Lightning in a bottle: Entrepreneurial journeys from idea to exit
In this podcast series, Josh Pottinger and Jason Chirogianis, two veterans with over 3 decades of experience in the financial services industry bring real world perspectives to help business owners and entrepreneurs through the process of making the decision to monetize their ownership position, managing the process and then life after. Throughout this series, they’ll provide their own thoughts as well as interview key people along the way. Email questions / comments to atxwealthpartners@ubs.com
02 Mar 2026
Episode 35: A New Year, A New Lens on Pre Sale Planning (Plan Early or Pay Later)
Join hosts Josh Pottinger and Jason Chirogianis as they kick off the year with a deep dive into pre-sale planning for business owners. Joined by Deborah Phares, Senior Strategist – UBS Family Advisory and Jennifer Lan, UBS Senior Wealth Strategist – UBS Advanced Planning Group, the conversation explores why planning early—well before an LOI—is critical to optimizing tax outcomes, preserving legacy, and avoiding post-sale regret. The episode goes beyond technical strategy to examine the emotional and family dynamics of a liquidity event, including governance, communication, and philanthropy.
13 May 2026
Episode 36: Private Aviation Playbook – When It Makes Sense and How to Do It Right
Join host Josh Pottinger and Greg Sydor of Guardian Jet for an inside look at the world of private aviation—when it makes sense, how it works, and where investors can go wrong. The conversation breaks down the full spectrum of options—from charter to fractional to full ownership—along with the real costs, trade-offs, and decision frameworks behind each path. Greg also highlights the risks in an unregulated market, offering guidance on how to evaluate providers, avoid costly mistakes, and align aviation with broader financial and business goals. Whether viewed as a strategic tool or a lifestyle upgrade, this episode provides a clear, practical roadmap for navigating private aviation.
03 Oct 2025
Episode 34: Admiral Jonathan Greenert on Geopolitics and Leadership in Uncertain Times
Join us as we welcome Admiral Jonathan Greenert, four-star admiral and 30th Chief of Naval Operations, for a candid conversation on today’s geopolitical and leadership challenges. Admiral Greenert shares his perspective on the conflicts in Ukraine and the Middle East, the China–Taiwan dynamic, and the broader forces shaping global stability. The discussion also turns to executive leadership and trust—from how institutions can maintain credibility in a polarized environment to the attributes that define successful leaders. Drawing from his experience leading the U.S. Navy and mentoring more than 250 flag officers, Admiral Greenert offers timeless lessons for decision-makers in business, government, and beyond.
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Contact information
ATX Wealth Partners
401 W. 4th St.
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Austin, TX 78701
