O’Leary Partners Observations

UBS advisor podcasts · ubs.com

Welcome to The O’Leary Partners’ Observations (OPO) — a dynamic podcast series featuring unique insights from influential Floridian professionals, UBS thought leaders, and other distinguished voices within the O’Leary Partners’ network. Each month, we dive into thought-provoking topics designed to spark “aha!” moments, offering fresh perspectives to inspire both your personal growth and professional success. Contact information: O’Leary Partners, 100 SE Second Street, 25th Floor, Miami, FL, 33131, gabrielle.oleary@ubs.com, 305-536-9241

12 episodes

1mo ago latest

monthly cadence

English language

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Episodes 12

Civility Wins: Family, Finances & Moving Forward
1mo ago
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 outcomes often come from a team approach. Whether you’re experiencing a family transition yourself or advising those who are, this conversation offers practical insights for moving forward with clarity and purpose.
Beyond the Balance Sheet: Women, Wealth and the Power of Confidence
5mo ago · 30:18
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 research, we discuss the moments women pause, what they truly value in an advisory relationship, and how financial confidence can unlock greater influence, optionality, and impact.
Year-End Planning for Global Families: Domestic Moves with an International Perspective
8mo ago · 31:09
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 cross-border pitfalls, and why strong collaboration between legal and financial advisors is essential for long-term success. Perfect for families balancing U.S. and international interests – and anyone looking t
The Heart of Miami: How United Way’s Chief Philanthropy Officer Drives Change
1y ago · 27:47
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 highlights how individuals and families can amplify their giving through donor-advised funds, while Gladys offers a powerful glimpse into the stories, strategies, and collaborations shaping Miami’s fu
Chomping the Bear with UBS CIO: Florida Gators’ Triumph as a Blueprint for Market Success
1y ago · 18:30
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 investors stay focused when emotions run high—you’ll walk away with timely insights and actionable ideas straight from UBS’s playbook.
Sunshine and Strategy: Unlocking Hidden Value in Florida Lands with AgAmerica
1y ago · 25:38
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 land, whether you’re running a family farm, considering your next big investment, or simply curious about the health of the soil beneath your boots. If you care about the future of agriculture, land owne
Fixed Income Focus: Navigating Markets and Opportunities with Lord Abbett
1y ago · 33:00
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 uncertainty like a pro. Featured is Patrick Layng, Regional Manager at Lord Abbett. Host: Gabrielle O'Leary
Tax & Accounting Insights in the Post-Election Landscape
1y ago · 34:29
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 current and proposed rules might influence wealth transfer strategies. Lastly, we’ll tackle corporate and business tax implications, breaking down how companies of all sizes might need to adapt to ne
The Financial Future of South Florida Real Estate
1y ago · 36:57
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 how their activity is shaping the market’s future. Finally, we’ll examine real estate as a powerful retirement strategy and address economic factors that could influence long-term market dynamics. Feat
Beyond the 4% Rule: Am I Ready for Retirement?
1y ago · 49:53
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 allocation and spending strategies, before concluding with advice on evaluating overall retirement preparedness. Featured is Daniel J. Scansaroli, Ph.D. and Ainsley Carbone from the UBS Chief Investment Offi
Executive Burnout: Solutions for C-Suite Stress
2y ago · 42:14
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.
Wealth & Wellness: Money Talks for Miami Medical Professionals (Part 1)
2y ago · 26:55
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.