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More Than Wealth

by UBS advisor podcasts · 10 episodes

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Welcome to More Than Wealth with Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group. In this podcast, we help business executives, business owners, and high-net-worth individuals navigate the multifaceted world of wealth planning. Beyond the numbers, we'll also explore the stories behind the wealth. By interviewing business owners and thought leaders in our community, we aim to share insightful and inspiring tales of success. Join us on this journey where we explore wealth and the compelling stories behind it on More Than Wealth.

Latest episodes

  1. Direct Indexing: The Next Evolution in Personalized Investing

    In this episode of More Than Wealth, hosts Darrin Gold and Samantha Hodgkins sit down with Mike Alexander, Managing Director at UBS Asset Management, to explore one of today’s most…

    38 min
  2. The Science of Living to 100

    Longevity isn’t about luck; it’s about lifestyle, mindset, and science. In this episode of More Than Wealth, hosts Darrin Gold and Samantha Hodgkins sit down with Dr. Thomas Perls,…

    45 min
  3. Making Philanthropy Simple and Strategic with Meghan Clifford

    Philanthropy doesn’t have to be complicated. In this episode of More Than Wealth, Darrin Gold and Samantha Hodgkins explore how donor-advised funds can make charitable giving simpl…

    30 min
  4. Understanding Alzheimer's with Neurologist Dr. Andrew Budson

    Can staying healthy and active really keep our minds sharp as we age? That's what today's chat with Dr. Andrew Budson, a top mind in neurology and memory studies, explores. From re…

    37 min
  5. The importance of discovery meetings: The Gold Group Approach

    Ever wonder what truly sets the tone for a successful financial advisory relationship? Join Darrin Gold and Samantha Hodgkins in episode six of "More Than Wealth" where they unlock…

    30 min
  6. Cybercrime and Your Money: How to Stay Safe with Jeff Lanza

    What’s the big deal about cybercrime, and how can you protect your wealth from it? Join Darrin Gold and Samantha Hodgkins on this edition of More Than Wealth as they chat with Jeff…

    34 min
  7. Beyond the Numbers: Exploring the Psychology of Wealth with Dr. Daniel Crosby

    Why do our minds play a starring role in our financial life? Darrin and Samantha sit down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, to unpack the…

    30 min
  8. Aligning Your Wealth With Your Goals: The Wealth Way Strategy with Justin Waring

    Have you ever wondered if your wealth is truly aligned with your life goals? Darrin and Samantha sit down with Justin Waring, a Senior Total Wealth Strategist at UBS Financial Serv…

    27 min
  9. Purposeful family conversations about wealth with Julie Binder

    Today, Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group sit down with Julie Binder, Senior Strategist at UBS Family Advisory and Philanthropy Services Americ…

    24 min
  10. Introductory Episode

    What does it mean to go beyond the numbers in wealth management? In this inaugural episode of the More Than Wealth podcast, hosts Darrin Gold and Samantha Hodgkins from the Gold We…

    19 min
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