O’Leary Partners Observations
Welcome to: The O’Leary Partners’ Observations (OPO), a new series of one-of-a-kind observations from influential Floridian professionals, top healthcare physicians, UBS thought leaders and other partners from the O’Leary Partners’ orbit. Join us each month as we discuss riveting topics that ignite aha! moments for your personal or professional life.
UBS Advisor Podcasts
Tax & Accounting Insights in the Post-Election Landscape
34:29In this episode, we’re unpacking some important updates that could affect your financial world. We’ll start with a look at the election results and what they might mean for tax and accounting policies. Next, we’ll dig into potential tax policy changes that could impact everyone—from everyday taxpayers to high-net-worth individuals. Then, we’ll zero in on estate and gift tax planning, exploring how current and proposed rules might influence wealth transfer strategies. Lastly, we’ll tackle corporate and business tax implications, breaking down how companies of all sizes might need to adapt to new regulations. It’s all about giving you practical insights to plan for the road ahead—whether it’s for you, your family, or your business. Featured is Jonathan George, CPA. Host: Gabrielle O'Leary.
The Financial Future of South Florida Real Estate
36:57In this episode, we dive into one of the most dynamic housing markets in the country, breaking down the latest developments shaping buyer and seller behavior. We’ll explore key indicators impacting property values and discuss diverse investment opportunities for those looking to capitalize on the market. Additionally, we’ll touch on the influence of foreign buyers on local real estate trends and how their activity is shaping the market’s future. Finally, we’ll examine real estate as a powerful retirement strategy and address economic factors that could influence long-term market dynamics. Featured is John O'Leary from UBS and Barry Beschel from Beachfront Realty. Host: Gabrielle O’Leary.
Beyond the 4% Rule: Am I Ready for Retirement?
49:53In this special episode, experts from the UBS Chief Investment Office will guide listeners through essential steps in retirement planning. The discussion will begin with an introduction to the UBS Wealth Way framework, which helps tailor investment strategies to individual goals. This will be followed by a detailed analysis of current market conditions. The discussion will then cover asset allocation and spending strategies, before concluding with advice on evaluating overall retirement preparedness. Featured is Daniel J. Scansaroli, Ph.D. and Ainsley Carbone from the UBS Chief Investment Office. Host: Gabrielle O’Leary.
Executive Burnout: Solutions for C-Suite Stress
42:14This in-depth mental health discussion focuses on executive burnout as well as solutions to reverse course and optimize brain performance, through neuroscientific treatment options from a qualified mental health clinic and an employer sponsored financial wellness program. Featured is Dr. Maria Elena Collazo, a Clinical Psychologist from GIA Miami. Host: Gabrielle O’Leary.
Wealth & Wellness: Money Talks for Miami Medical Professionals (Part 2)
26:18This conversation explores unique financial challenges, needs and concerns of the medical community as well as financial wellness best practices for medical professionals. Featured is Angel Bosch-De Leon, DCMA Managing Director. Host: Gabrielle O’Leary.
