UBS Advisor Podcasts

Strategic Planning for Business Owners

A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.

UBS advisor podcasts

Tapping Private Equity for Growth


In the episode, Steve Young, Senior Vice President at UBS Wealth Management conducts a panel discussion with Michael Rudolph, Managing Director of KPMS Corporate Finance, Matt Keefe, Managing Directors at Edgepoint Capital Advisors and Terrel Bressler, Managing Director at Prairie Capital Advisors on the topic of Private Equity and growth for closely held, middle market companies.

Concentration Risk for Business Owners


In this episode, Steven Young, Senior Vice President at UBS, speaks with Justin Waring, Investment Strategist with the UBS Chief Investment Office, about concentration risks associated with closely held businesses.

Retirement Plans for Owners and Their Employees


In this episode, Steven Young, Senior Vice President at UBS, speaks with Leif Springer, Senior Vice Retirement Plan Consultant with UBS Institutional Consulting Group, about retirement plans for owners and their employees. Topics discussed include 401(k) plans, profit sharing plans, cash balance plans, pooled employer plans and non-qualified deferred comp plans

Using Captive Insurance Companies to Protect and Grow Wealth


In this episode Steven Young, Senior Vice President, UBS Wealth Management and leader of the Business Transition Consultants discuss the how owners can use Captive Insurance Companies to protect and grow wealth with his guest, Michael Hyzdu, Senior Vice President, UBS Wealth Management, and leader 3 Point Wealth Advisors. Mike discusses what a captive insurance company is, who should consider one and how to leverage a captive to grow wealth.

A Unique Look at Foundations and Endowments


In this episode Steven Young, Senior Vice President UBS Wealth Management and leader of the Business Transition Consultants speaks with his guest, Matthew Green, Senior Vice President UBS Private Wealth Management, and co-leader of the Indianapolis Team focusing on foundations and endowments. Together they present a unique look at how foundations and endowments are managed at UBS and the key differentiators that separates Matt's team from their competition.

UBS On-Air

Tune in to more UBS podcasts for conversations with analysts, influencers and market experts

Market Moves

Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

In the Now

In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else


Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere