Stages
52 episodes - English - Latest episode: 8 months ago - ★★★★★ - 54 ratingsLife throws lots of challenges at you at every stage. We’re here to talk about them by connecting you with experts on handling the issues you face. Join me, Emily Grace, as we address topics of interest to dynamic families at every stage in their life. At the end of the day, planning for all of the stages in life is crucial. Working with dynamic families at Bernstein Private Wealth Management I’ve helped people through many acts by helping them plan and invest in a straightforward and values driven manner. For more information, you can reach me at [email protected] or at 212-756-1951.
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Episodes
The Hack to Sibling Relationships
August 23, 2023 10:00 - 27 minutes - 18.7 MBWith summer in full swing, siblings are spending increasingly more time together. Thinking about how to manage sibling relationships, especially when they are your children, can be really tricky. You also have to manage your feelings about someone else relationships. Listen as I speak with Mariana Weiss, parenting consultant, on effective strategies to creating a healthy and happy sibling bond.
Declutter Your Life w/ J.O.Y.
April 11, 2023 05:00 - 29 minutes - 20.4 MBClutter can affect our anxiety levels, sleep, and ability to focus. It can also make us less productive, triggering coping and avoidance strategies that are detrimental to our mind, body, and finances. Listen in as I speak with Robin Zaino & Irene Gans of 'Just Organize You' as we unpack the ways to organize, plan, and get moving to clear the clutter from our lives.
Creating Efficiency – Body and Portfolio
January 25, 2023 13:00 - 34 minutes - 23.4 MBLife throws a lot at us and, while there is no magic bullet, creating efficiency can help to break down some boundaries that impede our ability to be present in our day to day lives. Listen as Jeff Boyd, Founder of MTE (More Than Energy), and I discuss how removing the barriers to having fun makes for a life filled with greater happiness and tranquility. Jeff talks about the work and branding that went into creating his product, a wellness shot – boosting your mood and energy, and ultimately...
Getting Fit with Anna Kaiser
December 13, 2022 20:00 - 28 minutes - 19.6 MBIt's a great time to revisit both your financial and fitness plans. Listen as I speak with Anna Kaiser, fitness trainer to the stars and CEO/Founder of Anna Kaiser Studios. Being both a trainer and choreographer, Anna has great advice for how to stay committed to a program and find something that works for you to get your heart pumping at least 30 minutes a day. Both your financial and fitness plans should be about more than getting in shape (money-wise or health wise) reach out to me at emi...
Making it Happen w/ Marvina Robinson of B Stuyvesant Champagne
October 11, 2022 05:00 - 26 minutes - 18.4 MBWhat does it take to go from hearing ‘no’ to running a successful business? The lessons from Marvina Robinson, Founder and CEO of B. Stuyvesant Champagne, resonate whatever your stage (whether talking about running your business or your life.) Listen in as we hear about creating a brand, competing with the more established institutions, and generating a loyal following. Pro tip for making an open bottle of champagne last longer occurs around minute 15 – enjoy!
Cyber Security and Children
August 10, 2022 05:00 - 43 minutes - 29.9 MBThe question of how to protect children on-line is huge. From cyber bullying and predators to identity theft, the issue is not going away. And, keeping children off of technology doesn’t seem to be the answer. Listen in as I speak with Brian Ebert, Chief Strategy Officer at Hackersjack, about how to address these issues and help our children succeed on-line. Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their g...
Crypto/Blockchain: Why You Should Care
July 12, 2022 18:00 - 47 minutes - 32.6 MBWhat if I told you that NFTs might become the future of voting? Listen in as I speak with Charles Allen, Chairman and CEO of BTCS, about cryptocurrencies, NFTs, blockchain and why we should care. Charles explains the different types and why one would invest in any of them. He will also take us through the various use cases. Finally, he addresses some of your questions and concerns around volatility. NOTE: Bitcoin and other cryptocurrencies are a very speculative investment and involves a h...
