Next Gen

UBS advisor podcasts
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Educating the next generation starts with real conversations, not just financial theory. Created by InterGen Wealth Partners at UBS, Next Gen brings financial planning to life through thoughtful discussions with professionals, entrepreneurs, and community leaders who share the experiences behind their success, challenges, and defining decisions. From building and transitioning businesses to navigating family dynamics, career growth, and long-term planning, each episode explores the moments that shape financial futures. Grounded in real stories and guided by the practical insight, these conversations go beyond the numbers and continue long after the episode ends.

  1. Rewriting the ADHD Narrative with Shannon Grace: Understanding Neurodiversity and Executive Function

    3月24日

    Rewriting the ADHD Narrative with Shannon Grace: Understanding Neurodiversity and Executive Function

    What does it mean to truly understand how the brain works and how can that understanding change lives? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes Shannon Grace, an advanced certified ADHD Educator, Advocate, Consultant, and Coach, for an open and empowering conversation about neurodiversity, executive functioning, and self discovery. Drawing from her own personal journey with ADHD, Shannon shares how lived experience became a mission to help individuals and families feel seen, supported, and capable. Together, Tim and Shannon explore the realities of living with ADHD at every stage of life, from identifying common signs in children and adults to navigating stigma, self doubt, and misunderstanding.

    59 分鐘
  2. Siemens & The Future of Industry: A Conversation with Tony Hemmelgarn

    3月9日

    Siemens & The Future of Industry: A Conversation with Tony Hemmelgarn

    What does it take to guide a global technology powerhouse through rapid innovation? In this episode of Next Gen, Senior Wealth Strategy Associate and host Josh Pfeiffer, CFP®, CEPA®, welcomes Tony Hemmelgarn, President and CEO of Siemens Digital Industries Software, for an expansive, behind the scenes conversation. Tony shares his early life and career beginnings, charting his path to leading global operations and shaping the future of digitalization, artificial intelligence, and cloud technology. Together, they explore how Siemens is driving digital transformation across industries while upholding trust, cybersecurity, and a strong culture of innovation.

    42 分鐘
  3. From Battlefield to Boardroom: Lessons in Leadership with Dr. Miguel Ingle

    2月3日

    From Battlefield to Boardroom: Lessons in Leadership with Dr. Miguel Ingle

    What does it take to lead when the stakes are high and how do those lessons translate to everyday life and business? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes retired Chief Warrant Officer Dr. Miguel Ingle, a decorated combat veteran and author of The Sharp Edge of Strategy. Together, they explore Miguel’s extraordinary journey from the battlefield to the boardroom, revealing how the psychology of leadership and results-driven execution can empower anyone facing tough decisions. Hear firsthand stories of leading teams in high-pressure environments, the challenges of transitioning from military to civilian life, and practical strategies for building resilience and mental toughness.

    45 分鐘
  4. The Future of Lifelong Learning with Katie Reynolds, Ph.D.

    2025/12/24

    The Future of Lifelong Learning with Katie Reynolds, Ph.D.

    Unlocking new chapters at every age, this episode features UBS Financial Advisor Brandy Risheill, CFP®, CDFA®, in conversation with Katie Reynolds, Ph.D., Executive Director of Special Programs and Continuing Education at the University of Dayton. Together, they delve into how education enriches every stage of life, from boosting mental health and social engagement to shaping retirement planning and financial security. Katie shares her personal journey and the vision behind UD’s Lifelong Learning Program, designed for adults 50+ seeking enrichment, connection, and growth. The discussion unpacks the future of lifelong learning, exploring how technology, changing demographics, and innovative programs are opening new opportunities for all generations.

    29 分鐘
  5. Love, Loss, and the Caregiver’s Journey: A Conversation with Chip Del Core

    2025/10/21

    Love, Loss, and the Caregiver’s Journey: A Conversation with Chip Del Core

    A deeply personal journey unfolds in this poignant episode, where UBS Financial Advisors Brandy Risheill, CFP®, CDFA® and Daniel Christie sit down with Chip Del Core—author of Her Untimely Final Sunset and brother of UBS team member Tullia Schreier—to explore the emotional and practical realities of caregiving. From the daily demands of medication tracking and journaling to the profound emotional toll of supporting a loved one through terminal illness, Chip offers a candid and compassionate guide for navigating life’s most difficult moments. Together, they unpack the complexities of grief, resilience, and the enduring strength of love, equipping listeners with insights and tools to face caregiving with empathy and courage.

  6. Conducting a Legacy: Neal Gittleman’s Journey Through Music

    2025/09/11

    Conducting a Legacy: Neal Gittleman’s Journey Through Music

    A lifelong devotion to music shaped a legacy that transformed a city’s cultural heartbeat. Shaun Nicholson, Financial Advisor at UBS, sits down with retired conductor Neal Gittleman to reflect on nearly three decades of artistic leadership in Dayton. Neal shares his journey from early musical influences to his visionary work with the Dayton Philharmonic Orchestra, highlighting the power of innovation, education, and community engagement. Together, they explore the lessons of leadership, the emotions of retirement, and the enduring role of music in shaping future generations.

    31 分鐘
  7. Vinpressions & Vintages: Inside Epoch Estate Wines with Jordan Fiorentini

    2025/07/31

    Vinpressions & Vintages: Inside Epoch Estate Wines with Jordan Fiorentini

    From engineering to enology, Jordan Fiorentini’s journey into the world of wine is anything but ordinary. In this episode, Tim Van Simaeys, Executive Director and Financial Advisor at UBS, sits down with Jordan, Vice President of Winemaking and Vineyards at Epoch Estate Wines, for an inspiring conversation about her path to becoming one of Paso Robles’ most celebrated winemakers. Listen in as they explore her early influences, academic pivot, winemaking philosophy, and the creative spark behind her signature “Vinpressions.” Don’t miss this inspiring conversation with one of wine’s most dynamic voices.

    41 分鐘
  8. Passing the Apron: A Generational Journey in Hospitality

    2025/07/14

    Passing the Apron: A Generational Journey in Hospitality

    A single restaurant sparked a legacy that would span generations. Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS, sits down with mother-daughter duo Mary Miller and Kelley Andary to explore a story rooted in resilience, hospitality, and leadership. Mary reflects on building her first restaurants from the ground up, while Kelley shares how growing up in that environment shaped her path to owning and operating the beloved Blue Berry Cafe. Together, they discuss the lessons passed down, the challenges they’ve faced, and the values that continue to guide their work in the Dayton community.

    43 分鐘
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簡介

Educating the next generation starts with real conversations, not just financial theory. Created by InterGen Wealth Partners at UBS, Next Gen brings financial planning to life through thoughtful discussions with professionals, entrepreneurs, and community leaders who share the experiences behind their success, challenges, and defining decisions. From building and transitioning businesses to navigating family dynamics, career growth, and long-term planning, each episode explores the moments that shape financial futures. Grounded in real stories and guided by the practical insight, these conversations go beyond the numbers and continue long after the episode ends.

資訊

  • 創作者
    UBS advisor podcasts
  • 活躍年代
    2024年 - 2026年
  • 集數
    21
  • 年齡分級
    兒少適宜
  • 版權
    © UBS AG
  • 節目網站
    Next Gen