & Your Well-Being
What does financial literacy really mean, and why does it matter more than ever?
Episode 24: The Financial Benefits and Risks of Marriage Explained
In the debut episode of Watch Your Assets, financial analysts Jordan and Steph dive deep into the recent Federal Reserve interest rate cuts and explore the potential impacts of the 2024 U.S. Presidential Election on the stock market, investments, and the overall economy. Get actionable insights on how these key economic factors might shape your financial future.
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.
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.
Episode 20: Building YTS: The Entrepreneurial Journey of Nick Subich
Our CEO, Nick Subich, joins us to talk about his journey as an entrepreneur and how he built YTS into what it is today.
Episode 19: 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.
