The Money Moves Podcast

In this episode, Matthew and Stephen talk with Rachel Gottlieb, an acclaimed financial advisor and managing director at UBS Wealth Management. At UBS, Rachel runs Gottlieb Rose Wealth Management, a family office overseeing over $1.6 billion in assets. Rachel’s years of experience in the wealth management industry allow for a productive conversation about a variety of personal finance topics — from investing to how parents can teach their children about money. Rachel, Matthew, and Stephen discuss specific ways to educate today’s youth on financial literacy.