Welcome to Self Equity, the podcast that dives into the inspiring journeys of founders, entrepreneurs, athletes, and entertainers. Throughout each episode, we'll explore the stories of remarkable individuals who have made significant impacts in their respective fields. From the challenges they faced to the triumphs they celebrated, we'll uncover the underlying factors that fueled their success. Whether you're an aspiring entrepreneur, looking to sell your business, or simply seeking inspiration, we're here to provide you with valuable insights and content to help you reach your goals. Join us as we delve into the journeys of business owners, athletes, founders, and executives to discover the key areas that led to their success. We'll discuss the pivotal moments, the lessons learned, and the strategies that helped them turn their dreams into reality.
All content for Self Equity is the property of UBS advisor podcasts and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Self Equity, the podcast that dives into the inspiring journeys of founders, entrepreneurs, athletes, and entertainers. Throughout each episode, we'll explore the stories of remarkable individuals who have made significant impacts in their respective fields. From the challenges they faced to the triumphs they celebrated, we'll uncover the underlying factors that fueled their success. Whether you're an aspiring entrepreneur, looking to sell your business, or simply seeking inspiration, we're here to provide you with valuable insights and content to help you reach your goals. Join us as we delve into the journeys of business owners, athletes, founders, and executives to discover the key areas that led to their success. We'll discuss the pivotal moments, the lessons learned, and the strategies that helped them turn their dreams into reality.
On episode 24 of Self Equity, we interview Ryan Bartlett who turned a $3,000 bootstrap into one of the most recognizable men’s apparel brands in the world. Ryan is the co-founder and CEO of True Classic, a company that’s redefined what a great t-shirt should be. We’ll talk about scaling from nothing to a valuation of $850 million, building culture in a high-growth brand, and how he’s turned empathy and authenticity into business strategy.” This episode is hosted by Jolene Tepedino and Scott Zelniker, Managing Director for the Zelniker Dorfman Carr & Heritage Group.
On Episode 23 of Self Equity, we’re joined by one of the greatest minds in college basketball history, Jay Wright. As the longtime head coach of Villanova, Jay built a program defined by culture, discipline, and teamwork - leading the Wildcats to two national championships and four Final Fours. Beyond the wins, he’s known for shaping leaders on and off the court, developing NBA talent, and navigating the changing landscape of college athletics. Today, we’ll dive into his journey, the lessons he’s carried from the court into life after coaching, and his perspective on leadership, NIL, and building lasting equity in every sense of the word. Co-hosting today's show is Ryan Lynch, Financial Advisor with the Zelniker Dorfman Carr & Heritage Group
On Episode 22 of Self Equity we're joined by Kim Githler. Driven by the need to empower individual investors, Kim founded MoneyShow in 1981. Over the past 44 years, she has educated millions of investors, traders, and financial advisors. Kim works tirelessly to raise awareness for financial education and was named one of the 500 most influential people in Florida by Florida Trend magazine and one of the top 100 most influential libertarians by Newsmax. Co-hosting today's show is Scott Zelniker, Managing Director for the Zelniker Dorfman Carr & Heritage Group
Today on episode 21 of Self Equity, we’re joined by Neil Smith, the architect of the 1994 New York Rangers Stanley Cup team. A proven leader in hockey and beyond, Neil brings insights on building winning cultures, creating long-term value, and defining equity both on and off the ice. Co-hosting today's show is Scott Zelniker, Managing Director for the Zelniker Dorfman Carr & Heritage Group
On Episode 20 Self Equity, we’re joined by Laura and Steve Jakobsen — the husband-and-wife team behind RIOT Energy. What started as frustration with traditional energy drinks has turned into a fast-growing, plant-powered brand that’s redefining how people think about energy. We’ll dive into their journey from a farmers’ market stand to nationwide shelves, what it takes to build a business with your partner, and how they’re fueling growth while staying true to their mission. Co-hosting today's show is Scott Zelniker, Managing Director for the Zelniker Dorfman Carr & Heritage Group
On Episode 19 of the Self Equity Podcast we sit down with Kevin Willard, head coach of Villanova men’s basketball. With nearly two decades of head coaching experience, Coach Willard has led programs through NCAA tournament runs, Big East battles, and the ever-changing business of college athletics. In this episode, we talk about building a winning culture, navigating NIL and the transfer portal, and what it really takes to lead one of the nation’s most storied programs. This episode is hosted by Jolene Tepedino and Ryan Lynch, with the Zelniker Dorfman Carr & Heritage Group.
Each quarter we take a step back to look at what's been happening in the markets, what trends are shaping the economy, and what investors should be paying attention to in the months ahead. This episode was recorded on 9-29-25 and does not account for any information following.
Today on Episode 18 of Self Equity, we're joined by Scott Weintraub, Entrepreneur, Author and Certified Petra Coach. Scott Built and Scaled Companies to over 70 million dollars in revenue, and now he helps leaders simplify complex challenges. From Franchise success to business coaching, Scott is all about turning strategy into results. This episode is hosted by Jolene Tepedino and Scott Zelniker, with the Zelniker Dorfman Carr & Heritage Group.
