25 years ago, Dr. Dan Carlin had an epiphany while he was helping a client operate on their arm. He wasn’t working with the patient in an operating room, rather via phone while the client was half way around the world on a sail boat. Dr. Carlin realized that patients may be in need of medical assistance at any given time no matter where they were in the world and that providing a virtual health care experience would be of the upmost importance in the future. Dr. Carlin founded WorldClinic for busy traveling executives and families so that they could have a first-class, on-demand, comprehensive medical care anywhere in the world. Health is just as important as wealth for many of our clients, so that’s why we invited Dr. Carlin on the show.

The Hatteras Wealth Management Group welcomes Mark Linsz, Co-Founder of My Next Season, to the first edition of The Lighthouse Podcast. After a successful career in banking which included a role as Corporate Treasurer for Bank of America during the financial crisis, Mark now consults individuals, families, and institutions on how they can navigate successful career and life transitions. Whether clients are retiring from demanding careers or beginning new ones, Jack and Mark have an in depth conversation about some of the best practices clients should be considering during these transitions.

What will be the short and longer term market and economic effects following the events that took place in 2020? Why is the market moving higher despite the pandemic and political backdrop? Where are the opportunities in the years ahead of us?

Few topics in the world of finance are more heavily debated in media than the impacts of the National Debt, Deficit, and Inflation. While these topics are extremely important, we have found that there is often a lot of misleading information that clients are inundated with that creates confusion and uncertainty. Since these areas are often some of the most frequently asked questions by clients, we've invited Brian Rose, Senior Economist Americas at UBS, to give us a high-level overview of these dynamics and how clients may be impacted by them. As always, we welcome your questions and feedback, and we hope you enjoy the show!

Many of our clients have shared with us that talking about money with family can be difficult, and they are not alone. A study from the American Psychological Association stated that 95% of survey respondents agreed that parents should talk to their children about money, but only 37% actually do on a regular basis. On this episode, we are joined by Liz Cribbs, Senior Strategist of Family Advisory and Philanthropy Services at UBS, who will share with us some ways we can think about engaging our families around values, goals, and wealth. As always, we welcome your questions and feedback and we hope to enjoy the show!

25 years ago, Dr. Dan Carlin had an epiphany while he was helping a client operate on their arm. He wasn’t working with the patient in an operating room, rather via phone while the client was half way around the world on a sail boat. Dr. Carlin realized that patients may be in need of medical assistance at any given time no matter where they were in the world and that providing a virtual health care experience would be of the upmost importance in the future. Dr. Carlin founded WorldClinic for busy traveling executives and families so that they could have a first-class, on-demand, comprehensive medical care anywhere in the world. Health is just as important as wealth for many of our clients, so that’s why we invited Dr. Carlin on the show.

Real Estate might be one of the most common conversational talking points that comes up for you on a weekly basis. Home values have soared, interest rates are rising, lack of supply has made it hard to find anything, and bottlenecks experienced during construction and renovations all seem to be top of mind for clients. Our next guest is Jon Woloshin, Real Estate and Lodging Analyst Americas at UBS, who is an expert on all things real estate. He not only talks about macro trends effecting the real estate market across the United States, but also addresses the issues impacting local markets across the country. We ask him some of the most common asked questions and observations clients have mentioned to us. We welcome any feedback and hope you enjoy the show!