Podcasts about ubs financial services

“I define wealth as the luxury of choice.” –Kaitlyn CarlsonDo you like the sound of financial freedom or work optional? If you're uninspired by the idea of a retirement fund and underwhelmed by the idea of money management, this conversation with certified financial planner Kaitlyn Carlson is for you.A financial planner helps you take the 30,000 foot view of your financial situation. They see your business, your other assets, your liabilities. They see where you are and where you want to be … and the different paths to get you there.If you are looking for the luxury of choice, wealth creation needs to be part of your plan.We talk about: Living in your purpose and looking at your work optional date3 levers you can change the numbers you settle on make you panicWriting down your financial goalsGrowth over time and why to start now even if you can't save what you think you should be savingUsing a retirement calculator Getting help with financial planning instead of feeling like you have to know everything about itABOUT KAITLYNKaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.Kaitlyn lives in Marblehead, MA, with her husband, Jake, their three children, Russell, Luke, and Grace, and their affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.LINKStheoryplanning.comhttps://www.instagram.com/theoryplanningpartners/DOABLE CHANGESAt the end of every episode, we share three doable changes, so you can take what you've heard and put it into action. Change comes from action. Sometimes action gets a bad rap. You can be kind to yourself. You can practice being AND doing, but for change to happen you have to take steps. The way we take care of ourselves is making the steps doable and focusing on one thing at a time. We take time to integrate the change and then move on to the next one. Pick a Doable Change that resonates with you the most to start from. Here are three Doable changes that we chose from this conversation. FIND YOUR FREEDOM DATE NUMBER. Use a retirement calculator to figure out how much you need to live the lifestyle you want based on when you want to be work optional.ADJUST YOUR FINANCIAL FREEDOM NUMBER. If your freedom date number scares you, change one of the levers. You can adjust how long before your freedom date, how much money you want to live on monthly, or play with your savings rate. You can keep adjusting too.START INVESTING. Don't think that you have to hit your number right away. Start now with what you can do. Work toward reaching that monthly goal (and know that if you exceed it, you will make up for some of the lower months).

In hour 1 of The Mark Reardon Show, Mark discusses the latest news in the political world, Secret Service Director Kim Cheatle resigns from her position. What happens now? He is then joined by Sean Spicer, the host of the Sean Spicer Show, and former White House spokesman. They discuss Biden stepping down from the upcoming presidential race and if he will be able to serve until January. In hour 2, Sue hosts, "Sue's News" where she discusses trending OTD's and a new pickleball video game. Mark is then joined by Phil Holloway, a FOX News legal analyst, a former assistant district attorney, and formal police officer. They discuss Director Cheatle resigning, Biden's return from COVID, and the future of Trump's legal cases. He is then joined by Aaron Sibarium, a staff writer at the Washington Free Beacon. They discuss his latest piece on documents showing a top transgender health group saying that hormones and surgeries were medically necessary so that insurance would cover them. In hour 3, Mark is joined by Dave Simons, the host of KMOX's Dollars and Sense Show. He's also a certified financial planner and the senior vice president of investments at UBS Financial Services. Simons discusses what is going on with Wall Street these days. He is then joined by Randy Cook, the Francis Howell School Board Secretary. Randy discusses his proposed policies and regulation on books to be allowed or removed in the district's public school libraries. He wraps up the show with the Audio Cut of the Day.

In this segment of The Mark Reardon Show, Mark is joined by Dave Simons, the host of KMOX's Dollars and Sense Show. He's also a certified financial planner and the senior vice president of investments at UBS Financial Services. Simons discusses what is going on with Wall Street these days.

In hour 3 of The Mark Reardon Show, Mark is joined by Dave Simons, the host of KMOX's Dollars and Sense Show. He's also a certified financial planner and the senior vice president of investments at UBS Financial Services. Simons discusses what is going on with Wall Street these days. He is then joined by Randy Cook, the Francis Howell School Board Secretary. Randy discusses his proposed policies and regulation on books to be allowed or removed in the district's public school libraries. He wraps up the show with the Audio Cut of the Day.

The World's #1 Personal Development Book Podcast!  Join the world's largest non-fiction Book community! https://www.instagram.com/bookthinkers/ Today's episode is sponsored by Ken Rusk, if you're ready to get UNSTUCK check out the links below: https://courses.kenrusk.com/ https://www.kenrusk.com/ ————————————————————————— In today's episode we have the pleasure to interview for the second time Shawn Patt Author of 11 books all coming out soon, but today we are focusing on “Building Blocks of Business”   If you haven't checked out our other episode with Shawn I encourage you to go do it! It was packed with value and this one is too. Shawn wants to bring you through all the steps of wealth creation, from the basics of finance to securing funding for a business. Shawn, is a Certified Private Wealth Advisor® with nearly 20 years of experience, working at RBC Wealth Management, Morgan Stanley & UBS Financial Services. He is now the CEO of Atala Financial which is Dedicated to providing the education, tools and guidance needed to solve life's enduring financial challenges.  Shawn is also a professor at The Anderson School of Management at UCLA, teaching Personal Finance and he is an advisor to the Student Investment Fund there, helping elite students manage a portion of the UCLA foundation. In this episode, you'll learn about how Shawn is using AI to disrupt the financial sector, all about Atala Tools which Shawn and his team created to help you upgrade your finances using AI, why optimizing your finances starts with understanding yourself better, why you should utilize AI in your business and life so you don't get left behind, how you can get the same amount of knowledge you would get in college for less than a hundred dollars, and so much more.   We hope you enjoy this incredible conversation with Shawn Patt.    To learn more about Shawn and buy his book “Basic Economics Primer - The Building Blocks of Business ”  follow the links below: ————————————————————————— Building Blocks of Business: https://a.co/d/1PQIEUM The Books: https://tinyurl.com/shawnspatt LinkedIn: https://www.linkedin.com/in/shawnpatt Website: https://atalafinancial.com/ The Tools: https://atalatools.com/ The purpose of this podcast is to connect you, the listener, with new books, new mentors, and new resources that will help you achieve more and live better. Each and every episode will feature one of the world's top authors so that you know each and every time you tune-in, there is something valuable to learn. If you have any recommendations for guests, please DM them to us on Instagram. (www.instagram.com/bookthinkers) If you enjoyed this show, please consider leaving a review. It takes less than 60-seconds of your time, and really makes a difference when I am trying to land new guests. For more BookThinkers content, check out our Instagram or our website. Thank you for your time!

UBS Financial Services Inc. v. Estate of Pedro Jose Nazario Serrano

Takeaways from the 2024 edition, which took place in Key Biscayne, Florida, last week, featuring key industry figures discussing the state of the sector, the dynamics of the year so far and the direction of travel. We get a summary of the event from Brennan Hawken, who covers capital markets in the equity research department at UBS, and Erika Najarian, who heads large cap bank research.See omnystudio.com/listener for privacy information.

This week on The Exit: Jill Faherty Lloyd is a financial advisor who is truly influential when it comes to financial advisory for women. Jill shares her experience with liquidity events, the importance of being prepared for them, and what you need to know. Having always worked in predominantly male financial services firms, Jill realized that the industry was not adequately addressing the needs of women investors. She pitched most of the major wealth management firms in New York, but they weren't interested. This wasn't enough for Jill, so she found a firm that was excited to let her build out their women's wealth platform. To find out where Jill has taken her female focused wealth management work, as well as experiencing her own exit, listen to the latest episode of The Exit. Jill Faherty Lloyd is a full-time Financial Advisor at UBS Financial Services while also being a private angel investor. She is on a mission to inspire women to create agency with their wealth and use their money wisely in a manner that reflects their values. Jill helps women build a strong relationship with their wealth through education, financial planning, socially responsible investing, tax-efficient philanthropic giving, and pre-transaction planning. LinkedIn: https://www.linkedin.com/in/jillfahertylloyd/ Website: https://advisors.ubs.com/shantzmantione/ Email: Jill.lloyd@ubs.com For a Free Flippa Business Valuation: https://flippa.com/exit -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.Kaitlyn lives in Marblehead, MA, with her husband, Jake, their sons, Russell and Luke, and their affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.

The World's #1 Personal Development Book Podcast! In today's episode we have the pleasure to interview Shawn Patt Author of “Mind Your Own Money"  Shawn, is a Certified Private Wealth Advisor® with nearly 20 years of experience, working at RBC Wealth Management, Morgan Stanley & UBS Financial Services. He is now the CEO of Atala Financial which is Dedicated to providing the education, tools and guidance needed to solve life's enduring financial challenges.  Shawn is also a professor at The Anderson School of Management at UCLA, teaching Personal Finance and he is an advisor to the Student Investment Fund there, helping elite students manage a portion of the UCLA foundation. In this episode, you'll learn about why it's important to budget, why you need to get over your fears of money, and a glimpse into Shawn's book. If you're struggling with finances this is a great place to start! We also talked about why Shawn utilized AI to help him write his book and how he believes it will help more people accomplish their goals.  We hope you enjoy this incredible conversation with Shawn Patt.    To learn more about Shawn visit: www.linkedin.com/in/shawnpatt atalafinancial.com/ Today's episode is sponsored by Audible. Try Audible for free: www.bookthinkers.com/audibletrial. The purpose of this podcast is to connect you, the listener, with new books, new mentors, and new resources that will help you achieve more and live better. Each and every episode will feature one of the world's top authors so that you know each and every time you tune-in, there is something valuable to learn. If you have any recommendations for guests, please DM them to us on Instagram. (www.instagram.com/bookthinkers) If you enjoyed this show, please consider leaving a review. It takes less than 60-seconds of your time, and really makes a difference when I am trying to land new guests. For more BookThinkers content, check out our Instagram or our website. Thank you for your time!

For more than two decades, Lynne Sebastian has been focused on building and protecting the wealth of high-net-worth individuals and families across the country. She specializes in working with people in transitional periods of their lives, such as newly retired, divorced, widowed, or those who have recently come into an inheritance. She delivers comprehensive financial planning including budget analysis, investment management, legacy planning, retirement income and long-term care solutions. Lynne enjoys educating the next generation of her clients and stresses the importance of financial independence. A graduate of the University of California, Santa Barbara, Lynne earned the Chartered Retirement Planning CounselorSM® designation from the College of Financial Planning, and holds Series 7, 63, and 65 securities licenses as well as life, annuity, and long-term care licenses. Lynne is one of a select number of investment professionals at UBS who holds the Private Wealth Advisor designation as well as the Certified Exit Planning Advisor for Companies. CA Insurance License #0B62029.  Lynne holds the Forbes America Top Women Wealth Advisors Best-In-State 2023 & Top Women Wealth Advisor 2020-2022 designations. Lynne has been an active public speaker for companies and non-profit organizations on topics such as retirement planning, wealth preservation and raising responsible children of wealth. She has been a contributor to articles featured in The Wall Street Journal, Dow Jones News, and Bizwomen. Lynne is an active participant in the community, advocating and volunteering for organizations such as Leashes of Love Animal Rescue, Second Harvest Food Bank, and UCI Lifevest financial literacy program. Lynne and her husband Chris reside in Newport Beach with their two rescue dogs, Penelope and Dudley. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at Renaissance Executive Forums Orange County. Learn more about Ric at www.ricfranzi.com. Catch up on past Critical Mass Business Talk Show interviews... YouTube: https://lnkd.in/gHKT2gmF LinkedIn: https://lnkd.in/g2PzRhjQ Podbean: https://lnkd.in/eWpNVRi Apple Podcasts: https://lnkd.in/gRd_863w Spotify: https://lnkd.in/gruexU6m #orangecountyca #mastermind #ceopeergroups #peergroups #peerlearning

Money is often the barrier to people getting to their NEXT. In this episode, personal finance expert and author Dominique Broadway outlines how to literally fund your dreams. Dominique explains how she overcame mountains of debt to design a life that aligns with her values. She created an eight figure business that started with having an abundance mindset. Then she got very honest about what she was facing and created one plan after another that helped her tackle her debt and generate more revenue. She bucks the traditional financial advice that relies on scarcity and teaches us how to set ourselves up for financial freedom in the short and long term.Episode Log 1:05 Recapping The Next Bootcamp2:00 How Aundrea learned about Money9:21 How the book Your Money Or Your Life changed Aundrea's perspective11:40 Introducing Dominque Broadway12:35 Dominique talks about the importance of dreaming and making wealthy decisions17:55 How Dominique got into debt19:00 How Dominique confronted her debt19:32 Habits of the wealthy 25:30 How to design your life 29:05 How much you need in an emergency fund31:00 Dominique explains why credit cards shouldn't be the primary source of an emergency fund 32:05 Prioritize saving vs. paying down debt 34:50 Focus on generating more money instead of cutting back on everything39:22 The true meaning of an abundance mindset42:46 The value of spending money to free up your time About Dominique:Website: https://dominiquebroadway.comThe Wealth Decision Book: https://dominiquebroadway.com/book/Dominique Broadway is a Personal Finance Coach, Speaker, Finance Expert, Entrepreneur and the Founder of Finances De•mys•ti•fied & The Social Money Tour. She has a strong passion for working with young professionals, entrepreneurs and people of all ages to bring their Dreams2Reality. Dominique has worked at major brokerage firms such as UBS Financial Services and Edelman Financial Services when she began her career.Dominique is known for being highly favored to conduct speaking engagements throughout the east coast and has developed a reputation for making a boring topic such as personal finance fun, exciting, easy to understand and a social experience.

