The Inner Circle

Cutting Through the Noise: Markets, AI, and the Road Ahead with Mike Ryan

What should investors focus on when headlines seem to change by the hour? UBS Vice Chairman Mike Ryan joins Blair Cornell and Tiffany Kellner to discuss the economy, inte

Who will change your light bulbs? Three questions that define retirement

You've done the planning. The numbers work. But what happens when real life gets in the way? This episode explores a powerful idea from MIT’s AgeLab: retirement success i

Beyond the Documents: The Invisible Side of Estate Planning

Estate planning isn’t just wills and trusts — it’s the clarity your family wishes they had when they’re grieving. Blair Cornell sits down with Kathy Gossard, Director and

Holiday Scams - How to stay safe from fraud this season

The holidays should be about family, friends, and giving not falling for scams. In this episode of The Inner Circle, host Colin Faulkner sits down with Stephen Bidwa, UBS

Beyond the Buzz: What A.I. Means for Investors

Artificial intelligence has moved from headlines to the real economy changing how we work, spend, and invest. Colin Faulkner sits down with Matthew LeBlanc of Columbia Th

Protecting Yourself from Fraud: Common Scams and How to Respond

Knowledge is the first line of defense against fraud. In this episode of The Inner Circle, host Colin Faulkner speaks with Stephen Bidwa, UBS Banking & Fraud Protection L

Optimizing Nutrition as You Age

As our bodies change, so should our approach to nutrition. In this episode, Colin Faulkner sits down with registered dietitian Brittany Graham to explore what it means to

Motivation, Discipline, and Coaching the Next Generation

In this episode of The Inner Circle, host John Reagan Jr. sits down with longtime friend and seasoned high school football coach, Brent Ullery to discuss what truly drive

Understanding the Social Security Fairness Act

Signed into law earlier this year, the Social Security Fairness Act eliminates two long-standing provisions that reduced benefits for millions of retirees. Michael Lynch

Wander Wisely: Smart Travel Tips For Your Next Trip

In this episode of The Inner Circle, host John Reagan Jr. sits down with Leah Higgerson, owner of Snapshot Travel Company, to explore how to make travel seamless, stress-

Medicare made simple: Key Insights for Turning 65

Approaching 65? Medicare decisions can be overwhelming, but they don’t have to be. In this episode, Blair Cornell and Dan Bitler break down key steps, from enrollment tim

Transform Your Mindset: A Conversation with Dr. Kevin Elko

In this enlightening episode, we take a detour from our usual financial discussions to explore the transformative power of belief with Dr. Kevin Elko, a renowned consulta

2024 Election: Insights for Investors

Tiffany Kellner sits down with Kurt Reiman, Head of Fixed Income at UBS Global Wealth Management, to break down what a second-term Trump presidency and Republican-led Con

Navigating Medicare in 2025: Key Updates and Insights

In this episode of The Inner Circle, Blair Cornell welcomes back Dan Bitler, Certified Insurance Counselor, to discuss the latest Medicare changes for 2025. Together, the

A Conversation with Chris Davis: Wisdom and Strategies for Building Wealth

In this episode of The Inner Circle, host Colin Faulkner welcomes Chris Davis, chairman and portfolio manager of Davis Advisors. Explore the principles and strategies tha

7 Things No One Tells you About Retirement with special guest Terry Pettorini

Join host Blair Cornell and special guest Terry Pettorini as they unveil the "7 Things No One Tells You About Retirement". Gain crucial insights into navigating complexit

Real Estate Insights: Navigating the Market with Marcie Solin

In this episode of the Inner Circle podcast, join host Tiffany Kellner as she welcomes Marcie Solin, real estate agent with Coldwell Banker Heritage. Explore the evolving

Navigating the Political Landscape: Insights for Investors

In this episode of "The Inner Circle," Tiffany Kellner delves into the intricacies of the current political climate and its potential impact on financial markets. Joined

Maximizing Tax Benefits: Strategies Every Business Owner Should Know

In this episode of the Inner Circle, join host Blair Cornell and tax expert, Matt Elsasser as they delve deep into the world of business taxes, unveiling tax strategies a

Building a Strong Financial Foundation: Budgeting & Savings Tips for Young Adults

Join John Reagan and Colin Faulkner on this episode of The Inner Circle as they dive into the essential aspects of financial planning for young adults. From creating a so