UBS On-Air: Conversations

In this podcast, we discuss the many risks that lurk in a financial plan, even (especially) when it has a 99% probability of success. We discuss the importance of anticipating non-market financial shocks, strategies to gain control and confidence over your hard-earned savings, and ways for families to give themselves permission to spend freely in retirement. Featuring Andrea Rothberg, Wealth Planning Specialist, Justin Waring, Investment Strategist, and Katie Williams, Discovery Strategist, UBS Chief Investment Office.

Our conversation focuses on International Women’s Day, a global holiday which celebrates the social, economic, cultural, and political achievements of women. Our guests discuss the wealth building journey for women and how to make financial decisions for the future. Featured are Nicole Herman, UBS Relationship Manager for the Women’s Client Segment, and Michelle Doyle, Assistant Vice President, Senior Marketing Consultant and Women in Investing Chair of Professional Development at Federated Hermes. Host: Shiavon Chatman

Learn about the 2023 Planning Guide from UBS with Brad Dillon, Senior Wealth Strategist.

Our conversation focuses on the latest Modern Retirement Monthly publication, which explores withdrawal rates and how to assess retirement readiness using house-hold specific factors. Featured are Justin Waring, Investment Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation focuses on wealth preservation, how investing differs in the Black community and what to look for in a financial advisor. Featured is Kleo Curry, Financial Advisor, Vice President, Wealth Management. Host: Shiavon Chatman

As part of UBS’s focus on making technology our differentiator and building a bank for the future, we have launched our new technology spotlight, Engineering the Future. Featuring interviews and discussions with a range of experts and collaborators from UBS and beyond, join us as we explore how the future of finance is increasingly being disrupted by technology. Our second episode features a conversation with Mike Dargan, Chief Digital and Information Officer at UBS, who discusses all things agile, recruitment and life at UBS, and his vision for the future. Visit our website, UBS.com/DigitalNext for more information about the podcast.

This conversation focuses on investors who make up the rising generations, including Millennials and Generation Z. As these groups venture into the world of financial management and planning, we outline and discuss what it means to achieve financial confidence and preparedness. Featured are Shriya Khonde, UBS Consolidated Advisory Program Manager and Patrick Delaney, Retirement Insights Leader with T.Rowe Price. Host: Shiavon Chatman

We discuss the recent Modern Retirement Monthly publication, which focuses on strategies you can implement in order to improve your after-tax wealth potential. We also touch on spend management considerations for during retirement and the differences between traditional and ROTH retirement accounts. Featured are Justin Waring, Investment Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

This episode features a discussion between Shawna Hamilton, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Dr. Barney Long, Senior Director of Conservation Strategies at Re:wild. Re:wild’s mission is to protect and restore the wild to build a thriving Earth where all life flourishes. Barney shares how Re:wild combines more than three decades of conservation impact by Leonardo DiCaprio and Global Wildlife Conservation, expertise, partnerships and platforms to bring new attention, energy and voices together. He emphasizes the importance and power of partnerships to expand and amplify their mission.

The UBS Ability Americas Employee Network is pleased to share the launch of a new podcast series, with the first episode titled, ‘Living with Invisible Illnesses’. During the episode, Harper Spero, podcast Host and Founder of the Made Visible podcast series, and Rachel Wilson, UBS Regulatory and Investigations Analyst, discuss Rachel’s experience navigating an invisible illness in the workplace and how her team at UBS has supported her through challenging times.