    In this episode of the Road to Growth podcast, we are pleased to introduce you to Kaitlyn Carlson. Kaitlyn is the Founder & CEO of Theory Planning Partners, the first family office built exclusively for the top female entrepreneurs in America. After cutting her teeth in asset management, Kaitlyn spent the majority of her career at UBS Financial Services, where she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a handful of families       Despite her success at UBS, Kaitlyn saw a gap in the market she felt compelled to address: business owners, particularly women, needed holistic support earlier in their entrepreneurial journeys to optimize wealth creation. Theory Planning Partners is pioneering this space with a focus on getting more wealth into the hands of women.       Outside of work, Kaitlyn is a spiritual seeker ravenous to understand why we are here and how to forge a meaningful life. She resides in beautiful Marblehead, Massachusetts with her husband Jake, their son Russell, and affectionate dog Bacchus. In her free time, she enjoys exercising, reading, traveling, and sampling new restaurants in and around Boston. Learn more and connect with Kaitlyn Carlson by visiting her on   Website : https://www.Theoryplanning.com/ Linkedin: https://www.linkedin.com/in/kaitlyncarlson1/ Instagram: https://www.instagram.com/kaitlyn.m.carlson/     Be sure to follow us on Twitter: Twitter.com/to_growth on Facebook: facebook.com/Road2Growth   Subscribe to our podcast across the web: https://www.theenriquezgroup.com/blog Spotify: https://spoti.fi/2Cdmacc iTunes: https://apple.co/2F4zAcn Castbox: http://bit.ly/2F4NfQq Google Play: http://bit.ly/2TxUYQ2 Youtube: https://www.youtube.com/channel/UCKnzMRkl-PurAb32mCLCMeA?view_as=subscriber   If you are looking to be a Guest on Podcasts please click below  https://kitcaster.com/rtg/  For any San Diego Real Estate Questions Please Follow Us at web: www.TheEnriquezGroup.com Youtube: https://www.youtube.com/channel/UCKnzMRkl-PurAb32mCLCMeA or Call : 858 -345 - 7829 Recently reduced properties in San Diego County * Click **** bit.ly/3cbT65C **** Here* ****************************************************************************

Last week, we explored real estate investing as a retirement vehicle and this week, our guest's chosen retirement strategy is investing in a stock portfolio that will allow her to retire at age 60 with a $15 million portfolio that she can withdraw an annual income of $360,000/year from. Kaitlyn Carlson is the founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.  Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. I feel so lucky to be one of Kaitlyn's Theory clients, where she is helping plan my own path to financial independence, with the goal to become work-optional by my early to mid-40s. Today, Kaitlyn is getting vulnerable and walking us step by step through her and her husband's personal investment strategy, laying out the exact dollar amounts for everything. Outside of our quarterly income reports we publish on the podcast, this is the most financially transparent + detailed episode we've ever recorded on the show. I highly recommend you break out your pen + paper or open a Google doc to take notes as you listen so you can fully process the insights Kaitlyn shares with us today.View the transcript for this episode at: https://otter.ai/u/BOzQ_WrZI-DDJkbaf-jv7xyUVqg?utm_source=copy_url Thank you to our sponsors:Subscribe to Natasha Samuels' show, The Shine Online Podcast, and check out the rest of episode 71 HERE: https://link.chtbl.com/mhWiLtY8Try your first 7 days of Honeybook free (no credit card required) +  save 35% on your first year of ANY plan when you sign up with our link: http://share.honeybook.com/ellenConnect with Kaitlyn:https://theoryplanning.comInstagram: @theoryplanningpartnersSchedule to meet with Kaitlyn! https://calendly.com/theoryplanningIconic business leaders all have their own unique genius. Take this quick 10 question quiz to uncover your specific CEO style advantage: https://ellenyin.com/quizIf you enjoyed today's episode, please:Leave a positive review or rating at www.ratethispodcast.com/cubicletoceoSign up for our text notifications at ellenyin.com/superfan so you can be the first to know when a new case study has dropped!Post a screenshot & key takeaway on your IG story and tag us @missellenyin & @cubicletoceo so we can repost you.Follow (+) our show for new episodes every Monday & Wednesday

Dave Simons, Certified Financial Planner at UBS Financial Services and host of "Dollars and Sense" on KMOX. Simons joins Ackerman and Daniel talking about saving for retirement and a recent article says only 14% of Americans have saved $100,000.     (Photo by David Ramos/Getty Images)

Dave Simons was on the show. The Dr. VP Wealth Managment at UBS Financial Services and the Host of Dollars and Sense on KMOX. Talking Tax day and what penalties are and if Amy and Chris might be "Going to jail". 

This episode covers the current investment landscape in the world of multifamily with Marc A. Hershberg, CEO of Topaz Capital Group.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode, Crexi's Ashley Kobovitch sits down with Marc to talk about all things multifamily investing, including current trends, emerging investment opportunities and challenges, and the importance of due-diligence in an ever-shifting economic landscape. Their wide-ranging conversation covers:Introductions, career paths, and early lessons learned working with local governments and CRE development.Maintaining and reaffirming a flexible, open-eyed investment ethos that withstands market fluctuations.The importance of regularly stress testing and finding areas to internally optimize operations to align with external goals.The most significant changes in multifamily and macroeconomic changes in the last five years.The current challenges investors face amid rising interest rates and inflation, and how investors and capital-raisers can best position themselves for potential turbulence ahead.And much more!If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi Insights.Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties.Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexiAbout Marc Hershberg:Marc A. Hershberg began his career at UBS Financial Services, managing clients' portfolios and debt placement of over $1 billion with affiliated banks, insurance pension funds, sovereign wealth funds, not-for-profit portfolios, and private equity partners. Before founding Topaz Capital alongside J. Etan Friedman, Mr. Hershberg worked as Head of Originations and Asset Management at Brick Capital, a premier private equity and debt firm with $250 million AUM. At Brick Capital, Mr. Hershberg worked with the firm's principals sourcing alternative loan financing and debt acquisition opportunities throughout major U.S. Markets, primarily focusing on the New York Metropolitan area.Mr. Hershberg holds a Bachelor's Degree from Yeshiva University and a Master's Degree from New York University Schack Institute of Real Estate. Mr. Hershberg is a frequent contributor to leading national CRE news outlets and spends much of his time involved in various Jewish and Humanitarian-related charities.

In this week's episode of Multi-Family Method, Marc Hershberg, Managing Partner, and CEO of Topaz Capital Group, joins us to discuss his journey in the multi-family industry. Marc began his career working at UBS Financial Services managing clients' portfolios and debt placement more than $1 billion with affiliated banks, insurance pension funds, sovereign wealth funds, not-for- profit portfolios and private equity partners. Prior to founding Topaz Capital, Mr. Hershberg worked as Head of Originations and Asset Management at Brick Capital, a premier private equity and debt firm with $250 million AUM. Topaz Capital Group LLC (“TOPAZ”) is a leading private debt and equity real estate investment firm which focuses on the acquisition and development of multi-family and residential properties primarily across the US Sun Belt State's high-growth primary and secondary markets. We hope you enjoy some of Marc's insights into building a successful multi-family real estate investment company.   Resources: Home - Topaz Capital Group LLC. (topazcg.com) Marc Hershberg Social Media Handles: LinkedIn Capstone Companies Website Capstone Social Media Handles  Jad Richa on LinkedIn: Jad Richa | LinkedIn

Financial planner, senior vice president of investments at UBS Financial Services and host of KMOX's Dollar and Senses talk about the news that the Government raising interest rates a quarter point. © 2023 KFTK (Audacy). All rights reserved. | (Photo by Michael M. Santiago/Getty Images)

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Meet our guest: Kleo Curry, CFP®, Chartered Retirement Planning CounselorSM and vp Wealth Management at the Potomac Wealth Group, UBS Financial Services, Inc. Today's Topic: Women on Purpose — Money talk guides to commonly avoided conversations Rita asks Kleo for insights into the following: If I'm a woman going through a divorce, how will I manage my finances? How do I constructively talk to my partner about our finances without feeling stressed or defensive? My partner and I have never discussed what to do with our finances if something bad happens.  Where do we start? I may have to support my parents in the future financially.  How should I plan for this? Why do I need an estate plan? About our guest: Kleo Curry knows wealth can create complex needs. That's why, for nearly 18 years, she has been helping clients successfully navigate volatile markets to meet their financial goals. Drawing upon her significant experience in financial planning, she works closely with her clients to build customized portfolios specifically aligned with their short-term financial needs and long-term visions for the future. As a result of Kleo's ongoing commitment to learning and providing tailored solutions to client needs, she earned the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor certifications. Having previously been a Registered Client Service Associate and Wealth Strategy Associate, Kleo is attuned to the day-to-day intricacies of delivering superior client service and the complexities of high net-worth wealth planning strategies for individuals and families. Her varied personal and professional experiences have instilled in her a passion for empowering women to understand and manage their finances actively. Kleo grew up in Detroit, MI, where she graduated from Adrian College with a degree in Political Science. Today she and her husband, Len, reside in Loudoun County, where she serves on the Loudoun County Transit Advisory Board. She formerly served on the Board of the Loudoun Abused Women's Shelter. In addition to helping to champion civic causes, Kleo is an avid reader. Find more about Kleo here. Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com • Listen to Rita's podcast show, Margaritas with Marguerita, on her radio channel: MargueritaChengRadio.com • Watch all of the show's video episodes on Rita's YouTube channel: MargueritaCheng.tv

Dave Simons, host of KMOX's Dollars and Sense Show & a certified financial planner and senior vice president of investments at UBS Financial Services, joins to discuss what is currently going on with the DOW as well as what to expect in the new year from the market.

In hour 1 of The Mark Reardon Show with Ryan Wrecker filling in, Ryan and Sue begin by talking about the cold weather and the driving conditions. Dave Simons, host of KMOX's Dollars and Sense Show & a certified financial planner and senior vice president of investments at UBS Financial Services joins to discuss what's going on with the DOW today as well as what he expects from the market in the new year. 97.1 Chief Meteorologist Dave Murray also joins to discuss the snowstorm and bitter cold.

Princess Storms interview from Hot 104.1 with Keisha Acers, who is the mother of Alexandria Bell who was killed in the school shooting at CVPA last Monday. Sr. VP Wealth Management at UBS Financial Services and host of the Dollars and Sense Show on KMOX, Dave Simons is on the show. 

Curious what it's like to work with a certified financial planner, when the best time is to hire a CFO? Join Kaitlyn and I in this episode where she shares what it is like to work with high profile CEOs and how she helps them focus on the higher level strategy to achieve the financial goals they set out. We discuss the difference in scaling a business to exit in the future versus growing a lifestyle business, and how you can live successfully whilst still preparing yourself and your business to be ready to sell.Whether you're just thinking about the what if's of selling your business or you're ready to burn it all to the ground, this episode will give you an insight into how Kaitlyn prepares her clients to build sustainable wealth and sell their business when the time is right.Learn more about my guest:Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States. Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Kaitlyn's website: https://theoryplanning.com/Kaitlyn's Instagram: https://www.instagram.com/theoryplanningpartners/Connect with Veronica on Instagram: https://www.instagram.com/vromney/If you're ready to transition from full-time Marketer to full-time Founder of your own business apply for the Rainmaker Residency: https://rainmakerresidency.com/Delving deep into the tough topics we often face as scaling business owners that AREN'T talked about often, sign up the The Rainmaker Report: https://rainmakerresidency.com/rainmaker-reportIf you found value in today's episode, I would appreciate if you could leave a rating and review.

Investing doesn't come naturally to people, which is why Kosher Money welcomed Aric Zamel, a wealth manager at UBS Financial Services, Inc., into our Long Island-based studio. We discussed the importance of investing, the magic of compounding, emotions that come into play, the mistakes people tend to make and so much more.To reach Aric with your question or comment, email Aric.Zamel@UBS.com* SPONSORS OF THIS EPISODE *• Approved Funding: Looking to purchase a home? Looking to refinance? You need to speak to Shmuel Shayowitz at https://www.ApprovedFunding.com/Mortgages to make sure you do it right.• COLEL CHABAD: Help Israel's neediest, please! Visit https://www.ColelChabad.org/KosherMoney to make a much-needed donation ahead of the New Year! Book Recommendations:• Simple Wealth, Inevitable Wealth: https://amzn.to/3RyOWbd• Rich Dad, Poor Dad: https://amzn.to/3wUDS0j• A Random Walk Down Wall Street: https://amzn.to/3wV1Fgw• Money - Master the Game: https://amzn.to/3wW18uWFollow us on social media for more content:• TikTok - https://www.tiktok.com/@livinglchaim• Instagram - https://www.instagram.com/livinglchaim/• Facebook - https://www.facebook.com/livinglchaim• LinkedIn - https://www.linkedin.com/company/living-lchaimEmail us your feedback at hi@LivingLchaim.com or WhatsApp us at 1-914-222-5513 Our call-in-listen feature:

Women are more capable than ever before. They're more educated. They have more opportunities in the corporate space. They have more opportunities in the entrepreneurial space. This mission is simple: Put MORE wealth into the hands of MORE women. Meet Kaitlyn Carlson! Matt will be speaking about health at the Ultimate Upgrade Event in Kansas City - September 8-9, 2022. Get your tickets here: http://beintheroom.org/upgrade Kaitlyn Carlson is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States. Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments. Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life. Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston. ✨ What to expect: The Cashflow Trap The Biggest Misconceptions Women Have About Money The Biggest Opportunity for Women Build Wealth Making Decisions and Taking Action Taking Control of Our Financial Power ✨ Connect with Kaitlyn: Website: https://theoryplanning.com Podcast: https://podcasts.apple.com/us/podcast/kaitlyn-carlson-theory-planning-partners/id1383621388?i=1000534016343 ✨ Connect with Ryann: Instagram: @RyannDowdyOfficial Free Facebook Community: Be in the Room LinkedIn: Ryann Dowdy | Be in the Room Join the Email List: Be in the Know

This RICP Specializes In WEP & GPO – How Pensions Affect Your Social Security Benefit Welcome to episode #31 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Christopher Hensley and they discuss his views surrounding how to successful plan for retirement, how to handle Social Security decisions, and what the future of financial planning may look like in our ever changing world. Christopher Hensley is the President and CEO of the Houston First Financial Group, in addition to being a Financial Advisor. He chose to work in the financial services industry because his passion is helping people achieve their life goals. He is licensed by FINRA and holds his series 7, 66, 9, and 10. Christopher received his Retirement Income Certified Professional® designation from the American College of Financial Services. He has worked with such Fortune 500 companies as Merrill Lynch and UBS Financial Services, as well as the non-profit organization MMI- Consumer Credit Counselors Southwest.    Here is what to expect on this week's show: A look at what Chris is doing now and why exactly he chose to help people achieve their financial goals as his job. Chris's thoughts on the current situation, concerning inflation and rate hikes. A look at Houston First Financials' Retirement Roadmap System and ‘the 3 Ds'. Some of the effects of the pandemic upon the Social Security Administration. A glimpse of Chris's view surrounding Social Security claiming decisions. What are the most common misconceptions Chris finds his clients have surrounding Social Security? How might the Ukraine – Russia conflict affect retirement planning?   Relevant Links: https://www.houstonfirstfinancialgroup.com/ https://moneymatterspodcast.com/   Connect with Chris & Houston First Financial LinkedIn: https://www.linkedin.com/in/christopher-hensley-9584449/ Twitter: https://twitter.com/Christo17630449 Facebook: https://www.facebook.com/moneymattersradio?pnref=story Learn more about your ad choices. Visit megaphone.fm/adchoices

John Hancock, Michael Kelley and Amy Marxkors talk about the heartwarming song that Erin Bode created for Charlie Brennan's retirement with the help of Amy and Chris Mihil, later they talk with Mike Brown, Senior Vice President for UBS Financial Services and head of The Mike Brown Financial Group, about Elon Musk, after that, they're joined in studio by the lovely Mikala McGhee, Miss Missouri USA 2022. 

