Steve Panzik, founder of Power Ten Fitness Club, lives by the principle that defines his gym: push through and give 110%. Inspired by the rowing term “Power Ten”—ten strokes of your absolute best effort—Steve has applied this philosophy to every part of his life. From devoted husband and father to ultra-runner, his journey is proof that greatness starts where comfort ends. In this episode, we dive into how Steve transformed his life from “fine” to extraordinary. Get ready to challenge your limits, embrace discomfort, and discover what happens when you commit to giving your all. Tune in—and take your first Power Ten toward the life you want.

Paul Hsiao is back on Winged & Ready to take us through the latest tax bill recently signed into law- bringing both new incentives and new challenges for business owners to face. Listen to this clean breakdown of the effects of OBBB for the economy today, tomorrow and years to come.

James Jack is a Managing Director and Head of the Business Owners Segment at UBS. As the founder of this group he has dedicated much of his life to helping business owner clients plan and prepare for one of the most significant moments of their lives: selling a business. This episode digs into how time, personal treasure and taxes can make or break the success of a sale. Advice for all founders, entrepreneurs and closely held businesses: James explains why it is never too early to start planning an exit, but it is often too late! Keep dollars in your pocket by putting plans in place.

Calling all founders! Avi Sinensky walks us through his Five P's to a successful deal transaction and as a passionate corporate law practitioner he knows their positive impact firsthand. He is a Partner in Rivkin Radler’s Corporate Practice Group with a broad-based transactional practice with extensive experience advising business owners and investors on a wide variety of corporate transactions and corporate governance matters across a broad range of industries and throughout all stages of the business life cycle. Listen and learn!

Happiness and conflict - do they coexist? They do with Natalie McVeigh, who is certified both as a happiness trainer and mediating conflicts. Why? She helps family offices, family businesses and multinational corporations reach the unique and optimal point of functioning for results, especially during transition. Frequently speaking on topics of family dynamics, the neuroscience of trust, and emotional intelligence, she is recognized both nationally and internationally. Natalie’s expertise is in complex conflict resolution, trained at Harvard Law School’s Program on Negotiation, so listen in on this conversation and learn to 'speak it as truth' to get lasting results!

Kel Haney knows that Nonprofits are stumped about how to build and maintain mid-level donor relationships. So, she teaches non-profits to grow their mid-level donor relationships through quick, authentic, & successful phone conversations. Teaching the art of hosting a call and taking 'the ick out of the ask' she has helped many charities, associations and groups level-up their fundraising bringing meaningful dollars through the door. Listen in and learn firsthand gracious techniques we can all use in our day to day!

Look through the unique and specialized lens of Joe Sciortino, Global Head and CIO of Private Credit for Unified Global Alternatives within UBS Asset Management. Joe walks us through the landscape of Private Credit, what it is and why it's important today. This episode packs a learning punch to benefit portfolios big and small. Whether you're new to the concept or a seasoned professional, there is something for everyone as Joe weaves through the why of Private Credit, how credit touches everything in our economy and lives, and even debunks a few misnomers. Listen and learn!

Monique Marshall grew up in the small Georgia town of Ocilla. She had zero representation of what it was to be a Black entrepreneur. Attending Howard University she saw the power of collaboration unfold for the first time and it struck a chord Especially when she later saw peers stalling out when they tried to start businesses, not because of lack of dreams, but from the uncertainty of what steps to take to make their dreams a reality. So she started Black To Business, with a mission to support first-time Black entrepreneurs by helping them navigate the world of business and simplify the startup journey for early-stage and first-generation Black entrepreneurs. Her ability to pay it forward and build community is inspirational! Enjoy this episode.

Stroll through the accidental discovery of the new community 'TechWalk' with founder Christine Farrier Rosemin. She is not only UBS Luminary Fellow but she is a career B2B marketer with extensive experience in leadership roles at tech unicorns. She is founder of TechWalk, a wildly popular community for SaaS professionals, now boasting over 4,000 participants and celebrating its 100th walk in October. Christine’s passion lies in helping people reimagine what fun, inclusive, and impactful networking can look like.

What is 'friendraising?' listen to advice from Julie to learn how it can meaningfully move a charity's mission forward. Julie Binder is a Senior Strategist with Family Advisory and Philanthropy Services, and works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

UBS’ Wealth Management’s CIO team launched a new report, "CEO Macro Briefing Book," that digs into the current landscape specifically for business owners and CEOs. Paul has an engaging and fun way of sifting through topics that matter in the economy, markets and geopolitical environment. Hear directly what matters most today from Paul who, prior to UBS, was an Economist for the Boston Consulting Group (BCG) and for Pine Bridge Investments, in their New York and Hong Kong offices. His work has been published in Fortune Magazine, Harvard Business Review, CNBC, Asian Investor and other major outlets. Paul graduated from Columbia University in the School of New York with a degree in Economics and a minor in Psychology and has also studied at The Johns Hopkins University and the London School of Economics.

