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
Field of Dreams: Claudio Finol's Baseball Journey
37:19From 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
25:03Whether 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
21:17Join 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
23:45Join 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
40:05Join 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.
