The Petika Wealth Management Group Podcast
Discussion of relevant topics in today's market environment as well as interviews with local business leaders.
UBS Advisor Podcasts
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.
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.
2025 Global Wealth Report
On this episode, we are joined by James Mazeau, Economist for UBS Chief Investment Office, to discuss the recently released Global Wealth Report 2025. In an era marked by rapid economic shifts and unprecedented market developments, understanding trends and drivers of wealth creation is more crucial than ever. During our discussion, we breakdown these trends and the key drivers of wealth growth going forward.
Healthcare Sector Update: June 2025
On this episode, we provide an update on the current developments within the healthcare sector as we have a conversation with Eric Potoker, Healthcare Sector Strategist, UBS Global Wealth Management Chief Investment Office. During this conversation, we share recent developments and advancements within healthcare, which healthcare sub-sectors are most intriguing, and how tariffs may affect pharmaceuticals.
Market Update: May 2025
On this call, we dive into the latest market trends and key economic developments shaping the financial landscape. Joining us to discuss these topics is Mike Ryan, Vice Chair GWM, UBS Financial Services Inc.
