Your Gateway to Wealth and Fulfillment

UBS advisor podcasts · ubs.com

"Your Gateway to Wealth and Fulfillment" is a podcast series designed to guide listeners on their journey to financial success and personal happiness. Each episode offers actionable strategies and inspiring stories to help you unlock your full potential in both wealth-building and life satisfaction.

13 episodes

1mo ago latest

monthly cadence

English language

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Episodes 13

The Power of Perseverance and Purpose: Building a Winning Program
1mo ago
Andrew and Gordon sit down with Queens University men’s basketball head coach Grant Leonard. From humble beginnings and relentless perseverance to leading a Division I program to the NCAA Tournament, Leonard shares powerful lessons on leadership, resilience, and building a winning culture. The conversation explores the evolving world of college athletics, the importance of relationships, and how discipline and long-term vision translate to success on—and off—the court.
Business Owner Series - Caprio Law
3mo ago · 32:15
In this episode, Andrew and Candace sit down with the founders of Caprio Law to explore the realities of family law, starting a business, and helping clients navigate some of life’s most emotional transitions. From divorce and custody to prenups and probate, we discuss the challenges, lessons, and human side of legal work—along with what it takes to build a firm from the ground up. Whether you’re facing a major life change or simply want to better understand the process, this conversation offers practical insight and thoughtful perspective.
Business Owner Series - Harry Schrader
4mo ago · 28:58
In this episode, Andrew and Gordon sit down with Harry Schrader, owner of Schrader Design, to discuss the story behind launching his architecture firm and the importance of truly listening to clients. Harry shares how understanding each client’s vision has shaped his design philosophy and long-term success.
Business Owner Series - Keith Luedeman
5mo ago · 2:08:31
Andrew and Candace sit down with Keith Luedeman. Keith is an entrepreneur, investor and mentor who shares his journey from IBM to founding GoodMortgage.com, surviving major economic downturns, and ultimately exiting—plus why mentorship and community are everything for founders. A must-listen for anyone building, scaling, or dreaming of starting their own business.
Growth, Leadership, and the AI Advantage
5mo ago · 26:36
Andrew and Candace sit down with growth-focused executive Todd Richardson to explore what it takes to scale organizations responsibly—from building a multi-billion-dollar life sciences platform at a global real estate services firm to launching AI-powered solutions at Ask Sentinel. Todd shares practical insights on growth strategy, leadership, profitability, and how AI can streamline real-world workflows—helping businesses move faster, serve customers better, and stay ahead of industry change.
Business Owner Series - Josh Tarbutton
7mo ago · 41:50
Andrew and Candace sit down with Josh Tarbutton, Founder and Chairman of Bravo team, along with his wife Toni. They talk about their backgrounds, how they met, what its like for Toni to support a business owner and so much more.
Business Owner Series: Denis Kouroussis
9mo ago · 27:53
Andrew is joined by Denis Kouroussis, CEO of Volta Insite to discuss his background, how Volta makes electrical systems more reliable, and what lessons he would give to young entrepreneurs.
An Architectural Pioneer
12mo ago · 35:27
Andrew and Candace sit down with Terry Shook, Founding Partner and Principal at Shook Kelley. They discuss Terry's background, the revitalization of Detriot, his involvement in helping make South End what it is today, as well as the future of real estate development.
Planning the Exit: Before, During & After the Sale
1y ago · 29:04
Andrew is joined by James Jack, who is the Head of the Business Owners Client Segment at UBS. The two discuss the full lifecycle of growing and selling a business, what owners can do to prepare years ahead, and how UBS supports business owners.
Artificial Intelligence
1y ago · 3:16:19
Andrew and Candace are joined by Harry Simons, Equity Strategist, CIO Americas to discuss Artificial Intelligence and UBS’s view on the future of this exciting topic.
Meeting Our Increasing Power Demand
1y ago · 59:15
Andrew is joined by Ryan Kennedy, Founder and CEO of Atom Power, and Larry Ostema, Chief Revenue Officer at SunEnergy1. The business leaders share their backgrounds, the challenges and opportunities they face, as well as their visions for the future of power.
From Attorneys to Co-Founders: How Summit Law Came to Fruition
1y ago · 27:35
Candace talks with Brandy Milazzo and Erika Erlenbach, Managing Partners and Co-Founders of Summit Law to discuss the rewards and challenges of running their own business, what it's like being partners, and an interesting story on how they met.
Effective tax planning for business owners and individuals
1y ago · 33:24
In this episode, Andrew is joined by David Kostmayer with GBK Advisors. They explore various tax planning tips and strategies that everyone should consider to optimize their financial health. www.gbkcpas.com