Scott Jennings and Joe Arnold are in for Mark Reardon, and this hour they talk to Dave Simons, a certified financial planner, senior vice president of investments at UBS Financial Services, and host of KMOX's Dollars and Sense Show, to discuss stocks; later, they're joined by Philip Holloway, an attorney representing a sheriff's department in Georgia, a FOX News legal analyst and former police officer, to discuss the capture of the escaped inmate Casey White; and after that, American Red Cross Missouri/Arkansas spokesperson Sharon Watson calls in to discuss the need for blood donations.

How do you invest your money? Chances are, your gender plays a role in where you invest, how you invest, and the results you generate. When it comes to wealth management, there are considerable differences between the approaches men and women take. Molly Nissman is Vice President, Wealth Management and Portfolio Manager at UBS Financial Services in Norfolk, Virginia. She's spent her career helping people get the most from their money. She was on campus recently for the annual Women's Stock Pitch and Leadership Summit hosted by the William & Mary School of Business and its Boehly Center for Excellence in Finance. She took time to talk with us about women, men, and investing. Learn how the Raymond A. Mason School of Business at William and Mary can help you and your organization develop your top talent through customized executive education and professional development programs. Visit us at www.wmleadership.com. Thank you for listening.

Theory Planning Partners is a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®).Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.Learn More: https://theoryplanning.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kaitlyn-carlson-founder-ceo-of-theory-planning-partners

Theory Planning Partners is a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®).Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.Learn More: https://theoryplanning.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kaitlyn-carlson-founder-ceo-of-theory-planning-partners

David L. Bahnsen is the founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a national private wealth management firm that manages over $3.5 billion in client assets. He brought The Bahnsen Group independent in April 2015 after eight years as a Managing Director at Morgan Stanley and seven years as a Vice President at UBS Financial Services. David serves on the Board of Directors for the National Review Institute and is a founding Trustee for Pacifica Christian High School of Orange County. He is also the author of several best-selling books, including the recently published There's No Free Lunch: 250 Economic Truths.   David joins me on the show to discuss why he feels that there is a societal bias toward viewing work as a necessary evil that the Christian church has largely adopted and why he finds that as an unacceptable point of view. He shares his thoughts on the importance of having meaningful work in one's life, how he has created a business that serves a specific niche with excellence, and why that gives him purpose. We also talk about David's philosophy of giving wholeheartedly to causes that you're passionate about, and he dives into why helping to found the Pacifica Christian High School has brought him such joy.   “Not only does everyone we know who's happy have a purpose — everyone we know who doesn't have purpose is unhappy.” - David Bahnsen   “All you can do is be yourself and try to translate that into the experience you deliver to clients.” - David Bahnsen   “There is a big part of me that is concerned about an acceptance of mediocrity that is taking place in the culture and taking place in the church. I truly believe that piety is not a substitute for technique.” - David Bahnsen    This Week on The Wow Factor: What David sees as the anthropological case for work in our lives How David has achieved the career, he has without a college degree David's experience of working in large Wall Street firms and how that experience set a foundation for him to go out on his own Why he left solo practice to found the Banhsen group and become one of the top financial leaders in the nation How he handled the period of the financial crisis and how it impacted him personally and professionally The intellectual curiosity that led to him writing his first book Crisis of Responsibility Why economic life is rooted in a foundation of biblical worldview and understanding What Kuyperian theory is, and how it impacts David's philosophy of leadership Pacifica Christian High School and why it's David's biggest extracurricular passion Why David believes in giving and heart generosity but strongly dislikes the phrase ‘giving back'   David Bahnsen's Words of Wisdom: Piety is no substitute for technique. There are so many people who feel that as long as their intentions are good, it doesn't matter if they perform well or have commitment to their goals. The acceptance of mediocrity that is taking hold in society is worrisome because piety is not a substitute for technique. It is vital to do everything you do with excellence.   Connect with David Bahnsen: The Bahnsen Group Website The Bahnsen Group on Instagram The Bahnsen Group on Facebook The Bahnsen Group on Twitter   Connect with The WOW Factor: I Like Giving: The Transforming Power of a Generous Life by Brad Formsma Words of Wisdom Website Brad Formsma on LinkedIn Brad Formsma on Instagram Brad Formsma on Facebook Brad Formsma on Twitter    

Bio: Kaitlyn Carlson is the Founder & CEO of Theory Planning Partners, a concierge financial advisory firm tailored to elevating the missions and passions of 7-figure female entrepreneurs. After cutting her teeth in asset management, Kaitlyn spent the majority of her career at UBS Financial Services, holding roles in both the South and Northeast regions of the USA, where she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Despite her success at UBS, Kaitlyn grew all too familiar with the drawbacks of a male-dominated finance industry and felt compelled to branch out and specifically support the unique entrepreneurial and financial challenges female business owners face. She's learned from her own experience as a woman in business that transcending limiting beliefs, building confidence, and intentionally stepping out of one's comfort zone are essential to the success of any company, and she'smade it her mission to help untangle the complicated web of building personal wealth alongside the growth of a thriving company. Outside of work, Kaitlyn is a spiritual seeker ravenous to understand why weare here and how to forge a meaningful life. She resides in beautiful Marblehead, Massachusetts with her husband Jake, their son Russell, and aectionate dog Bacchus. In her free time, she enjoys exercising, reading, traveling, and sampling new restaurants in and around Boston. Key points of this episode: - Control what you can control- your knowledge, expertise, and your feminity. - When making a holistic financial plan, you need to look at your entire life, the entire picture. - Analyze: Where are you now, Where you want to go, and How you can get there. - Understand what your goals are. - Get your cash flow in control: spend less than what you earn. Put the margin of money you have left to work! Watch the full episode to catch Kaitlyn's 3 tips to save your money   Contact Kaitlyn: website: theoryplanning.com instagram: @kaitlyn.m.carlson   If you found this information valuable, don't forget to share, like and subscribe! Follow me: Kamille on Instagram: https://www.instagram.com/kamillecawley/ Kamille's website: https://kamillecawley.com/  

Lyle is one of the founding Partners of Telemus and is responsible for working with some of the firm's largest relationships. As a former Financial Advisor at Merrill Lynch and Senior Vice President–Investments at UBS Financial Services, Lyle has more than 27 years of industry experience across all facets of financial wealth planning and investment management. A graduate of the University of Michigan, Lyle has been named as one of Crain's Detroit Business “40 under 40″ – its annual listing of emerging leaders in Southeast Michigan. In addition, Lyle is a Certified Financial Planner. He serves on the board of directors of Sterling Bank, is a trustee for the Children's Hospital of Michigan Foundation and the First Tee of Greater Detroit and is Past President and Co-Founder of the Berkley Educational Foundation. Lyle is an accomplished amateur golfer and also loves to travel with his wife and three children. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/ LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Lyle Wolberg: Website: https://www.firstteegreaterdetroit.org/ Facebook: https://www.facebook.com/firstteegreaterdetroit/ Instagram: https://www.instagram.com/firstteegreaterdetroit/?hl=en Twitter: https://twitter.com/firstteedetroit LinkedIn: https://www.linkedin.com/company/first-tee-detroit

On this episode of the Startup of the Year Podcast, Frank Gruber, Co-Founder and Co-CEO of Established and Co-Founder of Established Ventures, talks with Rohit Bhargava about his new book “Beyond Diversity: 12 Non-Obvious Ways To Build A More Inclusive World.” Rohit is an innovation and marketing expert and the founder of the Non-Obvious Company. He is also a Wall Street Journal best selling author of six business books and also teaches marketing and innovation at Georgetown University. We are excited to announce to all of our listeners that the book is now available for $.99 on Kindle for a limited time, which is a pretty amazing deal, so please make sure to head to Amazon and grab a copy and leave a review. Here is the link: Amazon link: https://www.amazon.com/Beyond-Diversity-Experts-Actually-Inclusive/dp/1646870514/ Frank also again talks about the upcoming Startup of the Year Summit, which will take place in-person down in warm Tampa Florida from January 25th - 27, 2022 with our partner Embarc Collective and title sponsor, ReliaQuest. Find more information at: https://summit.startupofyear.com Attendees can expect to spend some time with some of the most amazing notable characters in the startup world. We just announced our first group of keynote speakers which include Jeff Vinink of owner of the back to back Stanley Cup Champion Tampa Bay Lightning, Mac Conwell of RareBreed VC, Blake Hall, ID.me, Jenn Lim, Delivering Happiness, Amy Beckley, of MDF Fertility which makes a product for Proov. During the Summit, 100 startups that are changing their industries, pitching a group of investors and mentors, and expanding their global recognition. The startups will compete for up to $50K in potential investment, the championship title, the People's Choice Award presented by ReliaQuest, and more. We also want to thank UBS Financial Services for supporting the Summit as a ScaleUp Level, Lunch, and Session sponsorship. UBS is a global wealth management group with operations in Tampa, where they are well-known in the Florida family office community and working with early-stage startups on family office investor strategies. We value their participation. Thank you UBS Financial Services. We also once again talk about Finmark, which is financial planning software for startups for revenue forecasting, cash projections, and runway. It is one of those few products that we truly believe in and I think that it will help a lot of our community members, so please go check out Finmark and signing up for 30-day free trial at est.us/finmark Lastly, we invite you all to join our community today to access the support, expert advice, and resources you need to elevate your startup by going to: est.us/join Thank you for listening, and as always, please check out the Established website and subscribe to the newsletter at www.est.us Checkout Startup of the Year at www.startupofyear.com Subscribe to the Startup of the Year Daily Deal Flow: www.startupofyear.com/daily-dealflow Subscribe to the Startup of the Year podcast: www.podcast.startupofyear.com Subscribe to the Established YouTube Channel: soty.link/ESTYouTube *** Startup of the Year helps diverse, emerging startups, founding teams, and entrepreneurs push their company to the next level. We are a competition, a global community, and a resource. Startup of the Year is also a year-long program that searches the country for a geographically diverse set of startups from all backgrounds and pulls them together to compete for the title of Startup of the Year. The program includes a number of in-person and virtual events, including our annual South By Southwest startup pitch event and competition. All of which culminate at our annual Startup of the Year Summit, where the Startup of the Year winner is announced, along with an opportunity at a potential investment. Established is a consultancy focused on helping organizations with innovation, startup, and communication strategies. It is the power behind Startup of the Year. Created by the talent responsible for building the Tech.Co brand (acquired by an international publishing company), we are leveraging decades of experience to help our collaborators best further (or create) their brand & accomplish their most important goals. Connect with us on Twitter - @EstablishedUs and Facebook - facebook.com/established.us/.

In episode #43 Taylor and Chloe are sitting down with Kaitlyn Carlson- the Founder & CEO of Theory Planning Partners, a concierge financial advisory firm tailored to elevating the missions and passions of 7-figure female entrepreneurs.⁠ Kaitlyn spent the majority of her career at UBS Financial Services where she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 billion. Later on, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families.⁠ Despite her success at UBS, Kaitlyn grew all too familiar with the drawbacks of a male-dominated finance industry and felt compelled to branch out and specifically support the unique entrepreneurial and financial challenges female business owners face. She's learned from her own experience as a woman in business that transcending limiting beliefs, building confidence, and intentionally stepping out of one's comfort zone are essential to the success of any company, and she's made it her mission to help untangle the complicated web of building personal wealth alongside the growth of a thriving company.⁠ We chat about everything from:⁠ Kaitlyn's sexual harassment experience and how it led to her entrepreneurial journey⁠ Why it is important for business owners to have a financial plan Kaitlyn's favorite tools for small business owners that they can use to keep their finances in check Working in a male-dominated industry⁠ Differences she noticed in working with women vs men and money How can you grow a business by embracing the “woo-woo" side of things And so much more!!⁠ Taylor's Favorite of the Week: OSEA Anti-Aging Body Balm + Undaria Body Oil - use code TAYGRAHAM for 10% off at checkout Chloe's Favorite of the Week: Ovira Small Business Shoutout: Oilee Skincare To visit the Theory Planning Partners website click HERE To keep up with Kaitlyn on Instagram click HERE Feel free to stalk your hosts a little further: Chloe: @chloew.art Taylor: @taygrahambiz and @sociallytaylored To ask us a question or request a guest, connect with us on Instagram and Twitter @ceoishpodcast or email us at ceoishpodcast@gmail.com

Dave Simons is At Your Service tonight. Dave is a Certified Financial Planner Management at Simons and Cordes Wealth Management Group within UBS Financial Services, and the host of the “Dollars and Sense” show on KMOX. Tonight, he tells you all you need to know about the debt ceiling and reconciliation.

Dave Simons is At Your Service tonight. Dave is a Certified Financial Planner Management at Simons and Cordes Wealth Management Group within UBS Financial Services, and the host of the “Dollars and Sense” show on KMOX. In the second hour of tonight’s show, Dave dives into the reports of now-public Facebook whistleblower Frances Haugen. Haugen says she saw "conflicts of interest between what was good for the public and what was good for Facebook."

Dave Simons is At Your Service tonight. Dave is a Certified Financial Planner Management at Simons and Cordes Wealth Management Group within UBS Financial Services, and the host of the “Dollars and Sense” show on KMOX. In the third and final hour of tonight’s show, Dave discusses the labor shortage and the housing market in the United States. Also- Will the Chicago Bears find themselves playing in a new home? Dave Simons explores the possibility.

