Advice Beyond Investing with Tiffany Rozek & Alex Bartolomeo: Recent Episodes
UBS advisor podcasts
Advice Beyond Investing with Tiffany Rozek & Alex Bartolomeo is about boosting your financial confidence. We discuss challenges faced by individuals throughout all stages of their financial life and offer solutions – helping them to stay focused on what matters most. We highlight real life examples and host guest speakers with unique backgrounds and experiences.
In this episode we discuss key financial planning considerations in 2022. Topics of discussion include: human capital, the transition from earning a living to living off your earnings, and planning during challenging times.
In this episode we provide an overview of charitable giving vehicles and strategies as they relate to financial planning.
In this episode, Tiffany & Alex will be reviewing concepts designed to help the rising generation become more financially focused.