Podcasts about bernstein global wealth management

It's a tough swallow, but divorce always comes down to two things: kids and money. And if the kids are grown or there are none, it's all about the dough. So, what do you need to know about your financials in order to move smartly through your divorce and end up with the best possible financial outcome? Cue Shawn Leamon because he's just the guy we need to advise us on all matters of divorce financials. We loved his straightforward, no-nonsense approach and so will you. Shawn Leamon is an MBA, Certified Divorce Financial Analyst, and host of the #1 divorce financial podcast, Divorce and Your Money. He is also the author of Divorce and Your Money: How to Avoid Costly Divorce Mistakes (2020), a no-nonsense, user-friendly guide that provides a complete plan for facing the tough decisions during divorce.  Shawn's work has been seen in Time, USA Today, Yahoo! Finance, Nasdaq, San Francisco Chronicle, and many other publications across the United States. His website, DivorceAndYourMoney.com has over 1 million viewers and his podcast has over 500,000 downloads.  Born and raised in Dallas, Texas, he received his Bachelor of Arts in both Economics and Philosophy from Dartmouth College. He holds a Master of Business Administration from Spain's IE Business School, where he focused on international finance and venture capital. Before launching his own firm, Shawn worked as a credit research analyst at J.P. Morgan and subsequently helped manage $1.1 billion in client assets at Bernstein Global Wealth Management. In his personal life, Shawn loves to push his physical and mental limits as an ultra-endurance athlete. An avid traveler, Shawn spends time between his offices in Dallas, New York City and Hanover, New Hampshire, and can often be found wandering the globe, having visited over 25 countries. divorceandyourmoney.com/coaching  

The team invites Scott Nevins join the podcast to talk about a career requirement - networking. Scott is a serial entrepreneur, CEO, and Principal Wealth Advisor at Bernstein Global Wealth Management. Networking is core to Scott's business and he's passionate about helping people do it well. You will hear some of Scott's best practices and answers to career navigation's toughest questions.Scott's Notes (PDF)Handle the challenges of job search and career change with the Career Navigator: vocacenter.com/career-navigator

In these uncertain times, now more than ever we need to know where we are headed and how to get there. In this interview, Executive Coach John Ramstead shares the critical component that most people overlook as they try to live their lives on purpose, with purpose.   We invite you to:   Step into a self-coaching experience that will help you rewrite your story and live into your true purpose.   Walk a path of personal and professional development that will increase your impact, engagement, and legacy.   Run a race at a pace set just for you and finish strong, so you really can get to where you want to go.     About John Ramstead   There are those rare moments when substance, subject matter, and a personal story coalesce and create inspiration. John Ramstead’s is one such story. A native Minnesotan, John attended St. Thomas Military Academy where he developed a love for military history (especially WWII) and became immersed in ROTC. Graduating at the top of his class in high school, a theme repeated many times in his academic and professional life, John was accepted into the Naval Academy but opted for Rensselaer Polytechnic Institute. At RPI, John studied electrical engineering. Again, John made Dean’s List and graduated RPI at the top of his class.   It was clear through his college career and young-adult life that John wanted to serve his country. John was the 1 in 10,000 to apply to the US Navy Flight School that got in. Like several other important milestones, this changed John’s life. When he arrived at flight school surrounded by extraordinary competitive peers, his father made a suggestion. “Find the best, the ace of the base, and get to know him. Then ask him how he does it.” John followed his father’s advice and this approach helped John to go on to graduate #1 in his class and #1 in Naval Aviation Training Command allowing him to be the only graduate to get his choice of aircraft.   John went on to serve our country by flying combat sorties in the Persian Gulf during Desert Storm. Over the following few years, John became a flight instructor, teaching America’s “best + brightest” to fly as he did. Of 40 elite pilots, John was selected for one of two spots at TOPGUN, the most advanced, competitive, and elite fighter pilot training program the world over. He continued his aviation career until it was cut short by a softball accident where he sustained nerve damage to his eye.   Things happen for a reason: John would go onto a highly successful career as an entrepreneur in the tech space, spending time at Focus Technology, Synera Systems in the data mining field, and then EMC, focusing on their $1B and below client portfolio where he managed a $100 million P&L. Regular 70 to 80 hour a week work schedules were common. Long days away from family and other important things began to take their toll. John began to ask a lot of penetrating questions about what he was good at and re-evaluated how to accomplish those goals. Transitioning from tech into financial services and planning, John has held several senior positions at Bernstein Global Wealth Management and Financial Designs, where he was a respected colleague and major contributor to those firms’ success.   Then came the accident. In 2011, John was thrown several feet from a galloping horse, impacting a fence. His doctors have told him he is nothing less than a living miracle. Twenty surgeries, six titanium plates later, and the likelihood that he would not live, John is not only here, but he is also thriving. His thinking and analytical capacity are operating at the same advanced level as before, but the accident shifted something profound in John and his outlook.   A calling: John believes that his life has been spared so that he can pursue his life work – to give back to other leaders what has been given to him. Having been a successful, proven leader of men and women, whether as part of executive teams or as a combat veteran, John has a unique perspective on establishing a template for success that goes beyond achieving financial goals and the mission.   John’s perspective is unique in that it not only encompasses critical performance metrics, but also critical life aspects of balance, family, happiness, joy, and laughter. John was born to lead. He has proven his valor and ability on the battlefield and in the boardroom. His aim is to apply those skills to other leaders struggling to find clarity and happiness in the pursuit of their own success and enjoy those things that matter most.   Strategic thinking, leadership skills, development, and execution – these form the framework for John’s approach. But John’s coaching style and methods go well beyond how to write and execute a brilliant plan. His message is about living life fully, making a lasting contribution, and understanding not only the how, but the why we are driven to achieve. He helps uncover these truths for his client-leaders and helps them to establish their own priorities to achieve what William James called “the life worth living.”   John has worked with hundreds of leaders in nine countries. His clients range from CEOs of Fortune 500 companies to start-up entrepreneurs and leadership teams of non-profits.   John has been interviewed on leadership, creating high-performing teams, and corporate coaching strategies multiple times on radio, TV, summits, and podcasts. John is also a frequent speaker on these topics and was asked to speak at the Jim Collins, author of Good To Great, Finishing Great event this summer.   John’s new book, On Purpose, with Purpose, will be released on 4/27/21, and you can pre-order your copy now at https://www.beyondinfluence.com/book/

