Come along with us as we embark on a journey to educate the Next Gen. This educational series hosted by InterGen Wealth Partners at UBS was started with the goal in mind to provide further education to families throughout their family tree. With decades of industry experience and an extensive professional network we will explore the importance of financial planning and bring you important tips that will get you focused on achieving your long-term goals. Whether your just getting started on your financial path or taking the road to retirement, this podcast will be your ultimate tour guide.
Love, Loss, and the Caregiver’s Journey: A Conversation with Chip Del Core
A deeply personal journey unfolds in this poignant episode, where UBS Financial Advisors Brandy Risheill, CFP®, CDFA® and Daniel Christie sit down with Chip Del Core—author of Her Untimely Final Sunset and brother of UBS team member Tullia Schreier—to explore the emotional and practical realities of caregiving. From the daily demands of medication tracking and journaling to the profound emotional toll of supporting a loved one through terminal illness, Chip offers a candid and compassionate guide for navigating life’s most difficult moments. Together, they unpack the complexities of grief, resilience, and the enduring strength of love, equipping listeners with insights and tools to face caregiving with empathy and courage.
11 Sept 2025
Conducting a Legacy: Neal Gittleman’s Journey Through Music
A lifelong devotion to music shaped a legacy that transformed a city’s cultural heartbeat. Shaun Nicholson, Financial Advisor at UBS, sits down with retired conductor Neal Gittleman to reflect on nearly three decades of artistic leadership in Dayton. Neal shares his journey from early musical influences to his visionary work with the Dayton Philharmonic Orchestra, highlighting the power of innovation, education, and community engagement. Together, they explore the lessons of leadership, the emotions of retirement, and the enduring role of music in shaping future generations.
31 Jul 2025
Vinpressions & Vintages: Inside Epoch Estate Wines with Jordan Fiorentini
From engineering to enology, Jordan Fiorentini’s journey into the world of wine is anything but ordinary. In this episode, Tim Van Simaeys, Executive Director and Financial Advisor at UBS, sits down with Jordan, Vice President of Winemaking and Vineyards at Epoch Estate Wines, for an inspiring conversation about her path to becoming one of Paso Robles’ most celebrated winemakers. Listen in as they explore her early influences, academic pivot, winemaking philosophy, and the creative spark behind her signature “Vinpressions.” Don’t miss this inspiring conversation with one of wine’s most dynamic voices.
14 Jul 2025
Passing the Apron: A Generational Journey in Hospitality
A single restaurant sparked a legacy that would span generations. Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS, sits down with mother-daughter duo Mary Miller and Kelley Andary to explore a story rooted in resilience, hospitality, and leadership. Mary reflects on building her first restaurants from the ground up, while Kelley shares how growing up in that environment shaped her path to owning and operating the beloved Blue Berry Cafe. Together, they discuss the lessons passed down, the challenges they’ve faced, and the values that continue to guide their work in the Dayton community.
29 May 2025
Creating Community Through Joui with Lauren Gay
Lauren Gay discusses building community through her wine business, Joui Wine, with Brandy Risheill, revealing her journey and sustainable practices in this interview.
6 May 2025
Uncovering Jewish Dayton: A Conversation with Marshall Weiss
Dedicating a career to uncovering and preserving the rich history of Jewish life in Dayton, Ohio, Marshall Weiss, Editor and Publisher of The Dayton Jewish Observer, joins Shaun Nicholson, CFP®, Financial Advisor at UBS, for an insightful conversation. Sit back, relax, and listen as they delve into meticulous research and storytelling that highlight the vibrant heritage and significant contributions of the Jewish community in the Miami Valley. Through discussions of Marshall’s acclaimed books and articles, this episode explores the historical narratives that have shaped the community. Whether you are a history enthusiast or simply interested in the heritage of the Jewish community, you won’t want to miss this captivating discussion.
18 Mar 2025
The Last Queen: A Hidden Gem of Flavor and Community
Grab some fish and chips as you step into a world of flavors and stories with our host Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS. She chats with Adrian Shergill, the visionary owner behind The Last Queen, a British gastropub redefining community and cuisine in Enon, Ohio. Together, they explore the story behind the restaurant, its authentic cuisine and the vibrant sense of community it fosters. Adrian shares his journey from professor to business owner and what led to his passion for bringing a taste of England to Ohio. Tune in for a delightful conversation about this hidden gem and the power of food to bring people together!
16 Dec 2024
Field of Dreams: Claudio Finol's Baseball Journey
Wealth Management Associate Josh Pfeiffer sits down with professional baseball player Claudio Finol to explore his inspiring journey from Venezuela to the States, highlighting dedication, perseverance, and the lessons learned playing alongside MLB legends.
