PODCAST · news
More Than Wealth
by UBS advisor podcasts
Welcome to More Than Wealth with Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group. In this podcast, we help business executives, business owners, and high-net-worth individuals navigate the multifaceted world of wealth planning. Beyond the numbers, we'll also explore the stories behind the wealth. By interviewing business owners and thought leaders in our community, we aim to share insightful and inspiring tales of success. Join us on this journey where we explore wealth and the compelling stories behind it on More Than Wealth.
Episodes
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Direct Indexing: The Next Evolution in Personalized Investing
In this episode of More Than Wealth, hosts Darrin Gold and Samantha Hodgkins sit down with Mike Alexander, Managing Director at UBS Asset Management, to explore one of today’s most talked-about investing strategies: direct indexing. Mike unpacks how direct indexing evolved from traditional mutual...
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The Science of Living to 100
Longevity isn’t about luck; it’s about lifestyle, mindset, and science. In this episode of More Than Wealth, hosts Darrin Gold and Samantha Hodgkins sit down with Dr. Thomas Perls, geriatrician, professor, and founder of the New England Centenarian Study at Boston University, the largest study of...
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Making Philanthropy Simple and Strategic with Meghan Clifford
Philanthropy doesn’t have to be complicated. In this episode of More Than Wealth, Darrin Gold and Samantha Hodgkins explore how donor-advised funds can make charitable giving simple, flexible, and impactful. Darrin and Samantha sit down with Meghan Clifford, Regional Director of New England at...
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Understanding Alzheimer's with Neurologist Dr. Andrew Budson
Can staying healthy and active really keep our minds sharp as we age? That's what today's chat with Dr. Andrew Budson, a top mind in neurology and memory studies, explores. From revealing lifestyle habits that combat Alzheimer's to unpacking the latest drug therapies, Dr. Budson brings clarity to…
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The importance of discovery meetings: The Gold Group Approach
Ever wonder what truly sets the tone for a successful financial advisory relationship? Join Darrin Gold and Samantha Hodgkins in episode six of "More Than Wealth" where they unlock the vital role of discovery meetings at The Gold Group. This episode takes you behind the scenes to understand how...
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Cybercrime and Your Money: How to Stay Safe with Jeff Lanza
What’s the big deal about cybercrime, and how can you protect your wealth from it? Join Darrin Gold and Samantha Hodgkins on this edition of More Than Wealth as they chat with Jeff Lanza, a retired FBI agent and specialist in cybercrime prevention. With an impressive career probing cybercrime,...
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Beyond the Numbers: Exploring the Psychology of Wealth with Dr. Daniel Crosby
Why do our minds play a starring role in our financial life? Darrin and Samantha sit down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, to unpack the fascinating interplay between psychology and finance. Dr. Crosby, a respected psychologist and bestselling author,...
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Aligning Your Wealth With Your Goals: The Wealth Way Strategy with Justin Waring
Have you ever wondered if your wealth is truly aligned with your life goals? Darrin and Samantha sit down with Justin Waring, a Senior Total Wealth Strategist at UBS Financial Services, to uncover the Wealth Way Strategy. This approach shifts the focus from mere wealth accumulation to a roadmap...
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Purposeful family conversations about wealth with Julie Binder
Today, Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group sit down with Julie Binder, Senior Strategist at UBS Family Advisory and Philanthropy Services Americas. Julie shares invaluable insights on fostering meaningful conversations about wealth within families. Learn how to...
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Introductory Episode
What does it mean to go beyond the numbers in wealth management? In this inaugural episode of the More Than Wealth podcast, hosts Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group share their 41 years of experience in navigating the complex world of wealth planning. Discover...
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ABOUT THIS SHOW
Welcome to More Than Wealth with Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group. In this podcast, we help business executives, business owners, and high-net-worth individuals navigate the multifaceted world of wealth planning. Beyond the numbers, we'll also explore the stories behind the wealth. By interviewing business owners and thought leaders in our community, we aim to share insightful and inspiring tales of success. Join us on this journey where we explore wealth and the compelling stories behind it on More Than Wealth.
HOSTED BY
UBS advisor podcasts
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Frequently Asked Questions
How many episodes does More Than Wealth have?
More Than Wealth currently has 10 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is More Than Wealth about?
Welcome to More Than Wealth with Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group. In this podcast, we help business executives, business owners, and high-net-worth individuals navigate the multifaceted world of wealth planning. Beyond the numbers, we'll also explore the...
How often does More Than Wealth release new episodes?
More Than Wealth has 10 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to More Than Wealth?
You can listen to More Than Wealth on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts More Than Wealth?
More Than Wealth is created and hosted by UBS advisor podcasts.
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