6 episodes
Dollars & Sense: Wealth, Wisdom and Well-Being UBS advisor podcasts
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- Business
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5.0 • 2 Ratings
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Welcome to Dollars & Sense: Wealth, Wisdom & Well-being, presented by MainStreet Wealth Management Group. Elevate your listening experience as we engage with distinguished thought leaders and industry pioneers, diving into their priceless insights on finance, life and success. Wealth Management, without the jargon.
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He said, She said. Carrie Westbrook- Trailblazer in Family Law, Divorce and Child Custody
In this episode, join our hosts John Carolyn and Mark Lopez as they discuss what men need to know vs. what women need to know, through the eyes of Carrie Westbrook, Family Law Attorney.
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From Vision to Victory: Trey Hendershot, The Rainmaker
In this episode we welcome Trey Hendershot, a leader in business and health law. We will dive into the challenges confronting business owners and uncover how Trey's expert guidance helps them navigate through the unknown, ensuring their ventures not only survive but thrive.
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From Holocaust to Houston: The Inspiring Story of Three Brothers Bakery
A fascinating and inspiring conversation with Bobby and Janice Jucker, owners of Three Brothers Bakery. They are memory makers who happen to be bakers.
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Steve Clark: Blazing Trails in Environmental Innovation
Welcome to Dollars & Sense. I'm John Carolyn, a Senior Vice President on MainStreet Wealth Management Group. I’m joined by my Team member, Mark Lopez, Senior Vice President and Certified Financial Planner. Our guest today is Steve Clark. Steve is Chairman of Systems International, and a pioneer in environmental technology.
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Blueprints to Success: Insights from Jodi White
In this episode we discuss Jodi's role as head of business development for TPS Thayer, and how she helped build it into largest CPA firm in Sugar Land, Texas.
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Rags, Riches, Repeat - Breaking the 3 Generation Wealth Cycle'
Customer Reviews
This is how you do it!
When I first started podcasting 10 years ago, I was very early in the industry to be doing that and this podcast totally grabs exactly the right mix of business, storytelling, listening, and curiosity bravo!