Next Gen
Educating the next generation starts with real conversations, not just financial theory. Created by InterGen Wealth Partners at UBS, Next Gen brings financial planning to life through thoughtful discussions with professionals, entrepreneurs, and community leaders who share the experiences behind their success, challenges, and defining decisions. From building and transitioning businesses to navigating family dynamics, career growth, and long-term planning, each episode explores the moments that shape financial futures. Grounded in real stories and guided by the practical insight, these conversations go beyond the numbers and continue long after the episode ends.
03 Feb 2026
From Battlefield to Boardroom: Lessons in Leadership with Dr. Miguel Ingle
What does it take to lead when the stakes are high and how do those lessons translate to everyday life and business? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes retired Chief Warrant Officer Dr. Miguel Ingle, a decorated combat veteran and author of The Sharp Edge of Strategy. Together, they explore Miguel’s extraordinary journey from the battlefield to the boardroom, revealing how the psychology of leadership and results-driven execution can empower anyone facing tough decisions. Hear firsthand stories of leading teams in high-pressure environments, the challenges of transitioning from military to civilian life, and practical strategies for building resilience and mental toughness.
24 Dec 2025
The Future of Lifelong Learning with Katie Reynolds, Ph.D.
Unlocking new chapters at every age, this episode features UBS Financial Advisor Brandy Risheill, CFP®, CDFA®, in conversation with Katie Reynolds, Ph.D., Executive Director of Special Programs and Continuing Education at the University of Dayton. Together, they delve into how education enriches every stage of life, from boosting mental health and social engagement to shaping retirement planning and financial security. Katie shares her personal journey and the vision behind UD’s Lifelong Learning Program, designed for adults 50+ seeking enrichment, connection, and growth. The discussion unpacks the future of lifelong learning, exploring how technology, changing demographics, and innovative programs are opening new opportunities for all generations.
21 Oct 2025
Love, Loss, and the Caregiver’s Journey: A Conversation with Chip Del Core
A deeply personal journey unfolds in this poignant episode, where UBS Financial Advisors Brandy Risheill, CFP®, CDFA® and Daniel Christie sit down with Chip Del Core—author of Her Untimely Final Sunset and brother of UBS team member Tullia Schreier—to explore the emotional and practical realities of caregiving. From the daily demands of medication tracking and journaling to the profound emotional toll of supporting a loved one through terminal illness, Chip offers a candid and compassionate guide for navigating life’s most difficult moments. Together, they unpack the complexities of grief, resilience, and the enduring strength of love, equipping listeners with insights and tools to face caregiving with empathy and courage.
11 Sep 2025
Conducting a Legacy: Neal Gittleman’s Journey Through Music
A lifelong devotion to music shaped a legacy that transformed a city’s cultural heartbeat. Shaun Nicholson, Financial Advisor at UBS, sits down with retired conductor Neal Gittleman to reflect on nearly three decades of artistic leadership in Dayton. Neal shares his journey from early musical influences to his visionary work with the Dayton Philharmonic Orchestra, highlighting the power of innovation, education, and community engagement. Together, they explore the lessons of leadership, the emotions of retirement, and the enduring role of music in shaping future generations.
31 Jul 2025
Vinpressions & Vintages: Inside Epoch Estate Wines with Jordan Fiorentini
From engineering to enology, Jordan Fiorentini’s journey into the world of wine is anything but ordinary. In this episode, Tim Van Simaeys, Executive Director and Financial Advisor at UBS, sits down with Jordan, Vice President of Winemaking and Vineyards at Epoch Estate Wines, for an inspiring conversation about her path to becoming one of Paso Robles’ most celebrated winemakers. Listen in as they explore her early influences, academic pivot, winemaking philosophy, and the creative spark behind her signature “Vinpressions.” Don’t miss this inspiring conversation with one of wine’s most dynamic voices.
Contact information
Contact information
InterGen Wealth Partners
3601 Rigby Road
Miamisburg, OH 45342
