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Financially Speaking with Mitch Slater
Financially Speaking with Mitch Slater is about boosting your own financial power as we help educate you about the bigger picture in the world of personal finance, marketing and business. We dive into what makes entrepreneurs, authors, celebrities like Larry King and others tick, focusing on their stories of excellence and gratitude.
- 89 - Episode 100- The "Mighty" Max Weinberg
In this very special 100th episode, I sat down in person (finally once again!) with Rock and Roll Hall of Famer Drummer for Bruce Springsteen and the E Street Band Max Weinberg. Besides a 40 year career being the Mighty Max on stage with Springsteen Max spent 17 years as Conan O'Brien's bandleader on his NBC Late Night and Tonight Show. Max is currently touring with his "Max Weinberg Jukebox" show throughout America and in his spare time was just named Commissioner of the Del Ray Beach, Florida Planning Board. A Jersey guy with a lot of inspiring and wonderful stories to share and even jams with the host of our event and past guest, Rock Photographer Danny Clinch at this Transparent Gallery in Asbury Park, New Jersey. I am so proud to have reached this milestone and thank everyone that has supported this Podcast along with the way.
Mon, 26 Jul 2021 - 1h 26min - 88 - Jon Taffer, Host of "Bar Rescue"
Most people know Jon Taffer as a larger-than-life television personality who takes a no holds barred approach to helping hotels, restaurants, bars and businesses reach their full potential. He is also an international celebrity, New York Times best-selling author, highly sough-after hospitality and general business consultant and creator, and is the creator, executive producer and star of Paramount Network's number one show, "Bar Rescue"
Mon, 12 Jul 2021 - 44min - 87 - IN-Q "Inquire Within"
IN-Q is an award-winning poet, multi-platinum songwriter, and the best-selling author of Inquire Within. His groundbreaking achievements include being named to Oprah’s SuperSoul 100 list of the world’s most influential thought leaders, being the first spoken word artist to perform with Cirque du Soleil, and being featured on A&E, ESPN, and HBO’s Def Poetry Jam. He’s inspired countless audiences around the world, live and virtually, through his performances and storytelling workshops. Many of his recent poetry videos have gone viral with over 70 million views combined, and his stand-up poetry special, IN-Q – Live at the Ace Theatre, is now streaming exclusively on Amazon Prime Video.. During the episode he performs two beautiful and timely poems. We take a deeper dive into his roots and his Post-Pandemic plans.
Mon, 12 Jul 2021 - 1h 10min - 86 - Shay Rowbottom- #1 Linkedin VIdeo Influencer
Everybody needs a coach even when it comes to marketing your brand or finding the right connections, especially on the world's largest business platform Linkedin. Shay Rowbottom helps individuals and companies create video content to generate growth, leads and revenue through videos that truly resonate. With over 700K connections and a booming business Shay is a force to be reckoned with. And she does it all with honest substance and personal experiences. Shay is a guiding light and our conversation is lively and very entertaining and if you listen closely you will hear her reveal most of her secret sauce- and does it in a "Saucy" way.
Fri, 09 Jul 2021 - 1h 03min - 85 - Food Network Star
Winner of Rachael Ray's Cookbook Competition and author of "Orange, Lavender and Figs" Fanny Slater, who now stars on a variety of shows on "Food Network" talks about the lessons she has learned about entrepreneurship and becoming an overnight Foodie Celebrity. "Get Your Fanny in the Kitchen" in this episode to learn more about how you can makes simple delicious and healthy meals in your own home.
Fri, 09 Jul 2021 - 59min - 84 - Cumulative Advantage
Is career and business success a matter of luck, or is there something else that drives unstoppable momentum? From the best-selling author of KNOWN and Marketing Rebellion comes a practical guidebook to building life-changing momentum for your ideas and your business - even when the odds are stacked against you. Award-winning blogger and speaker Mark Schaefer joins me for a lively discussion about everything from the world of Social Media Influencers to Post-Pandemic business uncertainty. Noted entrepreneur and Marketing Consultant Jeff Slater Co-Hosts with me on this episode. He ain't heavy, he's my brother! (Literally)
Fri, 28 May 2021 - 34min - 83 - Power Moms
How Executive Mothers navigate work and life. A Former Wall Street Journal career columnist joins the show to help us better understand the world of work as seen through the eyes of highly successful woman. My UBS colleague Carey Shuffman, Director of our Women's Segment, is my special co-host for this episode and we also look at the latest in depth UBS Report, "Own your Worth."
Fri, 28 May 2021 - 38min - 82 - "The Heart of Business" with Hubert Joly
Leadership Principles for the next era of capitalism with the former CEO/Chairman of Best Buy Hubert Joly. We speak about his background and what prepared him in life to pull off one of the great turnaround stories of our generation at Best Buy. He offers up his noble purpose to put people at the center, embrace all stakeholders and treat profit as an outcome.
