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.
Next Gen
Claim This Podcastby UBS advisor podcasts
5.0(13 reviews)
17 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
58
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality58
Social0
YouTube93
Engagement51
Podcast Overview
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.
Language
🇺🇲
Publishing Since
2/28/2024
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58
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality58
Social0
YouTube93
Engagement51
8
Excellent Areas
2
Good Performance
9
Growth Opportunities
excellent
Episode Length
38 minutes
Performing excellently!
good
Show Experience
16 episodes over 1.5 years
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poor
Publishing Consistency
Every 35 days
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Recent Episodes
October 21, 2025
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.
September 11, 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.
July 31, 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.
17 total episodes available
Recent guests on Next Gen
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Lauren Gay
Guest
Claudio Finol
Guest
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Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Next Gen?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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