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
The Last Queen: A Hidden Gem of Flavor and Community
Grab some fish and chips as you step into a world of flavors and stories with our host Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS. She chats with Adrian Shergill, the visionary owner behind The Last Queen, a British gastropub redefining community and cuisine in Enon, Ohio. Together, they explore the story behind the restaurant, its authentic cuisine and the vibrant sense of community it fosters. Adrian shares his journey from professor to business owner and what led to his passion for bringing a taste of England to Ohio. Tune in for a delightful conversation about this hidden gem and the power of food to bring people together!
Field of Dreams: Claudio Finol's Baseball Journey
From growing up in Venezuela to playing professional baseball in the States, this inspiring story is about dedication, perseverance and chasing your dreams. Join us as our host Josh Pfeiffer, Wealth Management Associate with InterGen Wealth Partners, sits down with professional baseball player Claudio Finol. He delves into his experiences with Major League Scouts, the challenges and triumphs of moving to a new country and the lessons he's learned playing alongside some MLB legends.
Making the Move: Home Buying in the Sunshine State with Vicki Tracy
Whether you're considering moving to Florida or just curious about the latest market trends, this episode is packed with essential information and engaging conversation. In this episode hosted by Jim Hyland, CRPC™, CRPS™, Financial Advisor with InterGen Wealth Partners at UBS, we’re thrilled to have Vicki Tracy, Chief Operating Officer for Gulf Coast International Properties, as our guest. From her roots in Detroit to making a permanent home in Naples, Florida, Vicki shares her inspiring journey, insights into the SW Florida real estate market, and invaluable advice for both buyers and renters. Don’t miss out on Vicki’s advice to living your best life under the Florida sun!
From Idea to Innovation: David Frey's journey with Crosstoner
Join host Tim Van Simaeys, AAMS™, Financial Advisor at UBS, as he dives into a compelling conversation with David Frey, the innovative mind and CEO behind Crosstoner’s game-changing strength training device. In this episode, you’ll uncover David’s journey as an inventor and entrepreneur, uncovering the unique challenges he's faced, the secrets behind his success, and his vision for the future. Whether you're a budding inventor or just love a good entrepreneurial story, this episode is packed with insights and inspiration you won’t want to miss!
Navigating Real Estate Transitions: Guided by Lori Lyons
Join our host Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS, for an engaging conversation with Lori Lyons, a seasoned real estate professional from Glasshouse Realty Group. Lori shares her journey in real estate, insights on the current housing market, and valuable advice for both young buyers and retirees. From navigating the complexities of buying or selling a home during a divorce to tips on downsizing and choosing the perfect community, Lori’s expertise is sure to provide you with practical and actionable advice.
Driving Prosperity: Unveiling the Dayton Development Coalition with Jeff Hoagland
Join host Daniel Christie, Financial Advisor at UBS, as he sits down with Jeff Hoagland, President and CEO of the Dayton Development Coalition. Together, they explore Ohio’s economic growth, focusing on the pivotal role of Wright-Patterson Air Force Base and its impact on the region. From Honda to the future of Joby Aviation, discover what’s driving growth and the community’s robust development plans.
Echoes of Dayton’s History with Brady Kress
We take you back in time to discover the rich history of Dayton, Ohio in this captivating episode. Join host, Shaun Nicholson, CFP® at UBS as he sits down with Brady Kress, CEO and President of Dayton History to discover all that the Carillon Historical Park has to offer. From the 1905 Wright Flyer III to the original NCR cash registers and timeless elegance of Orville Wright’s mansion, this podcast will paint a vivid picture of Dayton’s past and its enduring impact on aviation history.
Empowering Communities: A Conversation with Michelle Lovely from The Dayton Foundation
Discover 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
As 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
Attention 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.
