Our expert guest, Claire Samuels, explains the key differences between mediation, litigation, and collaborative divorce. This episode outlines the different legal paths and the financial impacts to consider. Part one of a three part series. Visit clairesamuelslaw.com

Leading with her voice and her father’s mentorship – she bet on herself and is betting on others. Whether you are contemplating a career shift, launching a passion project, or simply creating a fresh start, Bet on Yourself is a powerful reminder that the biggest rewards often come with the boldest moves. Visit www.betonyourselfsummit.com, www.mollygrantham.com or contact [email protected]. #betonyourself #winstelkincheloegroup

Families looking to prepare for future education expenses have many choices available to them: Savings accounts, Coverdells, ROTH IRAs, UGMA/UTMA accounts and 529 plans. However, the unique features of 529 plans can make them a top option to consider. 529 plans have no eligibility restrictions based on income, no age or time limits to distribute, and generous contribution limits. In addition, the estate planning benefits make them much more than just a “college savings account.”

Corporate real estate business owner Blanton Hamilton joins us to talk about living out his philanthropic passion - in his second half of life - as a volunteer pilot with the nonprofit Angel Flight. Angel Flight's cohort of pilots volunteer time and resources to fly patients, most of whom are unable to use commercial transportation due to health risks or affordability, travel to essential medical appointments at Cancer Centers of America, Atlanta Burn Center, Duke Medical School, and other critical care organizations.

In this insightful episode, we sit down with author Jay Malick to discuss his book, Achieve Wealth and Happiness. Drawing from his years of experience and thoughtful research, Jay offers listeners proven strategies for success. Join us as we dive into the powerful insights and principles shares in his book, exploring how to achieve monetary wealth and create a roadmap for a happy and fulfilled life.

Investing in the arts is about more than financial gain – it’s about fostering cultural growth, transforming communities, and leaving a lasting impact. In this episode, we explore the unique intersection of art, leadership, and investment, highlighting how meaningful contributions to the arts can generate both tangible and intangible returns. How can supporting the arts not only provide a return on investment but also inspire social change and community revitalization? Join us as we delve into the power of living beyond the numbers through leadership and advocacy in the arts.

Entrepreneurship is more than just a career – it’s a journey of constant evolution and reinvention. In this episode, we dive into the dynamic world of business ownership, exploring the transformative moments that define an entrepreneur’s path. From the decision to sell a business to the excitement of starting something new, and ultimately finding fulfillment in doing what you truly love, we discuss the multifaceted nature of entrepreneurial life. What does it mean to live beyond the numbers as a leader and innovator? Join us for an inspiring conversation on navigating the challenges and opportunities of entrepreneurship with purpose.

What does it take to live a long, healthy, and fulfilling life? How can we move beyond the numbers and statistics to uncover deeper purpose and longevity? Join us for a thought-provoking discussion on the science, lifestyle choices, and philosophies that make aging with vitality a meaningful journey. Learn more about long-term care here: https://advisors.ubs.com/mediahandler/media/682646/Long%20term%20care%20-%20Costs%20and%20Solutions.pdf

Retirement marks a pivotal chapter in life, offering a unique opportunity to shift focus toward building a lasting legacy. This episode delves into the idea of living a life that transcends financial planning and extends beyond the numbers. Join us as we explore how retirement can become a time to redefine purpose, create meaningful connections, and leave an enduring impact for generations to come. Learn more about planning for your legacy here: https://advisors.ubs.com/mediahandler/media/682645/UBS%20-%20Legacy.pdf