Educating the next generation starts with real conversations, not just financial theory. Created by InterGen Wealth Partners at UBS, Next Gen brings financial planning to life through thoughtful discussions with professionals, entrepreneurs, and community leaders who share the experiences behind their success, challenges, and defining decisions. From building and transitioning businesses to navigating family dynamics, career growth, and long-term planning, each episode explores the moments that shape financial futures. Grounded in real stories and guided by the practical insight, these conversations go beyond the numbers and continue long after the episode ends.
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Contact path
Verified email
Booking probability
30%
Guest openness
Selective
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Signup to Generate a PitchEducating the next generation starts with real conversations, not just financial theory. Created by InterGen Wealth Partners at UBS, Next Gen brings financial planning to life through thoughtful discussions with professionals, entrepreneurs, and community leaders who share the experiences behind their success, challenges, and defining decisions.
Recent episodes include "Rewriting the ADHD Narrative with Shannon Grace: Understanding Neurodiversity and Executive Function" (24 March 2026, 59 minutes), "Siemens & The Future of Industry: A Conversation with Tony Hemmelgarn" (9 March 2026, 42 minutes), and "From Battlefield to Boardroom: Lessons in Leadership with Dr. Miguel Ingle" (3 February 2026, 45 minutes).
Next Gen publishes roughly monthly, with episodes averaging 33 minutes across 21 episodes.
Booking probability for Next Gen is 30%, and the host is rated Selective on guests. Next Gen requires a Pod Score of 80 or higher. Next Gen's contact route on record: verified email.
The strongest fits for Next Gen are Investing & Wealth Management. Next Gen has a news audience.
Next Gen is a news podcast with 21 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Next Gen
What does it mean to truly understand how the brain works and how can that understanding change lives? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes Shannon Grace, an...
Next Gen
What does it take to guide a global technology powerhouse through rapid innovation? In this episode of Next Gen, Senior Wealth Strategy Associate and host Josh Pfeiffer, CFP®, CEPA®, welcomes Tony Hemmelgarn, President...
Next Gen
What does it take to lead when the stakes are high and how do those lessons translate to everyday life and business? In this episode, UBS Financial Advisor and Executive Director Tim Van Simaeys, AAMS® welcomes retired...
Next Gen
Unlocking new chapters at every age, this episode features UBS Financial Advisor Brandy Risheill, CFP®, CDFA®, in conversation with Katie Reynolds, Ph.D., Executive Director of Special Programs and Continuing Education...
Next Gen
A deeply personal journey unfolds in this poignant episode, where UBS Financial Advisors Brandy Risheill, CFP®, CDFA® and Daniel Christie sit down with Chip Del Core—author of Her Untimely Final Sunset and brother of...
Next Gen
A lifelong devotion to music shaped a legacy that transformed a city’s cultural heartbeat. Shaun Nicholson, Financial Advisor at UBS, sits down with retired conductor Neal Gittleman to reflect on nearly three decades of...
Next Gen
From engineering to enology, Jordan Fiorentini’s journey into the world of wine is anything but ordinary. In this episode, Tim Van Simaeys, Executive Director and Financial Advisor at UBS, sits down with Jordan, Vice...
Next Gen
A single restaurant sparked a legacy that would span generations. Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS, sits down with mother-daughter duo Mary Miller and Kelley Andary to explore a story rooted in...
Next Gen
Join Brandy Risheill,CFP®, CDFA®, Financial Advisor at UBS as she sits down with Lauren Gay, Certified Sommelier and owner of Joui Wine in Dayton, Ohio, for an inspiring episode. Lauren shares her journey from a...
Next Gen
Dedicating a career to uncovering and preserving the rich history of Jewish life in Dayton, Ohio, Marshall Weiss, Editor and Publisher of The Dayton Jewish Observer, joins Shaun Nicholson, CFP®, Financial Advisor at...
Next Gen
Grab some fish and chips as you step into a world of flavors and stories with our host Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS. She chats with Adrian Shergill, the visionary owner behind The Last Queen, a...
Next Gen
From growing up in Venezuela to playing professional baseball in the States, this inspiring story is about dedication, perseverance and chasing your dreams. Join us as our host Josh Pfeiffer, Wealth Management Associate...
Next Gen
Whether you're considering moving to Florida or just curious about the latest market trends, this episode is packed with essential information and engaging conversation. In this episode hosted by Jim Hyland, CRPC™...
Next Gen
Join host Tim Van Simaeys, AAMS™, Financial Advisor at UBS, as he dives into a compelling conversation with David Frey, the innovative mind and CEO behind Crosstoner’s game-changing strength training device. In this...
Next Gen
Join our host Brandy Risheill, CFP®, CDFA®, Financial Advisor at UBS, for an engaging conversation with Lori Lyons, a seasoned real estate professional from Glasshouse Realty Group. Lori shares her journey in real...
Next Gen
Join host Daniel Christie, Financial Advisor at UBS, as he sits down with Jeff Hoagland, President and CEO of the Dayton Development Coalition. Together, they explore Ohio’s economic growth, focusing on the pivotal role...
Next Gen
We take you back in time to discover the rich history of Dayton, Ohio in this captivating episode. Join host, Shaun Nicholson, CFP® at UBS as he sits down with Brady Kress, CEO and President of Dayton History to...
Next Gen
Discover how The Dayton Foundation has been helping individuals and nonprofits achieve their giving goals since 1921. Hosted by Brandy Risheill, CFP®, CDFA® at UBS and featuring Michelle Lovely, Senior Vice-President of...
Next Gen
As voters and investors alike grapple with uncertainty, John Savercool sheds light on critical factors to watch in the coming weeks that could significantly impact the November election. From dissecting potential tax...
Next Gen
Attention Notre Dame fans! If you’ve followed the Fighting Irish closely, the name Dan Fox should ring a bell. In this captivating episode, we take the remarkable journey through time with Dan. He candidly discusses his...
Recent guests on Next Gen. Study who booked and why before you pitch.
Executive Leadership Coach and Clinical Psychologist, U.S. House of Representatives
Executive Director, John G. Lake Ministries Deutschland
fifth generation Marrar farmer, former president of VicNoTill, Antigravity Magazine
Siemens Digital Industries Software
PitchCentric classifies Next Gen under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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