Our amazing guest "Kaitlyn Carlson" is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). She spent the majority of her career as a private wealth management advisor at UBS Financial Services, Inc. before deciding to launch Theory Planning Partners. She began her career in asset management with Putnam Investments. She has built a 7-figure business from scratch in an industry that is heavily male-dominated and where 85% of the industry businesses don't move beyond 6-figures. In this episode we discuss: - Her journey into wealth management, becoming an exit planner and helping female business owners to own - The most luxurious place to ever occupy is the place inside your head. - It doesn't matter if you have $5 or $5million, money is just a vehicle and if you don't have your mental health, if you don't go out of your way to maintain your mental wellbeing, then money doesn't really matter. - No matter what, people are still seeking some form of purpose. - Finding purpose and nurturing meaningful relationships. - You need to be honest with yourself. - The entrepreneurship journey should start with the exit plan in mind. - You don't want to be in a position where you are stuck in the cash flow of your business. 80% of businesses that go up for sale don't sell. - I feel like the pandemic has given people the liberty to change if they want to. - Life is about growth. - “Life is really just about growth”. - You are born a creator, you are born to do things, to thrive. - Failing and not getting things perfect is part of life. All this and much more from Kaitlyn, do listen to the full episode to get golden nuggets and please leave us your reviews. To get in contact with Kaitlyn Carlson find her at: https://theoryplanning.com/ -------------------------------------------------------------- ABOUT THE HOST: I am your host Kajal Khurana - KK, Author of best selling book on Amazon, Mindset & Health Coach, Nutritionist and a Reiki Healer. I am very passionate about helping entrepreneurs achieve their desired goals faster by using tools and techniques which will help them stay energized, focused so they can feel good with their body and mind and make better business decisions. If you enjoyed the episode, if it helped you in any way, or if you had ONE aha moment, please let me know, hit the subscribe button, rate the show and leave me a review. You will make my day :). My new book is launched on amazon here is the link please grab your copy http://mybook.to/whymefirst Get the 5 hacks to escape burnouts, including free weekly planner and a bonus of free 30 minutes consultation call with me, all inside the ebook: https://bit.ly/2yfhjIH Let me know what topics you want me to cover in my future episodes at info@bodymindsolution.com Or visit my website: https://bodymindsolution.com

Brett Ewing, Chief Market Strategist for First Franklin Financial Services, discusses markets and the Fed. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks rates and markets. Alan Rechtschaffen, Financial Advisor & Senior Portfolio Manager for UBS Financial Services, shares his investment outlook. Louis Navellier, Chairman, Founder, and CIO of Navellier & Associates, gives his outlook on markets. Hosted by Paul Sweeney and Kailey Leinz. See omnystudio.com/listener for privacy information.

I'm excited to introduce you to my guest today Kaitlyn Carlson.  Kaitlyn is the Founder & CEO of Theory Planning Partners, a concierge financial advisory firm designed for 7-figure female entrepreneurs. Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast.  There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion.  Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments. Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®).  Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life. Would you like to learn more from Patricia? Visit Your Gift is your Niche to see her latest programs and let her help you discover your niche!

Kaitlyn Carlson is the Founder & CEO of Theory Planning Partners, a concierge financial advisory firm tailored to elevating the missions and passions of 7-figure female entrepreneurs. After cutting her teeth in asset management, Kaitlyn spent the majority of her career at UBS Financial Services, holding roles in both the South and Northeast regions of the USA, where she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Despite her success at UBS, Kaitlyn grew all too familiar with the drawbacks of a male-dominated finance industry and felt compelled to branch out and specifically support the unique entrepreneurial and financial challenges female business owners face. She's learned from her own experience as a woman in business that transcending limiting beliefs, building confidence, and intentionally stepping out of one's comfort zone is essential to the success of any company, and she made it her mission to help untangle the complicated web of building personal wealth alongside the growth of a thriving company. Outside of work, Kaitlyn is a spiritual seeker ravenous to understand why we are here and how to forge a meaningful life. She resides in beautiful Marblehead, Massachusetts with her husband Jake, their son Russell, and affectionate dog Bacchus. In her free time, she enjoys exercising, reading, traveling, and sampling new restaurants in and around Boston. What You Will Learn: How psychology relates to finance  What do people want to do when they retire early The process of financial planning How to find a financial planner What to look for in a financial planner Why it's important to talk about sexual harassment in the workplace  How to contact Kaitlyn Carlson: Website: https://theoryplanning.com/ LinkedIn:  https://www.linkedin.com/in/kaitlyncarlson1/ https://www.linkedin.com/company/theory-planning-partners/

Jonathan is a part of the athlete and entertainment division at UBS Financial Services where he provides financial services and solutions for his clients. Listen in to hear more about Jonathan's family history, career path, why he is passionate about providing financial services to the black community, and much more. Follow Us: Newsletter: http://bitly.com/2QLEY8U Linkedin: http://bit.ly/2ZZUBxG Twitter: http://bit.ly/2Qp0SzK  Instagram: http://bit.ly/2QLfEQc

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Tracy Byrnes, a Financial Advisor at UBS Financial Services. Jordan Kimmel then joins the show to speak with Jeff Sica, President and Chief Investment Officer of Sica Wealth Management, and the Founder, CEO, and Chief Investment Officer of Circle Squared Alternative Investments.

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Tracy Byrnes, a Financial Advisor at UBS Financial Services. Jordan Kimmel then joins the show to speak with Jeff Sica, President and Chief Investment Officer of Sica Wealth Management, and the Founder, CEO, and Chief Investment Officer of Circle Squared Alternative Investments.

Guest – Reesa Manninghttps://www.linkedin.com/in/reesamanning/Reesa Manning was a former Vice President and Senior Financial Advisor at UBS Financial Services for 12 years. Prior to her career in financial services, she founded Southern California based, 140 store franchise, Penguin's Frozen Yogurt. She served as president of the nonprofit, 2000-member National Council of Jewish Women in Los Angeles for three years and was past president of the Desert Cities Chapter of NAWBO (National Organization of Women Business Owners) and Women Leaders Forum of the Coachella Valley. She resides in Rancho Mirage with her husband and currently serves on the Board of Temple Sinai and The Springs HOA. She is a firm believer in women's empowerment and financial literacy.Host – Teresa Mitchell, CFPladymoneyllc@gmail.comIn my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.  

Join Vince and Matt as they chat with Sam Bates about what new development is and why networking is instrumental. Sam is one of the founders of Trinity Capital Group. It is a privately held real estate investment company, providing superior risk-adjusted returns for its investors while minimizing risk. The company is committed to developing lasting relationships with its investors by providing them with exceptional wealth-building opportunities through quality real estate investments. Today, Sam shares his journey, transitioning from traditional investments to real estate development. There's a lot to unpack, so stay tuned and enjoy the episode! About Sam Bates: Sam Bates is a principal of Trinity Capital Group and owner of Paradigm Real Estate Investments. Sam's background is in financial services, state and local taxes, and real estate. He has been directly involved in the acquisition, rehabilitation, and management of over $40MM in multifamily and single-family assets since 2009.   Sam spent ten years in Corporate America, where he honed his business acumen and developed many characteristics that help him succeed in the real estate industry. He started at UBS Financial Services, where he cultivated his knowledge about financial markets. Sam directly worked with advisors that had over $3 Billion in assets under management. After graduate school, He transitioned his career to state and local taxes. During his tax career, Mr. Bates helped companies save more than $45MM in tax. Outline of the episode:  ●       [02:23] How Sam got into real estate after having numerous formal education in finance. ●       [07:49] His response to pushback from people who solely believe in traditional investments. ●       [10:57] What new real estate development is, illustrated by Sam's most recent deal. ●       [15:33] What his market research looks like and how different it is from the traditional model. ●       [18:17] The different finance options in new development and how Sam flips carrying costs. ●       [22:19] How the most significant failure Sam had was not in ‘development' but in ‘acquisition' and what he learned from it. ●       [27:01] The lagging indicator model and how it solves issues like large-scale vacancies ahead of time, especially with military bases. ●       [33:11] What advice would Sam give to his 20-year-old self and why networking is instrumental. ●       [36:38] The resources Sam Bates recommends for people looking to get into real estate. ●       [38:48] Taxation in new development and how the demand for new development housing does not need tax breaks. ●       [40:55] How Sam and his team adapted to the pandemic conditions from then to now. ●       [49:52] The books that impacted Sam Bates' life the most. ●    [51:50] What Sam's superpower is and his affinity for numbers. ●    [52:59] The most important lesson he learned throughout his career. ●    [54:06] Sam's advice to busy working professionals so that they can achieve financial freedom.   Resources: ●    Company Website ●    Twitter ●    LinkedIn ●    The Miracle Morning by Hal Elrod ●    The Success Principles by Jack Canfield   Connect with The Cashflow Project! ●    Website ●    LinkedIn ●    Youtube ●    Facebook ●    Instagram

Many of us look at money and see only money. It's simply a number of bills in our hands or a virtual number on a screen. However, we have the ability to give our money meaning. If we were to view our money through the lens of what it can do for us, everything would change. We would start to understand how it can give us the life of our dreams, provide us with the legacy we desire, and help us reach our greatest goals. Today I am talking with Marielle Schurig about this new way of viewing money. Marielle is a wealth advisor at UBS Financial Services in New York City. In her role, she works with many entrepreneurs who are going through a transition by helping them adopt a new perspective on money. She helps them develop an empowering relationship with money and to start to see all it can do for them and the people they care about. Tune in to this episode to hear more of Marielle's amazing insights into changing the narrative around wealth management. In this episode, you will hear: Why we should view money differently. How money can fit into the grander purposes of our lives. What it's been like for Marielle to work in the financial industry with few other women. Why she is so passionate about working with women. The “money story” many women tell themselves. How to change your “money story.” Why you should start managing your wealth now while you're making less. Why many women are better investors than men. How making more money can allow you to help more people. Subscribe and Review Have you subscribed to our podcast? We'd love for you to subscribe if you haven't yet. Each week, we share authentic discussions with business leaders where they flesh out substantive issues while also getting deeper into their stories. We'll dive into conversations on the fusion of business and humanity, success and authenticity, and the challenges of balancing life and work, in addition to regularly sharing legal updates and substantive content. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.  If you really enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to our podcast page at https://cgl-llp.com/podcast/ to download it.  Supporting Resources: https://cgl-llp.com/ Marielle on LinkedIn UBS Financial Services Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment. He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world. Find out more at https://emeraldcitypro.com

Today’s Behind the Mic guest is a financial advisor, owner and founder of Empowered Worth, author of the international best-seller book, Empower your Word, Victoria Lowell. She’s passionate about empowering women and helping them find their financial footing. Listen as Michelle and Victoria dive into Victoria’s financial perspective, her financial podcast journey and what motivated her to start being a financial expert for women. Don’t Miss ●     Improving your self worth and your net worth is tied together ●     When you start empowering one aspect of your life, it seeps into every other aspect. ●     Wealth is not a number. Wealth is a holistic concept. ●     Money Scripts ●     Quick self-worth and financial tips ●     How has she been using podcasting in her business as a tool to grow her business About Victoria Lowell Born and raised in Florida, Vicky has always been passionate about entrepreneurial pursuits. In 2012, she started her career in finance at UBS Financial Services. By 2017, she transitioned into a financial advisor. Vicky has always been an active member of the community and worked for various entities nationwide. From open and honest conversations within these communities, she discovered the need for women to learn financial planning. This passion then drove her to enhance her career and advance her education in the immediate and long-term financial implications of divorce as a Certified Divorce Financial Analyst(CDFA). She recently was also certified as a College Financial Counselor. In late 2018, she left UBS Financial Services to follow her passion and founded EMPOWERED WORTH. Recently, she became an international bestselling author. Her book Empower your Worth, both English and Spanish versions, reaching the Bestseller’s List in various categories and countries. In 2020, Empower Your Worth became a finalist in the Canadian Book Club Awards. Website: https://empoweredworth.com/ (https://empoweredworth.com/) Facebook: https://www.facebook.com/empoweredworth/ (https://www.facebook.com/empoweredworth/) Instagram: https://www.instagram.com/empoweredworth/ (https://www.instagram.com/empoweredworth/) About the Host: Michelle Abraham - Podcast Producer, Host and International Speaker. Michelle was speaking on stages about podcasting before most people knew what they were, she started a Vancouver based Podcasting Group in 2012 and has learned the ins and outs of the industry. Michelle helped create and launched over 30 Podcasts in 2018 and has gone on to launch over 200 shows in the last few years, She wants to launch YOURS in 2021! 14 years as an Entrepreneur and 8 years as a Mom has led her to a lifestyle shift, spending more time with family while running location independent online digital marketing business for the last 9 years. Michelle and her family have been living completely off the grid lakeside boat access for the last 4 years! Check Us Out on: Join our facebook group: https://www.facebook.com/groups/MyPodcastCoach (https://www.facebook.com/groups/MyPodcastCoach) Facebook:https://www.facebook.com/AMPLIFYOU.ca/ ( https://www.facebook.com/AMPLIFYOU.ca/) Twitter:https://twitter.com/YouAmplif ( https://twitter.com/YouAmplif) Instagram:https://www.instagram.com/amplifyou.ca/ ( https://www.instagram.com/amplifyou.ca/) To Join our FREE Podcasters Tool Kit:https://bit.ly/PodcastToolKit ( https://bit.ly/PodcastToolKit) For More Podcast Training -http://www.mypodcastcoach.com/ ( www.mypodcastcoach.com) Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a note in the comment section below!...

Jerry Pascucci is a Managing Director of UBS Financial Services. He also serves as Head of Global Alternative Investment Solutions, where he is responsible for research, sourcing, underwriting, structuring, risk management, administration and distribution of all alternative investment products, as well as private equity, credit, real estate, infrastructure and impact offerings. The hedge fund industry is doing well in the wake of the COVID-19 pandemic. As opposed to the 2008 financial crisis, there is more capital to work with. With time and operational capability, companies will persevere. Otherwise, there is ambiguity in what will happen when capital investors get into some friction. ————————————————————————— To learn more about this episode, including podcast transcripts and show notes, visit *salt.org/talks* ( http://salt.org/talks ) Moderated by Anthony Scaramucci.

