The Inner Circle

UBS advisor podcasts · ubs.com

Step into The Inner Circle, a dynamic and engaging podcast hosted by The Radius Group of UBS. Leveraging their extensive wealth management experience and a diverse network of industry experts, The Inner Circle explores the latest trends while sharing timeless wealth management techniques. Don’t miss out – elevate your financial knowledge by joining The Inner Circle today!

22 episodes

2mo ago latest

monthly cadence

English language

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Episodes 22

Cutting Through the Noise: Markets, AI, and the Road Ahead with Mike Ryan
2mo ago · 26:31
What should investors focus on when headlines seem to change by the hour? UBS Vice Chairman Mike Ryan joins Blair Cornell and Tiffany Kellner to discuss the economy, interest rates, market opportunities, and why artificial intelligence could be one of the most transformative forces of our lifetime. Tune in for a timely conversation on what's noise, what's important, and where investors should keep their focus.
Who will change your light bulbs? Three questions that define retirement
4mo ago · 36:49
You've done the planning. The numbers work. But what happens when real life gets in the way? This episode explores a powerful idea from MIT’s AgeLab: retirement success isn’t just about wealth—it’s about how you live. Colin Faulkner and Michael Lynch break down three simple questions that can help you prepare for a longer, more fulfilling life.
Beyond the Documents: The Invisible Side of Estate Planning
6mo ago · 22:23
Estate planning isn’t just wills and trusts — it’s the clarity your family wishes they had when they’re grieving. Blair Cornell sits down with Kathy Gossard, Director and Associate Wealth Strategist on UBS’ Advanced Planning Team and author of Life After Me: A Survivor’s Handbook. Together they explore what families truly struggle with after a loss, the real stories that inspired the handbook, and why “personal wishes” can be the most meaningful part of any plan.
Holiday Scams - How to stay safe from fraud this season
9mo ago · 14:22
The holidays should be about family, friends, and giving not falling for scams. In this episode of The Inner Circle, host Colin Faulkner sits down with Stephen Bidwa, UBS Banking & Fraud Protection Lead, to uncover the scams that spike this time of year, from gift card shakedowns and fake charities to Zelle impersonation tricks and bogus checks. Learn how to spot the red flags, what to do if you’re targeted, and why reporting quickly can help protect both you and others.
Beyond the Buzz: What A.I. Means for Investors
10mo ago · 37:40
Artificial intelligence has moved from headlines to the real economy changing how we work, spend, and invest. Colin Faulkner sits down with Matthew LeBlanc of Columbia Threadneedle to unpack what A.I. actually is, where it’s showing up in daily life and business productivity, and how its growth could impact markets and portfolios. We also tackle risks, misinformation, jobs, security and where opportunity may lie beyond the mega-cap names.
Protecting Yourself from Fraud: Common Scams and How to Respond
11mo ago · 31:29
Knowledge is the first line of defense against fraud. In this episode of The Inner Circle, host Colin Faulkner speaks with Stephen Bidwa, UBS Banking & Fraud Protection Lead, about today’s most common scams—impersonation, investment and loan, romance, phishing, and card skimming—and what to do if you’re targeted. You’ll learn how to spot the red flags, the immediate steps to take, and why reporting matters.
Optimizing Nutrition as You Age
1y ago · 37:08
As our bodies change, so should our approach to nutrition. In this episode, Colin Faulkner sits down with registered dietitian Brittany Graham to explore what it means to eat well in your 40s, 50s, and beyond. From hydration and protein to supplements and sustainable habits, Brittany breaks down the science into practical tips to help you feel stronger, sharper, and more energized—no matter your age.
Motivation, Discipline, and Coaching the Next Generation
1y ago · 23:40
In this episode of The Inner Circle, host John Reagan Jr. sits down with longtime friend and seasoned high school football coach, Brent Ullery to discuss what truly drives and motivates teenagers. They dive into the importance of discipline, accountability, and mentorship—lessons that extend far beyond the football field. Whether you’re a parent, grandparent, or mentor, this conversation will provide valuable insights on how to connect with young people, instill strong values, and help them develop the habits they need to thrive in life. Tune in for an engaging discussion on coaching, leadersh
Understanding the Social Security Fairness Act
1y ago · 11:56
Signed into law earlier this year, the Social Security Fairness Act eliminates two long-standing provisions that reduced benefits for millions of retirees. Michael Lynch of Hartford Funds joins host Tiffany Kellner to explain who’s eligible, how the benefit changes work, and what next steps listeners should consider. Whether you’re already receiving Social Security benefits or just planning ahead, this episode offers clear insights on how the new law could affect your retirement income.
Wander Wisely: Smart Travel Tips For Your Next Trip
1y ago · 20:17
In this episode of The Inner Circle, host John Reagan Jr. sits down with Leah Higgerson, owner of Snapshot Travel Company, to explore how to make travel seamless, stress-free, and truly unforgettable. Leah offers her best advice for travelers, covering everything from emerging travel trends to expert packing tips and best practices for planning multi-generational trips, helping you turn your travel goals into reality.
Medicare made simple: Key Insights for Turning 65
1y ago · 12:00
