Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and ...
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This podcast is devoted to Yale College's greatest class ever -- the indomitable Yale College Class of 1987. This podcast rests on the belief that everyone has a story to tell. Here, we have extraordinary conversations about people's every day lives. We find out what people have learned, where they are and where they are going. Thanks to all of our classmates who have shared their lives. The generosity of spirit they show in each episode is remarkable. Special thanks to our podcast engineer, ...
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From Passive to Powerful: Unlock Your Real Estate Tax Benefits
14:06
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14:06Send us a text What Is The Difference Between Passive And Non-Passive Rental Income? The complex world of real estate taxation contains hidden opportunities that could dramatically impact your bottom line—if you know where to look. Brian Moss, a senior tax associate with MP CPAs who recently passed all four parts of his CPA exam, breaks down the cr…
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Navigating the SECURE Act 2.0: Critical Changes for Your Retirement Future
13:24
13:24
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13:24Send us a text What is The SECURE Act 2.0? Retirement planning is undergoing a seismic shift with the implementation of SECURE Act 2.0, and your financial future depends on understanding these critical changes. Melissa English, Audit Director with over 23 years of experience at MP CPAs, walks us through the five major changes hitting retirement pla…
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Maximizing Your Stock Compensation Benefits with Expert Insights from Matt Baran
10:23
10:23
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10:23Send us a text What Are The Different Types Of Stock Compensation, And How Can Employees Maximize The Benefits While Navigating The Tax Implications And Potential Risks? Discover how understanding the intricate world of incentive stock options, non-qualified stock options, restricted stock units, and employee stock purchase plans can make a signifi…
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Unlocking Business Value: Mastering Valuation Strategies with Tim Provost
11:48
11:48
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11:48Send us a text What Are The Most Effective Methods For Determining A Business's Value? Learn the secrets of business valuation with Tim Provost, a partner at MP CPAs, as we explore the complex world of determining a company's true worth. Whether you're eyeing investment opportunities or planning strategic moves like mergers and acquisitions, unders…
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Tax Residency Complexities: Insights from Jeff Laboe on Statutory and Domicile Tests
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15:40
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15:40Send us a text How Can Tax Residency Issues Impact Your Financial Situation, And What Should You Know About Audits? Learn the secrets to navigating the maze of tax residency with our latest Knowing What Counts Podcast episode. Join me, Sophia Yvette, as I sit down with Jeff Laboe, a tax manager at MP CPAs with over a decade of experience. Jeff brea…
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Estate Planning in Massachusetts: Expert Strategies with Tim Lafalam
12:18
12:18
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12:18Send us a text What Are The Key Considerations And Strategies For Effective Estate Planning In Massachusetts? Unravel the secrets of estate planning in Massachusetts with tax manager Tim Lafalam from MP CPAs, as he enlightens us on the intricacies of protecting assets and preserving legacies. Tim, who spearheads estate planning at MP CPAs, shares h…
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From Small Practice to Industry Leader: The Rise of MP CPAs with Tim Provost
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7:35
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7:35Send us a text Meet Tim Provost with MP CPAs Unlock the secrets behind the incredible rise of MP CPAs as we sit down with partner Tim Provost, who takes us through the firm's transformation from a small practice to a full-service accounting leader. Discover how MP CPAs, originally founded by Rick Moriarty and Jay Primack, has flourished over the pa…
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Maritza Guzman -- talking about philanthropy and a whole lot more
31:03
31:03
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31:03Maritza Guzman was kind enough to share her story of being a Yale student and on spending her life devoted to philanthropy. Take a listen! Here is what her organization says about her: Maritza’s personal experience with social justice issues inspires her to help create more opportunities for communities of color. As the daughter of immigrants and t…
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Melissa Gilliam -- a medical researcher and physician takes on the challenge of being Provost at Ohio State
37:09
37:09
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37:09Melissa Gilliam is an amazing classmate. She had a storied career as a medical researcher but sought a completely new challenge at The Ohio State University. There, she is Provost and is shaping a land grant institution so it can serve thousands of students, the community and the world through its academics and research. Here is Melissa's bio: As O…
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Susan Anslow Williams -- Episcopal priest and turn around specialist for parishes in transition
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34:29Our classmate Susan Anslow Williams is an Episcopal priest in the Detroit area. She has spent her time since ordination helping parishes in transition. The past several years have been particularly challenging for Susan's flock and in this episode Susan shares here journey. Here is a bit about Susan's like, from her website https://revved4change.or…
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Joanne Lessner -- writer, singer, director, actor . . . she does it all!
39:41
39:41
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39:41Ever think that your neighbor is so annoying that you might cast them as a villain in your next novel? Well, Joanne Lessner has. She is a polymath who has been singing, writing, acting and performing since college. Is she the most famous? No. Has she made it to Broadway? Well, yes, but most of her career has not been there. Has she built a family a…
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Katharine Beals -- our only classmate to be banned for life from Twitter
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33:52
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33:52Katie Beals is a fierce advocate for her child and for all children with autism. She has strong views, which have left her in the unenviable spot of being cancelled by Twitter. Listen to her about children, about education and about speech. All fascinating. Here is a bit more about Katie: Katharine Beals has a PhD in linguistics and is an adjunct p…
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Oxiris Barbot -- a call to action from the NYC Health Commissioner who first faced COVID
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32:41
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32:41Those of us in the New York City area saw our classmate, Oxiris Barbot, as a leader at the beginning of COVID. A doctor and life-long advocate for health care equity, Oxiris helped all of us through those first difficult first months. In this episode, she shares her perspective -- and challenges us all to make the world a better place. Here is a bi…
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Humberto Jasso -- a classmate explains how has spent a lifetime building bridges between people
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32:16
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32:16Our classmate Humberto Jasso came to college with only the vaguest idea of what he was getting himself into! Armed with an adventurous soul and inquisitive mind, Humberto has spent a lifetime trying to build bridges between people and countries. Listen in as he shares a truly remarkable international perspective…
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Catherine Marquet Elliott -- she set out to teach French and learned how to teach about life
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49:27Catherine Marquet Elliott has spent her adult life teaching French in a public school in Massachusetts. Listen as she describes her journey form a young teacher who set out to teach French to a master teacher who realizes the classroom experience is about changing lives and helping young people transform. Catherine thinks about the classroom and he…
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Rob Raguso -- the closest person our class has to Indiana Jones
37:34
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37:34Rob Raguso is the closest thing Yale has to Indiana Jones. He travels to remote jungles to study bugs. He understands both art and natural history. He is an integrative thinker who is just a joy to speak with. Please spend 30 minutes eavesdropping on our conversation. You will be glad you did.Here is how Rob describes his work: "I study plant-insec…
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Charlotte Sussman -- sailing, 18th Century Literature and how it all fits together
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43:22I spent some time with Charlotte Sussman recently talking about our shared passions of sailing and literature. Charlotte is a Professor of English at Duke and recently the author of Peopling the World. One website explains: Through a literary lens, Professor Charlotte Sussman examines the 18th-century shift in Britain’s understanding of the value o…
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Dante Centouri -- the life of a standup physicist and finding out about the blue wig
35:03
35:03
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35:03Dante Centouri was many things in college: a physics major, a comedian who played the nose flute, and the drum major for the Yale Precision Marching Band. Since then, he has been a science educator, helping children around the country learn about science through his sensitive and funny teaching. Dante is now the Executive Director of the Armstrong …
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Kevin Berlin -- an artist shares his take on life, living and exploration
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36:07Kevin Berlin is a unique fixture in our class. In this episode, he tells us about his signature top hat, his work as an artist and his creative response to COVID. Kevin Berlin is an international artist best known for painting, sculpture, and performance. Berlin currently lives in Southampton, New York and Florence, Italy. Berlin, a Yale University…
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Carrie Baker -- feminist, activist, scholar and photographer
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36:03
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36:03Carrie's conversation was not what I had expected. I had read her work and seen her photography, but I was not prepared for the very personal perspective Carrie shared in how she has traveled her path. Listen. You will hear about the Yale of the late 1980s, about sexism and misogyny, and about a resilient classmate who has taken on the ideas and pe…
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Margo Pave -- being a single mother later in life and passing down values and traditions
37:22
37:22
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37:22Margo Pave has been a force since college, committed to justice and building the world in which she wants to live. Part of her journey has included becoming a single mother later in life. Listen in as Margo talks about the joys of raising children and the world she wants to leave them. You will leave the episode inspired and maybe a little exhauste…
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Tom McNulty -- the future of energy and what the climate change "debate" looks like now
33:14
33:14
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33:14Classmate Tom McNulty had a winding path to the energy business, but has spent most of his life thinking about our nation's energy supply -- how it is used, where it comes from and what the future holds. During the conversation, Tom kept talking about the climate change "debate," so I asked him what he meant by that. I was surprised by his answer. …
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Laura Ekstrand -- actor, director, community builder
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25:55
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25:55Listen to Laura Ekstrand's take on things and you'll hear from a classmate who has built a creative community. She was co-founder of Dreamcatcher Reparatory Theater (now, Vivid Stage) with Janet Sales in 1994. She has her own podcast, Local with Laura Ekstrand, and an impressive body of work, which you can read about on her website: https://www.lau…
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Tamar Gendler -- lessons learned from life as a scholar and a mother
37:42
37:42
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37:42Tamar Gendler is always so engaging and this conversation is no exception. In this episode, Tamar talks about her work as a professor, as the Dean of the Faculty of Arts and Sciences at Yale, and as a parent to two amazing children, one of whom is transgender. This conversation will make you think and feel fortunate that we have such a thoughtful a…
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Doris Iarovici -- an author and psychiatrist discusses her art and her lessons from working with college students
34:00
34:00
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34:00Doris Iarovici has had such a rich and considered life. Doris brought her experience as an immigrant to Yale, and has emerged as a thoughtful and compassionate artist and doctor. Listen in as she shares her experiences and what it is like to have Minnie Driver play her in an adaptation of Doris' life story. Check out Doris' website: www.dorisiarovi…
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Jose Egurbide -- a lifetime of work developing restorative justice in Los Angeles
31:34
31:34
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31:34In this episode, Jose Egurbide shared how he went from Yale to become a criminal justice reformer in Los Angeles. Jose's story is both personal and uplifting. Listen in as he describes how restorative justice has changed lives and communities in Los Angeles. Truly inspiring.
