Claim OwnershipStopping By
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Description
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!
26 Episodes
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Why do so many accomplished women carry so much guilt? In this episode, we chat with Dr. Jennifer Reid, author of Guilt Free, for an honest and insightful conversation about the guilt women often feel in their careers, relationships, families, and everyday lives. It's a thoughtful conversation about why giving ourselves permission to live guilt free may be one of the most important things we can do for our own well-being.
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.
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.
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.
In this episode, we sit down with Moorestown, NJ native and realtor, Naoji Moriuchi about what's happening in today's real estate market. Naoji shares insights on current trends along with practical tips for both buyers and sellers navigating the market. Whether you're thinking about buying, selling, or just staying informed, this episode offers helpful local perspective and advice.
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