UBS Financial Services Inc. v. Ass'n de Empleados del Estado

Mr. Bates is a principal of Trinity Capital Group and owner of Paradigm Real Estate Investments. Sam’s background is in financial services, state and local taxes, and real estate. He has been directly involved in the acquisition, rehabilitation, and management of over $40MM in multifamily and single family assets since 2009. Mr. Bates spent 10 years in Corporate America where he honed his business acumen and developed many characteristics that help him succeed in the real estate industry. Sam started at UBS Financial Services where he cultivated his knowledge about financial markets. He directly worked with advisors that had over $3 Billion in assets under management. After graduate school Mr. Bates transitioned his career to state and local taxes. During his tax career he helped companies save more than $45MM in tax. Sam graduated from Texas A&M University with a BBA in Finance, an MS in Personal Financial Planning, and an MBA from Texas Tech University. Sam is an avid reader, sports fan, and loves the outdoors. He attends Munger Place Church. Learn How to Get Started in Real Estate? Go to www.Dwellynn.com/mft SUBSCRIBE and LEAVE US A REVIEW on iTunes: http://getpodcast.reviews/id/1256786108 Get your free book: www.audibletrial.com/dwellynn Contact: Sam Bates Sam@TrinityCapitalTexas.Com Content mentioned: Michael Hyatt: Free to Focus https://www.amazon.com/Free-to-Focus-Michael-Hyatt-audiobook/dp/B07PRCYHT7/ref=sr_1_2?crid=PEZ7G6RVWSVR&dchild=1&keywords=your+world+class+assistant+michael+hyatt+book&qid=1614789571&s=books&sprefix=your+world%2Caps%2C184&sr=1-2 Follow Ola [www.instagram.com/oladantis] @OlaDantis for all other social media Send me a DM when you follow so I can say hi! www.InvestWithOla.com

Sam Bates is a principal of Trinity Capital Group and owner of Paradigm Real Estate Investments. Sam’s background is in financial services, state and local taxes, and real estate. He has been directly involved in the acquisition, rehabilitation, and management of over $40MM in multifamily and single-family assets since 2009. Mr. Bates spent 10 years in Corporate America where he honed his business acumen and developed many characteristics that help him succeed in the real estate industry. Sam started at UBS Financial Services where he cultivated his knowledge about financial markets. He directly worked with advisors that had over $3 Billion in assets under management. After graduate school, Mr. Bates transitioned his career to state and local taxes. During his tax career, he helped companies save more than $45MM in tax. Sam graduated from Texas A&M University with a BBA in Finance, an MS in Personal Financial Planning, and an MBA from Texas Tech University. He is an avid reader, sports fan, loves the outdoors, and attends Munger Place Church. (00:01-02:44) Opening Segment - Introduction of the host into the show - Alpesh introduces the guest of the show, Sam Bates - Sam also shared something interesting about himself (02:45-29:52) Real Estate Investing Journey and Create Value Through Operations and Strategic Planning - When and how Sam started investing in real estate - Reasons Sam chose to invest in real estate - How to create value through operations? - Should someone have a CPA and tax attorney if they will go through a transition? - How to figure out if the strategy/operation will increase the value of your investment? - Green loan explained - Other ways Sam helps his clients create value through operations and strategic planning - Did Sam start with new construction as soon as he started real estate syndication? - Why Sam chose to be a GPA in a new construction - Best deal Sam had - Worst deal Sam had (29:53-30:10) Break (30:11-30:27) Second Segment - Welcoming listeners and guest back to the show (30:28-34:20) Fire Round - Will Sam change the business strategy after Coronavirus? - Sam's favorite real estate, finance, or other related books - Tool or website Sam recommends - Sam's advice to beginner investors - How does Sam give back? - How can Wealth Matters Podcast listeners reach out to Sam? (34:21-34:44) Closing Segment Reach out to Sam by calling 972-855-7654 or email sam@trinitycapitaltexas.com.

Paul Karger runs a hedge fund and knows a shit load about market economics. He co-founded TwinFocus in 2006 and leads the firm’s direct investing efforts in private equity, venture capital and real estate. I wanted to learn what this whole Gamestop fiasco is about so I called Paul. Just to have some skin in the game, I scored some GME tendies. I didn't do it to outsmart people who invest for a living, but to feel a little of the excitement that was oozing out of Reddit. For a few schekels I could be a participant in the topic I'm discussing, rather than a passive observer posting about it on Instagram. Prior to founding TwinFocus, Paul founded The Karger Group within UBS Financial Services where he led a team that advised select institutions and high-net-worth individuals. Paul holds the designation of Chartered Financial Analyst and is a member of the Boston Security Analysts Society, CFA Institute, and the Investment Management Consultants Association. He earned his CIMA at the University of Pennsylvania’s Wharton School of Finance and holds a B.S. in Manufacturing Engineering from Boston University. Paul was the recipient of the Outstanding Alumni Award in 2012 from Boston University. We discuss the current GME bubble, the perception of the little guy vs. huge institutional investors, how the game may or may not be rigged, and why stealing and pawning car stereos isn’t much different than shorting a stock.

Morgen Rochard is a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin Wealth Advisers LLC in 2014, Rochard managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. She started her career in finance, trading for Trinity Derivatives Group as an equity options market maker. Rochard also runs a podcast, called Money Owners Podcast, which focuses on mindset around money. Rochard recently published the Personal Finance QuickStart Guide, to help more Americans create their own financial plans and change how they think about money.  Book Recommendation: The Bitcoin Standard   Book Recommendation: Why Buy Bitcoin Morgen's Recent Podcast on Bitcoin CFA Institute Brief: Guide to Cryptoassets

Our guest on this Special Fathers Network Dad to Dad Podcast is Blair Cornell. Blair is a financial advisor with UBS Financial Services and founder of JoyRide.org, a not for profit whose mission is to provide kids with special needs an opportunity to ride in incredibly special vehicles. Think Ferrari, or Bugatti. Blair and his wife Kat have four children, including 9 year old Carter, who has Dandy Walker Syndrome. We'll hear the Cornell family story and more on this Special Fathers Network Dad to Dad Podcast. Find out about JoyRide at: https://joyridecars.orgWatch the Joy Ride Video: https://youtu.be/pXEAT84JmNU Learn more about Dandy Walker Alliance - http://dandy-walker.org And learn more about The Special Fathers Network at https://21stcenturydads.org/about-the-special-fathers-network/

Today, I’m joined by Deepen Parikh, a partner at Courtside Ventures.    Courtside is an early-stage venture firm focused on fitness and wellness, sports and media, and gaming.    In this episode, Deepen tells us about Courtside’s new $75M fund, the firm’s thesis as it related to fitness: including the reinvented gym, human performance, community, and personalized data. And we get into how he thinks about the team, business model, and market when evaluating an investment opportunity.    A quick announcement that we touch on this in the episode: Anthony & I are excited to be partnering with Courtside — where we’ll be working as advisors to the firm. So if you’re building a company in health, fitness, wellness, or sports categories, we’d love to hear from you. Send us an email: insider@fitt.co   More from Deepen Deepen Parikh is a Partner at Courtside Ventures, a leading VC fund focused on early-stage companies across sports/digital media, fitness/wellness and gaming. Since launching Courtside Ventures in 2016, they've invested in 45+ companies, including Freeletics, Future.fit, Gainful, Silofit, Paceline, The Athletic, StockX, The Drone Racing League, Religion of Sports, Beam (acq by Microsoft), 100 Thieves, RecoverX, among several others.   He leads the funds investment focus across fitness, and wellness along with select investment in sports and digital media.    Sitting at the intersection of the rapidly growing entrepreneurial ecosystem and the broader sports technology industry, he was recognized as a 2018 Sports Business Journal Forty Under 40 recipient.   Previously, Deepen was a Partner at Interplay Ventures, an early-stage technology incubator and investor, where he was part of launching/building 15+ companies and investing in another 6 companies.   Deepen started his career as an Associate at UBS Financial Services and earned his BA in Economics from the University of Maryland, College Park. He currently resides in New York City with his wife, Rakhi (who works at Major League Soccer) and his daughter Prem.   More on Courtside    Courtside Ventures is a leading early-stage VC fund, backed by several professional sports team owners, public media companies, global family offices and strategic individuals and athletes. They focus on investing across sports/digital media, fitness/wellness and gaming.    Across Fund I and Fund II (which they are in the process of closing), they've invested in 45+ companies, including The Athletic, StockX, The Drone Racing League, Religion of Sports, Beam (acq by Microsoft), Rebel (acq by Salesforce), Freeletics, 100 Thieves, Players Lounge, RecoverX, Future.fit, Gainful, Silofit, Paceline, among several others.    More from Fitt Insider    Fitt Insider is a weekly newsletter and podcast about the business of fitness and wellness.    From product launches and funding news to game-changing innovation, Fitt Insider provides listeners with insights and analysis on this ever-evolving industry.    Join your peers and colleagues from companies like Equinox, Apple, Peloton, Goldman Sachs, Nike, and ClassPass by subscribing.   Website:  http://insider.fitt.co

Kiran Ganesh, Global Head of Investment Communications GWM, was joined by Daniel P. Farley, CIO Investment Solutions Group at SSGA, to discuss the US Elections, its short- and long-term impact and what it means for investors globally. * UBS Financial Services and SSGA are not affiliated.

One of the best mindsets to have is to discover how your uniqueness can become a competitive advantage in moving up the ladder as a female leader in financial services.In this episode, Christine Shaw speaks with Tiffanie Gray, first vice president and branch manager in Greenwich, CT for Wells Fargo Advisors. Tiffanie shares her experience as a woman and person of color in financial services, explaining that she is often the only woman in rooms (and Zoom meetings) full of men. In this episode, you will learn:How Tiffanie has uncovered her self-confidence and self-worthHow Tiffanie’s geographic location has changed her peers’ attitude on her work ethicThe importance of mentorship in Tiffanie’s careerThe importance of spotlighting the successes of women in financial servicesAnd more!Tune in to learn how to channel Tiffanie’s confidence in your uniqueness as an asset to you in business!Resources: InvestmentNews | Christine Shaw | Wells Fargo Advisors - Greenwich, CT | Tiffanie GrayGuest bio: Tiffanie Gray is the Branch Manager for the Greenwich, Connecticut office of Wells Fargo Advisors. She has been in the financial services industry for 15 years and joined Wells Fargo Advisors in 2017 as the Associate Market Manager in Dallas, TX. Prior to joining Wells Fargo Advisors, she spent five years at UBS Financial Services where she held several positions; Complex Operations Manager, Regional Operations Processing Center Manager and Market Administrative Officer. Prior to joining UBS, Tiffanie spent eight years on the institutional side of the business. Originally from Texas, she started her career in 2005 as an Account Executive for Banc of America Securities Prime Brokerage in Dallas servicing start up Hedge Funds in the Southwest. Three years later, Tiffanie moved to New York and became a Relationship Manager for BNP Paribas Prime Brokerage where she serviced Hedge Funds in the New York Metro area. After five years with BNP Paribas, Tiffanie decided to move into Wealth Management and accepted the role of Complex Operations Manager with UBS.Tiffanie currently holds the 7, 63, 66, 9, 10 & 24 registrations. She holds a Bachelor of Arts degree from Southern Methodist University. She is a member of 100 Women in Finance and The Association of African American Financial Advisors. 

One of the best mindsets to have is to discover how your uniqueness can become a competitive advantage in moving up the ladder as a female leader in financial services.In this episode, Christine Shaw speaks with Tiffanie Gray, first vice president and branch manager in Greenwich, CT for Wells Fargo Advisors. Tiffanie shares her experience as a woman and person of color in financial services, explaining that she is often the only woman in rooms (and Zoom meetings) full of men. In this episode, you will learn:How Tiffanie has uncovered her self-confidence and self-worthHow Tiffanie’s geographic location has changed her peers’ attitude on her work ethicThe importance of mentorship in Tiffanie’s careerThe importance of spotlighting the successes of women in financial servicesAnd more!Tune in to learn how to channel Tiffanie’s confidence in your uniqueness as an asset to you in business!Resources: InvestmentNews | Christine Shaw | Wells Fargo Advisors - Greenwich, CT | Tiffanie GrayGuest bio: Tiffanie Gray is the Branch Manager for the Greenwich, Connecticut office of Wells Fargo Advisors. She has been in the financial services industry for 15 years and joined Wells Fargo Advisors in 2017 as the Associate Market Manager in Dallas, TX. Prior to joining Wells Fargo Advisors, she spent five years at UBS Financial Services where she held several positions; Complex Operations Manager, Regional Operations Processing Center Manager and Market Administrative Officer. Prior to joining UBS, Tiffanie spent eight years on the institutional side of the business. Originally from Texas, she started her career in 2005 as an Account Executive for Banc of America Securities Prime Brokerage in Dallas servicing start up Hedge Funds in the Southwest. Three years later, Tiffanie moved to New York and became a Relationship Manager for BNP Paribas Prime Brokerage where she serviced Hedge Funds in the New York Metro area. After five years with BNP Paribas, Tiffanie decided to move into Wealth Management and accepted the role of Complex Operations Manager with UBS.Tiffanie currently holds the 7, 63, 66, 9, 10 & 24 registrations. She holds a Bachelor of Arts degree from Southern Methodist University. She is a member of 100 Women in Finance and The Association of African American Financial Advisors. 

Dr. Joanne Roberts, Chief Value Officer at Providence St. Joseph Health, provides a coronavirus update. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Diversity and Sustainability Reporter Rebecca Greenfield discuss the need for people to stop waiting for capitalism to fix inequalities. We get Businessweek Economics with Brad Dillman, Chief Economist at Cortland. He breaks down housing data. And we Drive to the Close with Mark C. Smith, Portfolio Manager at UBS Financial Services. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. 

Dr. Joanne Roberts, Chief Value Officer at Providence St. Joseph Health, provides a coronavirus update. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Diversity and Sustainability Reporter Rebecca Greenfield discuss the need for people to stop waiting for capitalism to fix inequalities. We get Businessweek Economics with Brad Dillman, Chief Economist at Cortland. He breaks down housing data. And we Drive to the Close with Mark C. Smith, Portfolio Manager at UBS Financial Services. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Morgan Paxhia is a co-founder and Managing Partner of Poseidon, one of the longest running funds in the cannabis industry. With over ten years experience in investing and finance, Morgan has developed a deep understanding of individual company analysis, portfolio construction, and risk mitigation. Since 2012, he has dedicated his investment focus primarily to the cannabis industry. Given the limited amount of information in this emerging vertical, the lack of institutional research, and relative industry immaturity, Morgan embraces an active approach of working closely with companies. He utilizes a “boots on the ground” methodology to better understand individual companies and the industry. Through his extensive travel across the US and Canada, reviewing hundreds of business plans and overseeing several existing cannabis investments, Morgan has developed Poseidon’s investment methodology tailored specific to the business of cannabis. Poseidon’s proprietary process is driven by the time spent in the industry and the considerable data collected over the last several years. He has created frameworks for analysis depending on sub-sector, company stage, and participation across the capital spectrum through our database of contacts, valuations, metrics, and other relevant factors.Morgan started his investment career at UBS Financial Services working in a Wealth Management/Investment Banking hybrid training program. The training brought a wide range of first hand experience working through several facets of the organization, including advisory teams managing assets for high net worth individuals and municipal bonds trading. Following UBS, Morgan transitioned to a Providence-based Registered Investment Advisor as an Investment Consultant. During that time, he worked under the partners of the firm doing fundamental portfolio management.Morgan graduated from the University of Rhode Island with a B.S. in Applied Mathematics in 2005.