Approaching 65? Medicare decisions can be overwhelming, but they don’t have to be. In this episode, Blair Cornell and Dan Bitler break down key steps, from enrollment timelines to choosing the right coverage. Get clear, practical advice to align Medicare with your financial goals. Tune in for a quick guide to navigating this important milestone!
Transform Your Mindset: A Conversation with Dr. Kevin Elko
1y ago · 35:49
In this enlightening episode, we take a detour from our usual financial discussions to explore the transformative power of belief with Dr. Kevin Elko, a renowned consultant to NFL teams and top businesses, and the author of seven influential books. Discover how our beliefs drive behaviors and success, and gain actionable insights on developing a mindset of faith and boldness. Dr. Elko breaks down his powerful acronym, BELIEVE, sharing practical examples and personal stories that inspire resilience, growth, and fulfillment in life.
2024 Election: Insights for Investors
1y ago · 25:16
Tiffany Kellner sits down with Kurt Reiman, Head of Fixed Income at UBS Global Wealth Management, to break down what a second-term Trump presidency and Republican-led Congress could mean for taxes, inflation, and the markets. From tariffs to deregulation, they explore the ripple effects of political change and share practical advice for navigating volatility, staying invested, and keeping your financial goals on track—no matter the headlines.
Navigating Medicare in 2025: Key Updates and Insights
1y ago · 19:23
In this episode of The Inner Circle, Blair Cornell welcomes back Dan Bitler, Certified Insurance Counselor, to discuss the latest Medicare changes for 2025. Together, they break down key updates, including the elimination of the Medicare Part D "donut hole" and the impact of the Inflation Reduction Act. Whether you're approaching retirement or simply curious about how these changes affect your healthcare options, this episode provides the clarity you need to navigate Medicare with confidence.
A Conversation with Chris Davis: Wisdom and Strategies for Building Wealth
2y ago · 31:43
In this episode of The Inner Circle, host Colin Faulkner welcomes Chris Davis, chairman and portfolio manager of Davis Advisors. Explore the principles and strategies that have shaped one of the industry's leading money management firms. Chris offers invaluable insights on building generational wealth, evolving investment approaches, and the key principles guiding stock selection and portfolio management. Learn from experiences passed down through generations and gain wisdom from influential mentors. This episode is packed with valuable takeaways you won't want to miss.
7 Things No One Tells you About Retirement with special guest Terry Pettorini
2y ago · 17:58
Join host Blair Cornell and special guest Terry Pettorini as they unveil the "7 Things No One Tells You About Retirement". Gain crucial insights into navigating complexities, embracing longer lifespans, and approaching retirement with the right mindset. Listen now for essential wisdom to help make the most of your retirement journey.
Real Estate Insights: Navigating the Market with Marcie Solin
2y ago · 13:08
In this episode of the Inner Circle podcast, join host Tiffany Kellner as she welcomes Marcie Solin, real estate agent with Coldwell Banker Heritage. Explore the evolving landscape of the real estate market, the challenges of limited inventory, and how to make informed decisions in a market with shifting dynamics. Marcie shares her valuable expertise and advice, helping listeners understand the new normal in real estate and how to thrive in it.
Navigating the Political Landscape: Insights for Investors
2y ago · 17:05
In this episode of "The Inner Circle," Tiffany Kellner delves into the intricacies of the current political climate and its potential impact on financial markets. Joined by John Savercool, a seasoned expert in governmental affairs, they discuss key aspects of the upcoming elections, potential third-party candidates, and the implications of congressional races on policy decisions. Gain exclusive insights to help guide your investment strategy amidst uncertain political times.
Maximizing Tax Benefits: Strategies Every Business Owner Should Know
2y ago · 14:16
In this episode of the Inner Circle, join host Blair Cornell and tax expert, Matt Elsasser as they delve deep into the world of business taxes, unveiling tax strategies and insights that every business owner should know. From state pass-through entity elections to employee retention tax credits and interest rate capitalization, discover valuable knowledge to optimize your business's financial health.
Building a Strong Financial Foundation: Budgeting & Savings Tips for Young Adults
2y ago · 23:08
Join John Reagan and Colin Faulkner on this episode of The Inner Circle as they dive into the essential aspects of financial planning for young adults. From creating a solid budget to understanding different saving strategies, they provide practical tips and personal insights to empower the next generation of investors.
Demystifying Medicare: A Comprehensive Guide with Dan Bitler, CIC
2y ago · 21:25
Step into the Inner Circle as we unravel the complexities of Medicare with Certified Insurance Counselor, Dan Bitler. Whether you're nearing retirement, caring for a loved one, or seeking to expand your Medicare knowledge, Dan shares crucial insights about eligibility, coverage differences, prescription drug plans, and the importance of supplemental plans. Tune in to make informed decisions about your Medicare coverage.
Policy and Election Insights: Navigating Economic Landscapes
3y ago · 15:13
Join us on this episode of The Inner Circle as we delve into the financial landscape with special guest Shane Lieberman, Federal Affairs Manager at UBS Americas and the U.S. Office of Public Policy. Gain expert insights into the impacts of government shutdowns, U.S.-China relations, and the evolving dynamics of the 2024 election.