Tablescaping For the Curious
March 13, 2022 15:00 - 30 minutes - 21 MBDid you know that a decorative table top encourages curiosity and dialogue? Whether talking about your family’s day, values, current events, or even the latest gossip, a decorative table causes people to sit, talk, and engage. It brings out The Curious. Join me on this episode of Stages as we speak with Kira Faiman, Founder of Von Gern Home, about how she started her business, why she is so passionate about it, ways that we can all tablescape, and why we should! If you, or someone you know ...
College Admissions Essays w/ Teru Clavel
February 24, 2022 11:00 - 36 minutes - 25.1 MBDo you ever feel like your child's college acceptance is the grade that you are getting for 18 years of parenting? Do we need to start preparing in elementary school? Middle? High school? Birth?? Listen in as I speak with Teru Clavel, best-selling author, journalist, and education consultant to discuss the importance of a strong admissions essay and how to support students during the process. If you, or someone you know, would like an introduction to Teru, or to learn more about the work ...
Blurring the Lines: Dermatological Questions Answered
May 11, 2021 05:00 - 53 minutes - 37.1 MBYou asked and we answered... Listen in as I speak with Liz Zeitler, of NY Medical and Cosmetic Dermatology to discuss skincare and wrinkles in general and then address the more targeted eye and chin areas. Liz walks us through everything from the importance of preventative care to ways to address the damage we have already done. She is full of practical and actionable advice and provides great guidance for those looking to take additional action. Listen in to learn more. And, if you, or so...
Travel & Hospitality Post Pandemic w/ Karen Gee-McAuley
March 10, 2021 06:00 - 38 minutes - 26.7 MBWith 200 million vaccinations expected by summer and cases of Covid continuing to fall, the question turns to what the world will look like post pandemic and how we prepare ourselves. In today’s episode, we speak with Karen Gee-McAuley, Principal of Relevance PR, about the future of travel and the hospitality industry post-pandemic. Listen to Karen discuss traveling with purpose, how she views BLeisure travel, ghost kitchens, and which vaccine passports show the most promise. To discuss fur...
A Story to Tell w/ Iris Wagner
December 16, 2020 17:00 - 25 minutes - 17.2 MBI have been hearing from many of you about the moments of magic that you are working into your everyday life during the pandemic. A question that arises is how to memorialize a lifetime of these moments. How do we preserve the stories that make up our parents’ lives? Our own? As we think about this, I have invited Iris Wagner of Memoirs Productions to join us on Stages to talk about how she helps people who wish to pass on their wisdom, values, beliefs, and lessons learned. As a persona...
Celebrating Holidays & Life Events w/ Doris Dwek
November 19, 2020 21:00 - 30 minutes - 21.2 MBThis year, the holidays will look very different for many of us. Like many, instead of gathering with extended family and friends, my family of four will be keeping to ourselves, exploring Central Park, and cooking a simple meal this year. Doris Dwek, of Doris Dwek Events, joins me on this episode of Stages to talk through what you can do, during this uncertain time, to help people feel engaged in the celebration. From ideas for creating connection when apart to making events feel special w...
Magic In The Moments
October 13, 2020 05:00 - 31 minutes - 21.7 MB“The silence between the notes in music is just as important as the notes themselves.” I have been hearing from many of you about the moments of magic that you are working into your everyday life during this time. You have told me about the time spent with family, the excitement of a new venture, and finding new ways to celebrate important milestones. It got me thinking that in finance, as in life, there is so much connection to magic – the timing, the rhythm, the focus, the illusion. In...
Remote Schooling Tips w/ Teru Clavel
September 01, 2020 14:00 - 19 minutes - 13.2 MBIf you have a child doing remote learning this Fall – or you think that they might end up remote – this episode of Stages is for you. Teru Clavel, Education Author, Speaker, and Consultant joins me to discuss practical tips for making remote learning a success. Some key components include: Separation of Sleep Space and Educational Space Talking About Current Events Complement the On-Line with In Person (ie trips to local museums) Adding a home Economics Component – bills, laundry, or...