Saroya Friedman-Gonzalez is the CEO of Greater New York Councils, Boy Scouts of America, "BSA." She has a deep passion for serving youth and brings that verve to over 8,000 Scouts and Explorers and over 2,220 volunteers in the five boroughs of NYC! She tells us why BSA is not what many expect it to be and how it combines empathy, civic service and life changing skills to change the lives of NYC youths from every imaginable background. This is Scouting in a New York state of mind.

Amy Freitag is the fourth President of the 100 year old New York Community Trust where she serves with passion and curiosity. Her stories are not only uplifting and filled with pride for NYC, but she takes the distinct view that it takes a community. A community of people from cab drivers to families to make philanthropy actionable for everyone. A conglomeration of all kinds of individuals who are generous in amounts both big and small... a crazy quilt of generosity where each patch is a different donor with a different life journey in New York City. Listen and be inspired!

Jodi Delaney is no stranger to the impact of giving. As the Executive Director of the Television Academy Foundation, she sees the power of a gift and its ripple effect. Jodi walks us through her 25 years in philanthropy and social change using uplifting examples on how giving can be a gift for both the recipient and the giver! And, she winds us down with concrete advice pulled from her soon to be released book.

As a professional climber Majka Burhardt has explored summits we can only dream of, not only has she recently launched a book, "More: Life on the Edge of Adventure and Motherhood," but she has layered her love of nature, challenge and becoming a Mom into building a not-for-profit designed in partnership with Namuli community members to support their priorities for their people and their mountain ecosystem. It also was the start of a joint program on Namuli with Mozambican conservation organization, LUPA. Her unique views as an athlete and social entrepreneur encourage all of us to find the more of others and have authentic conversations to support all parents.

Natalie Byrne has been a White House delegate under Obama, lead brand purpose strategy for Unilever’s Prestige division and now she is the CEO and founder of blank space- to serve at the intersection of business, culture and impact. While "blank space is on a mission to create a blueprint for better business," Natalie is on a personal mission to be a bridge across generations and issues, and thinks we all can do the same if we listen! She is cancelling cancel culture one conversation at a time.

The CEO of Made For A Woman, Eileen Akbaraly, knew from the young age of eight that she wanted to make an impact through social entrepreneurship. Now as a CEO of a rapidly growing fashion company at 28 years of age, she is learning to flex her empathetic nature to make decisions that are not only strategic but for the better good while not loosing the rocket-ship growth of her company Made For A Woman. Listen to this episode with Eileen to learn how "Made For A Woman leads by example in the fashion industry thanks to an innovative business model that focuses on making a genuine impact on the quality of life of the people involved, as well as proving that we can weave a sustainable future for fashion through genuine storytelling, transparency, and women empowerment."

Hear how a private equity guy and creative goddess co-founded a fast growing hot sauce company while starting a family of their own. Yes, Señor Lechuga is absolutely a unique blend of flavors, but the company is a perfect pairing of principles, gut-instinct, institutional drive, and serendipity! Listen in on this, literally, hot story to pick up a few nuggets on what it takes to get started in the food & beverage space in NY. Unable to find a clean hot sauce that satisfied his desire for maximum heat without compromised flavor, Señor Lechuga started creating his own in his kitchen in Williamsburg, Brooklyn. The test batch sold out immediately. So together with his (then-very-pregnant) wife, who is the creative complement to his culinary passion, a brand was born. Now, along with their young family, they run the ever-growing business.

Most investors are unaware how behavioral biases can wreak havoc on their portfolio's outcomes. In this episode of Winged & Ready guest Justin Waring goes through a few common behaviors that set investors back and how they can be addressed by ultimately reducing the role of luck in investments. Justin is an investment strategist in the Chief Investment Office and spends his career studying behaviors and helping clients experience optimal outcomes.

Guest Brad Dillion is a Senior Wealth Strategist in the Advanced Planning group at UBS. We are colleagues and have a heartfelt conversation around important items for heading into the end of the year from tax and legacy perspectives, and more. Whether you are a founder who may exit in the near future or a millennial couple, there is food for thought in this episode to help bring substance to your family conversations during this period of gathering.