Wed, 05 May 2021 - 52min - 81 - Rock Hall of Famer Ricky Byrd - "Sobering TImes"
Legendary guitarist and 2015 RRHOF inductee as an original Blackheart with Joan Jett joins the show to talk about his 30 years of sobriety and how he has used his insane creative talent to channel a message of hope for those hopeless. My UBS colleague, Kevin Kelly, a mental health counselor who works with drug and alcohol addiction joins the conversation as well. You will hear songs from Ricky's new album "Sobering Times" out this April. We even talk baseball and the Catskills! And boy does he have stories!
Thu, 22 Apr 2021 - 1h 28min - 80 - UBS Global Visionary Suzy Amis Cameron
UBS Global Visionary Suzy Amis Cameron , a noted environmental advocate, former actress (Titanic, The Usual Suspects) and most importantly a Mom of 5 discusses her book "The OMD Plan, Swap one meal a day to save your health and save the planet. We speak about her incredible documentary on Netflix, "Game Changers" as well as the school she co-founded with her sister, MUSE, the first in the country that is completely plant-based. Suzy spoke to us from New Zealand where she has a farm and her husband James is completing Avatar 2 and 3. We also explore her background as as a farm girl in Oklahoma to becoming a world famous model and actress and what was her turning point into her Sustainability activism.
Wed, 21 Apr 2021 - 1h 07min - 79 - Anita Darden Gardyne
Technology business visionary Anita Darden Gardyne is an award-winning Black businesswoman with a personal mission of extending women’s careers, closing the pay equity gap faster, and creating thousands of living wage jobs. As CEO and Chairman of the Board of Onēva (oneva.com), Gardyne combines her prowess as a trendsetter and trailblazer with this mission. Co-founded by Gardyne in 2014, Onēva reimagines the career for caregivers while providing an enticing and essential employer provided benefit to client employees. The certified Minority Owned Business offers an employer-provided technology platform that matches FBI background checked in-home care providers with employees to help them achieve greater work-life balance and peace of mind. Through the benefit, caregivers are able to carve their own schedule and pursue jobs that best match their skillset. Meanwhile, employees are comforted to know available caregivers have living FBI background checks, are fairly compensated and are trustworthy to care for elders, children, those with disabilities, pets and home needs.
Tue, 06 Apr 2021 - 50min - 78 - The One About Me
At the request of many I have allowed a colleague Nicole Press, Eastern Division Sales Manager of UBS, to put me in the hot seat and interview me. Nicole peppered me with questions ranging from my personal and professional background to lessons I learned along my journey. I might have thrown in a bit about my passions like Springsteen and non-profits I have been involved in as well.
Thu, 25 Mar 2021 - 1h 18min - 77 - Financial Literacy with EVERFI
Financial Education at an early age is critical to the future of our planet. In this episode I speak with Sneha Patel, Senior Product Manager of EVERFI, which is helping build a more equitable world through teaching financial education using digital technology. We also discuss the partnership EVERFI has with UBS in teaching our clients and their children with a partnership with their Financial Advisors.
Wed, 10 Mar 2021 - 37min - 76 - The "Weathered" Life of a Rock Star with Rock Hall of Famer, Nils Lofgren
Nils will be talking about the music business today, life during the pandemic, his new double live album "Weathered" from his last solo tour and of course the new Bruce Springsteen and the E Street Band "Letter to You"
Fri, 22 Jan 2021 - 1h 21min - 75 - We Need to Talk: A Memoir About Wealth
A deeply personal story exploring how financial success can impact friendships, children, charity and family. An honest look at what it's really like to have a lot of money.
Mon, 04 Jan 2021 - 1h 00min - 74 - All Stages of Entrepreneurship with Barbara B. Roberts
As a speaker and writer on all stages of entrepreneurship from startup through growth, exiting and reinvention, Barbara’s work builds on her personal experience as a Wall Street executive, serial entrepreneur and Entrepreneur in Residence at Columbia Business School and Hofstra University. Trained as an economist, Barbara began her career on Wall Street, where she became one of the first women on the board of Dean Witter. She then became a serial entrepreneur and partnered with two families, transforming their companies for sale or merger as president: FPG International, now part of Getty Images; also, Acoustiguide, which is now Espro Acoustiguide. Acknowledging the recurring difficulty exits bring, after her exit from Acoustiguide, she studied the process of transition and renewal coaching at the Hudson Institute of Santa Barbara and the art of facilitation and mediation. She then became NY chair of Tiger 21 and the Women Presidents Organization. Barbara’s work in education includes, founder of the Columbia Business School summer start up program, adjunct professor, and Entrepreneur in Residence at Columbia Business School and Hofstra University. An advocate for entrepreneurs, privately help businesses and farmers, Barbara served as Chair of the Federal Reserve Bank of New York’s Business and Agricultural Advisory Board, on the board of the 14th Street Local Development Corporation and as a long-time member of the Suffolk County, NY Planning Commission. She has also helped launch and lead numerous organizations active in the promotion of economic development of women. Barbara is the lead author of two Columbia Business School whitepapers, Life after an Exit: How Entrepreneurs Transition to the Next Stage and The Owner’s Journey: Experiences shared and lessons learned from entrepreneurs who successfully sold or transferred their businesses to family members. Barbara works as a consultant, coach and board member for privately held companies. She lives and works in Sag Harbor and New York, NY.
Thu, 31 Dec 2020 - 48min - 73 - The Leader's Guide to Unconscious Bias
Pamela Fuller, Chief Thought Leader for FranklinCovey and a former diversity analyst for the US Department of Defense joins the show to talk about how companies are reframing bias, cultivating connections and create high-performance teams. A very timely show for 2020 and the Social Justice movements of our time.
Tue, 22 Dec 2020 - 50min - 72 - John Rzeznik, Lead singer "The Goo Goo Dolls"
For my final episode of 2020 we bring you a very special episode with John Rzeznik, lead singer of The Goo Goo Dolls who have released their first Christmas album "It's Christmas All Over". John sings a song from the record and we have a very honest and frank conversation about the music industry and the financial side as well as the creative.
Wed, 02 Dec 2020 - 1h 00min - 71 - Raj Bhakta, Founder Whistlepig Rye and Bhakta50 Brandy
Raj Bhakta a well established entrepreneur as the founder of one of the most popular rye whiskey brand WhistlePig joins the show to talk about his journey from being a game show contestant, to running for Congress to his huge success with WhistlePig. Now in his latest venture, Bhakta Sprits which is run from his Bhakta Farms and recently purchased Green Mountain College in Vermont. Bhakta50, an Armagnac (French Brandy) is now out and quite frankly exquisite in taste and presentation. It also is the ability to taste history. Enjoy the conversation!
Tue, 01 Dec 2020 - 41min - 70 - The Times Machine with author and actress Danica McKellar
Take learning to the next level with help from The Wonder Years/West Wing/Hallmark actress, math whiz and New York Times bestselling author Danica McKellar using her acclaimed McKellar Math Books, In this episode we talk about her new book and her passion for getting over one million kids love math. Danica is an internationally recognized mathematician and advocate for young girls and math and during this virtual learning period is helping parents all over the world with home learning.
Wed, 18 Nov 2020 - 57min - 69 - Wine and the White House with Frederick J. Ryan (CEO Washington Post)
Whether you are a devotee of presidential history, a lover of wine or both, "Wine and the White House: A History" proves informative and entertaining. It is the first book of its kind and features the history of the White House State Dinners, menus and of course wine from the days of Jefferson to today. The conversation about prohibition is also memorable.
Tue, 17 Nov 2020 - 50min - 67 - Beat Breast Cancer Like A Boss with Ali Rogin/PBS News Hour
A timely and critically important book...Through compelling interviews with thirty truly amazing women, coupled with their own experience. Ali Rogin has told the breast cancer and how to beat it. We discus the 30 Boss Women and their stories as well as Ali's own experience.
Tue, 10 Nov 2020 - 35min - 66 - Thom Zimny: Director of documentary Bruce Springsteen's Letter to You
On the occasion of the release of the new Bruce Springsteen and the E Street Band album, Letters To You, I sit down with Thom Zimny who has directed a film that shows the making of the record from the inner sanctum of Bruce's home studio. The film, shot in a spiritual black and white, is nothing short of brilliant. We discuss the process of filming the band learning, arranging and recording the new album. With Bruce as the narrator the viewer learns about each song, band member and the real family that we know as the E Street Band. I hope you find this conversation essential, fun and entertaining.
Tue, 20 Oct 2020 - 48min - 65 - In the Shark Tank with Matt Higgins
Matt Higgins, a "Shark Tank" investor, vice chairman of The Miami Dolphins and Entrepreneur and Co- Founder of RSE Ventures with billionaire Stephen Ross joins me to talk about his incredible origin story from poverty and dropping out of High School to being a Linkedin Influencer and successful businessman. We talk about how to thrive not just survive during Covid-19 as well as how to "make yourself indispensable at whatever it is that you're doing at this moment in time, right now." His advice and wisdom and truly remarkable stories will leave you feeling positive about your future.
Mon, 05 Oct 2020 - 1h 08min - 64 - How I Built This with Guy Raz
Guy is the host and co-creator of three NPR programs.. How I Built This (also the name of his new book out this week) are heard by more than 20 million people each month around the world. He is the co-creator and co-host of NPR’s first-ever podcast for kids, Wow In The World. For Spotify, he’s hosting the music interview show The Rewind. In 2017, Guy became the first person in the history of podcasting to have three shows in the top 20 on the Apple Podcast charts. In this episode Guy and I explore the resilience of today's top entrepreneurs during Covid-19 as well as his background and highlights from his career. He also provides great wisdom and suggestions for business owners in 2020 and beyond. How I Built This is a podcast about the greatest innovators, entrepreneurs, and idealists, and the stories behind the movements they built. In each episode, the founders of some of the world’s best-known companies and brands take us through their triumphs, failures, and insights. In 2019, it was named one of the top ten podcasts of the year by iTunes, and Inc Magazine called it “the best podcast to take on the new year.”
Mon, 14 Sep 2020 - 49min - 63 - "Bee Fearless" Dream Like a Kid with Me & The Bees Founder (age 15) Mikaila Ulmer
It's rare for a beverage company to start with $50 and grow to being sold in 2,500 stores across 40 states,” says Mikaila Ulmer, CEO of Me & the Bees Lemonade. It’s rarer still for that company to be run by a 15-year-old. “Age didn’t faze me when it came to starting my business,” she says. “I was just excited to get started.” It began with a bee sting when Ulmer was four. “I was afraid, so my parents encouraged me to do some research,” Ulmer says. “I learned that bees were important pollinators and that they were dying at an alarming rate.” She started selling her granny’s honey-sweetened lemonade recipe in Austin and donated the profits to bee-saving organizations. She got the attention of Whole Foods when she began teaching free pollination workshops for kids there. “They said if I could figure out a way to bottle my product, they could carry it in their store.” In 2015, at age nine, Ulmer secured $60,000 in seed money on ABC’s reality show Shark Tank. A year later, Whole Foods announced a distribution deal with Me & the Bees for $11 million. “When I started, I never expected to appear on Shark Tank or speak in front of 20,000 people or meet Barack Obama, but I did!” says Ulmer. Her future goals are as lofty (“I want to see my product in all 50 states!"), but her focus is clear: “I want my business to always be more than just lemonade—I want to have an even bigger impact on saving the bees.” Mikaila releases her story in a new book "Bee Fearless, Dream Like a Kid" and my partner Ann Trainor and I spoke with her and there is so much wisdom from this young woman we hope you enjoy the show!
Tue, 01 Sep 2020 - 55min - 62 - "The 7 Habits of Highly Effective People" 30th Anniversary Edition
Scott Jeffrey Miller, President of FranklinCovey and best selling author and Podcast Host, joins me to commemorate the 30th Anniversary of the book that changed the Business World with now over 50 Million Copies Sold . We review the 7 Habits and the updates from Sean Covey and talk about Scott's leadership books and work and how they are managing in 2020 during Covid-19. The 7 Habits are more relevant than ever and you will learn why in this special episode.
Mon, 10 Aug 2020 - 46min - 61 - Riding High with Ruth Zukerman, Founder Soul Cycle and Flywheel
Known as the "Queen of Spinning" Ruth truly put the Soul in SoulCycle and the Fly in Flywheel, both companies she founded. We talk about her inspiring story of resilience after her first career and marriage ended and how her evolution led to her success. The interview is filled with fresh business and life lessons. We also talked about life during Covid-19 and the rise of exercising at home and her upcoming plans going forward. And wait till you hear the story about Jennifer Grey!
Mon, 10 Aug 2020 - 1h 02min - 60 - Thriving not Surviving with Kim Kaupe, Shark Tank Winner
Kim Kaupe returns to Financially Speaking but this time brings inspiration and what has kept her business, The Superfan Company, thriving not just surviving during Coronavirus. Kim also shares highlights from her latest Linkedin Learning Course on leading a small business through crisis.
Wed, 29 Jul 2020 - 41min - 59 - Rock Promoter Legend John Scher
John Scher is one of the inventors of the modern rock concert business. He is a combination of great passion and the love of the music with a terrific business sense. Sitting down with him is like sitting down with the history of rock n' roll. Generations of music fans like me have been at his shows at The Capitol Theatre in NJ to Giants Stadium, Asbury Park, and festivals all over the world. If you saw Springsteen, The Dead, The Stones, The Who live John was probably the promoter. We have an honest talk about the Music Biz today and what Covid19 has done in 2020 and where we go from here.
Fri, 24 Jul 2020 - 1h 09min - 58 - Have Sax, Will Travel with Eddie Manion
Saxophonist Eddie Manion just completed being horn director/arranger for the last 3 years with Little Steven and the Disciples of Soul. Ed who got his start with Southside Johnny with the "original" Asbury Jukes. Ed also has toured frequently and recorded with Bruce Springsteen and the E Street Band and played their historic Super Bowl Halftime Show and was also a member of The Seeger Sessions Band. After recording his first instrumental album, Night Life in 2015 Ed is currently recording a new record that will be released later this year. We talked about The Music Biz, his career and the challenges of not being able to go out on the road during the pandemic.
Thu, 23 Jul 2020 - 1h 10min - 57 - Using Linkedin during Covid-19
Brian Tietje of Linkedin and Dan Swift, CEO of Empire Selling return to talk about the best way to use Linkedin and Market Your Brand during the age of Coronavirus. Both of these experts who were the creators of Sales Navigator and Linkedin Learning give much needed advice for small business owners and recent graduates.
Thu, 16 Jul 2020 - 42min - 56 - Whatever Happened to Eddie Munster with Butch Patrick
Butch Patrick, best known for his iconic performance in the 1960's hit series The Munsters sits down and has a Frank(enstein) conversation about the show, the cast, his career and the gratitude he has every day for his time in Hollywood and getting to know all the fans. We also talk about Child actors and the ups and downs and financial issues surrounding them. Its a heartfelt, funny interview with laughs and an honest look at his life so far.
Sat, 27 Jun 2020 - 1h 00min - 55 - Adventures in the TV Wasteland with Billy Van Zandt
An insiders look at the business of Television and Film and Theatre from Emmy nominee Billy Van Zandt who shares his stories of working with Lucille Ball, Martin Lawrence, Frank Sinatra and Bob Newhart. Billy comes from a very talented family as his brother is Rock Hall of Famer and Soprano star Little Steven Van Zandt.
Sat, 27 Jun 2020 - 40min - 54 - Kevin Hancock "The Seventh Power- Shared Leadership- CEO Hancock Lumber
“What if everyone on earth felt trusted, respected, valued and heard. What might change. Well our guest today (who I am quoting right now from his TED TALK Kevin Hancock) says EVERYTHING MIGHT CHANGE- and the workplace is where that change can be sparked. So where did this CEO of the oldest (1846) and most successful lumber company in Maine come up with this vision- Well it took a rare voice disorder, a walk in the desert at sunset and a remote Indian Reservation in South Dakota for him to make this truly revolutionary change at his lumber company--- and now he is telling the whole story and more in a beautiful new book called “THE SEVENTH POWER- One CEO’s journey into the business of shared leadership" – published by Post Hill Press.
Sat, 27 Jun 2020 - 40min - 53 - Josh Taekman, Founder of EBOOST Super Fuel Beverages
Josh Taekman is the Founder of EBOOST, the industry leader of CLEAN FUEL FOR A BETTER YOU products including a line of Super Fuel beverages and powder that are natural and Non-GMO. A powerful innovator in brand marketing and business development, with a specialty in music, entertainment and consumer facing products, Taekman has made a career of working with talent, brands, agencies and proprietary sides of the industry.
Thu, 18 Jun 2020 - 32min - 52 - Brad Meltzer, Bestselling Author and History Channel Host
Brad Meltzer is the #1 New York Times bestselling author of ten thrillers and non-fiction books like his latest, "The Lincoln Conspiracy: The Secret Plot to kill America's 16th President/ His children's book series on American Heroes won the prestigious Eisner Award. He also hosts shows on PBS Kids and the History Channel. The show is a conversation about the Book Publishing Business.
Wed, 03 Jun 2020 - 36min - 51 - Jet Blue and the Future of Flying and Entrepreneurial Leadership
Joel Peterson returns to the show to talk about his role as Chairman of Jet Blue during this crisis and their announcement of being the first airline to require masks. Joel also talks about his new book on Entrepreneurial Leadership through Crisis in 2020
Thu, 28 May 2020 - 26min - 50 - Behind the Lens
Pam Springsteen and Frank Stefanko Rock Photography Legends. A candid conversation with the photographer that took two legendary Bruce Springsteen Album Covers and the little sister Bruce brought to his house to learn about the craft in 1978. Today Pam is one of the most accomplished and go to Rock Music photographers having shot everyone from Keith Richards to Willie Nelson and of course her big brother for magazine and album covers.
Tue, 19 May 2020 - 1h 15min - 49 - After the Pandemic
A brief conversation with Laura Kane, Executive Director for Content Management Chief Investment Office UBS
Tue, 05 May 2020 - 22min - 48 - Sean Conlon, Host of The Deed:Chicago on CNBC
Sean Conlon, an Irish-American businessman, real estate entrepreneur, investor and television personality and philanthropist. In this episode we talk about his amazing journey in America and the new season of The Deed Chicago on CNBC which he hosts.
Tue, 21 Apr 2020 - 34min - 47 - Kathi Sharpe-Ross "Re-Invent Your Life"
RE:INVENT YOUR LIFE! WHAT ARE YOU WAITING FOR? is for those who dare to dream and who question where they are in life. The book captures the real perspectives of people who have experienced profound “Ah-Ha Moments.” From Fortune 500C-Suite Executives and Entrepreneurs, to Exhausted Dads, Homemakers and Artists, their stories encourage readers to define what they REALLY want to do with their one and only fabulous life, and gives them the inspiration to DO it.
Wed, 08 Apr 2020 - 42min - 46 - Anne Bahr Thompson- DO GOOD
Embracing Brand Citizenship to fuel both Purpose and Profit. We discussed success stories like Tom's and Patagonia as well as Anne's philanthropic career.
Thu, 26 Mar 2020 - 43min - 45 - Celeste Headlee "Do Nothing"
Award winning NPR host and Producer Celeste Headlee discusses her new book "Do Nothing"- How to Break Away from Overworking, Overdoing, and Underliving. Her previous book "We Need to Talk" was a national best-seller and her TED TALK on Conversations has had over 50 Million views.
Mon, 09 Mar 2020 - 38min - 44 - The Business of Show Business with Maureen Van Zandt
An in depth look at The Business of Show Business with Maureen Van Zandt, actress (The Sopranos) and Broadway actress and dancer and philanthropist. We discuss how things have changed and she tells incredible stories from Hendrix to the Beatles to her husband Steve Van Zandt and life with the E Street Band.
Thu, 27 Feb 2020 - 1h 06min - 43 - Your Third Story with Flip FlippenFri, 21 Feb 2020 - 36min
- 42 - The Power of Podcasting for Business in 2020
With over 700,000 Podcasts out there today how does one make a difference in their business using this innovative and helpful technology. I sit down with the Founder and COO of Resonate Recording who are one of the industry leaders and Webby Award Winners.
Fri, 14 Feb 2020 - 31min - 41 - UBS Optimus Foundation with Phyllis Costanza
All about giving and what UBS does with the Optimus Fund and Phyllis' background • Sources: The risk of harm to young people in institutional care https://resourcecentre.savethechildren.net/library/risk-harm-young-people-institutional-care • Effects of institutional rearing and foster care on psychopathology at age 12 years in Romania: follow-up of an open, randomised controlled trial https://www.thelancet.com/journals/lanpsy/article/PIIS2215-0366(15)00095-4/fulltext • The risk of harm to young children in institutional care. https:// resourcecentre.savethechildren.net/library/risk-harm-young-people-institutional-care • Own your worth https://www.ubs.com/global/en/wealth-management/women/opportunity.html • Development aid stable in 2017 with more sent to poorest countries https://www.oecd.org/newsroom/development-aid-stable-in-2017-with-more-sent-to-poorest-countries.htm • Where every drop counts: tackling rural Africa’s water crisis https://pubs.iied.org/pdfs/17055IIED.pdf • Department of Health and Human Services: FY2019 Budget Request Expected New Cancer Cases and Deaths in 2020 https://www.cdc.gov/cancer/dcpc/research/articles/cancer_2020.htm • Cancer in developing countries: facing the challenge https://www.who.int/dg/speeches/2010/iaea_forum_20100921/en/ • Development impact bonds are not financial products • The UBS Optimus Foundation is a grant-making foundation that helps UBS clients use their wealth to drive positive social change for children. The foundation selects programs that improve children’s health, education and protection, ones that have the potential to be transformative, scalable and sustainable. • UBS joined forces with BOTTLETOP to create #TOGETHERBAND to raise money for selected charities. Bottletop and UBS Financial Services Inc. are not affiliated. • This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be those of UBS Financial Services Inc. UBS Financial Services Inc. does not verify and does not guarantee the accuracy or completeness of the information presented. No affiliation, association, sponsorship or endorsement is suggested or implied by UBS to any person, entity, company or organization mentioned in this presentation, although UBS may have or have had a relationship with, or may provide or have provided products and/or services to, certain persons, entities, companies and/or organizations mentioned herein. • In providing wealth management services to clients, UBS offers both investment advisory and brokerage services which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, visit ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
Thu, 06 Feb 2020 - 27min - 40 - Tom Naratil, President Americas at UBS
My business partner Ann Trainor and I sit down for an informative conversation with Tom Naratil, President Americas at UBS and Co-President of UBS Global Wealth Management. We discuss 2020 and The Decade Ahead which Tom finds promising and exciting. We also speak about how critical Sustainable Investing, culture and collaboration are to the firm's success. Lastly, Tom offers wisdom and advice for the next generation starting their careers and gives us a great reading list.
Wed, 22 Jan 2020 - 32min - 39 - UBS Global Visionary Andrew Bastawrous of Peek Vision
Andrew is an Ophthalmologist (Eye Surgeon) and Associate Professor in International Eye Health at the London School of Hygiene & Tropical Medicine. He has worked and undertaken research in over twenty countries including two years living in Kenya where he led a major eye disease study and the development and testing of Peek. Andrew has published over 40 peer-reviewed articles, is a TED Fellow, Ashoka Fellow, Rolex Laureate, UBS Global Visionary and World Economic Forum Young Global Leader.
Fri, 10 Jan 2020 - 28min - 38 - Jet Blue Chairman Joel Peterson, "The Ten Laws of Trust"
Interview with Jet Blue Chairman about his new book and what he has learned over a lifetime in business and teaching at the MBA program at Stanford.
Tue, 07 Jan 2020 - 22min - 37 - The Year Ahead 2020 and the Decade AheadMon, 16 Dec 2019 - 24min
- 35 - Michael Dorf- CEO of City Winery
Michael Dorf, CEO of City Winery and author of "Indulge Your Senses" talks about his career and passions and gives strong entrepreneurial advice.
Wed, 04 Dec 2019 - 46min - 33 - Brian Tietje of Linkedin
Brian Tietje, one of the earliest LinkedIn employees joins the show and gives lots of tips on how to properly use LinkedIn not just as a job board but as a branding and content platform.
Tue, 19 Nov 2019 - 49min - 32 - Staying Human at Work with author Dr. Melanie Katzman "Connect First"
Dr. Katzman talks about her book Connect First- 52 simple ways to ignite success, meaning and joy at work
Tue, 12 Nov 2019 - 34min - 31 - Thom Zimny, Emmy award winning Director on the Film Industry today and new films.
Thom Zimny, Emmy and Grammy Award winning Documentary maker of The Searcher (Elvis) HBO and Springsteen on Broadway (Netflix) talks about his two new releases Western Stars and The Gift : The Journey of Johnny Cash
Fri, 01 Nov 2019 - 36min - 30 - Vertical Farming with Sonia Lo, CEO of Crop One Holdings
Sonia is the CEO of the largest vertical farmer in the world. We discussed her background and what she and Crop One are doing to totally disrupt the Agricultural Technology field.
Mon, 14 Oct 2019 - 32min - 29 - The Future of Food: What will be on our plates tomorrow!
Michelle Laliberte , Thematic Investing UBS joins the program to discuss The Future of food and the challenges we face on how to feed a growing population without destroying our planet
Wed, 09 Oct 2019 - 27min - 28 - Little Kids Rock with David Wish, CEO and Founder
"Every kids deserves the right to rock" and Little Kids Rock, a Non-Profit Organization has helped nearly 1 Million students nationwide through their Modern Band program. With so many pubic schools losing funding for music education Dave Wish, a former school teacher decided to do something about it.
Wed, 02 Oct 2019 - 35min - 27 - Kim Kaupe- CEO The Superfan Company
After crushing Shark Tank Kim and her co-founder have one of the largest fan experience companies in the world working with everyone from Katy Perry, Comic-Con to the New York Mets. Her story and tips on entrepreneurship are pearls of wisdom.
Wed, 25 Sep 2019 - 45min - 26 - Richard Eisenberg- Next Avenue PBS Boomers and Money
Richard Eisenberg, Managing Editor of PBS Next Avenue.Org and former Senior Editor of Money Magazine discusses how boomers are dealing with aging parents and their own retirement concerns.
Wed, 25 Sep 2019 - 35min - 25 - Kelly Peeler- CEO of College Mentors
Westfield NJ native Kelly Peeler shares her incredible success as CEO of Money Mentors, working with students to help them with all of the ins and outs of financial aid.
Wed, 18 Sep 2019 - 36min - 24 - The show where I interview my Mom, Bea Slater, 92 and Rocking!
At 92 Years young Bea Slater remembers her youth, tells amazing stories and drops advice on how staying positive keeps you young. Behind the scenes details of her Jdate Commercial campaign at age 90 and her brush with fame opening and dancing on stage for Steven Van Zandt and Bruce Springsteen.
Wed, 11 Sep 2019 - 49min - 23 - How MikMak Founder Rachel Tipograph Helps Big Brands Turn Social Videos Into SalesWed, 04 Sep 2019 - 32min
- 22 - The Rock Photography Business with Danny Clinch
Danny Clinch, arguably the top Rock photographer of our day and the official photographer for Bruce Springsteen and his albums sits down with me to discuss his journey and the state of digital photography in the music business and his stories from photographing Tupac Shakur to being the official Grammy Photographer.