Trade-Offs w/ Dr. Elizabeth Albertini of The Motherhood Center
July 29, 2020 14:00 - 51 minutes - 35.2 MBWhat are the trade-offs that we are facing today and how are they impacting our relationships with family, friends, and colleagues? Dr. Elizabeth Albertini, psychiatrist at The Motherhood Center joined me on Stages for a live recording, with audience participation and questions, to discuss the many trade-offs we are encountering today. Some examples include: sending kids to school in the fall, coffee with friends, play dates, seeing family from outside the bubble. We talk about the ‘risks’...
Divorce & The Division of Tangible Personal Property
May 26, 2020 05:00 - 47 minutes - 32.7 MBListen in to this LIVE episode recorded back in February at Winston Art Group featuring Courtney Booth Christensen, Trusts & Estates at Winston Art Group, Peter Bronstein, Divorce Attorney at Bronstein Van Veen, and Andrea Kushner, Director of Planning at Bernstein Private Wealth. Courtney, Andrea, and Peter address the issue of divorce and the division of tangible personal property (what about a fight over a gold toilet paper holder?!) This is a moderated discussion followed by questions po...
Hosting a Family Meeting with Susan Schoenfeld
May 06, 2020 05:00 - 30 minutes - 21.2 MBWith most people currently socially isolating, now can be an ideal moment to gather family together (remotely) to discuss your core values and financial goals. Listen in as Susan Schoenfeld, Founder and CEO of Wealth Legacy Advisors, and I discuss the keys to making the discussion a success. If you, or someone you know, is interested in learning more, you can reach me at [email protected].
Estate Planning Strategies w/ John Olivieri
April 08, 2020 03:00 - 36 minutes - 25.1 MBRecorded back in early February 2020 (which feels like a lifetime ago), my discussion with John Olivieri, Esq around estate planning strategies may be even more timely and compelling given current conditions. John addresses the ins and outs of various strategies as well as the importance of living wills and healthcare proxies (very relevant in today's environment - how many of us have considered nutrition and hydration in our living wills?) Listen in as John and I discuss the importance of e...
Current Markets & Strategies for Working From Home
March 27, 2020 15:00 - 56 minutes - 38.5 MBOn March 26, Roosevelt Bowman, Bernstein’s Senior Investment Strategist, and Daisy Wademan Dowling, CEO of Workparent and Harvard Business Review Contributor, joined me for a special live recording of Stages. Both Daisy and Roosevelt took questions live from the Zoom audience. Listen in as for the first 30 minutes, Roosevelt talks with us about current market conditions, the Fed Response, Fiscal Stimulus, current positioning and opportunities. For the next 30 minutes, Daisy helps us think th...
Understanding Microexpressions w/ Annie Sarnblad
March 04, 2020 06:00 - 28 minutes - 19.5 MBWhat exactly are microexpressions? How can a better understanding of them help us in our various interactions with others? From negotiating a deal to helping a child understand who to trust to acing an interview - microexpressions can help us through every stage of life. Annie Sarnblad, Founder of Point House Advisors, joins us on Stages to share her key insights for reading microexpressions. Because, while Annie can numerically code the 10,000 different muscle combinations, she learned ve...
Behind the Scenes of an M&A Deal w/ Jen Kurtis
February 18, 2020 06:00 - 28 minutes - 19.3 MBWhat do the final days of an M&A deal look like? How does an attorney help make sure that the deal actually goes through? What should a business owner should think about/plan for before the deal actually closes? Jen Kurtis, Partner of the law firm Winston & Strawn, joins me on Stages to discuss the logistics, the psychology, and everything in between involved in getting a deal done. Who do you know who would benefit from a meeting with me to help them through the transitions in their life? ...
Changing the Sheet (Industry) w/ Boll & Branch
January 28, 2020 06:00 - 29 minutes - 20 MBHow often do you think about where the bedding you use comes from? Not just what store. But, exactly what sort of chemicals are in those sheets between which you are sliding each night? From, where was the cotton sourced? Were the people who created them paid a fair wage? Those were just some of the questions that Missy and Scott Tannen, Founders of Boll & Branch, set out to discover when they went shopping for sheets to fit their new King Size bed. Today they join us, on Stages, to talk ...