Mr. Bates is a principal of Trinity Capital Group and owner of Paradigm Real Estate Investments. Sam’s background is in financial services, state and local taxes, and real estate. He has been directly involved in the acquisition, rehabilitation, and management of over $40MM in multifamily and single family assets since 2009. Mr. Bates spent 10 years in Corporate America where he honed his business acumen and developed many characteristics that help him succeed in the real estate industry. Sam started at UBS Financial Services where he cultivated his knowledge about financial markets. He directly worked with advisors that had over $3 Billion in assets under management. After graduate school Mr. Bates transitioned his career to state and local taxes. During his tax career he helped companies save more than $45MM in tax. Sam graduated from Texas A&M University with a BBA in Finance, an MS in Personal Financial Planning, and an MBA from Texas Tech University. Sam is an avid reader, sports fan, and loves the outdoors. He attends Munger Place Church.

Sam and Paddy dive into such an important and serious topic with their guest today. How our perception of love can be shaped by things that aren't positive and how that affects how we view it as adults. Carolyn Colleen is a fierce mother of three children, author, international speaker, entrepreneur, and business strategist focused on helping others achieve their goals.  Carolyn is the founder of the FIERCE Academy, an online program that helps women create life strategies that enables them to have the life they dream of—without sacrificing their families, careers, or lifestyles. She is also the author of F.I.E.R.C.E.: Transform Your Life in the Face of Adversity, 5 Minutes at a Time!  With a soon to be Ph.D. in Organizational Leadership and Behavior (Dec 2020), an MBA, and a BA in Business, Carolyn understands the importance of traditional education. She also knows that intertwining personal experiences allows people to maximize the information from her teachings, presentations, and workshop offerings.  As a dynamic and innovative workplace leader, Carolyn has worked as a Program Manager and Business Development Consultant at Gundersen Health System, Associate Professor at the University of Wisconsin-La Crosse, Account Management Executive for Gensler, and a Client Service Executive at UBS Financial Services. She knows how to transition people and processes to achieve the next-level of success while also aligning with organizational objectives.  From standing in a food line at the Salvation Army to Ph.D., Carolyn is avid about sharing her own life story and encouraging others to make changes that move them from fear to focusing on the pursuit of their passions. 

On this episode of the Funky Politics, DC is joined once again  by Mark Smith, Vice President of UBS Financial Services out of New York. They talk the economic fallout from COVID-19 and discuss the prospects of a new round of stimulus checks. Make sure you tune into this Funky episode and the latest episodes of the Funky Politics on the Kudzukian App  

In light of everything happening in our society regarding race, racism and racial injustice, we wanted to have an open dialogue with some amazing community leaders with the goal to empower our InvestHER community to take action against racial injustice. In this episode, we speak with four outstanding women: Cheryl Lundy Swift, Tennille McCoy, Kim Avant-Babb, and Patricia Red Hawk. During this special episode, we had an honest, transparent, and real dialogue about what's on our hearts and in our minds, specific steps we can take as mothers to educate and be role models for our children, goals and initiatives we can take as group and community leaders, and ultimately, where we can go from here. Our mission is to serve ALL women and we hope this discussion will help inspire real movement so we can be a part of the solution. Cheryl Lundy Swift is the founder and CEO of EduPower, an education consulting firm that empowers school and business leaders, teachers, parents, and students to reach their fullest potential through professional development, coaching and curriculum.  Cheryl is an award winning educational leader, curriculum developer, motivational speaker and trainer.  She has developed and delivered leadership, team building, and a variety of instructional topics to help transform leadership teams and instructional practices to improve culture and climate, instructional effectiveness, parent involvement and student outcomes for thousands of school leaders, teachers and students across the country.   Most recently, Cheryl completed her tenure as a principal for one of her clients, Summit Academy Charter School in Brooklyn, New York. Summit Academy Charter School has received national attention on the Ellen DeGeneres Show where Ellen DeGeneres and Walmart awarded the school $25,000 and the biggest award ever given by the Ellen DeGeneres Show- 4-year scholarships for the entire senior Class of 2017. Cheryl has appeared on the Ellen DeGeneres show five times.  She enjoys singing, dancing, live concerts, traveling, all things ‘Food Network' and spending quality time with her family and friends. Cheryl resides in Westfield, NJ with her husband, Hassan. They are proud parents of their nephew, Sid and their calico cat, Dashboard.     Tennille R. McCoy is a human resources executive, who translates overarching organizational vision and mission into specific human resources strategies that drive sustainable business results.  Tennille has developed and managed human resources policies, initiatives, and programs for large organizations, including the Office of the Governor of New Jersey; Aramark, and UBS Financial Services. Currently, Tennille is Assistant Commissioner of Human Capital Strategies for the New Jersey Department of Labor and Workforce Development. In 2010, Tennille was elected as a District Committeewoman in Hamilton Township, New Jersey, where she focused on energizing young professionals in the political process. In 2011, Tennille was the first African-American nominated by the Hamilton Township Committee to run for Council. Tennille is an advocate for women, children, and community empowerment. She is a member of the Board of Directors for Mercer County Dress for Success, Mercer County Technical and Vocational School, and pass president for the Rutgers University School of Management and Labor Relations Alumni Association.  She is a member of RWJ Barnabas Health Foundation, the National Congress of Black Women, and the New Jersey Association of Realtors.    Dr. Patricia Red Hawk grew up in the San Francisco Bay Area—she hails from a long line of real estate professionals; her father was a Broker and Appraiser in Sonoma's wine country, her grandfather was a Broker for over four decades and her great-grandmother “house-hacked” homes in the Cherokee territory of Oklahoma. Her own real estate career began as she learned to rehab houses, when working construction in the Silicon Valley. She paid her way through college by working full-time while also serving in the California Army National Guard. After a tour of duty in the Middle East, she was inspired to attend medical school. Dr. Red Hawk relocated to Philadelphia, PA and graduated from Temple University School of Medicine, pursuing residency training in Family Medicine.   Today Dr. Red Hawk focuses her efforts as President of the Welliott Investment Group LLC, targeting the acquisition of residential and commercial properties in the Pacific Northwest as well as the Delaware Valley. She has recently relocated to Oregon with her wife Tamara, two children and three cats. She has very strongly held beliefs regarding BBQ, and is an avid sailor and surfer. Every February is known to say, “maybe this is the year I should buy a sail boat….”   Kim Avant-Babb operates Babb Properties, LLC, a real estate development firm headquartered in Sicklerville, New Jersey that redevelops urban residential properties in her native Philadelphia in order to provide quality housing and build stable communities. Babb Properties LLC celebrates 30 plus years of a 0% eviction rate and prides itself on quality customer service and landlord integrity. Kim Avant-Babb is also the Chief Strategy Officer at the New Jersey Redevelopment Authority (NJRA), a multi-million dollar independent financing authority created by the state of New Jersey to transform urban communities through direct financial investment and technical support. Kim has led the management and operations of the NJRA Redevelopment Training Institute (RTI), is the founder and Fashion Designer of Ameenah Designs, and provides mentorship through the program, Pass the Torch.  Kim is married to her business partner Randy Babb, has three grown sons and nine grandchildren. Kim is an avid runner and cyclist with a lifetime goal of running and cycling in all 50 states and on all 7 continents.   On today's episode, we discuss a ton with our quests, including: Resources we can use to self-educate How to have tough conversations Steps that can be taken to create more equality How to raise children to be anti-racists Ways to be a good ally Books/Resources Lies My Teacher Told Me by James W. Loewen I'm Still Here Harvard's Implicant Bias Assessment   Contact Information Kim Babb Landlord Docs 30   Cheryl Lundy Swift Edupoweronline.com   Tennill McCoy Tmccoy72@me.com   Patricia prh@weltingtoninvestmentgroup.com   Looking for Funding? Ladies, you need to check out Fund That Flip! We are excited to tell you about Fund That Flip, a company we are very proud to call our sponsor. Fund That Flip is the leading provider of fast, convenient, affordable capital for experienced real estate investors who buy and rehabilitate residential properties. To date, they have helped hundreds of real estate investors grow their businesses by funding thousands of deals. You deal directly with them, getting your deal funded in as few as 10 days.  85% of their customers come back to do more business with them because of their dedication to exceptional service. It's why they were named No. 42 of Inc.'s fastest-growing companies in America.  What do they fund? Fix-and-flip New construction Buy and Hold Properties Cash-out refinance projects from 1-4 units Real Estate InvestHERs, Get $500 towards your next closing! Check them out by visiting – www.fundthatflip.com/investher  InvestHER Community Our mission is to support and inspire women real estate investors around the globe to live a financially free and balanced life. We are dedicated to creating empowering online and in person communities where women have a non-intimidating environment to ask questions and receive the support they need. Our vision is to see all woman investors achieve her financial freedom goals on her own terms.   How To Join the InvestHER Movement   1)  The Real Estate InvestHER Podcast - The weekly show details the journey of some of the most amazing women real estate investors around the world, who open up their lives and share practical and strategic tools for growing a rental portfolio, flipping houses and the mindset that allows them to run a successful investing business while taking care of their families and most importantly taking care of themselves.    Subscribe via Itunes  Subscribe via Android  Subscribe via Stitcher   2)  InvestHER Community on Facebook  We have 2k+ members in our Facebook InvestHER Community (and growing!) This is a safe place for women to ask real estate investing questions and gain the support they need to achieve their goals!   3) InvestHER Meetups Around the Globe We have over 4k+ meetup members attending close to 25 InvestHER Meetups across the country and Canada.  Meetups are being held monthly by experienced InvestHER Leaders! Learn more about our InvestHER leaders, meetup locations, and how to become an InvestHER Leader HERE! Follow us on: Facebook: @therealestateinvesther Instagram: @therealestateinvesther Learn more about your ad choices. Visit megaphone.fm/adchoices

In light of everything happening in our society regarding race, racism and racial injustice, we wanted to have an open dialogue with some amazing community leaders with the goal to empower our InvestHER community to take action against racial injustice. In this episode, we speak with four outstanding women: Cheryl Lundy Swift, Tennille McCoy, Kim Avant-Babb, and Patricia Red Hawk. During this special episode, we had an honest, transparent, and real dialogue about what's on our hearts and in our minds, specific steps we can take as mothers to educate and be role models for our children, goals and initiatives we can take as group and community leaders, and ultimately, where we can go from here. Our mission is to serve ALL women and we hope this discussion will help inspire real movement so we can be a part of the solution. Cheryl Lundy Swift is the founder and CEO of EduPower, an education consulting firm that empowers school and business leaders, teachers, parents, and students to reach their fullest potential through professional development, coaching and curriculum.  Cheryl is an award winning educational leader, curriculum developer, motivational speaker and trainer.  She has developed and delivered leadership, team building, and a variety of instructional topics to help transform leadership teams and instructional practices to improve culture and climate, instructional effectiveness, parent involvement and student outcomes for thousands of school leaders, teachers and students across the country.   Most recently, Cheryl completed her tenure as a principal for one of her clients, Summit Academy Charter School in Brooklyn, New York. Summit Academy Charter School has received national attention on the Ellen DeGeneres Show where Ellen DeGeneres and Walmart awarded the school $25,000 and the biggest award ever given by the Ellen DeGeneres Show- 4-year scholarships for the entire senior Class of 2017. Cheryl has appeared on the Ellen DeGeneres show five times.  She enjoys singing, dancing, live concerts, traveling, all things ‘Food Network' and spending quality time with her family and friends. Cheryl resides in Westfield, NJ with her husband, Hassan. They are proud parents of their nephew, Sid and their calico cat, Dashboard.     Tennille R. McCoy is a human resources executive, who translates overarching organizational vision and mission into specific human resources strategies that drive sustainable business results.  Tennille has developed and managed human resources policies, initiatives, and programs for large organizations, including the Office of the Governor of New Jersey; Aramark, and UBS Financial Services. Currently, Tennille is Assistant Commissioner of Human Capital Strategies for the New Jersey Department of Labor and Workforce Development. In 2010, Tennille was elected as a District Committeewoman in Hamilton Township, New Jersey, where she focused on energizing young professionals in the political process. In 2011, Tennille was the first African-American nominated by the Hamilton Township Committee to run for Council. Tennille is an advocate for women, children, and community empowerment. She is a member of the Board of Directors for Mercer County Dress for Success, Mercer County Technical and Vocational School, and pass president for the Rutgers University School of Management and Labor Relations Alumni Association.  She is a member of RWJ Barnabas Health Foundation, the National Congress of Black Women, and the New Jersey Association of Realtors.    Dr. Patricia Red Hawk grew up in the San Francisco Bay Area—she hails from a long line of real estate professionals; her father was a Broker and Appraiser in Sonoma's wine country, her grandfather was a Broker for over four decades and her great-grandmother “house-hacked” homes in the Cherokee territory of Oklahoma. Her own real estate career began as she learned to rehab houses, when working construction in the Silicon Valley. She paid her way through college by working full-time while also serving in the California Army National Guard. After a tour of duty in the Middle East, she was inspired to attend medical school. Dr. Red Hawk relocated to Philadelphia, PA and graduated from Temple University School of Medicine, pursuing residency training in Family Medicine.   Today Dr. Red Hawk focuses her efforts as President of the Welliott Investment Group LLC, targeting the acquisition of residential and commercial properties in the Pacific Northwest as well as the Delaware Valley. She has recently relocated to Oregon with her wife Tamara, two children and three cats. She has very strongly held beliefs regarding BBQ, and is an avid sailor and surfer. Every February is known to say, “maybe this is the year I should buy a sail boat….”   Kim Avant-Babb operates Babb Properties, LLC, a real estate development firm headquartered in Sicklerville, New Jersey that redevelops urban residential properties in her native Philadelphia in order to provide quality housing and build stable communities. Babb Properties LLC celebrates 30 plus years of a 0% eviction rate and prides itself on quality customer service and landlord integrity. Kim Avant-Babb is also the Chief Strategy Officer at the New Jersey Redevelopment Authority (NJRA), a multi-million dollar independent financing authority created by the state of New Jersey to transform urban communities through direct financial investment and technical support. Kim has led the management and operations of the NJRA Redevelopment Training Institute (RTI), is the founder and Fashion Designer of Ameenah Designs, and provides mentorship through the program, Pass the Torch.  Kim is married to her business partner Randy Babb, has three grown sons and nine grandchildren. Kim is an avid runner and cyclist with a lifetime goal of running and cycling in all 50 states and on all 7 continents.   On today's episode, we discuss a ton with our quests, including: Resources we can use to self-educate How to have tough conversations Steps that can be taken to create more equality How to raise children to be anti-racists Ways to be a good ally Books/Resources Lies My Teacher Told Me by James W. Loewen I'm Still Here Harvard's Implicant Bias Assessment   Contact Information Kim Babb Landlord Docs 30   Cheryl Lundy Swift Edupoweronline.com   Tennill McCoy Tmccoy72@me.com   Patricia prh@weltingtoninvestmentgroup.com   Looking for Funding? Ladies, you need to check out Fund That Flip! We are excited to tell you about Fund That Flip, a company we are very proud to call our sponsor. Fund That Flip is the leading provider of fast, convenient, affordable capital for experienced real estate investors who buy and rehabilitate residential properties. To date, they have helped hundreds of real estate investors grow their businesses by funding thousands of deals. You deal directly with them, getting your deal funded in as few as 10 days.  85% of their customers come back to do more business with them because of their dedication to exceptional service. It's why they were named No. 42 of Inc.'s fastest-growing companies in America.  What do they fund? Fix-and-flip New construction Buy and Hold Properties Cash-out refinance projects from 1-4 units Real Estate InvestHERs, Get $500 towards your next closing! Check them out by visiting – www.fundthatflip.com/investher  InvestHER Community Our mission is to support and inspire women real estate investors around the globe to live a financially free and balanced life. We are dedicated to creating empowering online and in person communities where women have a non-intimidating environment to ask questions and receive the support they need. Our vision is to see all woman investors achieve her financial freedom goals on her own terms.   How To Join the InvestHER Movement   1)  The Real Estate InvestHER Podcast - The weekly show details the journey of some of the most amazing women real estate investors around the world, who open up their lives and share practical and strategic tools for growing a rental portfolio, flipping houses and the mindset that allows them to run a successful investing business while taking care of their families and most importantly taking care of themselves.    Subscribe via Itunes  Subscribe via Android  Subscribe via Stitcher   2)  InvestHER Community on Facebook  We have 2k+ members in our Facebook InvestHER Community (and growing!) This is a safe place for women to ask real estate investing questions and gain the support they need to achieve their goals!   3) InvestHER Meetups Around the Globe We have over 4k+ meetup members attending close to 25 InvestHER Meetups across the country and Canada.  Meetups are being held monthly by experienced InvestHER Leaders! Learn more about our InvestHER leaders, meetup locations, and how to become an InvestHER Leader HERE! Follow us on: Facebook: @therealestateinvesther Instagram: @therealestateinvesther

