Estate Planning isn’t just about legal documents—it’s about protecting families, preserving harmony, and passing on more than just wealth. In this episode, estate attorney Kim Raber shares powerful stories from her work that highlight the human side of wills, trusts and legacy planning. From unexpected client lessons to family turning points, Kim reveals why planning ahead matters and how choices we make today can echo for generations to come.

Mortgage banker Sheree Woods shares her journey into the world of home lending, the human stories behind the numbers, and what it really takes to empower clients through one of life’s biggest financial decisions. This episode goes beyond rates and paperwork—it’s about impact, resilience, and the heart behind the home.

In this episode, we sit down with Marine Matt Anderson, who is transitioning from active duty to civilian corporate life through the UBS SkillBridge program. Matt shares a compelling narrative of service, transition, and adaptation, detailing how he discovered SkillBridge, navigated the application process with UBS, and embraced his roles within a Fortune-level firm.

From protein-packed snacks to mindset resets, Lori Lapin shares how to nourish your body and your schedule—without losing your mind. Join us for down-to-earth convo on real wellness, the Columbia Way.

In this episode of Chat TCG, we sit down with Jason Price, Head of Veterans Affairs at UBS, to explore how one of the world’s leading financial institutions is actively supporting military veterans as they transition to civilian careers.

In this episode of Chat TCG, we sit down with Erinn Rowe, CEO of Harvest Hope Food Bank, to explore the human side of hunger relief. From the frontlines of food insecurity to the boardroom of impact strategy, Erinn shares the powerful stories that fuel her mission—and how one organization is changing lives, one meal at a time.

From dancer to director, William Starrett has spent nearly five decades shaping the South Carolina Ballet. In this episode, he shares the stories behind his iconic productions, his passion for outreach and education, and the vision that continues to drive the company forward—onstage and beyond.

Fine art dealer Duncan Connelly shares the captivating stories behind the canvases — from discovering hidden gems to helping clients fall in love with their first masterpiece. Join us for a behind-the-scenes look at the art world through the eyes of a seasoned storyteller and curator.

In this flavorful and heartfelt episode of Chat TCG, we sit down with Carol Rogers Papaletsos, founder of Ambrosia LLC and host of “Be My Guest in Greece.” Carol shares her inspiring journey from academia to entrepreneurship, revealing how her love for Greek culture, cuisine, and language led her to build a gourmet food brand rooted in authenticity and hospitality. From navigating the U.S. market with traditional Greek delicacies to curating immersive travel experiences in Greece, Carol’s story is a celebration of heritage, resilience, and the joy of sharing. Whether you're a foodie, a traveler, or a dreamer, this episode will leave you craving more than just mezze.

Charleston is a city where cobblestones meet commerce, and history stands shoulder-to-shoulder with modern progress. In this episode, we sit down with Winslow Hastie, President & CEO of the Historic Charleston Foundation, to explore how preservation shapes not just buildings, but the city’s identity, economy, and future. Winslow shares powerful stories of saving historic treasures, navigating the tensions between development and tradition, and ensuring Charleston’s past is honored while embracing what’s ahead. Listeners will hear how preservation and commerce can coexist—and even strengthen one another—when guided by vision, courage, and community.

Ladd Lumpkin sits down with UBS Chief Investment Office’s Justin Waring to explore what’s driving markets in 2025, how investors can manage risk without losing sight of opportunity, and the behavioral traps that derail even the best-laid plans. From global trends to personalized portfolio strategies, this episode is packed with practical insight for anyone looking to invest smarter in uncertain times.

Mary Lane Sloan shares the pivotal moments, lessons, and stories that shaped her journey as a leader. From challenges to big wins, this

A South Carolina Medicare expert, Caroline Ward, joins us to break down the biggest enrollment blunders—from missed deadlines to plan confusion—and how to sidestep them with confidence.