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Next Gen

Podcast by UBS advisor podcasts

English

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About Next Gen

Educating the next generation starts with real conversations, not just financial theory. Created by InterGen Wealth Partners at UBS, Next Gen brings financial planning to life through thoughtful discussions with professionals, entrepreneurs, and community leaders who share the experiences behind their success, challenges, and defining decisions. From building and transitioning businesses to navigating family dynamics, career growth, and long-term planning, each episode explores the moments that shape financial futures. Grounded in real stories and guided by the practical insight, these conversations go beyond the numbers and continue long after the episode ends.

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21 episodes

episode Rewriting the ADHD Narrative with Shannon Grace: Understanding Neurodiversity and Executive Function artwork

Rewriting the ADHD Narrative with Shannon Grace: Understanding Neurodiversity and Executive Function

What does it mean to truly understand how the brain works and how can that understanding change lives? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes Shannon Grace, an advanced certified ADHD Educator, Advocate, Consultant, and Coach, for an open and empowering conversation about neurodiversity, executive functioning, and self discovery. Drawing from her own personal journey with ADHD, Shannon shares how lived experience became a mission to help individuals and families feel seen, supported, and capable. Together, Tim and Shannon explore the realities of living with ADHD at every stage of life, from identifying common signs in children and adults to navigating stigma, self doubt, and misunderstanding.

24 Mar 2026 - 59 min
episode From Battlefield to Boardroom: Lessons in Leadership with Dr. Miguel Ingle artwork

From Battlefield to Boardroom: Lessons in Leadership with Dr. Miguel Ingle

What does it take to lead when the stakes are high and how do those lessons translate to everyday life and business? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes retired Chief Warrant Officer Dr. Miguel Ingle, a decorated combat veteran and author of The Sharp Edge of Strategy. Together, they explore Miguel’s extraordinary journey from the battlefield to the boardroom, revealing how the psychology of leadership and results-driven execution can empower anyone facing tough decisions. Hear firsthand stories of leading teams in high-pressure environments, the challenges of transitioning from military to civilian life, and practical strategies for building resilience and mental toughness.

3 Feb 2026 - 45 min
episode The Future of Lifelong Learning with Katie Reynolds, Ph.D. artwork

The Future of Lifelong Learning with Katie Reynolds, Ph.D.

Unlocking new chapters at every age, this episode features UBS Financial Advisor Brandy Risheill, CFP®, CDFA®, in conversation with Katie Reynolds, Ph.D., Executive Director of Special Programs and Continuing Education at the University of Dayton. Together, they delve into how education enriches every stage of life, from boosting mental health and social engagement to shaping retirement planning and financial security. Katie shares her personal journey and the vision behind UD’s Lifelong Learning Program, designed for adults 50+ seeking enrichment, connection, and growth. The discussion unpacks the future of lifelong learning, exploring how technology, changing demographics, and innovative programs are opening new opportunities for all generations.

24 Dec 2025 - 29 min
episode Love, Loss, and the Caregiver’s Journey: A Conversation with Chip Del Core artwork

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.

21 Oct 2025 - 0
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