Leaving a Legacy with Michael Cates: Recent Episodes
UBS advisor podcasts
Michael Cates dives into stories with individuals and professionals who have diverse and unique backgrounds in an endeavor to better understand what legacy means. For some it can be tied to a mission to better the world, and for others it can mean leaving minimal trace. Join us in conversations that intended to explore and challenge our patterns of thinking when it comes to the purpose behind our actions.
In this episode, J and I discuss his experiences as a leader in the non-profit and for profit landscapes. Going from building his own company from the ground up to leading the Rocky Mountain Elk Foundation, J shares his insights into business culture and leadership. We also talk about how J currently uses this expertise to help nurture and guide other businesses to the next level.
Eugene Ferraro is a man of many stories and interesting life events. In this episode, we take the time to explore his journey as an author, and discuss how others might also begin to write. From his time growing up on Staten Island working on a fishing boat, his years as a Naval Aviator, and eventually his career as a fraud investigator, Gene has plethora of life experience to draw on. Listen in to this conversation with a fascinating individual.
In this episode with Student Doctor Victoria Vorwald, we discuss her passion for bringing medical expertise to rural populations. We discuss how she got involved in the rural medical program at CU Anschutz Medical Campus, and how she hopes to see to its continued growth.
In this conversation, Brad and I discuss the progression of his career as a successful urban principal architect and city planner to CEO of the National Western Center Authority and rancher of grass fed beef at the Flying B Bar Ranch. Through this discussion we delve into how Brad and his family have worked to leave the world a better place through both an urban and rural lens.
Listen in on my conversation with George Gore, a life and disability insurance expert. We explore solutions for business owners looking to protect business continuity as well as available solutions for UHNW individuals who would like to leave charitable contributions as well as multi-generation wealth transfers.
Wayne Wright is a bright and experienced business coach and broker in Colorado, and in this episode we explore the nuances of building and selling a small business. How do we plan for growth and when should these conversations begin? When is the right time to start talking about a business exit, and how do we create continuity for leaving a legacy?
Edward Brown is an attorney and tax expert at Greenspoon Marder. In this conversation, we explore the different options for high-net worth estate planning, including asset protection. We pull back the layers on what it means to establish an off-shore trust and what that can mean for your business or personal life. Sometimes insurance planning alone can't protect you from all liabilities.
Bonnie Gibbs CFP, CIMA, AIF, and CDFA is a financial planner who specializes in divorce planning. With 36 years of experience in financial services, Bonnie is a wealth of knowledge when it comes to complex planning scenarios. Join us as we explore the financial intricacies around divorce and what is best to keep in mind for the long-term picture.
Jennie Wray is an accomplished and experienced family law attorney in Colorado, and in this episode we look further into the importance of pre-marital and marital agreements. How do we broach the subject with a loved one? How can these discussions benefit a relationship and protect a family's legacy?
Nick Meima is owner and divorce coach at After Divorce Support. In this discussion, we explore how to get your life back after going through a process that is often described as "worse than death". Nick's insight from years of experience as a coach and personal experience previously as a business executive make this episode a great listen for anyone looking for self improvement.
Sean Hutchinson is a business advisor and partner at Ready for Next where his mission is to help small business owners and their communities plan for one of the world's greatest transfers of wealth. With only 7 out of 10 businesses transitioning successfully, how do we ensure better continuity and stability for these businesses as well as the communities in which they reside?