In this episode, Susan Guthrie, top family law attorney and mediator, and the former host of Breaking Free: A Modern Divorce Podcast, chats with MBA, Author and the Host of the #1 Divorce Finance Podcast, Shawn Leamon to bring you his insider tips and advice for protecting your money and finances in divorce. There are very few topics in divorce that raise more fear than MONEY.  The minute divorce looms on the horizon, people start to worry about who will get what, who will have to pay what and how they will be able to live financially once the divorce happens. How much alimony/child support will I have to pay/will I receive? Can I afford to keep the house? What about my retirement, will I have enough to live on? On and on it goes and the fear can be paralyzing.  Shawn Leamon is the expert who can help you start to fight the fear and he does it by educating you on what you can do to protect your finances in divorce.  Shawn hosts the #1 divorce finance podcast, Divorce and Your Money, and he works with clients around the world to help them face their fear by educating them on the financial issues they face and helping them to make solid decisions for their future and that of their family.  Divorce is scary but having the right financial adviser can make all the difference so listen to this episode to get Shawn's top tips now! Here are some highlights from the episode: 4:45  Why is there so much fear around finances in divorce and what can you do about it? 5:50  What is "ostrich syndrome" in divorce and how can it hurt you? 14:00 Why you need to quantify your "marital pie" before you can start slicing it up between you and your spouse. 22:00  Why creating a timeline of your relationship can be so helpful to your divorce process AND how it can save you a ton of money. 26:30  How to keep your spouse from spying on you and keep your communications with your divorce team private. 32:00  Why going to court sucks and why it's financially important to avoid it if you can. Shawn Leamon is an MBA, Certified Divorce Financial Analyst, and host of the #1 divorce financial podcast, Divorce and Your Money. He is also the author of Divorce and Your Money: How to Avoid Costly Divorce Mistakes (2020), a no-nonsense, user-friendly guide that provides a complete plan for facing the tough decisions during divorce. Shawn’s work has been seen in Time, USA Today, Yahoo! Finance, Nasdaq, San Francisco Chronicle, and many other publications across the United States. His website, DivorceAndYourMoney.com has over 1 million viewers and his podcast has over 500,000 downloads. Born and raised in Dallas, Texas, he received his Bachelor of Arts in both Economics and Philosophy from Dartmouth College. He holds a Master of Business Administration from Spain’s IE Business School, where he focused on international finance and venture capital. Before launching his own firm, Shawn worked as a credit research analyst at J.P. Morgan and subsequently helped manage $1.1 billion in client assets at Bernstein Global Wealth Management. In his personal life, Shawn loves to push his physical and mental limits as an ultra-endurance athlete. An avid traveler, Shawn spends time between his offices in Dallas, New York City and Hanover, New Hampshire, and can often be found wandering the globe, having visited over 25 countries. You can find out more about Shawn Leamon, his services, book and podcast on his website:  www.divorceandyourmoney.com   For more information on dtour.life, the simple solution to collecting and organizing all of your divorce information, documents and forms in one place mentioned by Susan in this episode, visit their website at www.dtourlife.com! ******************************************************************** SUSAN GUTHRIE, ESQ., the creator and host of The Divorce and Beyond Podcast, is nationally recognized as one of the top family law and divorce mediation attorneys in the country.  She is one of the Co-Chair's of the American Bar Association's DR Section Mediation Committee and is the Founder of Divorce in a Better Way which provides a curated selection of resources and information for those facing divorce and other life changes.  Susan also provides legal coaching and divorce mediation services to select clients around the world through an online platform.  Find out more at www.divorceinabetterway.com. ***************************************************************************** THIS WEEK'S SPONSOR INFORMATION:   HELLO DIVORCE: Hello Divorce is a first-of-it's-kind DIY divorce website that allows individuals in California to complete the necessary forms for divorce as well as provides invaluable help with informative videos, articles, affordable legal advice and services all in an online platform and easy to use app!  Listeners of The Divorce & Beyond Podcast can use the discount code "DIVORCEBEYOND" to receive $50 off the cost of any service or subscription!  Find out more at www.hellodivorce.com. LEARN TO MEDIATE ONLINE:  As one of the leading online mediation experts in the country, Susan Guthrie has created a simple and efficient online training program that allows mediation professionals to quickly and easily add an online platform to their practice!  The two hour online program covers the basics of conducting mediations through an online platform like Zoom, and reviews the ethical and practical considerations that arise in this format.  You even receive a copy of, and the right to use, Susan's Online Mediation Guidelines and Ground Rules to make your online mediations even easier for mediator and clients alike!  Learn more at www.learntomediateonline.com or reach out to Susan directly at susan@learntomediateonline.com.  Listeners of The Divorce & Beyond Podcast receive $50 off the cost of the one-on-one training so be sure to mention that you heard about it here! If you would like to sponsor the show please reach out to us at  divorceandbeyondpod@gmail.com for pricing and details!!! ********************************************************************* Remember to follow Susan Guthrie and THE DIVORCE AND BEYOND PODCAST on social media for updates and inside tips and information: Susan Guthrie on Facebook Susan on Instagram Susan on Twitter Divorce & Beyond Podcast on Instagram Divorce & Beyond Podcast on Twitter If you want to see the video version of the podcast episodes they are available on The Divorce & Beyond YouTube Channel!  Make sure to LIKE and SUBSCRIBE so you don't miss a single episode! Finally, we'd really appreciate it if you would  give us a 5 Star Rating and tell us what you like about the show in a review - your feedback really matters to us!  You can also get in touch with Susan at divorceandbeyondpod@gmail.com. ***************************************************************************** DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.

