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
Medicare made simple: Key Insights for Turning 65
Approaching 65? Medicare decisions can be overwhelming, but they don’t have to be. In this episode, Blair Cornell and Dan Bitler break down key steps, from enrollment timelines to choosing the right coverage. Get clear, practical advice to align Medicare with your financial goals. Tune in for a quick guide to navigating this important milestone!
Transform Your Mindset: A Conversation with Dr. Kevin Elko
In this enlightening episode, we take a detour from our usual financial discussions to explore the transformative power of belief with Dr. Kevin Elko, a renowned consultant to NFL teams and top businesses, and the author of seven influential books. Discover how our beliefs drive behaviors and success, and gain actionable insights on developing a mindset of faith and boldness. Dr. Elko breaks down his powerful acronym, BELIEVE, sharing practical examples and personal stories that inspire resilience, growth, and fulfillment in life.
2024 Election: Insights for Investors
Tiffany Kellner sits down with Kurt Reiman, Head of Fixed Income at UBS Global Wealth Management, to break down what a second-term Trump presidency and Republican-led Congress could mean for taxes, inflation, and the markets. From tariffs to deregulation, they explore the ripple effects of political change and share practical advice for navigating volatility, staying invested, and keeping your financial goals on track—no matter the headlines.
Navigating Medicare in 2025: Key Updates and Insights
In 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
In 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.
