Beyond the Documents: The Invisible Side of Estate Planning

Who will change your light bulbs? Three questions that define retirement

You've done the planning. The numbers work. But what happens when real life gets in the way? This episode explores a powerful idea from MIT’s AgeLab: retirement success isn’t just about wealth—it’s about how you live. Colin Faulkner and Michael Lynch break down three simple questions that can help you prepare for a longer, more fulfilling life.

Beyond the Documents: The Invisible Side of Estate Planning

Estate planning isn’t just wills and trusts — it’s the clarity your family wishes they had when they’re grieving. Blair Cornell sits down with Kathy Gossard, Director and Associate Wealth Strategist on UBS’ Advanced Planning Team and author of Life After Me: A Survivor’s Handbook. Together they explore what families truly struggle with after a loss, the real stories that inspired the handbook, and why “personal wishes” can be the most meaningful part of any plan.

Holiday Scams - How to stay safe from fraud this season

The holidays should be about family, friends, and giving not falling for scams. In this episode of The Inner Circle, host Colin Faulkner sits down with Stephen Bidwa, UBS Banking & Fraud Protection Lead, to uncover the scams that spike this time of year, from gift card shakedowns and fake charities to Zelle impersonation tricks and bogus checks. Learn how to spot the red flags, what to do if you’re targeted, and why reporting quickly can help protect both you and others.

Beyond the Buzz: What A.I. Means for Investors

Artificial intelligence has moved from headlines to the real economy changing how we work, spend, and invest. Colin Faulkner sits down with Matthew LeBlanc of Columbia Threadneedle to unpack what A.I. actually is, where it’s showing up in daily life and business productivity, and how its growth could impact markets and portfolios. We also tackle risks, misinformation, jobs, security and where opportunity may lie beyond the mega-cap names.

Protecting Yourself from Fraud: Common Scams and How to Respond

Knowledge is the first line of defense against fraud. In this episode of The Inner Circle, host Colin Faulkner speaks with Stephen Bidwa, UBS Banking & Fraud Protection Lead, about today’s most common scams—impersonation, investment and loan, romance, phishing, and card skimming—and what to do if you’re targeted. You’ll learn how to spot the red flags, the immediate steps to take, and why reporting matters.