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!
20 Aug 2026
Episode 25: Insights, Influence and Impact with Mitch Slater
For our 25th episode of Stopping By, Mitch Slater joins us for a conversation about the evolving world of wealth management and the power of financial storytelling. As the host of the successful Financially Speaking podcast and Head of Digital Sales for UBS Americas, Mitch brings a unique perspective on connecting with clients, embracing innovation, and communicating financial ideas in meaningful ways.
30 Jan 2026
Episode 22: Joel Krott; Where Music, History and Community Meet
Today we sit down with Joel Krott, founder of the West Jersey Chamber Music Society, to explore the journey that shaped his career and passion for bringing powerful music to the community. Joel shares insights into building a chamber music organization from the ground up and the artistic vision that continues to guide its work. We also spotlight an upcoming concert on February 22, 2026, celebrating African American History Month through the powerful tradition of African American spirituals. Tune in for an inspiring conversation about music, history, and the voices that continue to resonate.
15 May 2026
Episode 24: Behind the Numbers with Dr. David Scheinker
Data isn't just numbers – it's decision-making power. In this episode, Dr. David Scheinker joins us to reveal how analytics is reshaping healthcare, influencing outcomes, and changing the way organizations think. It's a deep dive into the systems you don't see – but that impact everything.
Contact information
Contact information
Pinnacle Wealth Partners
501 Fellowship Road
Suite 302
Mt. Laurel, NJ 08054
(856) 988-4042
(800) 526-5460
