Next Gen
Come along with us as we embark on a journey to educate the Next Gen. This educational series hosted by InterGen Wealth Partners at UBS was started with the goal in mind to provide further education to families throughout their family tree. With decades of industry experience and an extensive professional network we will explore the importance of financial planning and bring you important tips that will get you focused on achieving your long-term goals. Whether your just getting started on your financial path or taking the road to retirement, this podcast will be your ultimate tour guide.
UBS advisor podcasts
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.
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.
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.
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.
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.
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.
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!
Field of Dreams: Claudio Finol's Baseball Journey
From growing up in Venezuela to playing professional baseball in the States, this inspiring story is about dedication, perseverance and chasing your dreams. Join us as our host Josh Pfeiffer, Wealth Management Associate with InterGen Wealth Partners, sits down with professional baseball player Claudio Finol. He delves into his experiences with Major League Scouts, the challenges and triumphs of moving to a new country and the lessons he's learned playing alongside some MLB legends.
Making the Move: Home Buying in the Sunshine State with Vicki Tracy
Whether you're considering moving to Florida or just curious about the latest market trends, this episode is packed with essential information and engaging conversation. In this episode hosted by Jim Hyland, CRPC™, CRPS™, Financial Advisor with InterGen Wealth Partners at UBS, we’re thrilled to have Vicki Tracy, Chief Operating Officer for Gulf Coast International Properties, as our guest. From her roots in Detroit to making a permanent home in Naples, Florida, Vicki shares her inspiring journey, insights into the SW Florida real estate market, and invaluable advice for both buyers and renters. Don’t miss out on Vicki’s advice to living your best life under the Florida sun!
From Idea to Innovation: David Frey's journey with Crosstoner
Join host Tim Van Simaeys, AAMS™, Financial Advisor at UBS, as he dives into a compelling conversation with David Frey, the innovative mind and CEO behind Crosstoner’s game-changing strength training device. In this episode, you’ll uncover David’s journey as an inventor and entrepreneur, uncovering the unique challenges he's faced, the secrets behind his success, and his vision for the future. Whether you're a budding inventor or just love a good entrepreneurial story, this episode is packed with insights and inspiration you won’t want to miss!
