Dollars and Sense: Creating Your Fulfilled Life

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

Episodes

How to Plan A Core Memory Vacation (Ep. 68)

July 9, 2025 • 24 mins

Some of life’s most meaningful moments aren’t about money—they’re about shared experiences. In part two of this special series, host Nicole Romito welcomes back luxury travel expert Byrd Bergeron to explore how intentional travel can create lasting family memories that become part of your legacy. Whether it’s grandparents bringing multiple generations together or parents planning …

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5 Travel Mistakes to Avoid in 2025 with Byrd Bergeron (Ep. 67)

June 25, 2025 • 22 mins

Most people love to travel, but not everyone knows how to do it well. In this vibrant, story-filled episode, host Nicole Romito is joined by luxury travel expert Byrd Bergeron to reveal the five travel mistakes people are making and how to avoid them. Byrd, the CEO of a thriving $13 million travel agency, shares …

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Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)

June 11, 2025 • 51 mins

Ever wondered how the bond market could be your secret weapon in times of economic uncertainty? Strap in as Nicole Romito hosts Bill Campbell from DoubleLine in an eye-opening discussion on the oft-overlooked bond market and its role during turbulent times. Bill dives into the complexities of the current economic landscape, unpacking the ripple effects …

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Uncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)

May 28, 2025 • 43 mins

If you could buy a luxury car at half price overseas, would you hesitate? That’s how some investors view global markets right now. Nicole Romito chats with Matthew McLaughlin, CFA, CAIA, from Diamond Hill on this all-new episode of Dollar$ and $ense. Listen as they explore the dynamics of international investing, shedding light on the …

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What You Need to Know About Divorce with Dr. Lydia Richardson (Part 2)

May 14, 2025 • 31 mins

What role do emotions play in navigating divorce, especially when children are involved? Nicole Romito from Private Vista is back with Dr. Lydia Richardson for part two of their series on dealing with divorce. While part one focused on self-care for adults, this installment dives into supporting children through the emotional ups and downs of …

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What You Need to Know About Divorce with Dr. Lydia Richardson (Part 1) (Ep. 63)

April 30, 2025 • 34 mins

💔 What if divorce didn’t have to mean devastation, but instead, became a path to healing, clarity, and even joy? In this episode, Nicole Romito sits down with Dr. Lydia Richardson, a clinical psychologist and divorce mediator, to talk about what a “good divorce” really looks like. Together, they explore the emotional weight of this …

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2025 Medicare Updates with Carly Rosswurm (Ep. 62)

April 2, 2025 • 39 mins

What do the latest Medicare changes mean for your future? Join Nicole Romito and special guest Carly Rosswurm, Director of Medicare Solutions at Ash Brokerage, as they unravel recent updates to Medicare, the impact of the Inflation Reduction Act, and more. Carly brings 19 years of expertise in Medicare solutions and breaks down the essentials …

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How Economic Data Shapes Our Financial Outlook with Ben Audley (Ep. 61)

March 12, 2025 • 51 mins

Is the economy thriving, though the news and your instincts tell you otherwise? Let’s unravel the “vibe” disconnect—where feelings meet facts with Ben Audley, a senior advisor at Private Vista. With help from host Nicole Romito, he tackles the intriguing gap between personal financial feelings and actual economic data. He also dives deep into the …

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Why Insurance Coverage Matters More Than Ever with Courtney Eber and Tyler Banks (Ep.60)

February 12, 2025 • 46 mins

Are you financially prepared for nature’s curveballs? Nicole Romito sits down with Courtney Eber, Vice President of Alliant Private Client, and Tyler Banks, Executive Vice President of Alliant Client Insurance, to break down the challenges and strategies surrounding personal risk management in the face of climate change. They delve into how extreme weather patterns are …

Empowering Your Financial Future Post-Divorce with Delaney Orozco (Ep.59)

January 15, 2025 • 41 mins

What’s the biggest issue in a divorce? Hint: It’s not the relationship. Nicole Romito welcomes her colleague Delaney Orozco, CFP®, back to the show to dive into the complex world of managing finances during a divorce. With a focus on empathy and practical advice, Nicole and Delaney outline a three-phase approach to help listeners navigate …

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2025 Market Projections with Jeremy Bell (Ep.58)

January 2, 2025 • 38 mins

How did the markets dance through 2024, and what’s on the horizon for 2025? Nicole Romito and Jeremy Bell, Chief Investment Officer at Conway Investment Research, reflect on the financial landscape of 2024. They discuss the performance of U.S. equity markets, the volatility in fixed income, and the outlook for 2025. They emphasize the importance …

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Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 57)

December 11, 2024 • 37 mins

Are you navigating the maze of financial security but unsure of what’s next when you reach your goals? Nicole Romito, alongside Jeff Toner, CHFC®, RICP®, Partner at Private Vista, dives into the less-discussed side of financial planning—how to find purpose and meaning after achieving financial independence. Listen as they explore the big questions clients face …

