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
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!
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.
