Stages

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...

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...

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 ass...

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 you...

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!)bra...

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...

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 Emily. Grace@Bernstein.com or 212-756-1...

Dara 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?...

Roxana 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 Emily. Grace@Bernstein.com or call 1-212-756-1951. About Stages  Stages explores the moments tha...

Gillian 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...

What 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 Emily. Grace@Ber...

All 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 Emily. Grace@Bernstein.com or 212-756-1951. I will ask them some ques...

What'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...

How 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 tho...

Here 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 n...

Here 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 pl...

Let’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,...

Let’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,...

Join 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 Emily. Grace@Bernstein.com 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 t...

Winston 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 Emily. Grace@Bernstein.com or 212-756-1951. //////// Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources...

What 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 Emily. Grace@Bernstein.com or 212-756-1951. //////// Note to All R...

Melissa 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 Emily. Grace@Bernstein.com or 212-756-1951. //////// Note to All Readers: The information contained here reflects the views of...

Mira 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 Emily. Grace@Bernstein.com or 212-756-1951. //////// Note to All Readers: The informatio...

Matchmaker 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 Emily. Grace@Bernstein.com or call 1-212-756-1951. //////// Note to All Readers: The information contained her...

Cara 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 fina...