Beyond the Balance Sheet

UBS advisor podcasts

Beyond the Balance Sheet dives into the stories behind the strategies. Hosted by Michael Pasquale, the podcast spotlights the people, passions, and purpose guiding modern wealth. Through candid conversations with creators and leaders, the podcast uncovers how financial decisions, cultural influence, and personal legacy intertwine. Inspiring, insightful, and made for listeners who want to think differently by looking beyond the balance sheet.

mitch slater discussing raising financially responsible children

30 Jul 2026

The Connection Between Mental and Financial Well-Being

In this episode of Beyond the Balance Sheet, we sit down with Maris Pasquale Doran, licensed psychotherapist, speaker, author, and founder of Midlife Mothers: Pause. Reset. Reclaim., to explore the powerful connection between mental and financial well-being. Drawing on two decades of clinical experience, Maris shares how identity, nervous system regulation, and the stories we tell ourselves influence the way we make decisions, navigate change, and show up in our relationships and work. From major life transitions and care giving responsibilities to stress, resilience, and emotional awareness, Maris offers practical insights on how understanding ourselves more deeply can lead to healthier choices, greater clarity, and a stronger foundation for both personal and financial well-being.

00:00
48:37
mitch slater discussing raising financially responsible children

23 Jun 2026

From Inclusion to Influence with Mary Ellen Iskenderian

In this episode of Beyond the Balance Sheet, we sit down with Mary Ellen Iskenderian, CEO and President of Women’s World Banking, to explore what it really means for women to become the primary stewards of global wealth. From the gaps in today’s financial system to the emotional and behavioral side of money, Mary Ellen shares insights on how finance must evolve as well as what women can do to build resilience, confidence, and impact along the way.

00:00
42:20
mitch slater discussing raising financially responsible children

21 May 2026

Beyond the Balance Sheet: Where Confidence Meets Entrepreneurship with EpicLight Beauty

In this episode of Beyond the Balance Sheet, host Michael Pasquale sits down with the co‑founders of EpicLight Beauty to talk confidence, identity, and the business of building a brand for women 35+. They discuss the financial realities of launching a product company, the mindset shifts that come with experience, and why confidence can be one of the most powerful forms of capital. The conversation goes beyond beauty to explore entrepreneurship, personal finances, and redefining success at every stage of life.

00:00
37:26

Contact information

Soteria Wealth Management
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

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