Through the Wealth Lens
In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we explore these topics.
UBS Advisor Podcasts
Game Changer: Protecting Athletes with Smart Insurance
When it comes to anyone with significant wealth, especially professional athletes and entertainers, the use of life and disability insurance is vital in protecting it for themselves and their families. In our latest episode of Through the Wealth Lens, Max welcomes on Zach Wolkstein, insurance advisor of The Balaban Group out of Los Angeles, to discuss the use of said insurance policies, the process he uses to assess the type of policies that fit a client’s situation best, and how he coordinates them with the client’s overall financial plan and other professionals in the client’s circle.
A Fog Light Through the Healthcare System and Some Tips About Advocating for Yourself and Your Family
Just like many of our clients aren't familiar with all the financial jargon in our industry, many of us have felt lost in a conversation with our doctor or insurer. That’s because the healthcare system has its own language—full of jargon and subtext. A doctor saying, “we’ll monitor this,” might mean they’re unsure of the diagnosis. An insurer denying a claim might phrase it as, “this doesn’t meet medical necessity.” A doctor talking about "code status" to a family member who has a healthcare proxy for a loved one elicits a blank stare. Decoding these messages is critical. Hannes welcomes Dr. Gerda Maisel, private patient advocate and founder of MD Advisor, who helps clients and patients navigate these complexities in order to avoid mistakes that could be tremendously harmful.
The Transition from Pro Sports to the Business World: How is it Done Successfully?
Hannes and Max welcome on Wale Ogunleye, Head of UBS’ Sports and Entertainment segment, to discuss how he successfully transitioned from an 11-year career in the NFL to an executive role in the business world, and some key tips he’d give professional athletes today to succeed in their post-professional sports careers.
Risk Management in the NCAA in the Times of NIL
Max and Hannes welcome on fellow UBS advisors Bryant Shirreffs and Christian Foxen, who break down where risk management for college athletic programs and their players are heading in the constantly evolving world of NIL.
"Girlfriend and Boyfriend Insurance" with Paige Zandri
Hannes and Max welcome on guest expert and family attorney Paige Zandri (Artese Zandri PLLC) to discuss "girlfriend and boyfriend insurance" aka cohabitation agreements. Similar to prenups, Paige explains how they can be used to protect the wealth and image of ultra-high net worth individuals outside of marriage, specifically athletes and entertainers.
