Stopping By
When creating a financial plan we need to know what’s important in our clients' lives. We need to know what shaped each person and that in turn helps us uncover their goals and develop a plan. Our clients are very impressive people, with compelling life stories about overcoming adversity and seeking a passion. Our podcast will explore those stories and help uncover our guests' “WHY.” For each guest, we want to know how they grew up. What made them pursue their career? Is it their passion? What’s their guilty pleasure? e.g. food, music. Do they have a cause that’s near and dear to their heart? How do they describe their relationship with money? See who’s stopping by today!
UBS Advisor Podcasts
Stephanie Greenleaf – No one can avoid grief. So, let's talk about it!
37:14Joining us today is the incredibly delightful Stephanie Greenleaf. Steph is a Licensed Associate Counselor, Dance Movement Therapist and National Certified Counselor who helps her clients who have experienced trauma, anxiety, depression, grief, addiction and challenging life transitions to name a few. Today, we are specifically tackling grief. You'll leave this episode with some tools in handling it yourself and believe it or not, you'll also enjoy a chuckle or two!
Ellen Rogin – What messages do you get from money? Learn more from our guest, another New York Times bestselling author!
34:18Meet Ellen Rogin, speaker, author and money expert who teaches lessons on living a life of success and prosperity. Her work has been featured on CNBC, ABC and NPR, and also in Time and Oprah Magazine. Ellen gives insight on how to have an increased sense of peace around money. In her latest book, Messages from Money, Ellen asks, “Would you want to hang around you if you were Money?” Take a listen!
Liam McCormick – Bridging the gap: Let's talk about family wealth
34:26The fabulous Liam McCormick has stopped by to tell us how families can have constructive conversations surrounding their collective wealth. Believe it or not, it's a topic that flummoxes many. Learn about Liam's time in the British Army and how he has brought his life lessons to UBS in helping families talk about money.
Neale Godfrey – New York Times bestselling author, business owner and Oprah's go-to gal!
35:18Neale Godfrey has made it her life's work to help parents raise financially responsible children. After becoming one of the first female executives at Chase Manhattan bank and the president of The First Women's Bank, Neale started her own company, Children's Financial Network, Inc. She has been highlighted as a financial expert on shows including The Oprah Winfrey show and the Today Show and has earned a laundry list of awards including the Femme award from the United Nations. In this episode, Neale shares tips with us on how to talk about money with our kids and how to tee them up to be financially independent and successful for life!
Lauren Grodstein - Accomplished author and MFA professor at Rutgers University Camden
35:52We are THRILLED to chat with Lauren Grodstein, author extraordinaire! Lauren is a New York Times best selling author and her new book, We Must Not Think of Ourselves, was the Read with Jenna (NBC Today Show) December pick! Learn more about the book and her fabulous career.
