Podcast appearances and mentions of emily bouchard

If you have 5 minutes this week, listen to this recap of my conversation with Emily Bouchard with a BONUS look behind the scenes and my thoughts about what I learned. FULL EPISODE about the episode: https://bogumilbaranowski.substack.com/p/emily-bouchard-money-marriage-andFULL ARTICLE: https://bogumilbaranowski.substack.com/p/5-powerful-insights-from-emily-bouchardAlso, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil AT talkingbillions.co (not com) or if you just want to say hello, use the same email. Curious to hear from you! Lastly, if you like this 5-minute recap format, let me know, I might do it now and then with longer episodes!Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Transforming Financial Conversations from Sources of Tension to Opportunities for ConnectionGuest IntroductionEmily Bouchard is a specialist in family dynamics around wealth, with over 20 years of experience working with families navigating complex financial relationships. She's the founder of Blended Families Flourishing and Bouchard Bespoke Consulting, focusing on stepfamily dynamics, multigenerational family meetings, rising generation leadership, family governance, and family business succession.Key Topics DiscussedPersonal JourneyEmily shares how her mother's sudden death at age 44 (when Emily was 14) profoundly shaped her pathHer volunteering experience with teenage cancer patients at age 18 taught her about resilienceHer personal experience becoming a stepdaughter, step-granddaughter, and later a stepmother influenced her career focusWhy Money Conversations Are DifficultDifferent people develop different archetypal patterns related to money based on their upbringing and experiencesUnderstanding the underlying motivations, values, concerns, and beliefs makes money conversations more productivePeople avoid money conversations because they've rarely experienced them going wellCouple Finances and PrenupsFinancial infidelity (making significant financial decisions without including your spouse) is a leading cause of divorceImportant early conversations for couples include sharing earliest money memories and identifying core values around moneyPrenups should be viewed as strengthening a marriage by developing the muscle of having healthy money conversationsA prenup is an opportunity to decide what happens at the end of a marriage rather than leaving it to lawmakers who don't know youBlended Family FinancesThe concept of "fair versus equal" is crucial when discussing inheritance in blended familiesOne of the biggest mistakes in estate planning is not checking and updating beneficiariesCommunication about estate plans with family members can prevent misunderstandings and litigationTeaching Children About MoneyStart money conversations as early as age five, focusing on philanthropy and understanding valueUse share/save/spend models to help children develop healthy money habitsBe open about family wealth status to prepare children for when they might encounter this information from peersMulti-generational WealthWealth holders should articulate the stories and values that led to wealth creationBeneficiaries need education about their roles and responsibilitiesMoney amplifies existing family dynamics rather than creating entirely new problemsPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Emily Bouchard combines her academic learning, professional experience, and personal awareness to serve blended families. We talk about reframing stepfamilies to blended families, ex-partners to former partners, and bonus parents – examples of the importance of careful language and intentional communication to enable families to thrive. And we hear a taste of Emily's work with humans connecting with horses in transformational retreats.Emily mentions her book, Beginner's Guide to Purposeful Prenups. You can learn more about that and her work here: https://emilybouchard.com/Her recent article about the challenge of gray divorce can be found here: https://www.craincurrency.com/family-office-management/gray-divorce-and-remarriage-can-make-things-complicated-family-officeDo you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.Enjoy the show for free on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/  

