Next Gen
Come along with us as we embark on a journey to educate the Next Gen. This educational series hosted by InterGen Wealth Partners at UBS was started with the goal in mind to provide further education to families throughout their family tree. With decades of industry experience and an extensive professional network we will explore the importance of financial planning and bring you important tips that will get you focused on achieving your long-term goals. Whether your just getting started on your financial path or taking the road to retirement, this podcast will be your ultimate tour guide.
UBS advisor podcasts
Empowering Communities: A Conversation with Michelle Lovely from The Dayton Foundation
18:19Discover how The Dayton Foundation has been helping individuals and nonprofits achieve their giving goals since 1921. Hosted by Brandy Risheill, CFP®, CDFA® at UBS and featuring Michelle Lovely, Senior Vice-President of Development and Donor Services at The Dayton Foundation, this podcast delves into the heart of philanthropy. From setting up Donor-Advised Funds to maximizing tax benefits through IRA Qualified Charitable Distributions, we unravel strategies that empower generosity. Learn about scholarships, designated funds and the lasting impact they create for our community. Tune in to explore the power of giving!
Politics Moving Markets with John Savercool
21:50As voters and investors alike grapple with uncertainty, John Savercool sheds light on critical factors to watch in the coming weeks that could significantly impact the November election. From dissecting potential tax changes to exploring possible third party candidates, he provides valuable insights for listeners. Whether you’re a seasoned investor or simply curious about the election’s implications, this episode offers a unique perspective from the UBS Office of Public Policy.
In the Game
20:10Attention Notre Dame fans! If you’ve followed the Fighting Irish closely, the name Dan Fox should ring a bell. In this captivating episode, we take the remarkable journey through time with Dan. He candidly discusses his illustrious football career, revealing pivotal moments both on and off the field. But it’s not just about touchdowns and tackles – Dan discusses life after football and shares what led him on the path to where he stands today. Tune into hear a story of the indomitable spirit of a true athlete.
Becoming InterGen
16:55As we start off in our podcast journey, we thought it’d be best to introduce ourselves. Hear how we became the dedicated team we are today and how we can help in the success of the next generation. In this episode of the Next Gen podcast, you’ll hear from three financial advisors on the team, as they tell their story from the beginning of their careers to what now is a twelve member team known as InterGen Wealth Partners.
