UBS advisor podcasts
Chat TCG
Chat TCG is where finance meets real life. Hosted by the TCG team at UBS Financial Services in Columbia SC, we sit down with leaders, innovators, and community changemakers to share their stories, insights, and the lessons they’ve learned along the way. It’s not just about money—it’s about the people behind the progress.
Where to listen?
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Episodes
Stretch Beyond Limits: Shannon Watson on Athletes, Stretching and Mindfulness for Everyday Life 12.01.2026 44:21
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.
The Con Artists Playbook: True Stories from the UBS Fraud Frontlines 12.01.2026 32:41
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.
Stories that Shape Legacies: Estate Planning with Kim Raber 20.11.2025 32:24
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...
Keys to More Than a Home: A Conversation with Sheree Woods 20.11.2025 27:19
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.
From Marine Corp to Corporate Life: Matt Anderson’s SkillBridge Journey at UBS 14.11.2025 44:35
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.
Fueling Life with Lori Lapin: Wellness that Works 14.11.2025 43:39
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.
Bridging the Gap: Jason Price on Empowering Veterans at UBS 06.11.2025 27:12
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.
Feeding Hope: How One CEO Nourishes a Community 06.11.2025 33:03
In this episode of Chat TCG, we sit down with Erinn Rowe, CEO of Harvest Hope Food Bank, to explore the human side of hunger relief. From the frontlines of food insecurity to the boardroom of impact strategy, Erinn shares the powerful stories that fuel her mission—and how one organization is changing lives, one meal at a time.
Center Stage: The Legacy of William Starrett 30.10.2025 31:39
From dancer to director, William Starrett has spent nearly five decades shaping the South Carolina Ballet. In this episode, he shares the stories behind his iconic productions, his passion for outreach and education, and the vision that continues to drive the company forward—onstage and beyond.
Behind the Frame: Duncan Connelly’s Journey Through the World of Fine Art 30.10.2025 21:25
Fine art dealer Duncan Connelly shares the captivating stories behind the canvases — from discovering hidden gems to helping clients fall in love with their first masterpiece. Join us for a behind-the-scenes look at the art world through the eyes of a seasoned storyteller and curator.
From Seed to Success with Carol Rogers Papaletsos – Carol’s take on building Ambrosia LLC. 23.10.2025 32:51
In this flavorful and heartfelt episode of Chat TCG, we sit down with Carol Rogers Papaletsos, founder of Ambrosia LLC and host of “Be My Guest in Greece.” Carol shares her inspiring journey from academia to entrepreneurship, revealing how her love for Greek culture, cuisine, and language led her to build a gourmet food brand rooted in authenticity and hospitality. From navigating the U.S. market...
Preserving the Soul of Charleston: Winslow Hastie on History, Commerce, and Community 23.10.2025 38:18
Charleston is a city where cobblestones meet commerce, and history stands shoulder-to-shoulder with modern progress. In this episode, we sit down with Winslow Hastie, President & CEO of the Historic Charleston Foundation, to explore how preservation shapes not just buildings, but the city’s identity, economy, and future. Winslow shares powerful stories of saving historic treasures, navigating...
Navigating Volatility: Insights from UBS CIO Justin Waring 01.09.2025 42:48
Ladd Lumpkin sits down with UBS Chief Investment Office’s Justin Waring to explore what’s driving markets in 2025, how investors can manage risk without losing sight of opportunity, and the behavioral traps that derail even the best-laid plans. From global trends to personalized portfolio strategies, this episode is packed with practical insight for anyone looking to invest smarter in uncertain ti...
Front Porch Lessons & Boardroom Wins: The Mary Lane Sloan Story 01.09.2025 26:13
Mary Lane Sloan shares the pivotal moments, lessons, and stories that shaped her journey as a leader. From challenges to big wins, this
Medicare Mistakes to Avoid: What They Don’t Tell You at 65 13.08.2025 34:01
A South Carolina Medicare expert, Caroline Ward, joins us to break down the biggest enrollment blunders—from missed deadlines to plan confusion—and how to sidestep them with confidence.
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