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
Episode 20: Admiral Jonathan Greenert, Lessons in Leadership
In this episode, Admiral Jonathan Greenert, the 30th Chief of US Naval Operations, joins us to reflect on his remarkable career in the U.S. Navy – from commanding nuclear-powered submarines to leading one of the world's largest maritime forces. We discuss the thrill and challenges of undersea operations, his work driving innovation and new technologies within the Navy, and his transition from military leadership to serving on UBS' Americas Advisory Council. Admiral Greenert shares timeless lessons on strategy, decision-making, and what it means to lead with purpose.
Episode 19 (Part II): David Rutherford, Navy SEAL – Lessons on Courage, Resilience, and Life Beyond the Teams
In this powerful continuation we're chatting with David Rutherford—former Navy SEAL, CIA operative, and host of The David Rutherford Show. If you thought Part 1 was intense, Part 2 dives even deeper. We pick up right where we left off, exploring the mindset, resilience, and purpose that drive elite performance in the most demanding environments. David shares more personal stories, tactical insights, and reflections on how his experiences shaped his mission to inspire others. Whether you're in wealth strategy, leadership, or just seeking motivation, this episode is packed with lessons on grit, growth, and living with intention.
Episode 19 (Part I): David Rutherford, Navy SEAL – Lessons on Courage, Resilience, and Life Beyond the Teams
In this episode we're kicking off an extraordinary two-part conversation with guest, David Rutherford – former Navy SEAL, motivational speaker, author and the founder of the FrogLogic Institute. In part 1 we explore "Rut's" remarkable career journey as a Navy SEAL, the mindset forged in some of the most intense environments on earth, and how he's carried those lessons into his life, work and beyond. Our conversation was so powerful, so full of wisdom, stories, and perspective, that for the first time in Stopping By history we had to split it into two episodes. So stay tuned, because part II is soon to come, and you won't want to miss it!
Episode 18: Mark Haefele – author and CIO of UBS Global Wealth Management
In this episode, we sit down with Mark Haefele, Chief Investment Officer of UBS Global Wealth Management and author of the new book, The New Rules of Investing. We talk about how the investing landscape is changing, what today's investors need to know, and the principles that can help guide smarter decisions in an uncertain world.
Episode 17: Neale Godfrey – Gray divorce guru
Neale Godfrey is a New York Times bestselling author, a repeat Stopping By guest, and someone who somehow manages to make the topic of gray divorce both enlightening and entertaining. Her new book, "Get Off Your Assets," takes a candid, smart, and sometimes even funny look at what happens when love hits the exit ramp after 50. It's honest, it's helpful – and it's so Neale. Whether you're divorced, thinking about it, or just here for the stories – buckle up. Neale Godfrey is back, and we're going deep into the grayer side of "happily ever after."
