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
Starting a Family Dialogue Around Getting Older With Debbie Feldman (Ep. 8)
Estate planning is hard for many, but it doesn’t have to be.
Let’s talk about how to have those tough conversations with family and make...
Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 7)
A 529 plan is a college investment plan that offers tax and financial aid advantages, but what exactly is covered?
In this episode, Nicole provides...
The Importance of Putting Together Your Financial Team With Ryan Guedel (Ep. 6)
Did you know that having an accountant, financial planner, and advisor working together can help take some of the stress off managing your finances...
What You Should and Shouldn’t Do In Today’s Market With Randy Porzel (Ep. 5)
With the current market cycle, we aren’t surprised a lot of people are feeling anxious about their financial plans and investments. Many people don’t...
Where You Go Is Not Who You’ll Be With Corinne Smith (Ep. 4)
From selecting which school to finding what extracurriculars are available, applying to college involves many important considerations. Have you checked...
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