Coordinate your Wealth

UBS advisor podcasts
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Coordinate Your Wealth is for private business owners navigating the financial, strategic, and family complexity surrounding major transitions: exits, successions, liquidity events, and legacy planning. Each episode brings you inside the conversations wealthy families and experienced advisors have behind closed doors — covering business exits, estate strategy, asset protection, tax planning, philanthropy, and preparing the next generation to steward what you've built. Through this show, you'll gain the clarity to make confident decisions, avoid costly mistakes, and build a path that protects your wealth and your relationships.

  1. 11/04/2025

    I've Never Thought of That Before

    What happens when life throws you a financial curveball you never saw coming? In this episode, “I’ve Never Thought of That Before!”, Cameron Buetel dive into the often-overlooked realities of wealth planning — the unexpected moments that can completely change the course of your financial future. Whether you’ve inherited or built significant wealth, it’s easy to assume your plan is solid. But as life unfolds — new marriages, business sales, family changes — unforeseen circumstances can create ripple effects that jeopardize your goals and even place your wealth in unintended hands. This episode challenges listeners to think differently about their wealth, their future, and the legacy they’re building. It’s about moving from complacency to intentionality — from assuming you’re covered to knowing you are.

  2. 08/04/2025

    A Time of Rapid Change: The Future of Wealth Management

    In our latest episode, we explore the urgent challenges facing high-net-worth individuals in a rapidly evolving financial landscape. Despite the desire to preserve and transfer wealth effectively, those with over $25 million may feel unprepared or underserved in their planning efforts. With shifting tax laws and fleeting opportunities for strategic wealth transfer, failing to act could jeopardize everything you’ve worked to build.

  3. 05/02/2025

    Are You Truly Ready to Exit Your Business?

    Exiting your business is one of the biggest financial and emotional decisions you'll ever make. Without a well-thought-out plan, you risk leaving money on the table—or stepping away before you're truly prepared. On the latest episode of Wealth, Health, and Other Things You Should Know, we're diving into the critical steps you need to take with your team of trusted advisors to ensure your exit strategy supports both your future goals and your peace of mind.

  4. 12/04/2024

    Don't Let an Election Cloud Your Financial Judgement

    Every four years, a Presidential Election brings about levels of fear and uncertainty. And during these tumultuous times, emotions can begin to drive logical decision-making and cause negative impacts to your financial world. On the latest episode of Wealth, Health, and Other Things You Should Know, we're addressing the importance of having a game plan with your team of trusted professionals to navigate the political landscape and limit the chance for making any emotionally-charged decisions.

  5. 10/07/2024

    The Financial Best Practice You Didn't Know Until Now!

    People don't know what they don't know until they are made aware of it. Too often, people are realizing that their financial plan is underperforming and they are missing the mark on their financial goals. On the latest episode of Wealth, Health, and Other Things You Should Know, we're diving into a unique financial best practice to monitor your best interests and optimize your financial world.

  6. 01/02/2024

    Leave a Legacy, Not a Mess!

    In today's day and age, you need to be just as intentional when building your legacy plan, as you where when creating your business in the first place. Too often, we see the misconception of creating an estate plan and then not regularly monitoring that plan. On the latest episode of Wealth, Health and Other Things You Should Know, we're diving deep into the legacy planning process and why this is such an important topic for business owners and their families to be considering.

  7. 08/17/2023

    You Deserve a Wealth Management Planning Process!

    Welcome to the inaugural episode of Wealth, Health, and Other Things You Should Know! To kick things off on this series, we want to identify one of the biggest issues facing affluent families and business owners in today's world. There are too many people without a proper wealth management planning process and it's leaving a massively negative impact on their financial well-being. Life isn't getting easier. In fact, it's getting more complex. Join us for a great conversation that highlights the importance of incorporating a wealth management planning process into your life and how it can set you up for personal and financial success!

  8. 08/17/2023

    When is the "Right Time" to Think About Wealth Management Planning

    Typically, people don't consider the need for wealth planning until something drastic occurs in their life. This is wrong. Plain and simple. On the latest episode of Wealth, Health and Other Things You Should Know, we're exploring the wealth management planning process and why individuals should be implementing a process now. We'll cover five key areas of concern that wealth planning addresses, as well as how you can begin your path to developing a wealth plan that suits your unique goals and aspirations for the future.

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Coordinate Your Wealth is for private business owners navigating the financial, strategic, and family complexity surrounding major transitions: exits, successions, liquidity events, and legacy planning. Each episode brings you inside the conversations wealthy families and experienced advisors have behind closed doors — covering business exits, estate strategy, asset protection, tax planning, philanthropy, and preparing the next generation to steward what you've built. Through this show, you'll gain the clarity to make confident decisions, avoid costly mistakes, and build a path that protects your wealth and your relationships.

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