Tue, 27 Aug 2019 - 48min - 21 - Newlyweds and Money
How important communication about finances is to getting your marriage off on the right track with Ainsley Carbone and Justin Waring of UBS Wealth Strategies
Thu, 15 Aug 2019 - 19min - 20 - The booming Health and Nutrition Business
New York Times Best-Selling author of Practical Paleo and Quick Start Keto joins me for a lively discussion about how lifestyle changes can make you more effective at work. We discuss entrepreneurship and her life as an author, coach and instagram influencer.
Mon, 12 Aug 2019 - 36min - 19 - Healthcare in Retirement
A closer look at how expensive health care is in retirement and how to prepare now for Medicare and aging.
Fri, 26 Jul 2019 - 22min - 18 - The Business of BourbonMon, 22 Jul 2019 - 39min
- 17 - The Wine Industry of 2019 with Empathy Wines
Guests Nathan Scherotter and Jon Troutman, co-founders along with Gary Vaynerchuk of Empathy Wines, discuss the direct-to-consumer wine industry breakthrough of 2019.
Fri, 05 Jul 2019 - 26min - 15 - Ted Rubin talks return on relationships
Speaker, author and social media strategist Ted Rubin explains why he has always let his relationships guide his career
Wed, 19 Jun 2019 - 43min - 14 - The Business of Billboards
As more and more ads go digital, outdoor advertising is seeing a resurgence. Andrea Messimer-Henley of Adomni fills Mitch in on why this old form of advertising isn't going anywhere.
Tue, 11 Jun 2019 - 25min - 13 - VaynerMedia's Chief Heart Officer
From the time she was a child Claude Silver knew she was different. She cared more about people than school and had to learn to manage her dyslexia. When she moved from New York City to New Mexico she discovered a love for the outdoors that healed her. In this episode she talks with Mitch about her unique background and her commitment to running a more human company.
Tue, 11 Jun 2019 - 26min - 12 - Standing out in today's retail climate
Lindsay Meyer made her way through experiences in healthcare, retail and finance before founding Batch in 2016. She talks about her experiences, including her part in the #MeToo movement, and how her company is working to stand out in brick and mortar retail today. Andrew Solgaard joins to talk about his backpack made of plastic pulled from the ocean and how Batch helped him launch a new product line.
Tue, 11 Jun 2019 - 29min - 11 - The founders of Fatty Sundays on leaping into the food business
Sisters Ali and Lauren Borowick were on paths toward respective graphic design and accounting career when they hatched the idea to start a food company inspired by their mom's fun covered pretzels. Hear how they crowdfunded their way to a local holiday market and where they are seven years later.
Tue, 11 Jun 2019 - 26min - 10 - The outlook on sustainable investing
Mitch is joined by Casey Jojic, head of Sustainable Investing Solutions at UBS Wealth Management and Andrew Lee, Deputy Global Head - CIO UHNW, Alternatives, Sustainable & Impact Investing team to discuss sustainable investing and why more people are trying to align their portfolios with their values.
Tue, 11 Jun 2019 - 22min - 9 - Brooke Stewart of Power Moms Media
Brooke Stewart was working in advertising and working long hours while pregnant when she went into labor seven weeks early. She realized she was so focused on "work mode" that she was missing "mom mode". She took some time to refocus and now runs her own firm helping major brands reach "Power Moms" across the country.
Tue, 11 Jun 2019 - 20min - 8 - Raising financially responsible children
Neale Godfrey is a bestselling author who has appeared on The Oprah Winfrey Show, CNBC and CNN. In this episode she and Mitch talk about her book Money Doesn't Grow on Trees and how parents can start teaching their kids about money and finances from toddlerhood.
Fri, 17 May 2019 - 26min - 7 - Larry King
Larry King talks with Mitch about what he's learned over six decades of interviewing successful personalities
Fri, 17 May 2019 - 41min - 6 - Entrepreneur Dan Swift
Dan Swift talks with Mitch about his journey from Financial Services software in London to a job with LinkedIn to starting social selling firm Empire Selling.
Fri, 17 May 2019 - 25min - 5 - Robots: Friend or Frankenstein?
Laura Kane from UBS CIO gets Mitch up to speed on the outlook for robotics, from AI to augmented reality to machine learning.
Fri, 17 May 2019 - 26min - 4 - Broke MillennialFri, 17 May 2019 - 27min
- 3 - Own your worth
Mitch speaks with Carey Shuffman and Ann Trainor of UBS about our recent research into how women can break the cycle of abdication and take control of their wealth
Fri, 17 May 2019 - 25min - 2 - Cutting the cordFri, 17 May 2019 - 20min
- 1 - Student loan dilemmaFri, 17 May 2019 - 19min
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