Family Wealth Management

UBS advisor podcasts

Plan for Pets with Sarah Paradiso

00:00

Dan and Alanna chat with Dr. Sarah Paradiso, a veterinarian from Hamilton Animal Care, about the ins and outs of pet ownership. From vet visits and grooming costs, to emergency care and pet insurance, Dr. Sarah shares some great tips on choosing the right pet for your lifestyle, and why having an emergency fund for your pet is a must.

Plan for Senior Living with Denise Catalanotto

00:00

Dan and Alanna sit down with Denise Catalanotto, Community Sales Director at Brightview Senior Living. They chat about the financial and social aspects of planning for the golden years, with practical tips on cost, and how to have these conversations early and often for a smooth transition into senior living.

Introducing Dan has a plan: Beyond the Balance Sheet

00:00

Welcome to this introductory episode of “Dan has a plan: Beyond the Balance Sheet.” Join UBS financial advisor Daniel B. Smith of Family Wealth Management, and his daughter Alanna as they launch a podcast that’s not just about numbers, but dreams and goals. Dan shares his journey from small-town aspirations to financial wisdom, while Alanna brings a fresh perspective, asking the questions you're curious about. Discover why financial planning should start early, and how it can help you focus on what truly makes you happy.


Contact information

Daniel B. Smith
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

UBS On-Air

Tune in to more UBS podcasts for conversations with analysts, influencers and market experts

Market Moves

Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

In the Now

In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

Conversations

Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere