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.
Latest episodes
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59 min
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…
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42 min
Siemens & The Future of Industry: A Conversation with Tony Hemmelgarn
What does it take to guide a global technology powerhouse through rapid innovation? In this episode of Next Gen, Senior Wealth Strategy Associate and host Josh Pfeiffer, CFP®, CEPA…
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45 min
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 T…
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29 min
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 Spe…
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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…
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27 min
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 v…
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37 min
Field of Dreams: Claudio Finol's Baseball Journey
From growing up in Venezuela to playing professional baseball in the States, this inspiring story is about dedication, perseverance and chasing your dreams. Join us as our host Jos…
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25 min
Making the Move: Home Buying in the Sunshine State with Vicki Tracy
Whether you're considering moving to Florida or just curious about the latest market trends, this episode is packed with essential information and engaging conversation. In this ep…
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21 min
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-changin…
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24 min
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…
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40 min
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 econom…
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26 min
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…
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18 min
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 Mi…
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22 min
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 ele…
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20 min
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 t…
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17 min
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…
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31 min
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 Gittlema…
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41 min
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…
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43 min
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…
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32 min
Creating Community Through Joui with Lauren Gay
Join Brandy Risheill,CFP®, CDFA®, Financial Advisor at UBS as she sits down with Lauren Gay, Certified Sommelier and owner of Joui Wine in Dayton, Ohio, for an inspiring episode. L…