The Inner Circle
Step into The Inner Circle, a dynamic and engaging podcast hosted by The Radius Group of UBS. Leveraging their extensive wealth management experience and a diverse network of industry experts, The Inner Circle explores the latest trends while sharing timeless wealth management techniques. Don’t miss out – elevate your financial knowledge by joining The Inner Circle today!
UBS Advisor Podcasts
Navigating Medicare in 2025: Key Updates and Insights
19:23In this episode of The Inner Circle, Blair Cornell welcomes back Dan Bitler, Certified Insurance Counselor, to discuss the latest Medicare changes for 2025. Together, they break down key updates, including the elimination of the Medicare Part D "donut hole" and the impact of the Inflation Reduction Act. Whether you're approaching retirement or simply curious about how these changes affect your healthcare options, this episode provides the clarity you need to navigate Medicare with confidence.
A Conversation with Chris Davis: Wisdom and Strategies for Building Wealth
31:43In this episode of The Inner Circle, host Colin Faulkner welcomes Chris Davis, chairman and portfolio manager of Davis Advisors. Explore the principles and strategies that have shaped one of the industry's leading money management firms. Chris offers invaluable insights on building generational wealth, evolving investment approaches, and the key principles guiding stock selection and portfolio management. Learn from experiences passed down through generations and gain wisdom from influential mentors. This episode is packed with valuable takeaways you won't want to miss.
7 Things No One Tells you About Retirement with special guest Terry Pettorini
17:58Join host Blair Cornell and special guest Terry Pettorini as they unveil the "7 Things No One Tells You About Retirement". Gain crucial insights into navigating complexities, embracing longer lifespans, and approaching retirement with the right mindset. Listen now for essential wisdom to help make the most of your retirement journey.
Wealth Protection: Cybersecurity Essentials
33:48Join host Colin Faulkner as he explores cybersecurity essentials with Dr. Chris Pierson, founder, and CEO of BLACKCLOAK. Discover key strategies to safeguard your digital assets, from protecting accounts to securing home networks and personal devices. Gain insights on the latest scams and fortify your digital fortress in this episode of The Inner Circle.
Real Estate Insights: Navigating the Market with Marcie Solin
13:08In this episode of the Inner Circle podcast, join host Tiffany Kellner as she welcomes Marcie Solin, real estate agent with Coldwell Banker Heritage. Explore the evolving landscape of the real estate market, the challenges of limited inventory, and how to make informed decisions in a market with shifting dynamics. Marcie shares her valuable expertise and advice, helping listeners understand the new normal in real estate and how to thrive in it.
