UBS Advisor Podcasts

The Sound Dollar

As a financial advisor, I've always enjoyed hearing how people became successful in business, and figuring out ways to help them make the most of their success from a financial perspective. In each episode we interview people with interesting success stories and/or talk with subject matter experts in the financial services industry to learn about the tools of the trade.

UBS advisor podcasts

Lessons from DollarSprout

57:37

In this episode, I interview the founders of DollarSprout, a website that seeks to help people worry less about money and spend more time on the things that truly matter in life. We will discuss how the business got started, the challenges they have overcome, financial strategies they have used, and what's next.


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This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be those of UBS Financial Services Inc. UBS Financial Services Inc. does not verify and does not guarantee the accuracy or completeness of the information presented.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com /relationshipsummary.

DollarSprout and UBS Financial Services Inc. are not affiliated.

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements.It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/workingwithus .

UBS Financial Services Inc. does not provide tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances.

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