Stages

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 posed by the audience. If you, or anyone you know, would like to learn more, you can reach me at [email protected]. 

About Stages 
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention. 

About the Host 
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at [email protected].

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].  

About Stages 
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention. 

About the Host 
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at [email protected].

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 estate planning and what you should be doing today.. 
Who do you know who would benefit from a discussion with me or John to help them through the transitions in their life? Have them email or call me at [email protected] or 212-756-1951.

About Stages 
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention. 

About the Host 
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at [email protected].

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 through best practices for working from home, managing others from a distance, staying on track for a promotion during this time, and navigating the complexities of working from home with children (young and grown), spouses, and parents all under one roof. 

About Stages 
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention. 

About the Host 
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at [email protected].

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 quickly that trying to teach this to her children was going to be quite a feat. As a result, she developed her own technique that she is able to teach others. Listen in as Annie helps us better understand the true value in MicroExpressions.

About Stages 
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention. 

About the Host 
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at [email protected].

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 life? Have them email me at [email protected]. I’ve helped people through many acts by helping them plan and invest in a straightforward and values driven manner. I will ask them some questions and then we’ll sit down to talk about what they should be doing given their current stage in life. 

About Stages 
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention. 

About the Host 
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at [email protected].

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 about bedding, what inspired them to disrupt the industry, and perhaps they will even settle the ongoing debate between those who love a top sheet and those who avoid it at all costs.
 
Who do you know who would benefit from a meeting with me to help them through the transitions in their life? Have them email me at [email protected]. I’ve helped people through many acts by helping them plan and invest in a straightforward and values driven manner. I will ask them some questions and then we’ll sit down to talk about what they should be doing given their current stage in life. 

About Stages 
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention. 

About the Host 
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at [email protected].

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 digitized as well."
Who do you know who would benefit from a meeting with me, my family engagement team, or Senior Investment Strategist 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 values driven manner. I will ask them some questions and then we’ll sit down to talk about what they should be doing given their current stage in life.  

About Stages 
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention. 

About the Host 
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at [email protected].

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 in 3 countries during their formative years, how China, Japan, and the US educate children differently, what mastery means (and why it's important), and why globalization matters to your family.
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 values driven manner. I will ask them some questions and then we’ll sit down to talk about what they should be doing given their current stage in life. 

About Stages 
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention. 

About the Host 
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at [email protected].

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 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 values driven manner. I will ask them some questions and then we’ll sit down to talk about what they should be doing given their current stage in life. 

About Stages 
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention. 

About the Host 
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at [email protected].