Dollars and Sense: Creating Your Fulfilled Life

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

Aging Parents: What We Learned Caring for Our Parents – Part 2 (Ep. 75)

October 22, 2025 • 32 mins
When aging parents can no longer live on their own, emotions and logistics collide.  In this powerful 75th episode of Dollar$ and $ense, Nicole Romito is joined again by her Private Vista partners, Jeff Toner and Steve Merdinger, to share deeply personal and professional experiences navigating late-in-life transitions for aging parents. From legal blind spots …

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Aging Parents: How to Start the Conversation – Part 1 (Ep. 74)

October 8, 2025 • 34 mins
Starting the conversation about a parent’s care isn’t easy, but it might be the most important discussion you ever have. In this deeply personal episode, Nicole Romito is joined by her Private Vista partners Jeff Toner and Steve Merdinger for part one of a two-part series on navigating the emotional and practical challenges of aging …

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College Admissions: Finding the Perfect Fit for Every Student (Ep. 73)

September 24, 2025 • 36 mins
The college admissions journey can feel overwhelming for both students and parents. Between changing requirements, testing debates, and growing pressure to “stand out,” families are often left stressed and uncertain about what truly matters. In this episode of Dollar$ and $ense, Nicole Romito sits down with Mary O’Malley, co-founder of Union Hall Admissions Advising, to …

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Family Business Succession: Balancing Legacy and Relationships (Ep. 72)

September 10, 2025 • 38 mins
What happens when a family business faces the question of “what’s next”?  In this conversation, Nicole Romito sits down with Justin Albertson, Vice President of Client Services at The Family Business Consulting Group, to unpack the delicate balance of transitioning a business while preserving family relationships. Together, they explore why the family side of succession …

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From Stage to Strategy: How Improv Shaped a Financial Career (Ep. 71)

August 29, 2025 • 33 mins
What happens when a strategy manager steps off the spreadsheet and into the spotlight? In this uplifting episode, Nicole Romito sits down with Private Vista’s own Michael Im, whose surprising love for performance arts like improv, acting, and choir has quietly shaped his approach to leadership, communication, and empathy in finance. Michael shares how growing …

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The Joy of Birdwatching: How Sue Bolt Found Peace, Purpose, and Legacy in Nature (Ep. 70)

August 6, 2025 • 25 mins
What started as a simple hobby has grown into a source of joy, peace, and connection for one of Private Vista’s Client Service Associates, Sue Bolt.  In this special lifestyle episode, Sue joins host Nicole Romito to share how birdwatching has become a grounding force in her life, from childhood memories with her father to …

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How Private Vista Can Help You Navigate Every Stage Of Wealth (Ep. 69)

July 23, 2025 • 38 mins
Most people spend years preparing for retirement, but few feel fully prepared for what happens the day the paycheck stops. In this special roundtable episode, host Nicole Romito sits down with Private Vista advisors Greg Williams, Miles Johnson, and Julian Bell to answer the real questions clients ask as they move through accumulation and into …

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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 …

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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 …

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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 …

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