Next Gen

By UBS advisor podcasts

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Category: Business News

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Episodes: 21

Description

Educating the next generation starts with real conversations, not just financial theory. Created by InterGen Wealth Partners at UBS, Next Gen brings financial planning to life through thoughtful discussions with professionals, entrepreneurs, and community leaders who share the experiences behind their success, challenges, and defining decisions. From building and transitioning businesses to navigating family dynamics, career growth, and long-term planning, each episode explores the moments that shape financial futures. Grounded in real stories and guided by the practical insight, these conversations go beyond the numbers and continue long after the episode ends.

Episode Date
Rewriting the ADHD Narrative with Shannon Grace: Understanding Neurodiversity and Executive Function
Mar 24, 2026
Siemens & The Future of Industry: A Conversation with Tony Hemmelgarn
Mar 09, 2026
From Battlefield to Boardroom: Lessons in Leadership with Dr. Miguel Ingle
Feb 03, 2026
The Future of Lifelong Learning with Katie Reynolds, Ph.D.
Dec 24, 2025
Love, Loss, and the Caregiver’s Journey: A Conversation with Chip Del Core
Oct 21, 2025
Conducting a Legacy: Neal Gittleman’s Journey Through Music
Sep 11, 2025
Vinpressions & Vintages: Inside Epoch Estate Wines with Jordan Fiorentini
Jul 31, 2025
Passing the Apron: A Generational Journey in Hospitality
Jul 14, 2025
Creating Community Through Joui with Lauren Gay
May 29, 2025
Uncovering Jewish Dayton: A Conversation with Marshall Weiss
May 06, 2025
The Last Queen: A Hidden Gem of Flavor and Community
Mar 18, 2025
Field of Dreams: Claudio Finol's Baseball Journey
Dec 16, 2024
Making the Move: Home Buying in the Sunshine State with Vicki Tracy
Nov 27, 2024
From Idea to Innovation: David Frey's journey with Crosstoner
Oct 29, 2024
Navigating Real Estate Transitions: Guided by Lori Lyons
Sep 27, 2024
Driving Prosperity: Unveiling the Dayton Development Coalition with Jeff Hoagland
Sep 11, 2024
Echoes of Dayton’s History with Brady Kress
Jul 22, 2024
Empowering Communities: A Conversation with Michelle Lovely from The Dayton Foundation
May 22, 2024
Politics Moving Markets with John Savercool
Apr 24, 2024
In the Game
Mar 22, 2024
Becoming InterGen
Feb 28, 2024