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
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!
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!
