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

2025 Market Projections with Jeremy Bell (Ep.58)

Posted January 2, 2025 • 00:38:26

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...

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

Posted December 11, 2024 • 00:37:53

Are you navigating the maze of financial security but unsure of what’s next when you reach your goals?

Nicole Romito, alongside Jeff Toner,...

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

Posted November 27, 2024 • 00:49:23

Stress can help you thrive (to a certain degree).

Join Nicole Romito as she chats with professional development coach Brendan Cournane to uncover...

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

Posted November 13, 2024 • 00:37:57

How do you manage concentrated stock portfolios? With the tech industry thriving, many investors are discovering that their portfolios are heavily reliant...

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

Posted October 23, 2024 • 00:38:49

Assembling a smart financial team could be the key to your long-term financial success.

Financial planning isn’t just about the numbers;...