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Sidney Hardee -- meeting Bart Giamatti in a dug out, building a business and looking back at a mother's influence
33:56
33:56
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33:56Had a great conversation with classmate Sidney Hardee, who shared some great stories about his time at Yale. His mother was a hug influence on Sidney, as were his fraternity brothers. He also talks about how he has built his own business. Listen in! So you know more about Sidney, he is the Managing Partner of Hardee Brothers, LLC and Global Investm…
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Mary Broach -- talking about philanthropy and how a determined group can make a difference
31:54
31:54
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31:54Mary Broach has been changing her community by organizing women to support organizations that make a difference. Starting with a simple concept -- let's get 100 women to donate $1,000 each -- Mary and her colleagues have had a profound impact on the greater Philadelphia area. Each year, they band together and make a difference. Listen in as Mary ex…
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David Kramer -- thoughts about real estate, the future of New York City and making sustainable housing
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37:40David Kramer shares his thoughts about real estate, the future of New York City and making sustainable housing in the wide-ranging discussion. David is a native New Yorker who loves developing housing as part of his commitment to help build a better city. David joined Hudson back in the stone age of 1995 and has played a role in many of Hudson’s mo…
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Lan Samantha Chang -- a writer discusses her latest novel, The Family Chao
34:17
34:17
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34:17Sam Chang is an accomplished writer who has just come out with a novel, The Family Chao. The story of a family of immigrants and first generation children who struggle with life in a midwestern town. In this episode, we discuss the book, its themes of belonging, assimilation, alienation and ethnicity. For more about Sam and her new book, please vis…
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Natasha Zupan -- an artist shares her views of the world and her favorite color
33:24
33:24
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33:24"What's your favorite color?" I asked, as if such a question would elicit a simple answer. It didn't. Our classmate, Natasha Zupan, has spent a lifetime not following her father's warning not to become an artist. She has created and travelled and explored. She has built a life centered around beauty and reflection. Listen in as Natasha shares her v…
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Lorraine Wang -- reinvention: the story of a former journalist who kept pivoting
29:38
29:38
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29:38Lorraine Wang enjoyed success as a journalist, becoming a senior editor of the LA Times. With journalism changing and becoming less of a stable career, Lorraine pivoted, earning a second bachelor's degree and ultimately going to law school. She is now starting again as a junior lawyer. In this episode, she shares her journey of reinvention.…
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Sonya Baker -- a singer and educator shares her journey
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41:33
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41:33Sonya Baker is an accomplished singer and gifted educator who shared her journey so eloquently. Please listen through the end, where you will hear from Sonya about what it meant to her to sing "Ride the Chariot" as part of her time in the Glee Club. Thanks to the Yale Glee Club we have a a recording of Sonya singing her powerful solo of that spirit…
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Sharon Buccino -- environmentalist and recent Wyoming transplant
31:40
31:40
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31:40Please join the conversation with Sharon Buccino, who has worked at the Natural Resources Defense Council for decades. Having devoted her life to the defense of the wild and environmental advocacy, Sharon's perspective is both informed and insightful. You can read more about her work here: https://www.nrdc.org/experts/sharon-buccino.…
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Paul La Monica -- parenting special needs children and coping with the death of a child
29:45
29:45
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29:45Our classmate Paul La Monica offers his reflections on parenting special needs children and coping with the death of one of his children. Paul brings grace and wisdom to these serious topics. I laughed and I cried during this conversation. I will let Paul speak for himself.
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Kristin Hoganson -- historian and proud Midwesterner
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33:17
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33:17Listen to Kristin talk about her perspectives as a professor of history who has considered America's Heartland -- what it is and what it means. She also shares her perspective on teaching in the pandemic. Kristin is a Professor of History at the University of Illinois, Urbana-Champaign. She is the author of Fighting for American Manhood: How Gender…
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Catharine Slusar -- actor, professor and very thoughtful educator
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35:59
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35:59Our classmate Catharine Slusar has built a life as an educator and an actor. Listen in as she discusses representation on stage, teaching undergraduates and learning along the way. Catharine also discusses how acting fits into a liberal arts education. Here is a bit more about Catharine: https://www.brynmawr.edu/people/catharine-slusar…
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Karen Painter -- observations about music, political rhetoric and the current state of academia
26:27
26:27
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26:27Karen Painter is a professor of music who has spent her academic career studying classical music. Her work concerning the use of music as a tool of political propaganda in Nazi Germany is interesting and relevant today, as is her more recent study of the poetry of German women. Take a listen! Karen is on the faculty at the University of Minnesota, …
