Claim OwnershipStopping By
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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!
21 Episodes
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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.
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.
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!
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.
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."
Still can't believe we had the pleasure of chatting with legendary Coach Jay Wright IN PERSON in our UBS studios In this episode, Coach Wright reveals the leadership principles that built Villanova into a basketball powerhouse. He discusses the importance of culture, adaptability and most importantly, attitude, in sustaining success at the highest level. Here you'll find an inspiring conversation filled with wisdom, storytelling and invaluable advice that can be applied both on and off the court.
Meet the fabulous Michelle Dulevich, owner of Deck Your Decor. You'll learn how she went from a few hundred to nearly half a million lnstagram followers practically overnight. Also, Michelle shares stories of inspiration, tips for building a following and also strongly encourages everyone to "live the dash."
Cliff 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!
We 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, 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!
Considered 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!
Did 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!
Joining 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!
Meet 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!
The 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.
Neale Godfrey has made it her life's work to help parents raise financially responsible children. After becoming one of the first female executives at Chase Manhattan bank and the president of The First Women's Bank, Neale started her own company, Children's Financial Network, Inc. She has been highlighted as a financial expert on shows including The Oprah Winfrey show and the Today Show and has earned a laundry list of awards including the Femme award from the United Nations. In this episode, Neale shares tips with us on how to talk about money with our kids and how to tee them up to be financially independent and successful for life!
We are THRILLED to chat with Lauren Grodstein, author extraordinaire! Lauren is a New York Times best selling author and her new book, We Must Not Think of Ourselves, was the Read with Jenna (NBC Today Show) December pick! Learn more about the book and her fabulous career.
In honor of breast cancer awareness month, Jess shares her very personal story with the disease. Hear Dr. Deborah Butzbach of Penn Medicine / Virtua Health talk about cancer and radiation oncology and learn how gratitude has dramatically impacted her life. This episode will make you stop and take stock in what really matters in your own life.
It this episode of Stopping By, we are thrilled to welcome Hall of Fame athlete, sports caster, NFL coach and best of all, real-deal great guy and Temple University’s own Henry Burris. At Temple, Henry set 20 school records, a few of them that still standing today, was an 18 year veteran of the Canadian Football League, a 2-time MVP of the CFL, won 3 Grey Cups (Canadian Super Bowl), was a 2 Time Grey Cup MVP and a First Ballot Hall of Famer. His career has been extraordinary and we know our listeners will love him as much as we do!
Our guest is the Rev. Dr. Marta Illueca, she was born in New York city to an influential Panamanian family. She pursued medicine and graduated at the top of her field. She ultimately became Director of Pediatric Gastroenterology at Cornell Medical College. After 2 decades of practice she moved into the corporate side of things to help develop new therapeutics within her field. She successfully climbed the corporate ladder, retired young and made yet another career pivot. With an extensive background in medicine she went on to fulfill her spiritual calling. She pursued two separate post graduate degrees (simultaneously). She is now a fellow of the Yale Divinity School and has become an ordained priest in the Episcopal church.
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