Digital Dollar w/ CFTC Chairman Chris Giancarlo ("Crypto Dad")
January 14, 2020 06:00 - 27 minutes - 19.1 MBFirst came the digitization of Information - the Internet. Chris Giancarlo, Former Chairman of the CFTC, joins me on the Stage to discuss the Digitization of Things of Value - cryptocurrency and digital currency. Chris believes that we are going to look back and see this resulting in as big a change, if not bigger, than the internet. Chris predicts that "our children will be using digital assets during their lifetime as a medium of both exchange, of savings, of holding of assets...that will ...
What is a World Class Education?
December 18, 2019 06:00 - 29 minutes - 20.6 MBRaising children today may seem simple, but it's certainly not easy. There are countless issues parents need to consider to raise competent global citizens. Let's think bigger. Teru Clavel, author of World Class:..., education expert, columnist, and sought-after public speaker joins me on the Stage to discuss how countries around the world educate their children, and how you can help your children be competitive on a World Class scale. Teru and I talk about the good and bad of raising 3 chi...
Taking Care of Business
December 04, 2019 06:00 - 24 minutes - 16.6 MBJelina Saliu, CFO/COO of Accounting Management Inc, works in partnership with company founders and joins me on this episode of Stages to discuss why it’s key for Founders to identify both their professional and their personal goals and to create a roadmap to achieve them. Listen now so that you are prepared to grow your personal and professional life as we enter what Jelina has decided to (re!)brand the upcoming Roaring Twenties. Who do you know who would benefit from a meeting with me to he...
Young Adults - Home For The Holidays
November 20, 2019 06:00 - 29 minutes - 20.6 MBMira Weiss, of the Weiss Law Group, joins me on this episode of Stages to discuss important legal documents and strategies for young adult children who have reached the age of majority yet still want (need?) to have their parents involved in their lives. Listen now so that you are prepared the next time your grown children come home. Who do you know who would benefit from a meeting with me to help them through the transitions in their life? Have them email or call me at Emily.Grace@Bernstein...
Locally Owned, Locally Operated w/ Leticia Skai Young
November 05, 2019 06:00 - 28 minutes - 19.8 MBLeticia Skai Young of, Lolo’s Seafood Shack, joins me on this episode of Stages to discuss creating a brand, expanding and growing a business, instilling confidence in a team, and what it’s like to work with your husband. Who do you know who would benefit from a meeting with me to help them through the transitions in their life? Have them email or call me at [email protected] or 212-756-1951. I’ve helped people through many acts by helping them plan and invest in a straightforward an...
Understanding Scents w/ Dara Quinlan
October 01, 2019 05:00 - 31 minutes - 21.5 MBDara Quinlan, Fine Fragrance Evaluator at Firmenich, joins me on this episode of Stages to discuss the creation of a scent, what it's like to be the muse of a Perfumer, trends in fragrances, and how people incorporate scent into their lives (among many other fragrance related topics.) Who do you know who would benefit from a meeting with me to help them through the transitions in their life? Have them email or call me at [email protected] or 212-756-1951. I’ve helped people through m...
School Admissions
August 27, 2019 05:00 - 25 minutes - 17.7 MBRoxana Reid, Founder of Smart City Kids, and one of her consultants, Adriana Payn, joined me on the stage back in 2018 to discuss insights into helping you and your child navigate the school admission process. This is an oldie, but a goodie (and very timely for a re-release.) For more information email [email protected] or call 1-212-756-1951.
Building Connections w/ Gillian Munson
August 06, 2019 05:00 - 33 minutes - 23.1 MBGillian Munson, Partner at Union Square Ventures, joins me on this episode of Stages to discuss her career in the technology sector of finance – from her roles as a tech analyst in the 1990s and a Managing Director at Allen & Co to CFO at XO Group (helping to facilitate its sale to a private company) – Gillian and I talk about the industry, its transitions, being a woman in the industry, and how she has balanced (or not!) through the various stages of her life. Who do you know who would bene...