Too many people--especially, unfortunately, women--feel they are at a disadvantage in seeking a divorce because of financial control.If you're married to a narcissistic #Hijackal, that will usually be the case. What can you do? I'm delighted to bring Victoria Lowell to Save Your Sanity to discuss very real concerns people have when wanting to leave a toxic relationship but finances seem too troublesome. Have you ever thought you couldn't leave because of money?#Hijackals love to take financial control amid the other kinds of control they enjoy. You might find yourself unexpectedly having your name taken off houses or other assets. What do you do? How do you manage? What CAN you do?Big important discuss today with this financial advocate and coach. Great insights!Big hugs,RhobertaHIGHLIGHTS OF TODAY'S EPISODE:What's your financial identity?How's your financial infidelity?How #Hijackals and others hide assets in divorceIs it possible to reverse a power of attorney?What if my partner does not make a full financial disclosure during divorce?What about pre-nups?What steps can a women take to regain control of her financial power?GUEST: VICTORIA LOWELLVictoria “Vicky” Lowell is a financial advocate and coach, international bestselling author and the founder of Empowered Worth, a financial-education platform that empowers women to become active participants in their own financial future and well-being. She is also the author of the international bestseller, “Empower your Worth: A Woman’s Guide to Increasing Self-Worth and Net Worth.” Her expertise in this field has led to her hosting a college-planning seminar at the University of Miami this year with several speaking opportunities planned, both locally and nationally, next year.She was formerly at UBS Financial Services, Inc. where she was a client service associate and later a financial advisor. In late 2018 she left UBS and followed her passion to help women assert themselves fiscally. Empowered Worth was born as a resource for financial coaching geared toward educating women to not only meet their immediate economic needs but attain long-term goals.Lowell has also worked with organizations such as the S.O.S. Organization at the Sloan School at MIT, the Junior League of Greenwich, Connecticut and locally with Baptist Hospital Foundation. These endeavors helped to foster her desire to help empower women in her community.VICTORIA LOWELL has a gift for you: Money Stories WorksheetGet it here http://www.empoweredworth.com/resourcesCONNECT WITH MY GUEST: VICTORIA LOWELLWEBSITE: www.empowerdworth.comPODCAST: http://www.empoweredworth.com/resourcesFACEBOOK: hhttps://www.facebook.com/empoweredworthYOUTUBE: https://www.youtube.com/channel/UCz0iLBTbRg2RC-nqiMmfSRw?view_as=subscriberINSTAGRAM: httt://instagram.com/empoweredworthTWITTER: http://www.twitter.com/empoweredworthLINKEDIN: https://www.linkedin.com/in/victoria-lowell-67268375/--------------------------------------------------------------------------------------------------------------------------------Want clarity, insights, strategies, and support from me, Dr. Rhoberta Shaler? We can talk: Introductory session for new clients, $97CONNECT WITH DR. RHOBERTA SHALER! I invite you to like my pages and follow for further help with recognizing toxic relationships, realizing their impact, realigning your life, and recovering your self-confidence and ability to love and trust again.FOLLOW DR. SHALER...WEBSITE: https://www.ForRelationshipHelp.comPODCAST: http://www.SaveYourSanityPodcast.comFACEBOOK: https://www.Facebook.com/RelationshipHelpDoctorTWITTER: https://www.Twitter.com/RhobertaShalerLINKEDIN: https://www.LinkedIn.com/in/RhobertaShalerINSTAGRAM: https://www.Instagram.com/DrRhobertaShalerPINTEREST: https://www.Pinterest.com/RhobertaShaler-------------------------------------------------------------I WANT TO HELP YOU FIGURE OUT WHAT'S GOING ON AND WHAT TO DO ABOUT IT!If you want to learn more, share, ask questions, and feel more powerful within yourself and your relationships. Join my Support Circles now.Off social media, safe discussion + videos + articles + webinars + personal home study program + group Ask Me Anything Calls with me.WOW! Join now. Relationship Help Support Circles ----------------------------------------------------------------------#financialempowerment #financeswhendivorcing #womendivorcing #iamworth #empoweredworth #victorialowell #moneyconsiderationswhendivorcing #financialdivorce#relationshipadvice #tipsforrelationships #Hijackals #toxicpeople #mentalhealthmatters #MHNRNetwork #RhobertaShaler #narcissists #borderlines #antisocial #difficultpeople #emotionalabuse #verbalabuse #stoptoleratingabuse #toxicrelationships #manipulation #walkingoneggshells #mentalhealth #emotionalhealth #abuse #narcissisticabuse #boundaries #personalitydisorder #difficultpeople #journorequest #prrequest Support this show http://supporter.acast.com/Save-Your-Sanity-Help-for-Toxic-Relationships. See acast.com/privacy for privacy and opt-out information.

Jason Macaluso '96 has had a long career in wealth management through good economies and bad. The vice president of wealth management at UBS Financial Services in New Haven, Conn., shares a message about the value of sales in all industries and careers — and especially for graduating seniors who are seeking jobs in this market.If you enjoyed this episode, check out Macaluso's latest project, the Business & Sports Discourse. Follow the Providence College Podcast on Apple Podcasts, Spotify, Stitcher, Google Play, and YouTube.  Visit Providence College on Facebook, Twitter, Instagram, YouTube, Snapchat, and LinkedIn.  

[podcast src="https://html5-player.libsyn.com/embed/episode/id/14243987/height/90/theme/custom/autoplay/no/autonext/no/thumbnail/yes/preload/no/no_addthis/no/direction/forward/render-playlist/no/custom-color/f89c1c/" height="90" width="100%" placement="top" theme="custom"] Carolyn Colleen is a fierce mother of three children, author, international speaker, entrepreneur, and business strategist focused on helping others achieve their goals. Carolyn is the founder of the FIERCE Academy, an online program that helps women create life strategies that enables them to have the life they dream of—without sacrificing their families, careers, or lifestyles. She is also the author of F.I.E.R.C.E.: Transform Your Life in the Face of Adversity, 5 Minutes at a Time! With a soon to be Ph.D. in Organizational Leadership and Behavior (May 2020), an MBA, and a BA in Business, Carolyn understands the importance of traditional education. She also knows that intertwining personal experiences allows people to maximize the information from her teachings, presentations, and workshop offerings. As a dynamic and innovative workplace leader, Carolyn has worked as a Program Manager and Business Development Consultant at Gundersen Health System, Associate Professor at the University of Wisconsin-La Crosse, Account Management Executive for Gensler, and a Client Service Executive at UBS Financial Services. She knows how to transition people and processes to achieve the next-level of success while also aligning with organizational objectives. From standing in a food line at the Salvation Army to Ph.D., Carolyn is avid about sharing her own life story and encouraging others to make changes that move them from fear to focusing on the pursuit of their passions. Key Points from the Episode with Carolyn Colleen: Carolyn is a mother of three, author, speaker, business strategist, coach and more. In her day job, she builds strategies for healthcare providers to help serve patients at the worst moments of their lives. Her journey started in childhood with what happened to her being channeled into what happens for her. Her mother had mental illness, which shaped her childhood greatly. Additionally, she was sexually molested by a neighbor for years. While her mother meant well, her untreated mental illness had a profound impact on Carolyn’s life. Part of that included being reminded that she was adopted and had to earn her keep in the household. Additionally, Carolyn’s mother was a hoarder, so the house was overwhelmingly full of towers of ‘stuff’ everywhere, and the smells that come along with that and the filth that builds up. Her mother also opened their home to people in need, homeless and others down on their luck. Some of those people sought to abuse that generosity by abusing Carolyn and her younger sister. To protect her sister, Carolyn would offer herself in her sister’s place. Being eight years old, Carolyn loved her younger sister dearly, and took on a great responsibility for her sister to protect and care for her in the absence of their mother’s ability to do that. Her father traveled for work, so he was not around most of the time, leaving Carolyn and her sister alone with their mom with Carolyn to protect her. When Carolyn went to school, she worried about her sister being alone at home with their mother given the issues their mom had. There were days that were great, and days that were horrible – it was unstable and uncertain. As a teenager, Carolyn had her first love, her first boyfriend, who she placed a lot of hope in to take her out of everything. When they broke up, she woke up at 16 in the ER after trying to take her life. She came home after a 72 hour suicide hold to a sister who was angry with her, and said, “Don’t you ever leave me.” She realized how much she was meant to be there for her sister, and promised her she would never leave her again. At 19, she found herself married, pregnant and with a man who sought to destroy her self-worth. Her sister was just 10, and did not really understand the situation, being excited to have a sort-of little sister coming (since Carolyn had basically raised her sister) but also jealous and confused about the new person who would be taking Carolyn’s attention. Carolyn’s husband sought to control her at all times, whether it was her weight, what she wore or anything else. Carolyn thought this was love. She believes we, as humans, choose partners who reflect our sense of ourselves. When her daughter was born, she realized this was not ok, and had to seek better for the two of them. She says she borrowed the love she had for her daughter until her own self-love caught up enough for her to do it for herself, too. She had created a mental jail out of low self-worth and negative self-talk that her spouse was reinforcing. She could have left physically, but was constrained emotionally and mentally. When her husband saw the risk of her leaving, he told her he would take both of their lives so they could be together. In between calls from him to check on her whereabouts and actions, she grabbed her daughter and a couple of bags, and went to the Salvation Army to escape. She couldn’t believe this was her life, and felt paralyzed. She had to think of a way to move forward and keep smiling so she didn’t scare her daughter, and find a strategy so this would not be her life. Someone said, “You can get through this, one day at a time.” Carolyn was floored. She didn’t think she could get through a day. It was too much. So she started to look at things in five minute chunks, which was all she could face at that time, but became an empowering way to move forward. She took all the tough, negative emotions, and use them as fuel to move forward. She had to find a place to sleep that night, food to eat for her and her daughter, and that was it. And she did it. While in low income housing, a stabbing happened outside her home, and she decided that this was not acceptable and one year from then, she would be out. She had no idea how or where she’d go, but that she must go. She moved out one year from the date she got the keys to the place. She had used that emotion to kick on her fight-or-flight mechanism to take actions in a positive direction for the next five minutes, which would build to ten, twenty, etc. We can do something we don’t want to do for five minutes even if we just want to hide or do nothing. The more she practiced this, the more she achieved, the more opportunities arose, and the more she evolved. She soon found herself able to get through a whole day, and then she can create bigger goals and reverse-engineer them down to five minute actions. The next period of her life was working full-time, being in school full-time, helping raise her sister and raising her daughter with no support. She completed her undergraduate degree, then her masters and PhD. You can look back and see what things you’ve faced that you can see as adverse advantages. She has an ability to flex, have empathy and build large, complex, sustainable strategy because of her ability to see a path through unpredictable, difficult situations. Carolyn has had amazing support throughout her life, and taught her that your family is who you make it. She’s found that letting go of ego is needed to accept help from the community. No matter what happened five minutes ago, the next five minutes is yours to decide where to go with it. Links: Website: carolyncolleen.com where you can get the F.I.E.R.C.E. Action Guide Book: F.I.E.R.C.E.: Transform Your Life in the Face of Adversity, 5 Minutes at a Time! Instagram: @carolyncolleen Facebook: @FIERCEandFulfilledCommunity Subscribe to The Do a Day Podcast    Keep Growing with Do a Day Get Bryan's best-selling first book, Do a Day, which is the inspiration for this show and can help you overcome your greatest challenges and achieve in life. Read Bryan's best-selling second book, The 50 75 100 Solution: Build Better Relationships, to tap into the power we all have to improve our relationships – even the tough ones we feel have no hope of getting better. Get started on your journey to Better with the Big Goal Exercise Take your growth into your own hands with the Do a Day Masterclass Work with Bryan as your coach, or hire him to speak at your next event

On this episode of the Funky Politics, DC is joined by Mark Smith, VP of Wealth Management at UBS Financial Services. They take a deep dive into the financial impact Covid-19 is having on the stock market and the rising unemployment numbers. We also get a prediction on when US citizens can expect the economy to recover. Make sure you tune into the latest episodes of the Funky Politics on the Kudzukian App.