Today on Episode 17 of Self Equity, we're joined by John Burkett, a 16 year MLB player turned professional bowler. During his baseball career, John pitched for the Giants, Braves, Rangers, Marlins and Red Sox earning two all star selections and over 160 career wins. After baseball, he pursed his life long passion for bowling and became the PBA50 tour Champion. From the mound to the lanes, John has shown how discipline and adaptability can drive long term success in completely different areas. This episode is hosted by Jolene Tepedino and Chris Bostick, with the Zelniker Dorfman Carr & Heritage Group.
On Episode 16 of Self Equity, we’re joined by Mitch Slater. After three decades as a financial advisor, Mitch now leads digital communications at UBS, where he produces content and hosts the hit podcast Financially Speaking. He’s been a voice for financial literacy on CNN, CNBC, and Bloomberg. Mitch has built a career around advising, storytelling, and helping people invest in themselves, and we’re excited to dig into his journey today. This episode is hosted by Jolene Tepedino and Jordan Zelniker, with the Zelniker Dorfman Carr & Heritage Group.
Episode 15 of Self Equity we’re joined by 2 way NBA player for the Denver Nuggets, Spencer Jones. As a Stanford record-breaker and undrafted rookie who’s learning the business of basketball, Spencer is building wealth beyond the court, and carving out his own equity in the game. This episode is hosted by Jolene Tepedino and Ryan Armour, with the Zelniker Dorfman Carr & Heritage Group.
On episode 14 of Self Equity, we interview Tommy Sheppard, Former General Manager and President of the Washington Wizards. In his career, Tommy has navigated some of the toughest contracts in the NBA, pulled off high stakes trades and now relays that experience to coach executives on leadership and decision making. This episode is hosted by Jolene Tepedino and Jordan Zelniker, Wealth Strategy Associate for the Zelniker Dorfman Carr & Heritage Group.
Episode 13 of Self Equity highlights Hercy Miller, someone who's not just making plays on the court, but building serious value around it off the court. Division one athlete, content creator, entrepreneur, and part of one of hip hop's most iconic families, Hercy joins us to talk about turning early momentum into long term equity. From NIL deals to monetizing on content, he's thinking beyond the game of basketball. This episode is hosted by Jolene Tepedino and Ryan Armour, with the Zelniker Dorfman Carr & Heritage Group.
In episode twelve of Self Equity, we're joined by Tracy Avin, founder of TroopHR. TroopHR is an educational platform and professional community for modern people leaders. Today we're going to dig into her 20 plus years being an entrepreneur, building an nurturing networks, curating content and organizing events that advance the profession of Human Resources. Today's show is hosted by Jolene Tepedino and Christopher Bostick, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.
On episode 11 of Self Equity we're joined by Ariana Ramsey, an Olympic athlete who participated in both the Tokyo and Paris Olympics in the sport of Rugby. As we discuss her journey from student athlete to business woman we'll learn how a young hungry athlete is making the most out of her brand. She discusses the in's and out's of the Olympics and how she's building her brand "Women Play Rugby." Episode 11 is hosted by Jolene Tepedino and Chris Bostick, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.
In episode ten of Self Equity, we explore the in's and out's of the NFL Salary Cap. Former NFLPA Director of Salary Cap and Agent Administration and now Co-Founder of Pro Football Consulting, Mark Levin, shares his experience navigating player contracts, the NFL salary cap, communication with agents, and player resources like the NFLPA Certified Financial Advisor program. This episode is hosted by Jolene Tepedino and co-hosted by Ryan Lynch, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.
In episode nine of Self Equity, we're joined by 2025 Kentucky Derby and Belmont Stakes Champion, Junior Alvarado. On this episode, we dive into the world of American thoroughbred horse racing, what the life of a jockey looks like, and how they generate wealth. This episode is hosted by Jolene Tepedino and Jordan Zelniker Wealth Strategy Associate for the Zelniker Dorfman Carr & Heritage Group.
In episode eight of Self Equity, we're joined by comedian, advertising expert and founder of New Bold Creative, Greg Auerbach, better known as GregTube. On this episode, we discuss the recent shift in advertising, the power of content creation, and how the funny guy in school turned laughs into a 7 figure business. This episode is hosted by Jolene Tepedino and Ryan Lynch, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.
In episode seven of Self Equity, we interview Maema Njongmeta, NFL Linebacker for the Cincinnati Bengals. Today's interview highlights the importance of education for collegiate athletes and how entrepreneurship plays a large role in a young linebacker's life. This episode is hosted by Jolene Tepedino and Ryan Armour, Associate for the Zelniker Dorfman Carr & Heritage Group.
In episode six of Self Equity, we interview Henry Organ, NFLPA Agent and Co-Founder of Disruptive Sports Agency. Today's interview provides insight into the NFL draft process, how to get started if you want to become an agent, and the current landscape of NIL. This episode is hosted by Jolene Tepedino and Chris Bostick, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.
Welcome to Self Equity, the podcast that dives into the inspiring journeys of founders, entrepreneurs, athletes, and entertainers. Throughout each episode, we'll explore the stories of remarkable individuals who have made significant impacts in their respective fields. From the challenges they faced to the triumphs they celebrated, we'll uncover the underlying factors that fueled their success. Whether you're an aspiring entrepreneur, looking to sell your business, or simply seeking inspiration, we're here to provide you with valuable insights and content to help you reach your goals. Join us as we delve into the journeys of business owners, athletes, founders, and executives to discover the key areas that led to their success. We'll discuss the pivotal moments, the lessons learned, and the strategies that helped them turn their dreams into reality.