Dollars and Sense: Creating Your Fulfilled Life
By Nicole Romito
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Category: Investing
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Episodes: 90
Description
Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals
| Episode | Date |
|---|---|
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REPLAY: Medicare Made Clear with Carly Rosswurm (Ep. 88)
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May 20, 2026 |
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Talking to Kids About College Costs and Money Mindset with Joyce Marter, LCPC, CSP® (Ep. 87)
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Apr 22, 2026 |
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Finding Love Again After Loss, Divorce, or Long-Term Relationships with Bela Gandhi (Ep. 86)
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Apr 08, 2026 |
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Designing Trust: How Immersive Museums Transform Financial Literacy with AJ Goehle (Ep. 85)
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Mar 25, 2026 |
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Rebuilding After Sudden Loss with Jody LaVoie (Ep. 84)
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Mar 11, 2026 |
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REPLAY: Building Your Financial Dream Team with Greg Bogdan, CFP® (Ep. 83)
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Feb 25, 2026 |
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Retirement Beyond the Numbers with Mike McCabe, CFP®, CPC – Part 2 (Ep. 82)
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Feb 11, 2026 |
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Retirement Planning, Health Coverage, and Income with Mike McCabe, CFP®, CPC – Part 1 (Ep. 81)
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Jan 28, 2026 |
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REPLAY: Empowering Your Financial Future Post-Divorce with Delaney Orozco (Ep. 80)
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Jan 14, 2026 |
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REPLAY: Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 79)
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Jan 08, 2026 |
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Financial Truths Every Woman Needs to Hear with Terry Savage (Ep. 78)
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Dec 10, 2025 |
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What Sports Teach Us About Loyalty & Leadership with Delaney Orozco (Ep. 77)
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Nov 26, 2025 |
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Supporting Families Through Aging Transitions with Jennifer Beach (Ep. 76)
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Nov 12, 2025 |
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Aging Parents: What We Learned Caring for Our Parents – Part 2 (Ep. 75)
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Oct 22, 2025 |
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Aging Parents: How to Start the Conversation – Part 1 (Ep. 74)
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Oct 08, 2025 |
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College Admissions: Finding the Perfect Fit for Every Student (Ep. 73)
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Sep 24, 2025 |
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Family Business Succession: Balancing Legacy and Relationships (Ep. 72)
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Sep 10, 2025 |
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From Stage to Strategy: How Improv Shaped a Financial Career (Ep. 71)
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Aug 29, 2025 |
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The Joy of Birdwatching: How Sue Bolt Found Peace, Purpose, and Legacy in Nature (Ep. 70)
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Aug 06, 2025 |
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How Private Vista Can Help You Navigate Every Stage Of Wealth (Ep. 69)
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Jul 23, 2025 |
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How to Plan A Core Memory Vacation (Ep. 68)
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Jul 09, 2025 |
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5 Travel Mistakes to Avoid in 2025 with Byrd Bergeron (Ep. 67)
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Jun 25, 2025 |
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Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)
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Jun 11, 2025 |
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Uncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)
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May 28, 2025 |
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What You Need to Know About Divorce with Dr. Lydia Richardson (Part 2)
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May 14, 2025 |
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What You Need to Know About Divorce with Dr. Lydia Richardson (Part 1) (Ep. 63)
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Apr 30, 2025 |
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2025 Medicare Updates with Carly Rosswurm (Ep. 62)
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Apr 02, 2025 |
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How Economic Data Shapes Our Financial Outlook with Ben Audley (Ep. 61)
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Mar 12, 2025 |
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Why Insurance Coverage Matters More Than Ever with Courtney Eber and Tyler Banks (Ep.60)
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Feb 12, 2025 |
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Empowering Your Financial Future Post-Divorce with Delaney Orozco (Ep.59)
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Jan 15, 2025 |
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2025 Market Projections with Jeremy Bell (Ep.58)
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Jan 02, 2025 |
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Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 57)
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Dec 11, 2024 |
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Transform Stress into Success With Brendan Cournane (Ep. 56)
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Nov 27, 2024 |
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The Risks of a Concentrated Portfolio With Randy Porzel (Ep.55)
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Nov 14, 2024 |
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Building Your Financial Dream Team with Greg Bogdan (Ep.54)
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Oct 23, 2024 |
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Managing Financial Markets During The Elections With Jeremy Bell (Ep.53)
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Oct 09, 2024 |
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Financial Planning for Medical Professionals with Stephanie Nanney – Part Two (Ep. 52)
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Sep 25, 2024 |
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Financial Planning for Medical Professionals with Stephanie Nanney – Part One (Ep. 51)
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Sep 11, 2024 |
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Tips for Estate Planning With Lindsey Markus (Ep. 50)
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Aug 28, 2024 |
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REPLAY: Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 49)
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Aug 14, 2024 |
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SPECIAL FEATURE: The Divorce and Beyond Podcast: Expensive Mistakes Made in Complex Property Division with Nicole Romito (Ep. 48)
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Jul 24, 2024 |
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REPLAY: Mastering Your Finances: Tips for Young Adults with Carrie Shoener (Ep. 47)
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Jul 10, 2024 |
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How to Prepare for the Death of a Loved One With Carrie Shoener (Ep. 46)
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Jun 26, 2024 |
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Action Steps After Loss With Delaney Orozco (Ep. 45)
