Navigating Real Estate Transitions: Guided by Lori Lyons

What does it mean to truly understand how the brain works and how can that understanding change lives? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes Shannon Grace, an advanced certified ADHD Educator, Advocate, Consultant, and Coach, for an open and empowering conversation about neurodiversity, executive functioning, and self discovery. Drawing from her own personal journey with ADHD, Shannon shares how lived experience became a mission to help individuals and families feel seen, supported, and capable. Together, Tim and Shannon explore the realities of living with ADHD at every stage of life, from identifying common signs in children and adults to navigating stigma, self doubt, and misunderstanding.

What does it take to guide a global technology powerhouse through rapid innovation? In this episode of Next Gen, Senior Wealth Strategy Associate and host Josh Pfeiffer, CFP®, CEPA®, welcomes Tony Hemmelgarn, President and CEO of Siemens Digital Industries Software, for an expansive, behind the scenes conversation. Tony shares his early life and career beginnings, charting his path to leading global operations and shaping the future of digitalization, artificial intelligence, and cloud technology. Together, they explore how Siemens is driving digital transformation across industries while upholding trust, cybersecurity, and a strong culture of innovation.

What does it take to lead when the stakes are high and how do those lessons translate to everyday life and business? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes retired Chief Warrant Officer Dr. Miguel Ingle, a decorated combat veteran and author of The Sharp Edge of Strategy. Together, they explore Miguel’s extraordinary journey from the battlefield to the boardroom, revealing how the psychology of leadership and results-driven execution can empower anyone facing tough decisions. Hear firsthand stories of leading teams in high-pressure environments, the challenges of transitioning from military to civilian life, and practical strategies for building resilience and mental toughness.

Unlocking new chapters at every age, this episode features UBS Financial Advisor Brandy Risheill, CFP®, CDFA®, in conversation with Katie Reynolds, Ph.D., Executive Director of Special Programs and Continuing Education at the University of Dayton. Together, they delve into how education enriches every stage of life, from boosting mental health and social engagement to shaping retirement planning and financial security. Katie shares her personal journey and the vision behind UD’s Lifelong Learning Program, designed for adults 50+ seeking enrichment, connection, and growth. The discussion unpacks the future of lifelong learning, exploring how technology, changing demographics, and innovative programs are opening new opportunities for all generations.

A deeply personal journey unfolds in this poignant episode, where UBS Financial Advisors Brandy Risheill, CFP®, CDFA® and Daniel Christie sit down with Chip Del Core—author of Her Untimely Final Sunset and brother of UBS team member Tullia Schreier—to explore the emotional and practical realities of caregiving. From the daily demands of medication tracking and journaling to the profound emotional toll of supporting a loved one through terminal illness, Chip offers a candid and compassionate guide for navigating life’s most difficult moments. Together, they unpack the complexities of grief, resilience, and the enduring strength of love, equipping listeners with insights and tools to face caregiving with empathy and courage.

Grab some fish and chips as you step into a world of flavors and stories with our host Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS. She chats with Adrian Shergill, the visionary owner behind The Last Queen, a British gastropub redefining community and cuisine in Enon, Ohio. Together, they explore the story behind the restaurant, its authentic cuisine and the vibrant sense of community it fosters. Adrian shares his journey from professor to business owner and what led to his passion for bringing a taste of England to Ohio. Tune in for a delightful conversation about this hidden gem and the power of food to bring people together!

From growing up in Venezuela to playing professional baseball in the States, this inspiring story is about dedication, perseverance and chasing your dreams. Join us as our host Josh Pfeiffer, Wealth Management Associate with InterGen Wealth Partners, sits down with professional baseball player Claudio Finol. He delves into his experiences with Major League Scouts, the challenges and triumphs of moving to a new country and the lessons he's learned playing alongside some MLB legends.

Whether you're considering moving to Florida or just curious about the latest market trends, this episode is packed with essential information and engaging conversation. In this episode hosted by Jim Hyland, CRPC™, CRPS™, Financial Advisor with InterGen Wealth Partners at UBS, we’re thrilled to have Vicki Tracy, Chief Operating Officer for Gulf Coast International Properties, as our guest. From her roots in Detroit to making a permanent home in Naples, Florida, Vicki shares her inspiring journey, insights into the SW Florida real estate market, and invaluable advice for both buyers and renters. Don’t miss out on Vicki’s advice to living your best life under the Florida sun!

Join host Tim Van Simaeys, AAMS™, Financial Advisor at UBS, as he dives into a compelling conversation with David Frey, the innovative mind and CEO behind Crosstoner’s game-changing strength training device. In this episode, you’ll uncover David’s journey as an inventor and entrepreneur, uncovering the unique challenges he's faced, the secrets behind his success, and his vision for the future. Whether you're a budding inventor or just love a good entrepreneurial story, this episode is packed with insights and inspiration you won’t want to miss!

Join our host Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS, for an engaging conversation with Lori Lyons, a seasoned real estate professional from Glasshouse Realty Group. Lori shares her journey in real estate, insights on the current housing market, and valuable advice for both young buyers and retirees. From navigating the complexities of buying or selling a home during a divorce to tips on downsizing and choosing the perfect community, Lori’s expertise is sure to provide you with practical and actionable advice.