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

Recent Episodes

Managing Financial Markets During The Elections With Jeremy Bell (Ep.53)

Posted October 9, 2024 • 00:39:44

As the U.S. elections approach, many investors find themselves questioning whether to adjust their portfolios in anticipation of potential market changes.

Nicole...

Financial Planning for Medical Professionals with Stephanie Nanney – Part Two (Ep. 52)

Posted September 25, 2024 • 00:32:27

Did you know medical professionals typically face over $200,000 in student loan debt upon completing their education?

This significant financial...

Financial Planning for Medical Professionals with Stephanie Nanney – Part One (Ep. 51)

Posted September 11, 2024 • 00:36:57

Contrary to popular belief, earning a salary as a medical professional can sometimes cap your financial growth.

Exploring different compensation...

Tips for Estate Planning With Lindsey Markus (Ep. 50)

Posted August 28, 2024 • 00:37:35

Navigating the complexities of estate planning can feel overwhelming, and many of us are uncertain about how to initiate this crucial conversation with...

REPLAY: Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 49)

Posted August 14, 2024 • 00:37:44

Have you heard of the 529 plan?

It could be your new key to unlocking a brighter future for your kids while being financially efficient.

Join...