Concierge for Your Life
July 16, 2019 05:00 - 26 minutes - 18.3 MBWhat is a concierge and how does one complement the team that’s already supporting your life? Michele Tabak, of Custom Care Concierge, joins me on Stages to discuss the role of a concierge - who needs one and what exactly do they do. If you, or someone you know, needs help with financial planning, and the investments around them, or an introduction to Michele, you can reach me at [email protected].
Working Parent Strategies w/ Daisy Wademan Dowling
June 04, 2019 05:00 - 31 minutes - 14.6 MBAll working parents (mothers AND fathers) and anyone who knows or cares about a working parent, should listen to this advice from Daisy. She has practical tips and strategies for navigating being a parent who works regardless the stage in life. If you know someone who needs help with their finances have them email or call me at [email protected] or 212-756-1951. I will ask them some questions and we’ll talk about what they should be doing given their current priorities and stage in ...
Caroline Polisi: Communicating with Impact
May 21, 2019 05:00 - 26 minutes - 12.1 MBWhat's the secret to effective communication? Caroline Polisi, Cable News Legal Analyst and Partner at Pierce Bainbridge, provides her advice on being heard and engaging with others. Her top takeaway - be vulnerable. If you know someone who is willing to be vulnerable in how they approach their finances have them email or call me at [email protected] or 212-756-1951. I will ask them some questio...
Caroline Polisi: Communicating with Impact
May 21, 2019 05:00 - 26 minutes - 12.1 MBWhat's the secret to effective communication? Caroline Polisi, Cable News Legal Analyst and Partner at Pierce Bainbridge, provides her advice on being heard and engaging with others. Her top takeaway - be vulnerable. If you know someone who is willing to be vulnerable in how they approach their finances have them email or call me at [email protected] or 212-756-1951. I will ask them some questio...
Girl Scouts: Financial Literacy & Children
May 07, 2019 05:00 - 25 minutes - 11.7 MBHow do you teach children about money? Listen in as Andrea Bastiani Archibald, Girl Scouts' Chief G.I.R.L. and Family Engagement Officer, and I discuss age specific strategies, how to handle allowance, boy/girl trends in finance, and guidelines around job earnings. Some key takeaways – start young, be transparent, and emphasize needs vs. wants. If you know someone who would benefit from a thoughtful financial plan that aligns with their priorities and interests, have them email or call me at...
Graduate to Employment: Finding That First Job After College
April 02, 2019 13:00 - 24 minutes - 11.2 MBHere at Stages, we know that finding that first job out of college can be a daunting process. For years now, I’ve spoken with college students about how to think about their finances - from credit scores, to budgeting, to investing. I’ve also been happy to speak with students about my career and what I do to help families strategize and invest. But, when they are looking for someone to help them navigate the job search process, as they are approaching graduation from college, that’s where Mi...
The Laundress: What Do Laundry & Finances Have in Common?
March 12, 2019 05:00 - 18 minutes - 8.28 MBHere at Stages, we know that dirty laundry is a reality. Lindsey Boyd and her team at The Laundress know how to conquer it. On this episode of Stages, listen in as Lindsey and I talk about how laundry can actually be luxurious and fun and how she and her partner Gwen recently realized their goal of selling to a strategic partner. If you know someone who would benefit from a thoughtful financial plan that aligns with their priorities and interests, have them email or call me at Emily.Grace@Be...
Luggage Free: Time as a Valuable Asset Part II
February 26, 2019 06:00 - 27 minutes - 12.7 MBLet’s face it: everyone wants more time. And, since you can’t increase the hours in the day, all you can do is try to manage, and ultimately maximize, the set amount of time that you do have. Working with a Financial Advisor is one way to free up time by making sure that your priorities and goals are being addressed and adhered to. Letting someone else take care of getting your luggage (and skis, golf clubs, laundry, wine, the list goes on....) where you want to go, is another. That's where ...
5 Squares: Time as a Valuable Asset Part I
February 12, 2019 07:00 - 18 minutes - 8.65 MBLet’s face it: everyone wants more time. And, since you can’t increase the hours in the day, all you can do is try to manage, and ultimately maximize, the set amount of time that you do have. Working with a financial advisor is one way to free up time by making sure that your priorities and goals are being addressed and adhered to. Outsourcing cooking and meal preparation is another. Monica Lynn, Founder and President of 5 Squares, a healthy meal delivery service, joins me to discuss the ben...
