O’Leary Partners Observations

Divorce is more than a legal process–it's a major life transition. In this episode, Gabrielle O'Leary sits down with family law attorney and mediator Kristen Goss to explore how civility, collaboration, and thoughtful planning can help families navigate change with confidence. Together, they discuss co-parenting, financial decision making, rebuilding after divorce, and why the best outcome...

Women are building more wealth than ever–but the financial decisions behind it are more nuanced than they appear. In honor of International Women’s Day and Women’s History Month, I sit down with Carey Shuffman, Head of Women’s Wealth at UBS, to explore confidence, clarity, and intention evolve as women grow in their careers, businesses, and leadership. Drawing on insights from UBS’s Own Your Worth...

In this episode of The O'Leary Partners Observations Podcast, host Gabrielle O'Leary speaks with Harper Meyer estate planning attorneys Gustavo Negron and Gerry Gonzalez about the most important year-end planning steps for globally connected families. Together, they break down the key moves to consider before December 31, how today's tax environment is shaping planning for 2026, common...

At the heart of every thriving community are people who care—and act. In this episode, Gabrielle O’Leary sits down with Gladys Reed, Chief Philanthropy Officer at United Way Miami, to explore how the organization is transforming lives across the city. Gladys shares the mission driving their work, the moments that fuel her passion, and the corporate partnerships making a real difference. Gabrielle...

What do the Florida Gators basketball team and bear markets have in common? In this high-impact episode, Gabrielle O’Leary welcomes Matthew Tormey, US Equity Strategist at UBS CIO, to break down what defines a bear market, whether we’re in one (or heading for one), and how smart investors can turn volatility into opportunity. From portfolio positioning to sector resilience, plus how to help invest...

In this episode, UBS sits down with AgAmerica to uncover the key market trends shaping Florida’s dynamic land and agriculture landscape. We explore the unique challenges and opportunities that today’s landowners are facing, from shifting market demands to evolving environmental considerations. But we don’t stop there—AgAmerica shares actionable strategies to help you maximize the value of your lan...

In this discussion, we team up with Lord Abbett to explore 2025's fixed income forecast. From stormy markets to central banks setting the temperature with interest rate policy, we'll map out the current conditions. We'll also uncover pockets of sunshine with relative value opportunities, assess the credit climate, and share tips for portfolio positioning to help you navigate uncertaint...

In this episode, we’re unpacking some important updates that could affect your financial world. We’ll start with a look at the election results and what they might mean for tax and accounting policies. Next, we’ll dig into potential tax policy changes that could impact everyone—from everyday taxpayers to high-net-worth individuals. Then, we’ll zero in on estate and gift tax planning, exploring how...

In this episode, we dive into one of the most dynamic housing markets in the country, breaking down the latest developments shaping buyer and seller behavior. We’ll explore key indicators impacting property values and discuss diverse investment opportunities for those looking to capitalize on the market. Additionally, we’ll touch on the influence of foreign buyers on local real estate trends and h...

In this special episode, experts from the UBS Chief Investment Office will guide listeners through essential steps in retirement planning. The discussion will begin with an introduction to the UBS Wealth Way framework, which helps tailor investment strategies to individual goals. This will be followed by a detailed analysis of current market conditions. The discussion will then cover asset allocat...

This in-depth mental health discussion focuses on executive burnout as well as solutions to reverse course and optimize brain performance, through neuroscientific treatment options from a qualified mental health clinic and an employer sponsored financial wellness program. Featured is Dr. Maria Elena Collazo, a Clinical Psychologist from GIA Miami. Host: Gabrielle O’Leary.

This conversation explores unique financial challenges, needs and concerns of the medical community as well as financial wellness best practices for medical professionals. Featured is Angel Bosch-De Leon, DCMA Managing Director. Host: Gabrielle O’Leary.

This conversation discusses the O’Leary Partners’ new corporate membership with the Dade County Medical Association (DCMA) followed by DCMA’s priorities and goals for the second half of 2024. Featured is Angel Bosch-De Leon, DCMA Managing Director. Host: Gabrielle O’Leary.