UBS On-Air: Conversations

In this episode, we cover wealth planning strategies based on key changes from the SECURE 2.0 Act that impact the retirement assets of clients. Erik Seeney, Wealth Planning Strategist, UBS is joined by Ainsley Carbone, Total Wealth Strategist, UBS who will share best practices regarding: Increasing the age for required minimum distributions (RMDs). Strategies for reducing the tax burden on retirem...

Our conversation outlines developments surrounding the EU’s Green Deal Industrial Plan, outlines the progression of ‘green transportation’ and touches on the global rise in energy prices and the role renewables can play. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Jens Peers, Chief Executive Officer and Chief Investm...

Alejo Czerwonko joins our 1285 podcast studio to share his recent exciting news of being named to the World Economic Forum’s Young Global Leaders program. Listen as Alejo explains how his work here at the UBS Chief Investment Office, along with his roles in academia and global think tanks, will shape his contributions to the program, plus what he plans to take away and apply from the experience. F...

The UBS 2022 U.S. Philanthropy Forum took place from Monday, October 24 - Tuesday, October 25, 2022 in Austin, Texas. The theme of the event was to "Activate and Elevate Your Philanthropy" and brought together philanthropists from across the U.S. to inspire, empower and educate participants on how philanthropic aspirations can be converted into actions and results. Tune in for this session...

The UBS 2022 U.S. Philanthropy Forum took place from Monday, October 24 - Tuesday, October 25, 2022 in Austin, Texas. The theme of the event was to "Activate and Elevate Your Philanthropy" and brought together philanthropists from across the U.S. to inspire, empower and educate participants on how philanthropic aspirations can be converted into actions and results. Tune in for this session...

The UBS 2022 U.S. Philanthropy Forum took place from Monday, October 24 - Tuesday, October 25, 2022 in Austin, Texas. The theme of the event was to "Activate and Elevate Your Philanthropy" and brought together philanthropists from across the U.S. to inspire, empower and educate participants on how philanthropic aspirations can be converted into actions and results. Tune in for this session...

In this podcast, we discuss the many risks that lurk in a financial plan, even (especially) when it has a 99% probability of success. We discuss the importance of anticipating non-market financial shocks, strategies to gain control and confidence over your hard-earned savings, and ways for families to give themselves permission to spend freely in retirement. Featuring Andrea Rothberg, Wealth Plann...

Our conversation focuses on International Women’s Day, a global holiday which celebrates the social, economic, cultural, and political achievements of women. Our guests discuss the wealth building journey for women and how to make financial decisions for the future. Featured are Nicole Herman, UBS Relationship Manager for the Women’s Client Segment, and Michelle Doyle, Assistant Vice President, Se...

Learn about the 2023 Planning Guide from UBS with Brad Dillon, Senior Wealth Strategist.

Our conversation focuses on the latest Modern Retirement Monthly publication, which explores withdrawal rates and how to assess retirement readiness using house-hold specific factors. Featured are Justin Waring, Investment Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation focuses on wealth preservation, how investing differs in the Black community and what to look for in a financial advisor. Featured is Kleo Curry, Financial Advisor, Vice President, Wealth Management. Host: Shiavon Chatman

As part of UBS’s focus on making technology our differentiator and building a bank for the future, we have launched our new technology spotlight, Engineering the Future. Featuring interviews and discussions with a range of experts and collaborators from UBS and beyond, join us as we explore how the future of finance is increasingly being disrupted by technology. Our second episode features a conve...

This conversation focuses on investors who make up the rising generations, including Millennials and Generation Z. As these groups venture into the world of financial management and planning, we outline and discuss what it means to achieve financial confidence and preparedness. Featured are Shriya Khonde, UBS Consolidated Advisory Program Manager and Patrick Delaney, Retirement Insights Leader wit...

We discuss the recent Modern Retirement Monthly publication, which focuses on strategies you can implement in order to improve your after-tax wealth potential. We also touch on spend management considerations for during retirement and the differences between traditional and ROTH retirement accounts. Featured are Justin Waring, Investment Strategist Americas, and Ainsley Carbone, Total Wealth Strat...

This episode features a discussion between Shawna Hamilton, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Dr. Barney Long, Senior Director of Conservation Strategies at Re:wild. Re:wild’s mission is to protect and restore the wild to build a thriving Earth where all life flourishes. Barney shares how Re:wild combines more than three decades of co...

The UBS Ability Americas Employee Network is pleased to share the launch of a new podcast series, with the first episode titled, ‘Living with Invisible Illnesses’. During the episode, Harper Spero, podcast Host and Founder of the Made Visible podcast series, and Rachel Wilson, UBS Regulatory and Investigations Analyst, discuss Rachel’s experience navigating an invisible illness in the workplace an...

In this episode, we cover timely strategies for young families when developing their estate plan. Featured are Erik Seeney, and David Mietty, Wealth Planning Strategists with UBS.

With 2023 underway, our conversation outlines some important considerations for those in or nearing retirement, including developments surrounding the SECURE 2.0 Act, Social Security and Medicare. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation covers performance expectations for 2023 and reflections from 2022. We also cover some notable ESG regulation milestones from the past year and how to think about positioning within the space over this next year. Featured is Amantia Muhedini, Sustainable and Impact Investing Strategist Americas from the UBS Chief Investment Office, and Sarah Hughes, Head of ESG and Sustainable Inv...

Travelers have started to pack their suitcases again in hopes of booking long overdue trips to visit friends and family, as well as bucket list destinations. Don Jones, General Manager at Andrew Harper joins UBS to discuss traveling best practices, as well as travel they are seeing for 2023.

Join Liam McCormick, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Jim Ritterhoff, Co-Founder of Force Blue, and Roger Sparks, Special Operations Veteran and Force Blue Diver. Force Blue seeks to address two seemingly unrelated problems - the rapidly declining health of our planets marine resources and the difficulty returning combat veterans hav...

Our conversation outlines the risk of water scarcity across the globe, trends in food prices, labor rights and more. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office, and Jonas Kron, Chief Advocacy Officer at Trillium Asset Management. Host: Shiavon Chatman

Have you ever bought something just because it was on sale? Have you ever exited the highway to avoid traffic, even though you know you will arrive at your destination later? What is the ‘turkey illusion’? In this podcast, we talk about behavioral biases and some strategies that we can use to manage the impact of these biases on our long-term returns.

Our conversation offers a look into how investors feel about current conditions in financial markets, the economic and public policy environment in the US, and how they are positioning their portfolios accordingly. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office. Host: Daniel Cassidy

Hear a conversation with Advanced Planning Senior Wealth Strategist, David Leibell, on Business Succession Planning and some considerations to be mindful of. Host: Daniel Cassidy