UBS Advisor Podcasts

mitch slater discussing raising financially responsible children
44:21

Stretch Beyond Limits: Shannon Watson on Athletes, Stretching and Mindfulness for Everyday Life

Paula sits down with Shannon Watson, RN, to explore how assisted stretching helps athletes recover—and why mindfulness and mobility are just as important in everyday life. From locker rooms to living rooms, Shannon shares stories and simple practices that can help anyone move and feel better.

mitch slater discussing raising financially responsible children
32:41

The Con Artists Playbook: True Stories from the UBS Fraud Frontlines

From gut instincts to game-changing investigations, UBS fraud expert Stephen Bidwa has seen it all. In this episode, Stephen takes us behind the scenes of real-life fraud cases—some clever, some shocking, and all true. Discover how scams evolve, how clients are protected, and the one story that might just have you changing your passwords tonight.

mitch slater discussing raising financially responsible children
32:24

Stories that Shape Legacies: Estate Planning with Kim Raber

Estate Planning isn’t just about legal documents—it’s about protecting families, preserving harmony, and passing on more than just wealth. In this episode, estate attorney Kim Raber shares powerful stories from her work that highlight the human side of wills, trusts and legacy planning. From unexpected client lessons to family turning points, Kim reveals why planning ahead matters and how choices we make today can echo for generations to come.

mitch slater discussing raising financially responsible children
27:19

Keys to More Than a Home: A Conversation with Sheree Woods

Mortgage banker Sheree Woods shares her journey into the world of home lending, the human stories behind the numbers, and what it really takes to empower clients through one of life’s biggest financial decisions. This episode goes beyond rates and paperwork—it’s about impact, resilience, and the heart behind the home.

mitch slater discussing raising financially responsible children
44:35

From Marine Corp to Corporate Life: Matt Anderson’s SkillBridge Journey at UBS

In this episode, we sit down with Marine Matt Anderson, who is transitioning from active duty to civilian corporate life through the UBS SkillBridge program. Matt shares a compelling narrative of service, transition, and adaptation, detailing how he discovered SkillBridge, navigated the application process with UBS, and embraced his roles within a Fortune-level firm.


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