27 Nov 2024
Making the Move: Home Buying in the Sunshine State with Vicki Tracy
Jim Hyland, CRPC™, CRPS™, Financial Advisor with InterGen Wealth Partners at UBS, explores the latest market trends and invaluable advice for home buying in SW Florida with Chief Operating Officer Vicki Tracy of Gulf Coast International Properties.
29 Oct 2024
From Idea to Innovation: David Frey's journey with Crosstoner
Join host Tim Van Simaeys, AAMS™, Financial Advisor at UBS, as he dives into a compelling conversation with David Frey, the innovative mind and CEO behind Crosstoner’s game-changing strength training device. In this episode, you’ll uncover David’s journey as an inventor and entrepreneur, uncovering the unique challenges he's faced, the secrets behind his success, and his vision for the future. Whether you're a budding inventor or just love a good entrepreneurial story, this episode is packed with insights and inspiration you won’t want to miss!
27 Sept 2024
Navigating Real Estate Transitions: Guided by Lori Lyons
Join our host Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS, for an engaging conversation with Lori Lyons, a seasoned real estate professional from Glasshouse Realty Group. Lori shares her journey in real estate, insights on the current housing market, and valuable advice for both young buyers and retirees. From navigating the complexities of buying or selling a home during a divorce to tips on downsizing and choosing the perfect community, Lori’s expertise is sure to provide you with practical and actionable advice.
11 Sept 2024
Driving Prosperity: Unveiling the Dayton Development Coalition with Jeff Hoagland
Join host Daniel Christie, Financial Advisor at UBS, as he sits down with Jeff Hoagland, President and CEO of the Dayton Development Coalition. Together, they explore Ohio’s economic growth, focusing on the pivotal role of Wright-Patterson Air Force Base and its impact on the region. From Honda to the future of Joby Aviation, discover what’s driving growth and the community’s robust development plans.
22 Jul 2024
Echoes of Dayton’s History with Brady Kress
We take you back in time to discover the rich history of Dayton, Ohio in this captivating episode. Join host, Shaun Nicholson, CFP® at UBS as he sits down with Brady Kress, CEO and President of Dayton History to discover all that the Carillon Historical Park has to offer. From the 1905 Wright Flyer III to the original NCR cash registers and timeless elegance of Orville Wright’s mansion, this podcast will paint a vivid picture of Dayton’s past and its enduring impact on aviation history.
22 May 2024
Empowering Communities: A Conversation with Michelle Lovely from The Dayton Foundation
Discover how The Dayton Foundation has been helping individuals and nonprofits achieve their giving goals since 1921. Hosted by Brandy Risheill, CFP®, CDFA® at UBS and featuring Michelle Lovely, Senior Vice-President of Development and Donor Services at The Dayton Foundation, this podcast delves into the heart of philanthropy. From setting up Donor-Advised Funds to maximizing tax benefits through IRA Qualified Charitable Distributions, we unravel strategies that empower generosity. Learn about scholarships, designated funds and the lasting impact they create for our community. Tune in to explore the power of giving!
24 Apr 2024
Politics Moving Markets with John Savercool
As voters and investors alike grapple with uncertainty, John Savercool sheds light on critical factors to watch in the coming weeks that could significantly impact the November election. From dissecting potential tax changes to exploring possible third party candidates, he provides valuable insights for listeners. Whether you’re a seasoned investor or simply curious about the election’s implications, this episode offers a unique perspective from the UBS Office of Public Policy.
22 Mar 2024
In the Game
Attention Notre Dame fans! If you’ve followed the Fighting Irish closely, the name Dan Fox should ring a bell. In this captivating episode, we take the remarkable journey through time with Dan. He candidly discusses his illustrious football career, revealing pivotal moments both on and off the field. But it’s not just about touchdowns and tackles – Dan discusses life after football and shares what led him on the path to where he stands today. Tune into hear a story of the indomitable spirit of a true athlete.
28 Feb 2024
Becoming InterGen
As we start off in our podcast journey, we thought it’d be best to introduce ourselves. Hear how we became the dedicated team we are today and how we can help in the success of the next generation. In this episode of the Next Gen podcast, you’ll hear from three financial advisors on the team, as they tell their story from the beginning of their careers to what now is a twelve member team known as InterGen Wealth Partners.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
4,369,793
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
6 ratings
Spotify
5.0 / 5
7 ratings
Podcast Authority Score: 58 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
58
Social presence
0
YouTube
93
Engagement
51
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