In this episode, Brian C. Adams is joined by Emily Bouchard, head of PNC Private Bank Hawthorn's Institute for Family Success. They discuss topics involving blended families, multi-generational dynamics, family meetings, next-generation engagement, and resilience-building. Emily draws on over 20 years of experience coaching affluent families to provide insights and best practices around the intersection of wealth and communication.[00:00 - 08:50] - Emily's BackgroundEmily has a Master's in social work and specializes in family systemsGot into the field by working at a therapeutic camp and children's hospitalsRecruited by a family office services firm 20 years ago[08:51 - 15:52] - Working with Blended FamiliesBlended families face complex step-family dynamicsCreating a "family code of arms" can help define values when togetherBringing people together and supporting each other through shared experience and challengesRegular, open conversations about finances is key[15:53 - 28:09] - Holding Productive Multi-Generational MeetingsMix strategic talks with enjoyable activitiesNeed an agenda but also a "cooler" for parking issues to address laterAddress unexpected topics using a "yes and" approach.A professional facilitator aids effective communication[28:10 - 42:52] - Building Resilience and Engaging Next GensRising generations tend to have higher emotional intelligenceUse curiosity, not judgment, when they share vulnerable perspectivesGive them responsibility matched with empathy and supportKey Quote:"When you have an agenda, you want to have an agenda ahead of time, and you want to look for input from everybody who's attending and give everybody a chance to put their input in." - Emily BouchardConnect with Emily Bouchard!Website: https://www.pnc.com/en/personal-banking/private-bank/hawthorn.htmlLinkedIn: https://www.linkedin.com/in/emily-bouchard-5a9a049/This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me:https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Emily Bouchard's approach to landing media interviews for her book was quite simple. She reached out to a journalist and asked for one. She didn't know how to create a press release, so she googled it. And then created one. Seems like we all can do that! Emily is a Family Dynamics Coach to ultra high net worth families, and author of "Estate Planning for the Blended Family" and "Beginner's Guide to Purposeful Prenups." Emily didn't let what she didn't know stop her. Her persistence and tenacity give hope to writers who are starting from scratch.  

During this podcast you will learn:   Why it's important to understand the family's past and the values that shaped the family business.  What other family businesses are doing with their history and why you should too  How to best collaborate with advisors when combining family history, family dynamics, family governance, and business succession planning    This week's guests:    Karen McNeill  Senior Family Historian, Family Office Services Ascent Private Capital Management*  As an award-winning historian and biographer, Karen helps clients explore their family's journey through generations. “I'm passionate about history and its importance in helping us understand ourselves and the world in which we live. I believe we're not just products of history: we're historical actors in a larger narrative, and this awareness can inform how we live our lives and build toward the future.”  Karen helps families and their businesses discover the people and stories that embody the values and culture that define their legacy and shape their vision of the future. She works with multiple generations within families and key figures in businesses to uncover and construct meaningful histories.  “I believe strongly in the responsibility of everybody to consider the short- and long-term impact of their actions and decisions, and I've spent a long time researching and writing about how people address contemporary issues while consciously trying to shape the future.”  Karen has nearly twenty years of experience developing history projects with individuals, families, businesses, private and public sector organizations. She has been a consultant to heritage foundations, landmarks commissions and many private and public individuals, and has taught, published and earned numerous honors and awards for her work. She is also a seasoned public speaker and facilitator. At Ascent, Karen is particularly engaged in Philanthropic Impact and Women and Wealth initiatives.  She earned a master's degree and Ph.D. in history from the University of California, Berkeley.    Emily Bouchard  Managing Director, Leadership and Legacy Consultant, Family Office Services Ascent Private Capital Management*  A specialist in family dynamics, Emily focuses on the emotional impact of wealth on estate and financial planning. Backed by her extensive experience, she fosters better communication and leadership skills to help multigenerational families successfully transition their businesses, assets and values.  Her approach stems from an acute awareness of the importance of healthy communication in families. Her mother's death when Emily was 14 showed her the impact on people's lives when they are not equipped to communicate about things that matter most. “Since that time,” she says, “I've had an insatiable curiosity about how I can best support people in connecting with those they love about their hopes, dreams and concerns.” She encourages families to share their philanthropic vision as well. “Facilitating multigenerational families in clarifying their philanthropic goals and vision is a great way to open up conversations about values, history, legacy and how to have a real impact.”  Emily earned her B.A. in child development from the University of Pennsylvania, Philadelphia, and M.S. in social work, with an emphasis on marital and family therapy, from the University of Texas at Arlington. She is also a certified money coach and has facilitated hundreds of family meetings in the U.S. and internationally. Emily is a frequent presenter at conferences and trains advisors on family dynamics, family education, and the complexities of family business transitions.  Emily is the coauthor of “Estate Planning for the Blended Family,” “Beginner's Guide to Purposeful Prenups” and other publications. She was the founder of blended-families.com, which provides resources and strategies to help stepfamilies overcome their challenges. She has appeared on CNN and The Today Show, has been published in The New York Times and the Wall Street Journal, as well as in other media.  *Not affiliated with Lincoln Financial Advisors Corp.   CRN-3346669-112520  The content presented is for informational and educational purposes.  The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.    Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

Henry chats with Emily about her Maine roots and getting started in golf. Other topics of discussion, include: finding the zone at Penoby, going head-to-head in college with Henry, Maine women's golf, Mardi Gras, and Biddeford-Saco CC.