Lisa Stone is a Principal in Bernstein Global Wealth Management, however, when she started her career that’s not what she set off to do -- she was heading to another country, bright-eyed and hopeful, with the vision of changing the world. Yet, life happens, and she went into finance. She has now been at Bernstein for 13 years. In this episode, Lisa shares her career journey, how to become comfortable (and successful) doing sales, picking a financial advisor, the bag lady syndrome, and more.

Lisa Stone is a Principal in Bernstein Global Wealth Management, however, when she started her career that's not what she set off to do -- she was heading to another country, bright-eyed and hopeful, with the vision of changing the world. Yet, life happens, and she went into finance. She has now been at Bernstein for 13 years. In this episode, Lisa shares her career journey, how to become comfortable (and successful) doing sales, picking a financial advisor, the bag lady syndrome, and more.

Bloomberg Intelligence's Paul Sweeney weighs in on Twitter cutting nine percent of its workforce. Seth Masters, chief investment officer at Bernstein Global Wealth Management, says bond investors should shorten duration as long-duration debt faces price risk with rising interest rates. Ira Jersey, senior portfolio manager at OppenheimerFunds, says he is overweight on emerging markets and bullish on Brazil. Ken Sena, managing director at Evercore ISI, comments on Twitter's earnings and the AT&T and Time Warner merger.

Bloomberg Intelligence's Paul Sweeney weighs in on Twitter cutting nine percent of its workforce. Seth Masters, chief investment officer at Bernstein Global Wealth Management, says bond investors should shorten duration as long-duration debt faces price risk with rising interest rates. Ira Jersey, senior portfolio manager at OppenheimerFunds, says he is overweight on emerging markets and bullish on Brazil. Ken Sena, managing director at Evercore ISI, comments on Twitter's earnings and the AT&T and Time Warner merger. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Managing money can be difficult especially in these last 6 years.  For non profits, this challenge exists as well. Brad Hawkins is a Financial Advisor and Vice President with Bernstein Global Wealth Management. He advises nonprofits and individuals on a variety of investment strategies. Since 1967 Bernstein has focused squarely on providing research and investment management services to institutions and individuals. Bernstein currently manages assets for over 3,000 endowments, foundations, charities and trade associations.

When we're sick, our immediate response is to go to the doctor, and often times we're given antibiotics to combat the ailment. There's a growing problem today, which is that many microbes that cause infections in people are becoming resistant to antibiotics. To tackle the legal bugs of this issue, host David Yas, a BU Law alum, former publisher of Massachusetts Lawyers Weekly and a V.P. at Bernstein Global Wealth Management, talks with Kevin Outterson, associate professor and co-director of the Health Law Program at Boston University School of Law. They take a look at the Centers for Disease Control and Prevention’s initiative to curb the overuse of antibiotics, the current legislation involving antibiotics and prescription privacy and how legal incentives can be used to address this public health issue.