The Petika Wealth Management Group Podcast
Discussion of relevant topics in today's market environment as well as interviews with local business leaders.
08 Apr 2026
Navigating Energy Markets in a Geopolitical Crossfire
In this episode, we sit down with Jay Dobson, CIO Equity Strategist, US Energy & Utilities, UBS Financial Services, to breakdown how recent geopolitical tensions are reshaping the energy landscape - from crude oil price volatility and supply chain disruptions to shifting alliances and policy responses.
03 Feb 2026
Geopolitics Today: A Retired U.S. Navy Admiral on Global Security, Conflict, and Strategy
In this episode, we sit down with retired U.S. Navy Admiral, Jonathan Greenert, to break down today's geopolitical landscape and the forces shaping global security. Drawing on decades of military leadership and strategic experience, the Admiral offers clear insight into military strategy and rising geopolitical tensions involving China, Russia, the middle east, Greenland and NATO. We discuss current global flashpoints, the future of conflict, U.S. national security priorities, and what these developments mean for world affairs in the years ahead.
02 Jan 2026
The Year Ahead (2026)
On this episode, we dive into the key trends, challenges, and opportunities shaping the stock market and economy for the year ahead in 2026. Joining us to discuss these topics is Kurt Reiman, Head of Fixed Income, CIO Americas, UBS Global Wealth Management.
26 Nov 2025
Don’t leave money on the table – year end planning opportunities: International Yacht Broker's Association Education Session
On this episode, we are joined by Justin Waring, Head of UBS Wealth Way Strategy & Solutions, to discuss year end planning opportunities including: managing capital gains, revisiting retirement contribution strategies, year end giving, and developments that may shape the retirement planning landscape in 2026 and beyond.
06 Nov 2025
Creating an Aging Plan
On this episode, we are joined by Annalee Kruger, founder of Care Right Inc. Annalee brings over 30 years of experience guiding families through medical crises, senior care decisions, and the emotional and financial challenges of caregiving. During our discussion, we covered how to proactively plan for aging and avoid being blindsided by medical crises, the importance of an Aging Plan alongside your financial plan, and strategies for safeguarding caregivers, understanding dementia, and making informed care decisions.
Contact information
Contact information
The Petika Wealth Management Group
311 Park Place Blvd
Suite 650
Clearwater, FL 33759
(727) 507-2571