Blended families can have different needs when it comes to financial planning and life insurance. In the second of two special podcast episodes, Randy Zipse has an in depth discussion of ways to approach planning for blended families with his guest, Emily Bouchard.  Emily’s wealth of experience in working with blended families may add to your understanding of ways to approach planning for unique families. A leading expert in field of blended family dynamics for fifteen years, formerly managing partner of Wealth Legacy Group, Emily is now a Strategic Wealth Coach at Ascent Private Capital Management.  Co-author of  Estate Planning for the Blended Family, Emily has been interviewed for The Today Show, CNN, WSJ, Bloomberg BusinessWeek and the New York Times. Emily also

Blended families can have different needs when it comes to financial planning and life insurance. In the first of two special podcast episodes, Randy Zipse has an in depth discussion of ways to approach planning for blended families with his guest, Emily Bouchard.  Emily’s wealth of experience in working with blended families may add to your understanding of ways to approach planning for unique families. A leading expert in field of blended family dynamics for fifteen years, Emily has been interviewed for The Today Show, CNN, WSJ, Bloomberg Businessweek and the New York Times. Emily also co-authored Estate Planning for the Blended Family with L. Paul Hood.

How do we make the most of our wealth, our money, our values, and transferring those to the next generation.  How do we deal with the emotional impact of money and wealth in our lives.

Wills, why we don't have them and why we need them. Emily Bouchard and Doctor Tom Deans discuss the author's book "Willing Wisdom".

An Inheritor's Dilemma. WATCH AT: YouTube.com/SylviaGlobal

Part 2 of 4. Emily & Dr. Jamie respond to probing quests regarding dilemmas faced by inheritors. Many people who benefit from an inheritance feel challenged by the automatic judgements and comments people make unconsciously about "disposable income" and "trust funds". Knowing how to gracefully navigate the presumptions, and even hurtful comments, you may encounter will empower you. Part 2 of 4

Part 1 of 4. Emily & Dr. Jamie respond to probing quests regarding dilemmas faced by inheritors. Many people who benefit from an inheritance feel challenged by the automatic judgements and comments people make unconsciously about "disposable income" and "trust funds". Knowing how to gracefully navigate the presumptions, and even hurtful comments, you may encounter will empower you. Part 1 of 4 Subscribe to Sylvia Global Media at: 

Emily speaks with Holly Stiel, author and trainer, on How to Get the Most out of your Concierge from A-Z. What a world class concierge is. The ultimate in service... Please Subscribe to Sylvia Global Media at: http://www.youtube.com/user/SylviaGlobal

The Foods that We Eat, Advantages of Using Pure Natural Foods and Pure Natural Products WATCH AT: http://www.youtube.com/watch?v=KpCSmE2MOOI

Emily Bouchard has a conversation with Beth Greer an Investigative Reporter and Journalist at Huffington Post who Eliminated a Large Tumor in Her Chest without Drugs or Radiation with the Optimum Health Institute.  WATCH AT: http://www.youtube.com/watch?v=RHt-2L-lB8E

Join Wealth Psychology Host, Emily Bouchard, and guest,Terrance C. Heath, family law attorney of the Heath-Newton, LLP. as they discuss domestic partnerships. They discuss both the legal ramifications of registering and the emotional side of these relationships.  If you're living with someone who you either cannot marry due to laws in your state, or you're living with someone who you choose not to marry, have you ever thought about: 1. What is are the differences between a Registered Domestic Partnership and a marriage? 2. Should I get registered? WATCH AT: http://www.youtube.com/watch?v=-A5FRvOAN9U

