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
April 24, 2024 • 33 mins
Are you a corporate executive navigating the complexities of executive compensation? Follow along in this installment as Nicole Romito is joined by Matt Parenti a fellow partner at Private Vista. Learn the ABCs of executive compensation and how to maximize your compensation plans for financial success and security in today’s ever-evolving market landscape. Nicole & …
Mark as Played
April 10, 2024 • 42 mins
When thinking about your financial plan, are you focusing on the serious aspects and how adult the conversation is? Or are you adding in some humor to create a more fulfilling retirement plan? In this episode, Nicole Romito speaks with Julie Liss, Chief Strategy Officer and Managing Director at Hal Riney, on the importance of …
Mark as Played
March 27, 2024 • 44 mins
Are you grappling with the complexities of selling your business, unsure of where to start or how to navigate the process? In this enlightening episode, Nicole is joined by seasoned professionals, Matthew Hammer and Dawn Mase from Wintrust Commercial Banking, to shed light on the intricacies of selling a business. Through their experiences and insights, …
Mark as Played
Whether you’re at the onset of selling your business or simply exploring your options, knowing what to look out for can help you make informed decisions. In this episode, Nicole is joined by Deanna Salo Managing Principal with Cray Kaiser, and Eric Vanderploeg of Burke, Warren, MacKay & Serritella’s Litigation to share their wealth of …
Mark as Played
February 28, 2024 • 36 mins
So you’re ready to sell your business or have been thinking about selling for a while, now what? In this two-part episode, Nicole speaks with George Karavattuveetil, President of Psyched, LLC, about how to prepare yourself to sell your business. George shares his 3-step process to help business owners get ready to sell. Nicole and …
Mark as Played
February 14, 2024 • 43 mins
There is a big part of the investing world that doesn’t get as much news as equity markets. But it should. In this installment of Dollar$ and $ense, Nicole is joined by Matt Bernardi from Bernardi Securities. Together, they demystify the municipal bond market, a key component in funding local infrastructure projects that are vital …
Mark as Played
January 24, 2024 • 47 mins
Divorce is an emotional time for both spouses, but it’s important not to let emotions control the process. How can you build the best team for your divorce? In this episode, Nicole Romito speaks with Susan Guthrie, a family law attorney, about the intricacies of divorce. They emphasize the value of a collaborative approach over …
Mark as Played
January 10, 2024 • 48 mins
The Secure Act 2.0 is ever-evolving and has brought up some important questions recently, so let’s go over them! Laurie Kaplan, CPA, partner at Michael Silver, joins Nicole for her second time on the show to continue their discussion about the Secure Act 2.0. Laurie goes over what has been finalized in the act for …
Mark as Played
December 27, 2023 • 58 mins
Estate planning is important for everyone, but why is it especially important for the sandwich generation? In this episode, Nicole introduces fellow Private Vista colleague, Jeff Toner, CHFC®, RICP®, Partner at Private Vista, to talk about estate planning. While it’s important to get your documents in order before you need them, Nicole and Jeff point …
Mark as Played
December 13, 2023 • 46 mins
The year-end holidays can be the most stressful time of the year, from family gatherings and tensions to tight deadlines at work. But what if we told you they don’t have to be? In this episode, Nicole speaks with professional development coach Brendan Cournane about stress management. They focus on managing the stress that comes …
Mark as Played
November 22, 2023 • 39 mins
Are you passionate about changing lives, uplifting those around you, and creating a better world? Join us in celebrating Giving Tuesday, a global movement to unleash the power of radical generosity. In this episode, Nicole Romito invites colleagues Lorena Lopez and Matt Currier. Taking a break from the usual financial topics, they shed light on …
Mark as Played
November 8, 2023 • 36 mins
How can you optimize your year-end financial planning? With the end of the year nearing, it’s a good idea to review our financial plans and look at what we have set up for the long-term. In this episode of Dollar$ and $ense, Jim Weil CFP®, CIMA®, managing partner at Private Vista, joins Nicole Romito to …
Mark as Played
October 25, 2023 • 46 mins
Are you prepared to face the digital phantoms lurking in your inbox? This Cybersecurity Awareness Month, arm yourself with knowledge. Just as we take precautions during Halloween, it’s essential to be vigilant about phishing attacks in the financial services sector. In this episode, Nicole speaks with Sarah Khan, Chief Information Security Officer for Hightower Advisors, …
Mark as Played
October 11, 2023 • 48 mins
Divorce can be a challenging journey for many, and it requires careful consideration and planning, especially during the holiday season. In this episode, Nicole Romito continues the conversation with family law attorneys Beth McCormack and Jason Sposeep. This time, they unravel the complexities of divorce, focusing on co-parenting during the holidays and financial considerations. Beth …
Mark as Played
September 27, 2023 • 44 mins
What are the best alternatives to litigation in divorce? Let’s ask family law attorneys. In this episode, Nicole Romito welcomes family law attorneys Beth McCormack and Jason Sposeep to talk about the different options that are available when considering divorce. They emphasize the importance of educating the public about alternative dispute resolution processes such as …
Mark as Played
September 13, 2023 • 36 mins
Did you know you can set up a Donor Advised Fund during your lifetime or as part of your estate planning? In this episode, Nicole is joined by Private Vista’s very own Sean Julian to discuss the concept of donor-advised funds (DAFs), which are charitable giving vehicles. Sean explains how DAFs work, the flexibility they …
Mark as Played
August 30, 2023 • 34 mins
Sometimes, the path to a fulfilling career is far from straightforward. In today’s episode, Nicole Romito from Private Vista dives into the career journey of Mahogany Person, an emerging talent in the field of financial advising. Mahogany began her professional life as a math teacher but transitioned into financial planning after personal experiences opened her …
Mark as Played
August 16, 2023 • 38 mins
Thinking about diving into the real estate market? Whether you’re a seasoned pro or a first-time buyer, this episode is your go-to guide for navigating today’s dynamic real estate landscape. In this episode, Nicole Romito chats with Melanie Everett, founder and managing broker of Melanie Everett and Company, an independent real estate brokerage firm. Nicole …
Mark as Played
July 26, 2023 • 46 mins
Purchasing annuities can be confusing, and on top of that, they’re often an emotional decision. In this episode, Nicole Romito breaks down annuities with Steve Merdinger, ChFC®, CFP®, Partner at Private Vista. They give an overview of points to consider and things to be aware of before purchasing them. Steve discusses: What fixed and variable …
Mark as Played
July 12, 2023 • 44 mins
You could build the best financial plan for your retirement, with enough money for trips and relaxing days for the rest of your life. But what will you do during your retirement? Playing golf and seeing family only takes so much time. In this episode, Nicole speaks with Sarah Newcomb, author, speaker and founder of …
Mark as Played
Popular Podcasts
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Anna Sale explores the big questions and hard choices that are often left out of polite conversation.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
If you can never get enough true crime... Congratulations, you’ve found your people.
A straightforward look at the day's top news in 20 minutes. Powered by ABC News. Hosted by Brad Mielke.