UBS On-Air: Conversations

Our conversation walks you through the seasons of planning series and considerations you should be mindful of when it comes to your financial plan throughout the course of the year, starting with the season of winter and some steps you can take today that will set you up for the year ahead. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Katie Williams, Discovery Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

We continue with our series of retirement planning conversations as we offer guidance around what to do with your old 401k plan. Featured is Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation offers some takeaways and observations from the latest UBS Investment Sentiment Survey, including how investors feel about inflation, the prospects for market volatility, public policy initiatives and more. Plus, we outline an outlook for inflation, market performance and how to consider your asset allocation strategy. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office, and Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Join Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Joe Blackstone about how his philanthropic journey began and continues in parallel with his entrepreneurial journey. In 1991, he founded Blackstone Consulting Inc. BCI, which he has grown into an international service provider supporting nearly 6,000 employees. Then in 2011, he founded the J3 Foundation in partnership with his wife, Jamie Mohn. Their foundation serves children and youth in the Los Angeles County schools with literacy support. Together they have set out on a mission to provide what they believe every child should have access and support to remain on track in school.

Our conversations covers the efforts around global decarbonization, developments surrounding social justice, as well as regulation surrounding sustainable investing. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office and Joe Elegante, Portfolio Manager, UBS Asset Management.

Join Liam McCormick, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with John Inserra. John founded For Our Shared Humanity, a charitable non-profit organization created to shape and share an educational, cross generational voice focused on strengthening the indivisibility rooted in the common ground upon which we all walk. John decided to start his journey by walking from Westhope, North Dakota to Hope, Texas, a 1,700 mile hike over 120 days down spine of the USA which he called Walking the Middle. In this episode, John will share how he identified his purpose in retirement and began living his legacy one step at a time.

UBS Advanced Planning Group Year-End Planning Guide for 2021 - Join us for tips and insights for year-end planning. Featured are Brad Dillon and Todd Mayo, Senior Wealth Strategists, UBS Advanced Planning Group. Host: Daniel Cassidy

With the year-end quickly approaching and Giving Season in full swing, my guests outline some tips and strategies when it comes to gift giving as well as some tax considerations to be mindful of. Featured are Justin Waring, Investment Strategist Americas, UBS Chief Investment Office and Morgan Hyland, Wealth Planning Specialist, UBS Wealth Planning Sales. Host: Daniel Cassidy

Our conversation provides key takeaways from the recent COP26 Conference, and touches on other notable developments as it relates to workplace equality and inclusion as well as green transportation. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, as well as Cathrine de Coninck Lopez, Global Head of ESG for Invesco. Host: Daniel Cassidy

In acknowledgement of financial planning month, Bonnie Park, Head of Wealth Planning for UBS Wealth Management USA, shares some top life lessons on the value of planning. Host: Daniel Cassidy