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 b
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Recent Episodes
REPLAY: Building Your Financial Dream Team with Greg Bogdan, CFP® (Ep. 83)
Managing money can feel manageable at first. But what happens when life gets more complex, and the stakes get higher?
In this replay episode,...
Retirement Beyond the Numbers with Mike McCabe, CFP®, CPC – Part 2 (Ep. 82)
Retirement planning often focuses on finances, but the emotional and personal side can be just as impactful. What happens when work slows down, routines...
Retirement Planning, Health Coverage, and Income with Mike McCabe, CFP®, CPC – Part 1 (Ep. 81)
Retirement often feels close long before the details are clear, and timing can shape how smooth the transition feels. Decisions around income, health...
REPLAY: Empowering Your Financial Future Post-Divorce with Delaney Orozco (Ep. 80)
Divorce brings emotional upheaval, but the financial uncertainty can feel paralyzing. Where do you even start?
How do you protect yourself when...
REPLAY: Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 79)
What happens after you reach financial independence? Many assume retirement means endless relaxation, but the reality is often more complex.
How...
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