UBS advisor podcasts

26:03

Purpose Unlocked with Molly Grantham

Leading with her voice and her father’s mentorship – she bet on herself and is betting on others. Whether you are contemplating a career shift, launching a passion project, or simply creating a fresh start, Bet on Yourself is a powerful reminder that the biggest rewards often come with the boldest moves. Visit www.betonyourselfsummit.com, www.mollygrantham.com or contact molly@mollygrantham.com. #betonyourself #winstelkincheloegroup

26:28

529 Plans aren't just for College?

Families looking to prepare for future education expenses have many choices available to them: Savings accounts, Coverdells, ROTH IRAs, UGMA/UTMA accounts and 529 plans. However, the unique features of 529 plans can make them a top option to consider. 529 plans have no eligibility restrictions based on income, no age or time limits to distribute, and generous contribution limits. In addition, the estate planning benefits make them much more than just a “college savings account.”

01:48:49

Living Passion in Philanthropic Purpose with Blanton Hamilton

Corporate real estate business owner Blanton Hamilton joins us to talk about living out his philanthropic passion - in his second half of life - as a volunteer pilot with the nonprofit Angel Flight. Angel Flight's cohort of pilots volunteer time and resources to fly patients, most of whom are unable to use commercial transportation due to health risks or affordability, travel to essential medical appointments at Cancer Centers of America, Atlanta Burn Center, Duke Medical School, and other critical care organizations.

01:59:21

Achieve Wealth and Happiness with Jay Malick

In this insightful episode, we sit down with author Jay Malick to discuss his book, Achieve Wealth and Happiness. Drawing from his years of experience and thoughtful research, Jay offers listeners proven strategies for success. Join us as we dive into the powerful insights and principles shares in his book, exploring how to achieve monetary wealth and create a roadmap for a happy and fulfilled life.

01:40:35

Investing in the Arts with Tom Gabbard

Investing in the arts is about more than financial gain – it’s about fostering cultural growth, transforming communities, and leaving a lasting impact. In this episode, we explore the unique intersection of art, leadership, and investment, highlighting how meaningful contributions to the arts can generate both tangible and intangible returns. How can supporting the arts not only provide a return on investment but also inspire social change and community revitalization? Join us as we delve into the power of living beyond the numbers through leadership and advocacy in the arts.


Contact information

The Winstel Kincheloe Group
6100 Fairview Road
Suite 900
Charlotte, NC 28210

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