The Petika Wealth Management Group Podcast

UBS advisor podcasts
  • 4.3 (4)
  • BUSINESS NEWS

Discussion of relevant topics in today's market environment as well as interviews with local business leaders.

  1. FEB 3

    Geopolitics Today: A Retired U.S. Navy Admiral on Global Security, Conflict, and Strategy

    In this episode, we sit down with retired U.S. Navy Admiral, Jonathan Greenert, to break down today's geopolitical landscape and the forces shaping global security. Drawing on decades of military leadership and strategic experience, the Admiral offers clear insight into military strategy and rising geopolitical tensions involving China, Russia, the middle east, Greenland and NATO. We discuss current global flashpoints, the future of conflict, U.S. national security priorities, and what these developments mean for world affairs in the years ahead.

    37 min

  2. JAN 2

    The Year Ahead (2026)

    On this episode, we dive into the key trends, challenges, and opportunities shaping the stock market and economy for the year ahead in 2026. Joining us to discuss these topics is Kurt Reiman, Head of Fixed Income, CIO Americas, UBS Global Wealth Management.

    34 min

  3. 11/26/2025

    Don?t leave money on the table ? year end planning opportunities: International Yacht Broker's Association Education Session

    On this episode, we are joined by Justin Waring, Head of UBS Wealth Way Strategy & Solutions, to discuss year end planning opportunities including: managing capital gains, revisiting retirement contribution strategies, year end giving, and developments that may shape the retirement planning landscape in 2026 and beyond.

    30 min

  4. 11/06/2025

    Creating an Aging Plan

    On this episode, we are joined by Annalee Kruger, founder of Care Right Inc. Annalee brings over 30 years of experience guiding families through medical crises, senior care decisions, and the emotional and financial challenges of caregiving. During our discussion, we covered how to proactively plan for aging and avoid being blindsided by medical crises, the importance of an Aging Plan alongside your financial plan, and strategies for safeguarding caregivers, understanding dementia, and making informed care decisions.

    34 min

  5. 08/05/2025

    2025 Global Wealth Report

    On this episode, we are joined by James Mazeau, Economist for UBS Chief Investment Office, to discuss the recently released Global Wealth Report 2025. In an era marked by rapid economic shifts and unprecedented market developments, understanding trends and drivers of wealth creation is more crucial than ever. During our discussion, we breakdown these trends and the key drivers of wealth growth going forward.

    22 min

  6. 06/30/2025

    Healthcare Sector Update: June 2025

    On this episode, we provide an update on the current developments within the healthcare sector as we have a conversation with Eric Potoker, Healthcare Sector Strategist, UBS Global Wealth Management Chief Investment Office. During this conversation, we share recent developments and advancements within healthcare, which healthcare sub-sectors are most intriguing, and how tariffs may affect pharmaceuticals.

    31 min

  7. 06/06/2025

    Market Update: May 2025

    On this call, we dive into the latest market trends and key economic developments shaping the financial landscape. Joining us to discuss these topics is Mike Ryan, Vice Chair GWM, UBS Financial Services Inc.

    39 min

  8. 03/12/2025

    Real Estate Sector Rundown: Latest Market Trends & Insights

    On this episode of the Petika Wealth Management Group Podcast, we dive into the real estate sector and break down key market trends, interest rate impacts, and investment opportunities that could shape the future of real estate equities. Joining us on the episode is Jonathan Woloshin, Real Estate & Lodging Analyst, UBS Global Wealth Management Chief Investment Office.

    25 min
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Ratings & Reviews

4.3
out of 5
4 Ratings

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Discussion of relevant topics in today's market environment as well as interviews with local business leaders.

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