Next Gen

UBS advisor podcasts
  • 5.0 (6)
  • BUSINESS NEWS

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. 12/24/2025

    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 min

  2. 10/21/2025

    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.

  3. 09/11/2025

    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 min

  4. 07/31/2025

    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 min

  5. 07/14/2025

    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 min

  6. 05/29/2025

    Creating Community Through Joui with Lauren Gay

    Join Brandy Risheill,CFP®, CDFA®, Financial Advisor at UBS as she sits down with Lauren Gay, Certified Sommelier and owner of Joui Wine in Dayton, Ohio, for an inspiring episode. Lauren shares her journey from a passionate wine enthusiast to a successful business owner, highlighting the innovative and community-focused approach that sets Joui Wine apart. Discover the challenges she has overcome, the sustainable practices she champions, and her vision for the future.

    32 min

  7. 05/06/2025

    Uncovering Jewish Dayton: A Conversation with Marshall Weiss

    Dedicating a career to uncovering and preserving the rich history of Jewish life in Dayton, Ohio, Marshall Weiss, Editor and Publisher of The Dayton Jewish Observer, joins Shaun Nicholson, CFP®, Financial Advisor at UBS, for an insightful conversation. Sit back, relax, and listen as they delve into meticulous research and storytelling that highlight the vibrant heritage and significant contributions of the Jewish community in the Miami Valley. Through discussions of Marshall’s acclaimed books and articles, this episode explores the historical narratives that have shaped the community. Whether you are a history enthusiast or simply interested in the heritage of the Jewish community, you won’t want to miss this captivating discussion.

    44 min

  8. 03/18/2025

    The Last Queen: A Hidden Gem of Flavor and Community

    Grab some fish and chips as you step into a world of flavors and stories with our host Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS. She chats with Adrian Shergill, the visionary owner behind The Last Queen, a British gastropub redefining community and cuisine in Enon, Ohio. Together, they explore the story behind the restaurant, its authentic cuisine and the vibrant sense of community it fosters. Adrian shares his journey from professor to business owner and what led to his passion for bringing a taste of England to Ohio. Tune in for a delightful conversation about this hidden gem and the power of food to bring people together!

    27 min
See All (18)

Ratings & Reviews

5
out of 5
6 Ratings

About

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.

Information

  • Creator
    UBS advisor podcasts
  • Years Active
    2024 - 2025
  • Episodes
    18
  • Rating
    Clean
  • Copyright
    © UBS AG
  • Show Website
    Next Gen