Stages - podcast cover

Stages

Emily R. Gracewww.linkedin.com
Life 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

College to Employment - Successful Strategies

The economic landscape has changed and with it has come a shift as employers have regained the power. Listen in as I speak with Michael Sherman Founder of Graduate to Employment. Michael provides strategies and tips to help today's college students find key jobs and coveted internships. Call me at 212-756-1951 or email me at [email protected] to learn more about the work that the team and I do to help dynamic families strategize through all the stages of their lives.

May 28, 202535 minSeason 9Ep. 2

Flyover Zone: Democratizing World Heritage Sites

Listen in as I speak with Bernie Frischer, Eminent Latinist, Roman archaeologist, virtual reality technologist, Classics department chair at various US universities, longtime part-time resident of Rome, and overall bigwig at the American Academy in Rome. Bernie is the Founder and CEO of Flyover Zone - an EdTech company that brings ancient Rome to life for both students and travelers alike.

Aug 28, 202436 minSeason 9Ep. 1

The Hack to Sibling Relationships

With 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.

Aug 23, 202327 minSeason 8Ep. 3

Declutter Your Life w/ J.O.Y.

Clutter 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.

Apr 11, 202330 min

Creating Efficiency – Body and Portfolio

Life 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 lea...

Jan 25, 202334 minSeason 8Ep. 1

Getting Fit with Anna Kaiser

It'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 emily.g...

Dec 13, 202229 min

Making it Happen w/ Marvina Robinson of B Stuyvesant Champagne

What 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!

Oct 11, 202227 minSeason 7Ep. 5

Cyber Security and Children

The 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 guest ...

Aug 10, 202244 minSeason 7Ep. 4

Crypto/Blockchain: Why You Should Care

What 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 high de...

Jul 12, 202247 minSeason 7Ep. 3

Tablescaping For the Curious

Did 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 would...

Mar 13, 202231 minSeason 7Ep. 2

College Admissions Essays w/ Teru Clavel

Do 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 that my...

Feb 24, 202236 minSeason 7Ep. 1

Blurring the Lines: Dermatological Questions Answered

You 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 someone ...

May 11, 202154 minSeason 6Ep. 2

Travel & Hospitality Post Pandemic w/ Karen Gee-McAuley

With 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 further,...

Mar 10, 202139 minSeason 6Ep. 1

A Story to Tell w/ Iris Wagner

I 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 personal histori...

Dec 16, 202025 minSeason 5Ep. 5

Celebrating Holidays & Life Events w/ Doris Dwek

This 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 with f...

Nov 19, 202031 minSeason 5Ep. 4

Magic In The Moments

“ 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 the i...

Oct 13, 202032 minSeason 5Ep. 3

Remote Schooling Tips w/ Teru Clavel

If 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, organizing Lit...

Sep 01, 202019 minSeason 5Ep. 2

Trade-Offs w/ Dr. Elizabeth Albertini of The Motherhood Center

What 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’ one i...

Jul 29, 202051 minSeason 5Ep. 1

Divorce & The Division of Tangible Personal Property

Listen 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...

May 26, 202048 minSeason 4Ep. 8

Hosting a Family Meeting with Susan Schoenfeld

With 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].

May 06, 202031 minSeason 4Ep. 7

Estate Planning Strategies w/ John Olivieri

Recorded 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 estat...

Apr 08, 202037 minSeason 4Ep. 6

Current Markets & Strategies for Working From Home

On 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 throug...

Mar 27, 202056 minSeason 4Ep. 5

Understanding Microexpressions w/ Annie Sarnblad

What 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 very qui...

Mar 04, 202028 minSeason 4Ep. 4

Behind the Scenes of an M&A Deal w/ Jen Kurtis

What 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 lif...

Feb 18, 202028 minSeason 4Ep. 3

Changing the Sheet (Industry) w/ Boll & Branch

How 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 a...

Jan 28, 202029 minSeason 4Ep. 2

Digital Dollar w/ CFTC Chairman Chris Giancarlo ("Crypto Dad")

First 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 be d...

Jan 14, 202028 minSeason 4Ep. 1

What is a World Class Education?

Raising 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 children...

Dec 18, 201930 minSeason 3Ep. 8

Taking Care of Business

Jelina 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 help t...

Dec 04, 201924 minSeason 3Ep. 7

Young Adults - Home For The Holidays

Mira 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 [email protected]...

Nov 20, 201930 minSeason 3Ep. 6

Locally Owned, Locally Operated w/ Leticia Skai Young

Leticia 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 and va...

Nov 05, 201929 minSeason 3Ep. 5
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