In this episode, we discuss our hopes, fears, and predictions for 2021. My co-host, Rick Monfred, a fellow principal and financial advisor at Bernstein Private Wealth Management, returns for this third episode of the podcast's second season. If

Dollars and Sense - Talking To Your Children About Money

Dec 1st, 2020 29m 27s

My co-host, Rick Monfred, is - like me - a principal and financial advisor at Bernstein Private Wealth Management. In this episode, we discuss how we talk to our own children about money, and how we've helped clients with similar family discuss

Dollars and Sense - What Should I Do With Cash?

Oct 24th, 2020 30m 1s

This first episode of what might be a second season of Dollars and Sense is pretty different from last season's episodes. I don't have a guest with me on this episode - instead, I have a co-host. My co-host, Rick Monfred, is - like me - a princ

Dollars and Sense - Bob London

Sep 26th, 2019 25m 41s

Bob London is the founder and CEO of Chief Listening Officers, a B2B insights and strategy firm. At Chief Listening Officers, Bob helps companies develop winning brand messaging strategies by uncovering deep, actionable market insights—what Bob

Dollars and Sense - Haven Pell

Aug 28th, 2019 24m 6s

Haven Pell began writing about politics in 2011 at the website he founded, LibertyPell. He expects to launch a new website, Pundificator.com, later this year. Prior to becoming the Pundificator, Haven was a navy officer, a lawyer, an investment

Dollars and Sense - Dante Disparte

Jul 30th, 2019 23m

Dante Disparte is the first Head of Policy and Communications for the Libra Association, a newly-formed organization that has brought together social impact organizations and a diverse group of leading businesses from around the world to create

Dollars and Sense - Blake Allison

Jun 28th, 2019 22m 53s

Blake Allison is the founder and CEO of LifeCents. He also serves as chairman of VALOR USA, a national nonprofit financial education program for veterans, service members and their families which he founded 2012.In addition to his work at LifeC

Dollars and Sense - Enrico Cecchi

May 31st, 2019 24m 45s

Enrico Cecchi is the managing director of the IDI Group Companies. IDI has developed some of the most memorable projects in the Washington metro area over the last thirty years, and continues to lead the condominium and apartment communities in

Dollars and Sense - Adam Volanth

Apr 28th, 2019 24m 40s

Adam J. Volanth, PE, is president and Chief Executive Officer of Bohler Engineering. Adam is responsible for the leadership and strategic growth of Bohler’s 24 offices. He joined Bohler’s Pennsylvania region in 1992 and quickly became an integr

Dollars and Sense - Mike Stoltzfus

Mar 29th, 2019 24m 44s

With over 25 years of experience as a pilot and in aviation project management and worldwide business development, Michael Stoltzfus provides overall strategic direction, vision and leadership as President and CEO at Dynamic Aviation.Michael jo

Dollars and Sense - Nakul Munjal

Feb 22nd, 2019 26m 40s

Nakul Munjal is the founder and CEO of Status Identity, a cybersecurity firm based in the Washington DC area. Nakul has worked in cybersecurity since 2003. As part of the founding team for IBM Security Systems in New York, he helped multiple Wa

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