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Jun 12, 2024 |
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Credit Building Essentials With Kenneth Ashford (Ep. 44)
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May 22, 2024 |
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Strategies for Maximizing Executive Compensation with Matt Parenti – Part Two (Ep. 43)
|
May 08, 2024 |
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Strategies for Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 42)
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Apr 24, 2024 |
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Living Your Fulfilled Life With Julie Liss (Ep. 41)
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Apr 10, 2024 |
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Preparing For The Sale of Your Business: Part 3 with Matthew Hammer & Dawn Mase (Ep. 40)
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Mar 27, 2024 |
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Preparing For The Sale of Your Business: Part 2 with Deanna Salo and Eric VanderPloeg (Ep. 39)
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Mar 06, 2024 |
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Preparing For The Sale of Your Business: Part 1 with George Karavattuveetil (Ep. 38)
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Feb 28, 2024 |
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Municipal Bonds Unveiled with Matt Bernardi (Ep. 37)
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Feb 14, 2024 |
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Building Your Team for a Successful Divorce Process with Susan Guthrie (Ep. 36)
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Jan 24, 2024 |
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Key Changes in the Secure Act 2.0 With Laurie Kaplan (Ep. 35)
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Jan 10, 2024 |
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2025 Market Projections with Jeremy Bell (Ep.58)
|
Jan 01, 2024 |
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Estate Planning for the Sandwich Generation With Jeff Toner (Ep. 34)
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Dec 27, 2023 |
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Finding Calmness During the Holidays With Brendan Cournane (Ep. 33)
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Dec 13, 2023 |
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Giving Tuesday: Time to Inspire Change with Lorena Lopez and Matt Currier (Ep. 32)
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Nov 22, 2023 |
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Year-End Financial Planning With Jim Weil (Ep. 31)
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Nov 08, 2023 |
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Hacker-Proofing Your Finances This Cybersecurity Month with Sarah Khan (Ep. 30)
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Oct 25, 2023 |
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Co-Parenting Strategies Amidst Divorce With Beth McCormack and Jason Sposeep – Part 2 (Ep. 29)
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Oct 11, 2023 |
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Love’s Detour: Navigating Divorce With Beth McCormack and Jason Sposeep (Ep. 28)
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Sep 27, 2023 |
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How Can Donor Advised Funds Be Used For Estate Planning? With Sean Julian (Ep. 27)
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Sep 13, 2023 |
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Becoming a Financial Advisor with Mahogany Person (Ep. 26)
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Aug 30, 2023 |
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The Ultimate Guide to Buying Your First Home With Melanie Everett (Ep. 25)
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Aug 16, 2023 |
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Annuities 101 with Steve Merdinger (Ep. 24)
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Jul 26, 2023 |
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Creating Meaning from Your Means with Sarah Newcomb (Ep. 23)
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Jul 12, 2023 |
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2023’s Mid Year Check In With Bob Westrick (Ep. 22)
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Jun 28, 2023 |
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Mastering Your Finances: Tips for Young Adults with Carrie Mangan (Ep. 21)
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Jun 14, 2023 |
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Medicare Made Clear With Carly Rosswurm (Ep. 20)
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May 24, 2023 |
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Honoring Your Loved One’s Memory With Alexandra Koys (Ep. 19)
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May 10, 2023 |
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Taking Emotions out of Personal Finance with Will Howson CFP®, CPFA (Ep. 18)
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Apr 26, 2023 |
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How To Support Women In Corporate With Laura Adams (Ep. 17)
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Apr 12, 2023 |
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Highlighting The Key Changes In Secure Act 2.0 With Laurie Kaplan (Ep. 16)
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Mar 22, 2023 |
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Why Women Belong in the Wealth Management Industry With Delaney Orozco and Stephanie Nanney (Ep. 15)
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Mar 08, 2023 |
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Building a Family: A Guide to Fertility and Family Planning with Dr. Allison K. Rodgers (Ep. 14)
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Feb 22, 2023 |
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Everything You Need To Consider To Maximize Your Social Security Benefits With Mike McCabe (Ep. 13)
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Feb 08, 2023 |
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The Lasting Legacy of Money Values with Mary Beth McLean (Ep. 12)
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Jan 25, 2023 |
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Long-Term Care Planning: Getting Your Affairs In Order with Lauren Weldon (Ep. 11)
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Jan 11, 2023 |
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Preparing For 2023 After A Year Of Market Volatility With Bob Westrick (Ep. #10)
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Dec 28, 2022 |
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A Year of Unknowns with Stephanie Link (Ep. 9)
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Dec 14, 2022 |
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Starting a Family Dialogue Around Getting Older With Debbie Feldman (Ep. 8)
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Nov 23, 2022 |
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Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 7)
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Nov 09, 2022 |
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The Importance of Putting Together Your Financial Team With Ryan Guedel (Ep. 6)
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Oct 26, 2022 |
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What You Should and Shouldn’t Do In Today’s Market With Randy Porzel (Ep. 5)
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Oct 12, 2022 |
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Where You Go Is Not Who You’ll Be With Corinne Smith (Ep. 4)
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Sep 28, 2022 |
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Becoming A Private Vista Client (Ep. 3)
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Sep 14, 2022 |
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What You Can Expect From The Private Vista Experience (Ep. 2)
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Sep 14, 2022 |
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Everything You Need To Know About Private Vista With Nicole Romito (Ep. 1)
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Sep 14, 2022 |
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Coming Soon
|
Sep 13, 2022 |