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Steve Harper -- writer, actor, teacher and innovator
30:06
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30:06Listen in as Steve Harper takes along his journey from actor to writer to innovator. He talks about life and his web series, Send Me, a series that explores characters who ask to be sent back to the time of slavery. Along the way, we talk about race, the evolution of media and a whole lot more. For more about Steve, visit his webpage here: https://…
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Rob Long -- reflections on where comedy and entertainment have been and are going
25:19
25:19
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25:19Rob Long has had a varied career in entertainment, branching out to political discourse via Ricochet. Listen in to Rob's discussion of the changes in TV writers' rooms and how we might be able to have more meaningful conversations on issues of the day. Rob is always entertaining, so listen in. If you'd like to hear more from Rob, you can listen to …
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Morgan Grove -- turning a passion into a career and turning urban wood into opportunity
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30:04
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30:04Morgan Grove has always seen the world differently. An architecture major who saw that buildings could and should be in harmony with nature, Morgan ultimately earned a Ph.D. and has spent much of his career working for the U.S. Forestry Service. Listen in as Morgan describes urban forestry, tells us about "urban wood," and scares the hell out of us…
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Minter Dial -- searching and ever evolving
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31:41
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31:41Classmate Minter Dial is a man of many talents -- author, movie producer, speaker. Minter Dial is an itinerant bohemian in search of experiences and interesting people. Above all, he is a searcher: searching for meaning. Listen in to our discussion, and following Minter on his blog, via his podcast, or by reading his books. https://www.minterdial.c…
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Paul Doiron -- a trout fisherman who never gave up his dream and became a novelist
28:43
28:43
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28:43Paul Doiron is a novelist who writes mystery novels set in the woods of Maine. It hasn't always been like that. Listen to Paul's story, about how his life evolved and he never gave up his dream. You can read more about Paul at http://www.pauldoiron.com/.
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Yuka Manabe, Val Norton and Carl Zimmer -- discussing COVID: what they've seen, what they've learned, what we should know
50:53
50:53
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50:53Join our classmates Yuka Manabe, Val Norton and Carl Zimmer as they discuss COVID. Yuka is a Professor at Johns Hopkins Medical School, specializing in infectious diseases. Val Norton is an Emergency Room doctor and hospital administrator in San Diego. Carl Zimmer is a science writer for the New York Times and 14 books, including A Planet of Viruse…
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Tim Harkness -- how a family road trip in 1976 turned into four years at Yale
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31:43The tables are turned in the next episode of the podcast, with Tim Harkness being the interview subject. Hear about how Tim's application to college started as a family joke during a 1976 road trip through New England and his thoughts on the importance of improving diversity and inclusion in the legal profession.…
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Emily Greenwald -- how tandem cycling taught this historian to open herself up to new experiences
31:14
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31:14In this episode, classmate Emily Greenwald reflects on her journey from being pre-med at Yale to an academic historian living in the American heartland. A self-professed late bloomer, Emily has learned over the years to open herself up to new experiences and appreciate more deeply the experiences of those who are different from her. Tandem cycling …
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Caprice Young -- defining success in education and putting your life in a friend's hands
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32:01
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32:01In this episode, we will visit with Caprice Young, and educator mother and cancer survivor. Caprice's inspirational views on education and her definition of success will give you a great deal to think about. Caprice's story of how her college roommate spearheaded her cancer treatment and saved her life is very moving. Caprice is one of the most upb…
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Vince Jordan -- recollections from the dining hall
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11:35
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11:35Classmate Vince Jordan recorded this podcast based on a set of written questions -- What is a fun fact people do not know about you? What was the best part of your experience at Yale? Take a listen as Vince shares his "Mike Brady" life now, his recollections of Yale dining halls and the rest of story.…
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Melissa Bauman Ward -- empty nesting and adapting to change when things do not go as planned
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34:09
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34:09In this episode, we meet our classmate Melissa Bauman Ward -- cellist, lawyer, mother, and proud member of Morse College. We discuss life transitions, empty nesting, what we hope from our next reunion. Spoiler alert, in the lightening round part of the podcast, Melissa cannot come down on either side of the Pepe's/Sally's debate, but she does offer…
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Introducing the podcast, we are trying to use short interviews to make sure the Class fo 1987 is connected as they get ready for their 35th Reunion.
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