UBS Advisor Podcasts

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.

mitch slater discussing raising financially responsible children
43:39

Fueling Life with Lori Lapin: Wellness that Works

From protein-packed snacks to mindset resets, Lori Lapin shares how to nourish your body and your schedule—without losing your mind. Join us for down-to-earth convo on real wellness, the Columbia Way.

mitch slater discussing raising financially responsible children
27:12

Bridging the Gap: Jason Price on Empowering Veterans at UBS

In this episode of Chat TCG, we sit down with Jason Price, Head of Veterans Affairs at UBS, to explore how one of the world’s leading financial institutions is actively supporting military veterans as they transition to civilian careers.


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