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Artwork for The Petika Wealth Management Group Podcast

The Petika Wealth Management Group Podcast

UBS advisor podcasts

Discussion of relevant topics in today's market environment as well as interviews with local business leaders.

PublishesMonthlyEpisodes42Founded4 years ago
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Artwork for The Petika Wealth Management Group Podcast

Latest Episodes

In this episode, we sit down with retired U.S. Navy Admiral, Jonathan Greenert, to break down today's geopolitical landscape and the forces shaping global security. Drawing on decades of military leadership and strategic experience, the Admiral offer... more

On this episode, we dive into the key trends, challenges, and opportunities shaping the stock market and economy for the year ahead in 2026. Joining us to discuss these topics is Kurt Reiman, Head of Fixed Income, CIO Americas, UBS Global Wealth Mana... more

On this episode, we are joined by Justin Waring, Head of UBS Wealth Way Strategy & Solutions, to discuss year end planning opportunities including: managing capital gains, revisiting retirement contribution strategies, year end giving, and developmen... more

On this episode, we are joined by Annalee Kruger, founder of Care Right Inc. Annalee brings over 30 years of experience guiding families through medical crises, senior care decisions, and the emotional and financial challenges of caregiving. During o... more

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this podcast launched 4 years ago and published 42 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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