A captivating conversation with Victoria Lowell about financial guidance and empowered planning Victoria wrote the international bestselling book, Empower your Worth; available in both English and Spanish on Amazon. She was born and raised in Florida, has always been passionate about entrepreneurial pursuits, began her career in finance at UBS Financial Services, later transitioning to the role of financial adviser. Vicky ultimately became a Certified Divorce Financial Analyst®(CDFA®) and founded, EMPOWERED WORTH; a platform to educate and support women to empower themselves in both their personal and financial lives. Vicky has created an online membership covering Money Basics, Insurance and Investments. She also works with people individually if you’d prefer more personalized attention. She is Leo Sun, Pisces Moon, and Aquarius Rising…and Victoria is known for saying “Remember, YOU ARE WORTHY!” You can learn more about Victoria and Empowered Worth at www.empoweredworth.com. SoulFull Sessions listeners will receive a Free Money Stories Worksheet download if you pop on over to her site. Amalia Satya Natalio is a certified Rapid Transformational Therapist, Reiki Master and delivers Soul Contract readings. She also offers guidance through her Soulful Life programs, workshops and 1:1 consultations utilizing her knowledge of stone/crystal energy, Reiki, Ho'oponopono healing, energy/chakra healing, meditation & movement, tarot/oracle cards, astrology and moon cycles along with her intuition to foster connection and forward movement in any areas of life that need a little extra care. As a mom of four, Amalia is well acquainted with the stress epidemic many teens face today and learned stress management strategies to help not only teens but adults, too. She trained with YoKid to learn and share simple yoga and meditation techniques specifically geared towards teens and completed training through the At-Risk Suicide Prevention Training Program to recognize and assist middle and high school kids in distress. This inspired workshops and ultimately a book; De-Stress for Success: Simple Strategies to Stress Less which was released in 2019 and is available on Amazon. Amalia is currently working on another book, We to Me set for release in the Fall of 2020 offering guidance if you're currently disentangling from a relationship that's not working for you or if you are determining if moving on is the right move for you. You can learn more about Amalia and her Soulful Life programs at https://karmickindness.com/ --- Send in a voice message: https://anchor.fm/amalia-karmickindness/message

On this Special Fathers Network Dad to Dad podcast, host David Hirsch speaks with special father Steve Mogul, a financial advisor with UBS Financial Services and a father of two children who both have very rare developmental disorders. Hayley, is only one of 19 in the world who has a rare form of Smith–Magenis Syndrome. Bari, is one of only 19 in the world who have a mutated GRIN2B gene. It's a very unique situation and Steve spells out the challenges that his family faces. He also offers other parents of kids with special needs some truly insightful advice. That's all on this Dad to Dad podcast. To find out about Smith-Magenis syndrome go to:https://www.smsresearchfoundation.org, https://rarediseases.info.nih.gov/diseases/8197/smith-magenis-syndrome. To read about the GRIN@B gene, go to http://grin2b.com/about-grin2b/. And learn more about the Special Fathers Network at 21stcenturydads.org.

Born and raised in Florida, Victoria Lowell, Vicky has always been passionate about entrepreneurial pursuits. In 2012, she started her career in finance at UBS Financial Services. By 2017, she transitioned into a financial advisor.Vicky has always been an active member of the community and worked for various entities nationwide. From open and honest conversations within these communities, she discovered the need for women to learn financial planning.This passion then drove her to enhance her career and advance her education in the immediate and long-term financial implications of divorce as a Certified Divorce Financial Analyst®(CDFA®).In late 2018, she left UBS Financial Services to follow her passion and founded EMPOWERED WORTH. Recently, she became an International Bestselling Author. Her book Empower your Worth, both English and Spanish versions, reaching the Bestseller’s List in various categories and countries.To Find out more: https://www.empoweredworth.com/about/Listen to Empowered Worth Podcast: https://podcasts.apple.com/us/podcast/empowered-worth-worthy-wisdom-for-women/id1475959951Author Interview Radio — You are ON THE AIR!https://businessinnovatorsradio.com/author-interview-radio-you-are-on-the-air/

Born and raised in Florida, Victoria Lowell, Vicky has always been passionate about entrepreneurial pursuits. In 2012, she started her career in finance at UBS Financial Services. By 2017, she transitioned into a financial advisor.Vicky has always been an active member of the community and worked for various entities nationwide. From open and honest conversations within these communities, she discovered the need for women to learn financial planning.This passion then drove her to enhance her career and advance her education in the immediate and long-term financial implications of divorce as a Certified Divorce Financial Analyst®(CDFA®).In late 2018, she left UBS Financial Services to follow her passion and founded EMPOWERED WORTH. Recently, she became an International Bestselling Author. Her book Empower your Worth, both English and Spanish versions, reaching the Bestseller’s List in various categories and countries.To Find out more: https://www.empoweredworth.com/about/Listen to Empowered Worth Podcast: https://podcasts.apple.com/us/podcast/empowered-worth-worthy-wisdom-for-women/id1475959951Author Interview Radio — You are ON THE AIR!https://businessinnovatorsradio.com/author-interview-radio-you-are-on-the-air/

Born and raised in Florida, Victoria Lowell, Vicky has always been passionate about entrepreneurial pursuits. In 2012, she started her career in finance at UBS Financial Services. By 2017, she transitioned into a financial advisor.Vicky has always been an active member of the community and worked for various entities nationwide. From open and honest conversations within these communities, she discovered the need for women to learn financial planning.This passion then drove her to enhance her career and advance her education in the immediate and long-term financial implications of divorce as a Certified Divorce Financial Analyst®(CDFA®).In late 2018, she left UBS Financial Services to follow her passion and founded EMPOWERED WORTH. Recently, she became an International Bestselling Author. Her book Empower your Worth, both English and Spanish versions, reaching the Bestseller’s List in various categories and countries.To Find out more: https://www.empoweredworth.com/about/Listen to Empowered Worth Podcast: https://podcasts.apple.com/us/podcast/empowered-worth-worthy-wisdom-for-women/id1475959951Author Interview Radio — You are ON THE AIR!https://businessinnovatorsradio.com/author-interview-radio-you-are-on-the-air/

Meghan Latham is a Team Administrator at UBS Financial Services in the Wealth Management Division. She particularly enjoys the work UBS is doing to reach female investors and encourage their active participation in financial decision making with the Own Your Worth movement. She hosts a Women's Roundtable group of female business owners and financial industry professionals, where she facilitates conversations around aligning confidence in financial planning decisions with inherent competence.

Good morning my wonderful CEOs! Today’s CEO Spotlight features Millennial Finance Coach, Entrepreneur, Speaker and Founder of Finances De-mys-ti-fied & The Social Money Tour. Domonique worked at top investment firms such as UBS Financial Services and Edelman Financial Services before realizing that she could better impact her community through entrepreneurship. Dominique strives to educate and encourage people to take control of their money. Her story on entrepreneurship, money, and homeownership at age 22 offers insight to getting what you want in your life. Key Takeaways from this episode: Get goals! Getting what you want requires planning and working to make your Dreams2Reality. Be More Resourceful than Wealthy! The most successful people are able to use their resources to their advantage. The Neighborhood Assistance Corporation of American (NACA) is a homeownership organization that provides down payment assistance for first-time homeowners. More information is located here. Spend money smartly! Dominque managed to learn how to save and spend money purposefully. Is Kylie Jenner truly self-made? I am teaming with top Real Estate Agent Alex Sardegna and leading lender Troy Toureau of McLean Mortgage Corporation to give the rundown on homeownership. We will be there July 26th at 6:00pm. Attendance is FREE. Sign Up Here.   Thank you again! I absolutely look forward to seeing and meeting you all! As always, please subscribe and rate my show! Let me know what you think! The Socials: Instagram and Twitter: @stacksnthecity Music: bensound.com

CFTROU 0027: The Call, Cost and Benefits of Bivo, Part 2 Today on the show I am joined by Family Church Pastor, Steve Scalici. This is the second in our two-part series on being a bivocational pastor. In previous episodes, we have talked about how bivocational church planting is both affordable and viable. This is where guys like Steve Scalici come in. Steve works a day job as the Senior Vice President of Wealth Management at UBS Financial Services and is an advocate for generosity. He has lived in Florida all his life, obtained a master’s degree from the Moody Bible Institute, and was a committed member of Family Church. Several years ago, Steve took his role in the church to next level and became a bivocational pastor. Today he successfully leads Family Church Jupiter. Key Points: Steve Scalici’s call to ministry. Growth of Family Church Jupiter. Discover what motivates Steve to keep going. Time management tips for bivocational pastors. The importance of setting the tone early as a bivocational pastor. Learn more about the benefits of being bivocational. Is there a different kind of respect for bivocational pastors? Raising money for your ministry and encouraging generosity. Maximizing sermon prep time. The downsides to being bivocational. The importance of creating a strong team. The number one challenge for a bivocational pastor is time.Click To TweetThe hardest task for someone in ministry is to raise money for their ministry.Click To Tweet Links Mentioned in Today’s Episode: Family Church Jupiter Sharper! Conference Steve Scalici on Twitter Steve Scalici on LinkedIn Jimmy on Twitter Get podcast updates delivered to your inbox. This podcast releases every Monday morning. Subscribe for free and never miss out on an episode of Church for the Rest of Us. Subscribe via Email iTunes Google Play Stitcher RSS If you like us, rate us or leave a comment below. Hopefully, this episode has given you principles, strategies, and ideas that you can implement right now with the resources you have. If so, can you let others know? The best way to do that is to rate the podcast on iTunes or Stitcher and leave us a brief positive review! This will help us place the podcast in front of more pastors and ministry leaders. It also lets us learn from you. Thank you for taking the time to get the word out about Church for the Rest of Us.

About This Episode:   According to recent research, the average U.S. Household carries over $16,000 in credit card debt, $28,000 in auto loans, and almost $50,000 in student loans. That's MORE debt than the average household income! Every year we commit to better finances and ultimately a better life, but for some reason, the process is so mystifying. Joining us today to discuss your personal finances and her own story of entrepreneurship and good money management  is Dominique Broadway, Founder and Personal Finance Coach at Finances De•mys•ti•fied. You can find her on Facebook, Twitter, and Instagram using the links shared below. This episode is brought to you by Jumpstart:HR, LLC HR Outsourcing for Small Businesses and Startups www.jumpstart-hr.com   About Dominique Broadway: Provocateur and trailblazer can be used to describe this millennial. Dominique has transformed the reputation of personal finances into a social experience by making it engaging, trendy and easy to understand. Dominique Broadway is an award winning Financial Planner, Personal Finance Coach, Speaker, Finance Expert, Entrepreneur and the Founder of Finances De•mys•ti•fied & The Social Money Tour. She has a strong passion for working with young professionals, entrepreneurs and people of all ages to bring their Dreams2Reality. Dominique began working at major brokerage firms such as UBS Financial Services and Edelman Financial Services, at the ripe age of 21, focusing on clients with $10 million and up in investable assets. Shortly after launching Finances De•mys•ti•fied, an award winning organization that provides Personal Finance Coaching & Financial Capability solutions, she was named one of the top Financial Advisors in the United States for Millennials, at the age of 28. Dominique is known for being highly favored to share her entrepreneur story, financial expertise and words of wisdom to universities such as Georgetown University, Howard University and University of Maryland, among others and corporations such as NBC Universal and numerous non-profits. Dominique has also received various accolades such as the Top 30 Under 30 in Washington DC, the DC Future Business Leader of America Businessperson of the Year and nominated for the Changemaker of the Year for her work with Financial Literacy. Dominique is proud alum of Bowie State University where she received her Bachelors of Business Administration with a focus on Banking and Finance. To further her education she went on to receive her Master’s of Science in Financial Management from University of Maryland University College. Dominique’s demystified financial advice, has been highlighted on Yahoo!, Pageonce, TheNest.com, Baltimore Sun, Black Enterprise, Marketwatch.com, Ebony Magazine, Levo League, SmartCEO, U.S. News, USA Today, Refinery 29 and other media outlets.   Website: http://dominiquebroadway.com/ Twitter: @MsFinanceCoach Instagram: @DominiqueBroadway  

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mike Ryan, Chief Investment Strategist at UBS Financial Services, on the markets, the economy and investing.

Heidi Cuppari is meta-leader in sustainable financing, impact investing and women's leadership realms. Prior to founding Anastasia Impact, Heidi was a licensed Financial Advisor with UBS Financial Services in the Leonard Social and Sustainable Investment Group, assisting clients in choosing the right social impact investments for them. Through Anastasia Impact, Heidi now takes that a step further by first helping clients identify their soul purpose and then guiding them in aligning their asset allocations with their soul purpose.  In particular she works with women and millennials, as well as their family members.  During this episode, Heidi expands on our last conversation (see episode 039: Part 1) in describing how she assists clients in aligning their money and their soul purpose through specific investment options while working alongside their existing financial advisor.  Heidi educates us on how many of the social impact investments available on the market right now are actually outperforming traditional investments, and identifies several funds that are worth investigating.  Heidi also explains where supporting Benefit Corporations can fit into your portfolio, and how to choose an investment mix that aligns with your soul purpose.    This is Part 2 of a 2-part series.  Check out Part 1 for Heidi's back-story along with valuable insights from Heidi on how to discover your soul purpose and integrate your family and work for greater life happiness. For more information or to book a free 30-minute discovery call with Heidi, visit: www.anastasiaimpact.com

Heidi Cuppari is meta-leader in sustainable financing, impact investing and women's leadership realms. Prior to founding Anastasia Impact, Heidi was a licensed Financial Advisor with UBS Financial Services in the Leonard Social and Sustainable Investment Group, assisting clients in choosing the right social impact investments for them. Through Anastasia Impact, Heidi now takes that a step further by first helping clients identify their soul purpose and then guiding them in aligning their asset allocations with their soul purpose.  In particular she works with women and millennials, as well as their family members.  During this episode, Heidi shares her personal journey which lead her to leave a high-paying job and start her own venture around her soul purpose. She also shares how and why she has integrated her blended family with her work, including her 10 year old daughter who is now listed on her website as a 'strategic advisor', and how to plug the energy leaks in your life so you can experience greater clarity and happiness. This is Part 1 of a 2-part series.  Check out Episode 040 (Heidi Cuppari Part 2) for social impact investing tips and more valuable insights from Heidi.  For more information or to book a free 30-minute discovery call with Heidi, visit: www.anastasiaimpact.com