PODCAST TOPIC
In Episode 6 of Watch Your Assets Podcast, we sit down with Jim Creenan, seasoned attorney and owner at Creenan & Baczkowski, PC. Estate planning is an essential step to ensure your family's future is secure and stress-free. In this video, Jim walks us through the fundamentals of creating a solid estate plan, from wills and trusts to powers of attorney and beneficiary designations.
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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.
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In this episode of Watch Your Assets, Steph Bracken breaks down what every business owner and high earner 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.
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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!
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Join Josh Yoskosky and Joe Simon, wealth managers at YTS Wealth Management, as they pull back the curtain on the world of finance.
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Welcome to Episode 2 of the J&J Show! This week, we're breaking down why personalized service is at the heart of everything we do at YTS Wealth Management and why it matters more than ever in today's financial world.
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