5 Things To Do for Financial Success
January 22, 2019 06:00 - 9 minutes - 4.43 MBJoin me as we discuss the things you should do to help keep yourself on track for financial success. For more information or for help implementing what you hear about, email or call me at [email protected] or 212-756-1951. //////// Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning...
Art Collecting
December 11, 2018 06:00 - 19 minutes - 8.78 MBWinston Art Group joins me to discuss the ins and outs of art collecting. Who can collect? What is a good investment? What are the current trends? How do you maintain a collection? What about selling? Email or call me at [email protected] or 212-756-1951. //////// Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no represe...
Talented Kids & Scholarships
November 27, 2018 06:00 - 19 minutes - 9.06 MBWhat do you do when you have a child who seems particularly athletic or artistically inclined? John Lieberman, CPA at Perleson Weiner, joins me on the stage to discuss how to guide children to help them turn that talent into a scholarship. Want to discuss different ways to fund college or how much you will need? Email or call me at [email protected] or 212-756-1951. //////// Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affili...
Smart Travel
November 13, 2018 10:00 - 24 minutes - 11.4 MBMelissa Biggs Bradley, owner of Indagare, joins me on the stage to discuss how to incorporate travel into your life’s plan. From traveling as a family to on your own we talk about strategies that can help make travels more meaningful and engaging. To discuss further, email [email protected] or 212-756-1951. //////// Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of ...
Smart Travel
November 13, 2018 10:00 - 24 minutes - 11.4 MBMelissa Biggs Bradley, owner of Indagare, joins me on the stage to discuss how to incorporate travel into your life’s plan. From traveling as a family to on your own we talk about strategies that can help make travels more meaningful and engaging. To discuss further, email [email protected] or 212-756-1951. //////// Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of ...
Understanding Our Parents Long Term Plan
October 25, 2018 04:00 - 20 minutes - 9.41 MBMira Weiss, of the Weiss Law Group, joins me on the stage to discuss how we can help our parents think through long term planning strategies. From ways to broach the conversation to concrete things that one should do, Mira provides clear guidance to what can be a complicated process. For more information email [email protected] or 212-756-1951. //////// Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it be...
Dating After Divorce
October 09, 2018 04:00 - 19 minutes - 9.16 MBMatchmaker Lisa Ronis, of Lisa Ronis Matchmaking, joins me on the stage to discuss dating after divorce. From practice date theories to dating dos and don’ts, Lisa provides insights into how to make the re-entry to dating, after getting divorced, less stressful. For more information email [email protected] or call 1-212-756-1951. //////// Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reli...
Exploring Life Changes
September 25, 2018 04:00 - 30 minutes - 13.8 MBCara Macksoud, dynamic and engaging mother of five, youngest (at the time) woman trading on the floor of the NYSE, and current Managing Director of Finance and Operations at The Animation Project, joins me on the stage to discuss being comfortable making major life changes (spoiler alert: she moved with her five kids to a small fishing village in Costa Rica for a year!) and how she integrates financial literacy and values into everyday life in her family. For more information email Emily.Grac...
Talking About Residential Real Estate
September 12, 2018 04:00 - 20 minutes - 9.64 MBMichele Kleier and her daughters Sabrina Kleier Morgenstern and Samantha Kleier Forbes, three stars of HGTV’s Selling New York and owners of Kleier Residential, join me on the stage to discuss insights into today’s real estate markets and how to find that perfect home regardless of what stage you are at in your life. For more information email [email protected] or call 1-212-756-1951. //////Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P...
Navigating the School Admissions Process
August 28, 2018 04:00 - 25 minutes - 11.8 MBRoxana Reid, Founder of Smart City Kids and one of her consultants, Adriana Payn, join me on the stage to discuss insights into helping you and your child navigate the school admission process – from preschool through college. For more information email [email protected] or call 1-212-756-1951. //////// Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast....