5 Things with Tracy Byrnes: Recent Episodes
UBS advisor podcasts
5 Things with Tracy Byrnes is a fast, fun, informative way for female founders to gather the knowledge they need to run their business. Byrnes, a former FOX Business anchor and reporter, is now a financial advisor with a mission to empower, encourage and enlighten female entrepreneurs. In each episode she will pull from her arsenal of experts to help founders take their businesses to the next level. Every episode will offer the "5 things" they need to know about a particular subject, so come ready to laugh and learn as we tackle everything from getting loans to analyzing cash flow.
Year-end tax planning can be overwhelming so I called in Justin Waring, Senior Total Wealth Strategist with our Chief Investment Office, to help us cut to the chase. He gave us 5 important things to do before year-end to best optimize your retirement and tax planning
Early exposure to money concepts helps kids of all ages understand how to earn it, value it and manage it responsibly. So start those conversations early. Help them understand how the world works, how to create healthy habits and how to avoid financial mistakes by being honest with them about your own. Listen in.
Whether its mid-year, the start of the year or a change in events, it's always a good time, to pause and review your financial life. It's not hard, it just requires a little self-reflection. But it can really make a difference and help put you and your family in a place that makes you feel good about everything else. Listen in on 5 things to help get you there.
Your financial health and personal health are so intertwined. So before you spend money on weight loss drugs, please listen to my conversation with Jaclyn London, registered dietitian and author of Dressing on the Side. Be forewarned: they are not for everyone.
Human trafficking is real – and it's in your backyard. And we need to stop it. Jennifer Gentile Long (MGA, JD) co-founder and CEO of AEquitas, is an expert on issues related to the prosecution of sexual violence and gender-based violence and human trafficking. She took the time to explain the 5 Things we need to know – and what we can do to help.
Ok ladies – it's time. New Year, #NewYou. And the new you needs to be financially strong. So consider this your "Girlfriend's Guide to Financial Empowerment." Here are 5 Things to think about – and I promise not one of them has to do with a stock or a bond. Oh and heads up – it's just me! Take a listen.
Whether you are a start-up or an established business, you need a solid board of directors. Size does not matter here. Kat de Haën, co-founder of The Fourth Floor, a ecosystem created to get more women on boards, gives us five ways to entice, enlist and expand on the knowledge of the people in your circle. If you are an entrepreneur, you need a board – so listen in.
Philanthropy has become an important part of our lives. But so many of us still don't approach it as efficiently – and as effectively as we should. Liza Yntema, president & founder of the Dance Data Project®, is a longtime activist in support of women’s rights, and wants women to "own" their philanthropic endeavors. Whether you want to start a charitable organization or just donate to you one – you need to #AskB4UGive – and take a listen to her 5 essential things to know about philanthropy.
SPACs – special purpose acquisition companies – basically are shell companies that raise money through an IPO with the intent of buying another company. Alyssa Rapp, CEO of Heathwell Acquisition Corp, just took her SPAC through that process and now takes us through all the things she learned. It's fascinating and SPACs are here to stay – so take a listen.
Divorce is not easy, no matter when it happens. But many couples choose to "make it through the holidays" before filing. And if that's you or someone you know, there are things to think about before getting there. Vikki Ziegler has 22 years of experience in matrimonial law. She's an author, TV personality, and a dear friend – and she walks us through the important things to think about before you call that attorney.
So many of us try to live holistically, and yet still feel sluggish and rundown. That was my colleague, Trish Kelley's story. As a SVP in wealth management here at UBS, she too thought was doing all the "healthy" things – yet she felt like spent "a decade in a fog." Functional Medicine (FM) got her out. Trish is now a prodigal and and a disciple – and you need to listen to her story.
So many of us try to live holistically, and yet still feel sluggish and rundown. That was my colleague, Trish Kelley's story. As a SVP in wealth management here at UBS, she too thought was doing all the "healthy" things – yet she felt like spent "a decade in a fog." Functional Medicine (FM) got her out. Trish is now a prodigal and and a disciple – and you need to listen to her story.
SPACs – or special purpose acquisitions companies – seem to be taking over the news headlines these days. But, what exactly is a SPAC and why would someone launch one? Alyssa Rapp, CEO of Healthwell Acquisition Corp, which is a SPAC, tells us all that and more. Even better, she talks about what she learned from the process and how it's applicable to entrepreneurs everywhere.
We all want more women on corporate boards - but it still has to be the right fit. Breen Sullivan, founder of The Fourth Floor, an female-lead ecosystem that reimagines the board room, investment and how we support female entrepreneurship, gives us five things to think about when searching for that perfect board seat.
It's not easy to be fearless all the time. Sometimes, we just need a little reminder. Alexa Curtis, a young adult influencer and the CEO of Life Unfiltered with Alexa, a lifestyle site for teens and parents, gave us just that – her 5 ways to be fearless everyday. So whether you are a young adult, the parent of one, or just someone looking to feel rejuvenated, listen in.
There now is financial and economic proof that female empowerment is connected to economic performance. So it's no longer just about doing the right thing morally, it's also about doing the right thing for your portfolio. Lynette Jefferson, Head of UBS Ultra High Net Worth Advisory and Sustainable Investing Solutions, walks us through the findings. Listen. Your portfolio will thank you. (The views and opinions expressed in these materials are those of the presenter and are not those of UBS, its subsidiaries or affiliate companies. Accordingly, UBS does not accept any liability over the content of these materials or any claims, losses or damages arising from the use or reliance of all or any part thereof. These materials have no regard to the specific investment objectives, financial situation or particular needs of any specific listener and is provided solely for information and educational purposes. No representation or warranty, either express or implied is provided in relation to the accuracy, completeness or reliability of the information discussed in these materials, nor are they intended to be a complete statement or summary of the developments referred to therein. Listeners should not construe the contents of these materials as legal, tax, accounting, regulatory, or other specialist or technical advice or services or investment advice or a personal recommendation. Not all products and services are available to citizens or residents of all countries. Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of these recorded materials, other than personal use, without UBS's prior written permission is strictly prohibited.)
Encouraging our girls might be even more important than encouraging today's women. That's exactly what Illana Raia, founder of Être, a mentorship platform for girls, is doing. A role model herself, Illana wants to empower girls to trust themselves and their beliefs. Her advice, from the accomplished women she's encountered, is exactly what our girls need to hear. Listen – and share it.
Barbara Roberts has been speaking and writing about entrepreneurship – from start-up to exit – her entire career and is currently and Entrepreneur in Residence at Columbia Business School and Hofstra University. And what she has found is that anyone can be an entrepreneur. Contrary to popular believe you do not have to be born with some special skill or trait. You just have to do five certain things. Listen to what they are now.
Too often entrepreneurs think their first step to success is to go get VC money – and nothing could be further from the truth. Lisa Lefebvre, cancer survivor and founder of Mend Together, a registry for cancer patients, talks about the things founders should do WAY before they go ask for money. It's sound advice and she's an inspiration.
Getting divorced is hard enough, but being the founder of a business adds an additional level of complexity. Vicky Townsend, CEO and co-Founder of the National Association of Divorce Professionals, tells us how to prepare a business for a marital divide so you don't end up having to sell it as part of the settlement. Plus she talks about that "Cortisol Flood" and how to manage it.
Cate Luzio, founder and CEO of Luminary, a collaboration hub for women who are passionate about professional development and expanding their networks, sees firsthand how this pandemic has disproportionally affected women. She gives us the 5 things Corporate America needs to do right now to ensure that effects of this She-Cession are not long-lasting.
Rebecca Minkoff, global fashion designer, female empowerment activist and founder of the Female Founder Collective, says speak up if you're unhappy with your work-life balance. Stop complaining about it and talk to your partner. Listen to her encourage you to own it, fix it and see the good in it all. Plus she talks about her company's future and goals.
Our Own Your Worth research highlights the importance of women taking a seat at the financial table. But our most updates to that study show the profound affects of COVID-19. Carey Shuffman, Head of Women’s Strategic Client Segment, gave us the 5 biggest takeaways – and there actually is some really good news.
Sarah Feingold is the co-founder of The Fourth Floor, a women's network whose mission, among other things, is to get more women on corporate boards. But way before that, Sarah convinced Etsy to make her Senior Counsel and helped take the company public. Listen to her talk about her 5 lessons learned from creating your own opportunity to welcoming "No."
Jayshree Seth has one of the coolest job titles. She is Corporate Scientist and Chief Science Advocate at 3M. Not surprisingly, she is on a mission to encourage more girls and women to enter the STEAM (science, technology, engineering, (art) and mathematics) industries. Even cooler, she has a matching STEAM acronym explaining exactly how we get there. Take a listen
Cash is QUEEN! And there are times when it matters more than profits. Lisa Kaplowitz, assistant professor in the finance and economics dept at the Rutgers Business School, talks to us about the cash flow statement, working capital and the minimum cash you need to run your business.
Barry Sloane is the president, chairman and CEO of Newtek Business Services Corp, a business solution company for small businesses. He talked to us about having the appropriate insurance coverages, doing a health and benefits evaluation and ensuring you have enough liquidity and capital for growth and mistakes.
Claudia Chan, founder of the leadership conference S.H.E. Summit and author of THIS IS HOW WE RISE: Reach Your Highest Potential, Empower Women, Lead Change in the World, gives us the 5 most important ways to lead remotely. This is our world now. Learn how to how to be an empowered,energized and empathetic leader.
Cindy Eckert, is self-made serial entrepreneur and vocal advocate for women. She bought and sold 2 companies (for a whopping $1.5 billion) – the most recent created the first ever FDA-approved drug for low sexual desire in women. Her energy is infectious, she exudes confidence and her experiences are unparalleled. Listen to her talk about what it takes to run a successful business in today's environment – including being bold, quirky and unabashedly pink!
I spoke with Alyssa Rapp, CEO of Surgical Solutions and author of Leadership & Life Hacks, about the 5 Things leaders need to do now to install confidence and solidarity with their teams.
Says Rapp: “There is no question in my mind that there will be great winners and great losers in businesses as a result of Covid-19." Let's make sure you win.
Alexis Glick, CEO of GENYOUth, a non-profit focused on the health and wellness of our kids, now spends her days on making sure our future leaders get fed while schools are closed. Listen to her 5 reasons as to why focusing on the next generation is a moral and economic imperative.
We have the steps business owners need to take to survive this difficult stretch. From reviewing cash flow to re-evaluating forecasts and budgets, doing these things now can help you create a stronger more resilient business later.
Entrepreneurs are always struggling to build the right team. But they need people by their side to support the growth of the business. Today we will discuss the top 5 people founders & entrepreneurs should have in their corner to help set them (and their business) up for success—and weather any storm.
James Jack, UBS Executive Director, Head of Business Owners Client Segment, joins us to discuss the things businesses should be thinking about in this era of COVID-19, including the CARES Act and ways to get funding now.