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
Cliff Stein – Sports agent turned Chicago Bears general counsel turned negotiation whisperer
33:48Cliff Stein, a real life Jerry Maguire, spent 8 years as a sports agent before his tenure as the Chicago Bears' general counsel. At the Bears, Cliff negotiated over $3 billion in player contracts, including those for Hall of Famers Brian Urlacher, Devin Hester and Julius Peppers. He sheds light on the two distinct types of negotiating, and give us best practices for success. Fabulous guest!
Duane Hughes – TED X talker and Chief of UBS' Americas Advisory Council
31:49We could've spent hours chatting with Duane Hughes. In this episode, Duane details his TED X talk about checking your preferences / how our preferences affect our decision making. And in his Design the Life you Love program, Duane tells us how to go from a current state to a target state of fulfillment. This can apply in relationships and also at work. Take a listen!
Randy Foye – #1 NCAA seed to the NBA and beyond
34:37Randy Foye, the #1 NCAA seed his senior year at Villanova, was selected 7th overall in the 2006 NBA draft, and enjoyed his time in the pros spanning 11 years. His career came full circle after retiring as he now serves as President for the official NIL of Villanova University. Take a listen and learn about Randy's career and how his time at Villanova teed him up for life!
Vic and Cassie Fangio - Our first double interview! Philadelphia Eagles Defensive Coordinator and his delightful daughter!
30:22Considered one of the most respected defensive geniuses in pro football, Vic Fangio recently became the Philadelphia Eagles defensive coordinator. Are we gonna talk football? Sure, but we're also getting to know Cassie Fangio, Vic's dynamic daughter. Ever wonder what growing up in the NFL feels like? Take a listen!
Steven Goldman - Pro football coach who pivoted careers to additional success!
35:06Did you know that Pinnacle Wealth Partners has a former pro football coach in our midst? Stopping by today is our very own Steve Goldman who shares fabulous stories of his college and pro football coaching days and gives insight for parents of rising teen athletes. Plus a special bonus appearance from a surprise guest!
