The Inner Circle
Step into The Inner Circle, a dynamic and engaging podcast hosted by The Radius Group of UBS. Leveraging their extensive wealth management experience and a diverse network of industry experts, The Inner Circle explores the latest trends while sharing timeless wealth management techniques. Don’t miss out – elevate your financial knowledge by joining The Inner Circle today!
UBS Advisor Podcasts
Understanding the Social Security Fairness Act
Signed into law earlier this year, the Social Security Fairness Act eliminates two long-standing provisions that reduced benefits for millions of retirees. Michael Lynch of Hartford Funds joins host Tiffany Kellner to explain who’s eligible, how the benefit changes work, and what next steps listeners should consider. Whether you’re already receiving Social Security benefits or just planning ahead, this episode offers clear insights on how the new law could affect your retirement income.
Wander Wisely: Smart Travel Tips For Your Next Trip
In this episode of The Inner Circle, host John Reagan Jr. sits down with Leah Higgerson, owner of Snapshot Travel Company, to explore how to make travel seamless, stress-free, and truly unforgettable. Leah offers her best advice for travelers, covering everything from emerging travel trends to expert packing tips and best practices for planning multi-generational trips, helping you turn your travel goals into reality.
Medicare made simple: Key Insights for Turning 65
Approaching 65? Medicare decisions can be overwhelming, but they don’t have to be. In this episode, Blair Cornell and Dan Bitler break down key steps, from enrollment timelines to choosing the right coverage. Get clear, practical advice to align Medicare with your financial goals. Tune in for a quick guide to navigating this important milestone!
Transform Your Mindset: A Conversation with Dr. Kevin Elko
In this enlightening episode, we take a detour from our usual financial discussions to explore the transformative power of belief with Dr. Kevin Elko, a renowned consultant to NFL teams and top businesses, and the author of seven influential books. Discover how our beliefs drive behaviors and success, and gain actionable insights on developing a mindset of faith and boldness. Dr. Elko breaks down his powerful acronym, BELIEVE, sharing practical examples and personal stories that inspire resilience, growth, and fulfillment in life.
2024 Election: Insights for Investors
Tiffany Kellner sits down with Kurt Reiman, Head of Fixed Income at UBS Global Wealth Management, to break down what a second-term Trump presidency and Republican-led Congress could mean for taxes, inflation, and the markets. From tariffs to deregulation, they explore the ripple effects of political change and share practical advice for navigating volatility, staying invested, and keeping your financial goals on track—no matter the headlines.
