UBS Advisor Podcasts

Penniman Wealth and Institutional Consulting Group

Straight Talk with the Penniman Group is a podcast series hosted by the Penniman Wealth and Institutional Consulting Group at UBS Financial Services. Our team is based in the suburbs of Detroit, Michigan however, we serve clients across the country. In each episode of Straight Talk with the Penniman Group we focus on a timely topic in the personal planning, family planning and institutional investing worlds. Join us as we identify key issues in planning and investing, team with leading thinkers to discuss the latest trends and provide innovative solutions for the challenges faced by you, your family, and your business.

UBS advisor podcasts

Planning For The Executive In Transition

17:39

We are financial advisors from the Penniman Wealth and Institutional Consulting Group. We are a UBS wealth management team based in the Detroit suburbs but we serve families, executives, and institutional clients throughout the country. Our guiding principal is to provide Simple, Personal, and Complete advice to our clients who entrust us their most important goals and challenges. Each episode, we intend to take a deep dive on a specific planning topic. Today, our topic is executives in transition. A subset of our client base are professionals in their mid-20s to mid-40s. In this window of time, a lot of big life events occur, creating a need for the client to review key aspects of their financial plan. In reflecting upon these conversations, Brad and Meg have identified three important periods of transition and subsequent planning topics to consider.


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