What questions should women ask when looking for a good financial adviser that understands them? What should financial advisers keep in mind when working with female clients?    Wealth Psychology host, Emily Bouchard, talks with Kathleen Burns Kingsbury, author of "How to Give Financial Advice to Women" and Founder of KBK Wealth Connection   Subscribe to Sylvia Global Media at: http://www.youtube.com/user/SylviaGlobal

Willow Dea, M.S. OTR, is deeply inspired by the impact of transformational practices in emerging educational systems. Her thirst for working with systems began with the human body. She holds a bachelor's and master's degree in occupational therapy, the science of human performance. As a relentlessly curious learner, she was certified in five additional modalities of human integration which facilitate sustained peak performance and conscious embodiment. Willow has used an integral approach with her clients in private practice and in educational settings for 15 years, providing leading edge services for people of all ages. She is currently the Technical & Systems Director for an integrally informed school in downtown Austin, called the Khabele School. Willow is the Editor of Igniting Brilliance: Integral Education in the 21st Century. Subscribe to Sylvia Global Media at:  http://www.youtube.com/user/SylviaGlobal

Facing Transitions from a Place of Abundance!   Are you feeling the impact of a major life change at the moment?   Have you been challenged by a transition around your health, finances, marriage, or work?   Learn about "Abbondanza: Seven Secrets I learned from My Italian Grandmother for Thriving No Matter What Life Throws At You."   Join Host, Emily Bouchard, in learning about Dr.Toni Galardi's unique and powerful approach to facing changes and losses from a place of empowerment and, yes, even joy!   Share your questions and observations to our conversation in the comments thread! Emily & Dr Toni would love to hear and respond.   To learn more about Emily Bouchard or Dr. Toni Galardi to to www.SylviaGloabl.com

Emily Bouchard has a conversation with Attorney Erik W. Newton is partner in the San Francisco, California firm Heath-Newton LLP, where he works in the areas of premarital agreement, child custody and complex asset division.

Are you comfortable having the conversation about money with your partner? Many remarried couples avoid this topic like the plague even though their future security is at stake. Listen to Rachelle discuss stepfamily finances with Emily Bouchard, an expert in stepfamily dynamics. Emily Bouchard, MSSW, is a managing partner at Wealth Legacy Group, and founded www.Blended-Families.com in 2003. She … Read more about this episode...

Wealth Psychology, with Dr. Jamie Traeger-Muney and Emily Bouchard.  The psychology of money, family, decisions and our emotions. Live Tuesdays, 8:00-9:00 a.m. PST Call:  (347) 215-6138   Wealth Psychology is made possible by Wetherby Asset Management. Learn more at Wetherby.com  https://www.wetherby.com

Wealth Psychology with Emily & Dr. Jamie Host, Emily Bouchard talks with California divorce lawyer, Terrance Heath about Registered Domestic Partnerships in California. What is it? Can same-sex couples be registered? What legal aspects should couples who get registered be aware of? And many more questions are answered by Terrance in this episode of Wealth Psychology. Wealth Psychology wiht Emily & Dr. Jamie can be viewed LIVE on Sylvia Global's YouTube channel every Tuesday morning at 8:00 am (PST). http://www.youtube.com/user/SylviaGlobal Questions and comments for the hosts and guest can be posted in the video comment thread or e-mailed to listeners@sylviaglobal.com   

Wealth Psychology, with Dr. Jamie Traeger-Muney and Emily Bouchard.  The psychology of money, family, decisions and our emotions. LIVE Video streams Tuesdays 8:00-9:00 am (PST) www.youtube.com/SylviaGlobal Today's show has been pre-recorded. Live stream will resume Tuesday, April 30,  8:00 am (PST) with family lawyer Terrance Heath to discuss legal questions regarding "Registered Domestic Partnerships" 

Wealth Psychology, with Dr. Jamie Traeger-Muney and Emily Bouchard.  The psyhology of money, family, decisions and our emotions. Live Tuesdays, 8:00-9:00 a.m. PST Call:  (347) 215-6138   Wealth Psychology is made possible by Wetherby Asset Management. Learn more at Wetherby.com  https://www.wetherby.com

