Podcast
Self Equity
Hosted by UBS advisor podcasts · EN
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.
12episodes
Episodes
Newest firstAll episodes
Episode 36: The Power Of Access with Entertainment Access President, Mike Zandman
6d ago00:36:10Tap to summarizeOn Episode 36 of Self Equity we're joined by Mike Zandman, President of Entertainment Access, a VIP hospitality and ticketing firm that curates premium experiences for major events around the world. In this episode, we get into how Mike turned access into a scalable business, the financial realities behind a glamorous industry, and why human connection may be the most under appreciated form of leverage today. Co-Host of this episode is Jordan Zelniker, Wealth Strategy Associate at the Zelniker Dorfman Carr & Heritage Group.
Transcribe →Episode 35: How Athletes Think About Real Estate with Nick Green
3w ago00:34:28Tap to summarizeOn Episode 35 of Self Equity we're joined by Nick Green, a real estate advisor working across New York, Miami, and Boston, specializing in luxury and sports and entertainment clients. We talk about how athletes think about real estate, and the decisions that separate those who build wealth from those who just spend it. Co-Host of this episode is Chris Bostick, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.
Transcribe →Episode 34: The Millennial Career Crisis, Building Future Leaders with Chelsea Lewis
Apr 2200:31:59Tap to summarizeOn Episode 34 of Self Equity we're joined by Chelsea Lewis, Founder of Loomrise Advisory. Chelsea works with leaders through one on one coaching and advisory engagements to help teams move faster, navigate change, and perform at a higher level. In this episode, we’ll talk about how she built her career and what she’s seeing among today’s most effective business owners.
Transcribe →Episode 33: The Long Game, Stanford Thinking in a Chargers Uniform with NFL Safety Kendall Williamson
Apr 800:30:43Tap to summarizeOn Episode 33 of Self Equity we sit down with Kendall Williamson, safety for the Los Angeles Chargers. Kendall’s journey through the NFL has given him a front row seat to the realities of money, contracts, and self worth in a league where nothing is guaranteed. We’re talking about how his mindset around value has changed, what stability really means when your career is uncertain, and how he’s utilizing his network as a Stanford alumni to build on his brand beyond football. Joining as Co-host today is Ryan Lynch, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.
Transcribe →Quarterly Market Update with Scott Zelniker 03.26.26
Mar 2600:11:12Tap to summarizeEach 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 3-24-26 and does not account for any information following.
Transcribe →Episode 32: From the Field to the Showroom - Rebuilding Identity, Money and Purpose after the NFL with Kellen Mond
Mar 2500:56:15Tap to summarizeOn episode 32 of Self Equity, were joined by Kellen Mond, former SEC quarterback and one of the most accomplished signal callers in Texas A&M history. Kellen was a four year starter for the Aggies, throwing for over 9,600 yards with 71 touchdowns, while adding more than 1,600 rushing yards and 22 rushing scores on the ground. He led Texas A&M to an Orange Bowl win after the 2020 season and built a reputation for durability, leadership, and consistency while competing in the SEC. He was selected in the third round of the 2021 NFL Draft by the Minnesota Vikings and went on to spend time with the Vikings, Browns, and Colts, experiencing the NFL from inside multiple locker rooms and systems. In this episode, we talk about Kellen’s journey - from being a long time college starter to navigating life as a professional quarterback, the realities of the NFL, leadership, resilience, and what he’s taken from every stage of his career. Joining me as co host for todays episode is Ryan Lynch, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.
Transcribe →Episode 31: Preserving Legacy with Josh Rawitch, President of the Baseball Hall of Fame and Museum
Mar 1100:39:49Tap to summarizeOn episode 31 of Self Equity, were joined by Josh Rawitch, President of the National Baseball Hall of Fame and Museum. Josh has spent his career inside Major League Baseball and now leads an institution built on legacy. We talk about building career equity, thinking long term about wealth, and what Josh has learned from Hall of Fame players across generations about money, identity, and life after peak earning years. This episode is co-hosted by Scott Zelniker, Managing Director for the Zelniker Dorfman Carr & Heritage Group.
Transcribe →Episode 30: Sudden Wealth - Navigating Financial Wellness During and After the NFL with Wale Ogunleye
Feb 2500:44:30Tap to summarizeOn episode 30 of Self Equity, were joined by Adewale “Wale” Ogunleye, former Pro Bowl defensive end, an Indiana University legend, and a player who fought his way from undrafted free agent to becoming one of the NFL’s most respected leaders. But what makes Wale’s story stand out isn’t just what he accomplished on the field, its the purpose he found after football. Today, he works directly with professional athletes, helping them navigate the financial realities, pressures and decisions that come with sudden success. His mission is to help athletes protect themselves, build real wealth and create a life that outlasts the game. This episode is co-hosted by Jordan Zelniker, Wealth Strategy Associate for the Zelniker Dorfman Carr & Heritage Group.
Transcribe →Episode 29: Behind the Hits: How Kenny Roth Has Helped Shape Modern TV
Feb 400:33:18Tap to summarizeOn episode 29 of Self Equity, were joined by Kenny Roth, Award‑winning AD and UPM. On this episode, Kenny talks to the reality behind hit shows like Brooklyn Nine‑Nine and Nobody Wants This. Kenny shares what it’s like to manage time, money, and people under high pressure, and how his leadership philosophy has evolved over decades in the industry.
Transcribe →Episode 28: Charting the Course: Lessons in mission driven leadership from Navy Admiral Jonathan Greenert
Jan 2100:39:01Tap to summarizeOn episode 28 of Self Equity, were joined by 30th Chief of Naval Operations Admiral Jonathan Greenert. From submarine missions beneath the surface to shaping national strategy at the highest levels of government, Admiral Greenert brings a wealth of hard-earned wisdom on leadership, decision-making, and navigating uncertainty. Co hosting today's show is Jordan Zelniker, Wealth Strategy Associate at the Zelniker Dorfman Carr & Heritage Group.
Transcribe →