Dollars and Sense
11 episodes - English - Latest episode: over 3 years ago - ★★★★★ - 2 ratingsConversations about making money meaningful.
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Episodes
Dollars and Sense - Looking Forward To 2021
January 20, 2021 16:00 - 33 minutes - 23.4 MBIn this episode, we discuss our hopes, fears, and predictions for 2021. My co-host, Rick Monfred, a fellow principal and financial advisor at Bernstein Private Wealth Management, returns for this third episode of the podcast's second season. If you like this episode - or if you don't - please let me know. You can always reach me via email at David dot Greene at Bernstein dot com. Stay safe and healthy! Note to All Listeners: The information presented and opinions expressed are solely th...
Dollars and Sense - Talking To Your Children About Money
December 01, 2020 13:00 - 29 minutes - 20.3 MBMy co-host, Rick Monfred, is - like me - a principal and financial advisor at Bernstein Private Wealth Management. In this episode, we discuss how we talk to our own children about money, and how we've helped clients with similar family discussions. If you like this episode - or if you don't - please let me know. You can always reach me via email at David dot Greene at Bernstein dot com. Stay safe and healthy! Note to All Listeners: The information presented and opinions expressed are sol...
Dollars and Sense - What Should I Do With Cash?
October 24, 2020 19:00 - 30 minutes - 20.7 MBThis first episode of what might be a second season of Dollars and Sense is pretty different from last season's episodes. I don't have a guest with me on this episode - instead, I have a co-host. My co-host, Rick Monfred, is - like me - a principal and financial advisor at Bernstein Private Wealth Management. In this episode, we discuss how we're thinking about cash in the current environment. If you like this episode - or if you don't - please let me know. You can always reach me via email...
Dollars and Sense - Bob London
September 26, 2019 04:00 - 25 minutes - 17.7 MBBob London is the founder and CEO of Chief Listening Officers, a B2B insights and strategy firm. At Chief Listening Officers, Bob helps companies develop winning brand messaging strategies by uncovering deep, actionable market insights—what Bob sometimes refers to as the customers' Elevator Rant. Bob has served as a Chief Marketing Officer with both public and private technology companies and serves as an entrepreneur in residence at the University of Maryland's Dingman Center for Entrepren...
Dollars and Sense - Haven Pell
August 28, 2019 04:00 - 24 minutes - 16.6 MBHaven Pell began writing about politics in 2011 at the website he founded, LibertyPell. He expects to launch a new website, Pundificator.com, later this year. Prior to becoming the Pundificator, Haven was a navy officer, a lawyer, an investment banker, the director of a family office, and one of the co-founders of the Bernstein office in Washington DC. Haven was my mentor when I came to Bernstein in 2008, and even though he has retired from Bernstein, I still think of Haven as one of the bes...
Dollars and Sense - Dante Disparte
July 30, 2019 04:00 - 23 minutes - 15.8 MBDante Disparte is the first Head of Policy and Communications for the Libra Association, a newly-formed organization that has brought together social impact organizations and a diverse group of leading businesses from around the world to create a simple global currency and financial infrastructure to empower billions of people. Dante comes to Libra with two decades of experience as an entrepreneur, business leader and global risk expert, most recently as founder and head of Risk Cooperativ...
Dollars and Sense - Blake Allison
June 28, 2019 14:00 - 22 minutes - 15.8 MBBlake Allison is the founder and CEO of LifeCents. He also serves as chairman of VALOR USA, a national nonprofit financial education program for veterans, service members and their families which he founded 2012. In addition to his work at LifeCents, Blake serves on the Board of Directors for Consumer Credit Counseling Services of Maryland and Delaware (CCCSMD), a nonprofit financial counseling agency, and the eHome America National Advisory Committee, which promotes home-buyer education. P...
Dollars and Sense - Enrico Cecchi
May 31, 2019 20:00 - 24 minutes - 11.4 MBEnrico Cecchi is the managing director of the IDI Group Companies. IDI has developed some of the most memorable projects in the Washington metro area over the last thirty years, and continues to lead the condominium and apartment communities in innovation, design excellence, quality workmanship and customer service. At IDI, Mr. Cecchi is directly responsible for overseeing headquarters office management, project financing, asset management, property acquisition and selected zoning matters, j...
Dollars and Sense - Adam Volanth
April 28, 2019 18:00 - 24 minutes - 11.4 MBAdam J. Volanth, PE, is president and Chief Executive Officer of Bohler Engineering. Adam is responsible for the leadership and strategic growth of Bohler’s 24 offices. He joined Bohler’s Pennsylvania region in 1992 and quickly became an integral part of the company’s success. Throughout his career, Adam has overseen many multifaceted projects, including the design of various commercial, residential and industrial developments. He is an active member of several influential organizations that...
Dollars and Sense - Mike Stoltzfus
March 29, 2019 04:00 - 24 minutes - 11.4 MBWith over 25 years of experience as a pilot and in aviation project management and worldwide business development, Michael Stoltzfus provides overall strategic direction, vision and leadership as President and CEO at Dynamic Aviation. Michael joined Dynamic Aviation, a family owned and operated company, in 1990. He started as a pilot and base manager, and went on to work in other roles, including Manager of Flight Operations, Vice President of Flight Operations, and Chief Operating Officer....
Dollars and Sense - Nakul Munjal
February 22, 2019 05:00 - 26 minutes - 12.3 MBNakul Munjal is the founder and CEO of Status Identity, a cybersecurity firm based in the Washington DC area. Nakul has worked in cybersecurity since 2003. As part of the founding team for IBM Security Systems in New York, he helped multiple Wall Street banks and insurance companies navigate cybersecurity requirements resulting from the 2008 financial crisis. He is regarded as a subject matter expert in Identity and Access Management technologies. Nakul believes that by applying machine lear...