Wealth Psychology host, Emily Bouchard speaks with Erik Newton, Family Law Attorney and principal at Heath Newton in San Francisco, about his approach to pre-nups.  Erik recently weighed in on a debate on the NYTimes Opinion page about whether or not makes sense to have a pre-nup. , with Dr. Jamie Traeger-Muney and Emily Bouchard.  The psyhology of money, family, decisions and our emotions. Live Tuesdays 8:00-9:00 a.m. PST Call:  (347) 215-6138 E-Mail: listeners@sylviaglobal.com Wealth Psychology is made possible by Wetherby Asset Management. Learn more at Wetherby.com  https://www.wetherby.com

In a special episode of Wealth Psychology, Emily Bouchard speaks with Darya Allen-Attar, founder of Broads Circle  and a panel of accomplished, successful women in a frank conversation about the challenges and opportunities for women sitting on a corporate board.     

Emily Bouchard answers Sylvia Global's listener questions. 

Maximizing The Blessings & Minimizing the Potential Curse of Wealth for Your Children Guests: Emily Bouchard & Jamie Trager-Muney Martia and guests Emily Bouchard & Dr. Jamie discuss: the pitfalls of wealth for your children & how to avoid them; what must be said to your children about your wealth; how to get past the fear of having wealth conversations — and a template for what to say and when. Emily Bouchard is managing partner of Wealth Legacy Group and has helped more than 100 affluent women build stronger relationships and communication in their families.  www.wealthlegacygroup.net

Emily Bouchard answers Sylvia Global's listener questions. Call in LIVE Tuesdays 8:30 AM PST.

Join Sylvia Global's Wealth Psychologist, Emily Bouchard LIVE! Money, blended-families and how to stay true to your values.

  Part 1 - Sylvia Global kicks off a new series on Women:  Our sexuality! Our  money!  A conversation about female sexuality and how money effects us physically and emotionally.  Sylvia Global's wealth psychology advisors, Dr. Jamie Traeger-Muney and Emily Bouchard of the Wealth Legacy Group pose the eqvocative question, offer the inspiring invitation and leave listeners with useful tools.

Part 1 - Sylvia Global kicks off a new series on Women:  Our sexuality! Our  money!  A conversation about female sexuality and how money effects us.  Sylvia Global's wealth psychology advisors, Dr. Jamie Traeger-Muney and Emily Bouchard of the Wealth Legacy Group pose the evocative question, offer the inspiring invitation and leave listeners with useful tools.

Sylvia Global introduces our wealth psychology partners, the Wealth Legacy Group (WLG), experts in the emotional impact of wealth on inheritors, women, blended-families and couples.  Sylvia Global is in Moodain, Israel with Jamie Traeger-Muney, Ph.D, Founding Principal of Wealth Legacy Group and Marin, California with Emily Bouchard, Managing Partner of Wealth Legacy Group. This episode introduces Sylvia Global's partnership with WLG and our interactive series on "Redefining Wealth and Maximizing Your Money Potential."  It's so much more than the money.  Tools, Tips and Take Aways that result in personal postive change.  Its never to late to get it right.  Start now.

Sylvia Global returns to California, meeting with author and leading expert in the field of step and blended family dynamics, Emily Bouchard.   Emily takes us step-by-step beyond exploring the fears and taboos associated with money and ultra-wealth to a winning place of empowerment and assistance.  Emily is a Managing Partner of the Wealth Legacy Group.

Jacquelyn Fletcher gets the low-down on stepparenting teenage stepchildren from stepfamily coach Emily Bouchard.

Patricia welcomes Emily Bouchard, author of the e-book Conquering Conflict: Techniques and Strategies for Resolving Blended Family Conflict. Tune in as Emily discusses www.blended-families.com, which serves over 5000 subscribers with resources that dramatically improve communication and relationships in blended and stepfamilies.

Patricia welcomes Emily Bouchard, author of the e-book Conquering Conflict: Techniques and Strategies for Resolving Blended Family Conflict. Tune in as Emily discusses www.blended-families.com, which serves over 5000 subscribers with resources that dramatically improve communication and relationships in blended and stepfamilies.