Your Gateway to Wealth and Fulfillment

UBS advisor podcasts

"Your Gateway to Wealth and Fulfillment" is a podcast series designed to guide listeners on their journey to financial success and personal happiness. Each episode offers actionable strategies and inspiring stories to help you unlock your full potential in both wealth-building and life satisfaction.

mitch slater discussing raising financially responsible children

06 Apr 2026

Business Owner Series - Harry Schrader

In this episode, Andrew and Gordon sit down with Harry Schrader to discuss the story behind launching his firm and the importance of truly listening to clients. Harry shares how understanding each client’s vision has shaped his design philosophy and long-term success.

00:00
28:58
mitch slater discussing raising financially responsible children

25 Mar 2026

Business Owner Series - Keith Luedeman

Andrew and Candace sit down with Keith Luedeman. Keith is an entrepreneur, investor and mentor who shares his journey from IBM to founding GoodMortgage.com, surviving major economic downturns, and ultimately exiting—plus why mentorship and community are everything for founders. A must-listen for anyone building, scaling, or dreaming of starting their own business.

00:00
02:08:31
mitch slater discussing raising financially responsible children

09 Mar 2026

Growth, Leadership, and the AI Advantage

Andrew and Candace sit down with growth-focused executive Todd Richardson to explore what it takes to scale organizations responsibly—from building a multi-billion-dollar life sciences platform at a global real estate services firm to launching AI-powered solutions at Ask Sentinel. Todd shares practical insights on growth strategy, leadership, profitability, and how AI can streamline real-world workflows—helping businesses move faster, serve customers better, and stay ahead of industry change.

00:00
26:36

16 Jan 2026

Business Owner Series - Josh Tarbutton

Andrew and Candace sit down with Josh Tarbutton, Founder and Chairman of Bravo team, along with his wife Toni. They talk about their backgrounds, how they met, what its like for Toni to support a business owner and so much more.

00:00
41:50

26 Nov 2025

Business Owner Series: Denis Kouroussis

Andrew is joined by Denis Kouroussis, CEO of Volta Insite to discuss his background, how Volta makes electrical systems more reliable, and what lessons he would give to young entrepreneurs.

00:00
27:53

Contact information

Gateway Wealth Management
6100 Fairview Road
Suite 900
Charlotte, NC 28210

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