The Petika Wealth Management Group Podcast

With the 2026 midterm elections approaching, we sit down with John Savercool, UBS's first full-time, senior lobbyist and Washington D.C. veteran in political and policy advocacy. In this episode, we discuss what to watch as the races unfold, how different outcomes could shape the balance of power in Washington, and some of the potential implications for policy, the economy, and financial markets.

In this episode, we talk with Kurt Reiman, Head of Fixed Income at UBS Financial Services to discuss the conclusion of the 250 years of US innovation series and the history lessons we can use today.

In this episode, we talk with Nathaniel Gabriel, CIO Equity Strategist - Industrials & Materials, at UBS Financial Services to discuss the last 250 years of innovation in the Industrials and Materials sectors. We discuss the build out of US transcontinental railroad, the history of aviation, and where we see innovation opportunities going forward.

In this episode, we talk with Sunny Mehra, CIO Equity Strategist - Consumer, at UBS Financial Services to discuss the last 250 years of innovation in the consumer sectors including the invention of the assembly line and where we see opportunities going forward.

In this episode, we talk with Jeff Harwood, CIO Equity Strategist - Financials, at UBS Financial Services. During our conversation, we discuss the last 250 years of innovation in the financial sector, what comes next, and where do we see opportunities going forward.

In this episode, we sit down with Jay Dobson, CIO Equity Strategist, US Energy & Utilities, UBS Financial Services, to breakdown how recent geopolitical tensions are reshaping the energy landscape - from crude oil price volatility and supply chain disruptions to shifting alliances and policy responses.

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 offers clear insight into military strategy and rising geopolitical tensions involving China, Russia, the middle east, Greenland and NATO. We discuss current global flashpoints, the future of conflict, U.S. national security priorities, and what these developments mean for world affairs in the years ahead.

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 Management.

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 developments that may shape the retirement planning landscape in 2026 and beyond.

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 our discussion, we covered how to proactively plan for aging and avoid being blindsided by medical crises, the importance of an Aging Plan alongside your financial plan, and strategies for safeguarding caregivers, understanding dementia, and making informed care decisions.