Transform Stress into Success With Brendan Cournane (Ep. 56)

November 27, 2024 • 49 mins

Stress can help you thrive (to a certain degree). Join Nicole Romito as she chats with professional development coach Brendan Cournane to uncover the surprising truths about stress. Through relatable insights and personal stories, they explore practical strategies for managing stress, especially during high-pressure times like the holiday season and year-end. Key takeaways from this …

The Risks of a Concentrated Portfolio With Randy Porzel (Ep.55)

November 13, 2024 • 37 mins

How do you manage concentrated stock portfolios? With the tech industry thriving, many investors are discovering that their portfolios are heavily reliant on a few major tech stocks, making it a challenging landscape to navigate. Nicole Romito converses with her colleague Randy Porzel, CFP®, and RICP® from Private Vista. Together, they explore the intricacies of …

Building Your Financial Dream Team with Greg Bogdan (Ep.54)

October 23, 2024 • 38 mins

Assembling a smart financial team could be the key to your long-term financial success. Financial planning isn’t just about the numbers; it’s about orchestrating a professional team that grows with you, helping further secure your financial future and peace of mind. Nicole Romito sits down with Greg Bogdan, Senior Advisor at Private Vista, to discuss …

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Managing Financial Markets During The Elections With Jeremy Bell (Ep.53)

October 9, 2024 • 39 mins

As the U.S. elections approach, many investors find themselves questioning whether to adjust their portfolios in anticipation of potential market changes. Nicole Romito is joined by Jeremy Bell, Chief Investment Officer for Conway Investment Research, to discuss the impact of US elections on financial markets and how to navigate the resulting volatility. With elections just …

Financial Planning for Medical Professionals with Stephanie Nanney – Part Two (Ep. 52)

September 25, 2024 • 32 mins

Did you know medical professionals typically face over $200,000 in student loan debt upon completing their education? This significant financial burden, paired with a delayed start in their earning potential, makes financial planning uniquely challenging. In this second part of Nicole Romito and Stephanie Nanney’s conversation about financial planning for medical professionals, they dive deeper …

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Financial Planning for Medical Professionals with Stephanie Nanney – Part One (Ep. 51)

September 11, 2024 • 36 mins

Contrary to popular belief, earning a salary as a medical professional can sometimes cap your financial growth. Exploring different compensation models could open doors to greater control and profitability. Join Nicole Romito as she sits down with her partner at Private Vista, Stephanie Nanney to peel back the layers of financial planning for medical professionals, …

Tips for Estate Planning With Lindsey Markus (Ep. 50)

August 28, 2024 • 37 mins

Navigating the complexities of estate planning can feel overwhelming, and many of us are uncertain about how to initiate this crucial conversation with our families But don’t let your fears of the unknown stop you from planning this important piece of your legacy. Join guest Lindsey Markus, Asset Protection Attorney and Shareholder Principal at Chuhak …

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REPLAY: Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 49)

August 14, 2024 • 37 mins

Have you heard of the 529 plan? It could be your new key to unlocking a brighter future for your kids while being financially efficient. Join Nicole Romito as she and her colleague, Colleen Dwyer share the essentials of 529 plans, the tax advantages they offer, and how they can be an integral part of …

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Dollars and Sense: Creating Your Fulfilled Life

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}How to Plan A Core Memory Vacation (Ep. 68)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}5 Travel Mistakes to Avoid in 2025 with Byrd Bergeron (Ep. 67)

Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)

Uncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)

What You Need to Know About Divorce with Dr. Lydia Richardson (Part 2)

What You Need to Know About Divorce with Dr. Lydia Richardson (Part 1) (Ep. 63)

2025 Medicare Updates with Carly Rosswurm (Ep. 62)

How Economic Data Shapes Our Financial Outlook with Ben Audley (Ep. 61)

Why Insurance Coverage Matters More Than Ever with Courtney Eber and Tyler Banks (Ep.60)

Empowering Your Financial Future Post-Divorce with Delaney Orozco (Ep.59)

2025 Market Projections with Jeremy Bell (Ep.58)

Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 57)

Transform Stress into Success With Brendan Cournane (Ep. 56)

The Risks of a Concentrated Portfolio With Randy Porzel (Ep.55)

Building Your Financial Dream Team with Greg Bogdan (Ep.54)

Managing Financial Markets During The Elections With Jeremy Bell (Ep.53)

Financial Planning for Medical Professionals with Stephanie Nanney – Part Two (Ep. 52)

Financial Planning for Medical Professionals with Stephanie Nanney – Part One (Ep. 51)

Tips for Estate Planning With Lindsey Markus (Ep. 50)

REPLAY: Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 49)

Popular Podcasts

How to Plan A Core Memory Vacation (Ep. 68)

5 Travel Mistakes to Avoid in 2025 with Byrd Bergeron (Ep. 67)