Chat TCG

UBS advisor podcasts
  • 5.0 (2)
  • BUSINESS NEWS
  • UPDATED WEEKLY

Chat TCG is where finance meets real life. Hosted by the TCG team at UBS Financial Services in Columbia SC, we sit down with leaders, innovators, and community changemakers to share their stories, insights, and the lessons they?ve learned along the way. It?s not just about money?it?s about the people behind the progress.

  1. JAN 12

    Stretch Beyond Limits: Shannon Watson on Athletes, Stretching and Mindfulness for Everyday Life

    Paula sits down with Shannon Watson, RN, to explore how assisted stretching helps athletes recover?and why mindfulness and mobility are just as important in everyday life. From locker rooms to living rooms, Shannon shares stories and simple practices that can help anyone move and feel better.

    44 min

  2. JAN 12

    The Con Artists Playbook: True Stories from the UBS Fraud Frontlines

    From gut instincts to game-changing investigations, UBS fraud expert Stephen Bidwa has seen it all. In this episode, Stephen takes us behind the scenes of real-life fraud cases?some clever, some shocking, and all true. Discover how scams evolve, how clients are protected, and the one story that might just have you changing your passwords tonight.

    33 min

  3. 11/20/2025

    Stories that Shape Legacies: Estate Planning with Kim Raber

    Estate Planning isn?t just about legal documents?it?s about protecting families, preserving harmony, and passing on more than just wealth. In this episode, estate attorney Kim Raber shares powerful stories from her work that highlight the human side of wills, trusts and legacy planning. From unexpected client lessons to family turning points, Kim reveals why planning ahead matters and how choices we make today can echo for generations to come.

    32 min

  4. 11/20/2025

    Keys to More Than a Home: A Conversation with Sheree Woods

    Mortgage banker Sheree Woods shares her journey into the world of home lending, the human stories behind the numbers, and what it really takes to empower clients through one of life?s biggest financial decisions. This episode goes beyond rates and paperwork?it?s about impact, resilience, and the heart behind the home.

    27 min

  5. 11/14/2025

    From Marine Corp to Corporate Life: Matt Anderson?s SkillBridge Journey at UBS

    In this episode, we sit down with Marine Matt Anderson, who is transitioning from active duty to civilian corporate life through the UBS SkillBridge program. Matt shares a compelling narrative of service, transition, and adaptation, detailing how he discovered SkillBridge, navigated the application process with UBS, and embraced his roles within a Fortune-level firm.

    45 min

  6. 11/14/2025

    Fueling Life with Lori Lapin: Wellness that Works

    From protein-packed snacks to mindset resets, Lori Lapin shares how to nourish your body and your schedule?without losing your mind. Join us for down-to-earth convo on real wellness, the Columbia Way.

    44 min

  7. 11/06/2025

    Bridging the Gap: Jason Price on Empowering Veterans at UBS

    In this episode of Chat TCG, we sit down with Jason Price, Head of Veterans Affairs at UBS, to explore how one of the world?s leading financial institutions is actively supporting military veterans as they transition to civilian careers.

    27 min

  8. 11/06/2025

    Feeding Hope: How One CEO Nourishes a Community

    In this episode of Chat TCG, we sit down with Erinn Rowe, CEO of Harvest Hope Food Bank, to explore the human side of hunger relief. From the frontlines of food insecurity to the boardroom of impact strategy, Erinn shares the powerful stories that fuel her mission?and how one organization is changing lives, one meal at a time.

    33 min
See All (15)

Ratings & Reviews

5
out of 5
2 Ratings

About

Chat TCG is where finance meets real life. Hosted by the TCG team at UBS Financial Services in Columbia SC, we sit down with leaders, innovators, and community changemakers to share their stories, insights, and the lessons they?ve learned along the way. It?s not just about money?it?s about the people behind the progress.

Information

  • Creator
    UBS advisor podcasts
  • Years Active
    2025 - 2026
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © UBS AG
  • Show Website
    Chat TCG