UBS On-Air: Conversations

We discuss the recent Modern Retirement Monthly publication, which focuses on strategies you can implement in order to improve your after-tax wealth potential. We also touch on spend management considerations for during retirement and the differences between traditional and ROTH retirement accounts. Featured are Justin Waring, Investment Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Learn about the 2023 Planning Guide from UBS with Brad Dillon, Senior Wealth Strategist.

The UBS Advanced Planning Team has just released their 2024 Year-End Planning Strategies whitepaper. Join Senior Wealth Strategist, Jennifer Lan, and Wealth Strategist, Premini Scandurra as they highlight specific topics within the whitepaper, including, charitable giving, the Corporate Transparency Act and a few others of intertest. Host: Daniel Cassidy

Alejo Czerwonko joins our 1285 podcast studio to share his recent exciting news of being named to the World Economic Forum’s Young Global Leaders program. Listen as Alejo explains how his work here at the UBS Chief Investment Office, along with his roles in academia and global think tanks, will shape his contributions to the program, plus what he plans to take away and apply from the experience. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation focuses on inflation, though in context to ones retirement plan and some approaches to consider for planning your future spending accordingly. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy