Nicole Romito - Podcast Details

Shows

Dollars and Sense: Creating Your Fulfilled LifeBonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)Ever wondered how the bond market could be your secret weapon in times of economic uncertainty? Strap in as Nicole Romito hosts Bill Campbell from DoubleLine in an eye-opening discussion on the oft-overlooked bond market and its role during turbulent times. Bill dives into the complexities of the current economic landscape, unpacking the ripple effects of tariffs, debt management, and U.S. domestic policy on global markets. As this vibrant conversation unfolds, you’ll gain insights into how these factors can influence fixed income strategies and your investment portfolio’s stability. Unraveling Tariff Impacts and Market Vola...2025-06-1151 min

Dollars and Sense: Creating Your Fulfilled LifeUncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)If you could buy a luxury car at half price overseas, would you hesitate? That’s how some investors view global markets right now. Nicole Romito chats with Matthew McLaughlin, CFA, CAIA, from Diamond Hill on this all-new episode of Dollar$ and $ense. Listen as they explore the dynamics of international investing, shedding light on the overlooked value opportunities outside the U.S. Learn why international markets remain “on sale,” how geopolitical tensions (like Ukraine and Gaza) impact investor sentiment, and why active management is crucial when investing overseas. From cultural differences in corporate governance to find...2025-05-2843 min

Dollars and Sense: Creating Your Fulfilled LifeWhat You Need to Know About Divorce with Dr. Lydia Richardson (Part 2)What role do emotions play in navigating divorce, especially when children are involved? Nicole Romito from Private Vista is back with Dr. Lydia Richardson for part two of their series on dealing with divorce. While part one focused on self-care for adults, this installment dives into supporting children through the emotional ups and downs of their parents’ separation. Dr. Richardson, a seasoned clinical psychologist specializing in family dynamics, brings her insights on minimizing the negative impacts of divorce on children. From establishing consistent routines to managing difficult conversations, this episode is packed with practical tips and...2025-05-1431 min

Dollars and Sense: Creating Your Fulfilled LifeWhat You Need to Know About Divorce with Dr. Lydia Richardson (Part 1) (Ep. 63) What if divorce didn’t have to mean devastation, but instead, became a path to healing, clarity, and even joy? In this episode, Nicole Romito sits down with Dr. Lydia Richardson, a clinical psychologist and divorce mediator, to talk about what a “good divorce” really looks like. Together, they explore the emotional weight of this life-altering decision and how you can honor both your personal truth and your future well-being. If you’re standing at a crossroads in your marriage, know this: you’re not alone, and there is a way forward that centers yo...2025-04-3034 min

Dollars and Sense2025 Medicare Updates with Carly Rosswurm (Ep. 62)What do the latest Medicare changes mean for your future? Join Nicole Romito and special guest Carly Rosswurm, Director of Medicare Solutions at Ash Brokerage, as they unravel recent updates to Medicare, the impact of the Inflation Reduction Act, and more. Carly brings 19 years of expertise in Medicare solutions and breaks down the essentials you need to know, whether you’re approaching 65 or advising a loved one.Nicole and Carly discuss:An update on the $2,000 cap on prescription drug costs [00:08:48]The end of the donut hole in Medicare [00:10:55]The CMS Final Rule’s influence on in...2025-04-0239 min

Dollars and Sense: Creating Your Fulfilled Life2025 Medicare Updates with Carly Rosswurm (Ep. 62)What do the latest Medicare changes mean for your future? Join Nicole Romito and special guest Carly Rosswurm, Director of Medicare Solutions at Ash Brokerage, as they unravel recent updates to Medicare, the impact of the Inflation Reduction Act, and more. Carly brings 19 years of expertise in Medicare solutions and breaks down the essentials you need to know, whether you’re approaching 65 or advising a loved one. Nicole and Carly discuss: An update on the $2,000 cap on prescription drug costs [00:08:48] The end of the donut hole in Medicare [00:10:55] The CMS Final Rule’s influence on in...2025-04-0239 min

Dollars and Sense: Creating Your Fulfilled LifeHow Economic Data Shapes Our Financial Outlook with Ben Audley (Ep. 61)Is the economy thriving, though the news and your instincts tell you otherwise? Let’s unravel the “vibe” disconnect—where feelings meet facts with Ben Audley, a senior advisor at Private Vista. With help from host Nicole Romito, he tackles the intriguing gap between personal financial feelings and actual economic data. He also dives deep into the so-called “Vibe Session,” highlighting how Americans feel great about personal finances yet gloomy about the broader economy. Nicole and Ben chat about: The surprising strength of the American economy post-pandemic: [00:07:45] Why wages are outpacing inflation for most Americans: [0...2025-03-1251 min

Dollars and Sense: Creating Your Fulfilled LifeWhy Insurance Coverage Matters More Than Ever with Courtney Eber and Tyler Banks (Ep.60)Are you financially prepared for nature’s curveballs? Nicole Romito sits down with Courtney Eber, Vice President of Alliant Private Client, and Tyler Banks, Executive Vice President of Alliant Client Insurance, to break down the challenges and strategies surrounding personal risk management in the face of climate change. They delve into how extreme weather patterns are changing the landscape of insurance policies and what precautionary steps affluent families can take to safeguard against unexpected losses. Courtney and Tyler discuss: The importance of having comprehensive coverage: [00:11:15] Proactive measures to mitigate risk: [00:05:48] The impact of climate cha...2025-02-1246 min

Dollars and Sense: Creating Your Fulfilled LifeEmpowering Your Financial Future Post-Divorce with Delaney Orozco (Ep.59)What’s the biggest issue in a divorce? Hint: It’s not the relationship. Nicole Romito welcomes her colleague Delaney Orozco, CFP®, back to the show to dive into the complex world of managing finances during a divorce. With a focus on empathy and practical advice, Nicole and Delaney outline a three-phase approach to help listeners navigate this challenging life event. Nicole and Delaney discuss: The importance of building a support team Why you should call your financial advisor once divorce has been determined Emotional aspects of financial assets: from pensions to your home Gat...2025-01-1541 min

Dollars and Sense: Creating Your Fulfilled Life2025 Market Projections with Jeremy Bell (Ep.58)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 Investment Research, reflect on the financial landscape of 2024. They discuss the performance of U.S. equity markets, the volatility in fixed income, and the outlook for 2025. They emphasize the importance of a strategic investment plan, diversification, and staying invested for the long term despite market fluctuations. Nicole and Jeremy discuss: U.S. Equity Market Overview: A year of strong performance amid global noise Insights into the Fixed Income Market: Navigating inter...2025-01-0338 min

Dollars and Sense2025 Market Projections with Jeremy Bell (Ep.58)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 Investment Research, reflect on the financial landscape of 2024. They discuss the performance of U.S. equity markets, the volatility in fixed income, and the outlook for 2025. They emphasize the importance of a strategic investment plan, diversification, and staying invested for the long term despite market fluctuations. Nicole and Jeremy discuss: U.S. Equity Market Overview: A year of strong performance amid global noiseInsights into the Fixed Income Market: Navigating interest rate volat...2025-01-0138 min

Dollars and SenseFinding Purpose Beyond Financial Independence with Jeff Toner (Ep. 57)Are you navigating the maze of financial security but unsure of what’s next when you reach your goals?Nicole Romito, alongside Jeff Toner, CHFC®, RICP®, Partner at Private Vista, dives into the less-discussed side of financial planning—how to find purpose and meaning after achieving financial independence. Listen as they explore the big questions clients face once their financial goals are met, and how to prepare for the next chapter.Gain insight as Nicole and Jeff discuss: The shift from financial security to finding purposeHow being financially independent changes your lifeWhy it’s not just...2024-12-1137 min

Dollars and Sense: Creating Your Fulfilled LifeFinding Purpose Beyond Financial Independence with Jeff Toner (Ep. 57)Are you navigating the maze of financial security but unsure of what’s next when you reach your goals? Nicole Romito, alongside Jeff Toner, CHFC®, RICP®, Partner at Private Vista, dives into the less-discussed side of financial planning—how to find purpose and meaning after achieving financial independence. Listen as they explore the big questions clients face … Read More Read More 2024-12-1137 min

Dollars and Sense: Creating Your Fulfilled LifeTransform Stress into Success With Brendan Cournane (Ep. 56)Stress can help you thrive (to a certain degree). Join Nicole Romito as she chats with professional development coach Brendan Cournane to uncover the surprising truths about stress. Through relatable insights and personal stories, they explore practical strategies for managing stress, especially during high-pressure times like the holiday season and year-end. Key takeaways from this … Read More Read More 2024-11-2749 min

Dollars and Sense: Creating Your Fulfilled LifeThe Risks of a Concentrated Portfolio With Randy Porzel (Ep.55)How do you manage concentrated stock portfolios? With the tech industry thriving, many investors are discovering that their portfolios are heavily reliant on a few major tech stocks, making it a challenging landscape to navigate. Nicole Romito converses with her colleague Randy Porzel, CFP®, and RICP® from Private Vista. Together, they explore the intricacies of … Read More Read More 2024-11-1437 min

Dollars and Sense: Creating Your Fulfilled LifeBuilding Your Financial Dream Team with Greg Bogdan (Ep.54)Assembling a smart financial team could be the key to your long-term financial success. Financial planning isn’t just about the numbers; it’s about orchestrating a professional team that grows with you, helping further secure your financial future and peace of mind. Nicole Romito sits down with Greg Bogdan, Senior Advisor at Private Vista, to discuss … Read More Read More 2024-10-2338 min

Dollars and Sense: Creating Your Fulfilled LifeManaging Financial Markets During The Elections With Jeremy Bell (Ep.53)As the U.S. elections approach, many investors find themselves questioning whether to adjust their portfolios in anticipation of potential market changes. Nicole Romito is joined by Jeremy Bell, Chief Investment Officer for Conway Investment Research, to discuss the impact of US elections on financial markets and how to navigate the resulting volatility. With elections just … Read More Read More 2024-10-0939 min

Dollars and SenseFinancial Planning for Medical Professionals with Stephanie Nanney – Part Two (Ep. 52)Did you know medical professionals typically face over $200,000 in student loan debt upon completing their education? This significant financial burden, paired with a delayed start in their earning potential, makes financial planning uniquely challenging.In this second part of Nicole Romito and Stephanie Nanney’s conversation about financial planning for medical professionals, they dive deeper into the unique circumstances surrounding their financial landscape. Learn tips for managing substantial student debt, balancing personal and professional financial goals, and preparing for large salary changes. Nicole and Stephanie discuss: Managing large student debt and balancing it wi...2024-09-2532 min

Dollars and Sense: Creating Your Fulfilled LifeFinancial Planning for Medical Professionals with Stephanie Nanney – Part Two (Ep. 52)Did you know medical professionals typically face over $200,000 in student loan debt upon completing their education? This significant financial burden, paired with a delayed start in their earning potential, makes financial planning uniquely challenging. In this second part of Nicole Romito and Stephanie Nanney’s conversation about financial planning for medical professionals, they dive deeper … Read More Read More 2024-09-2532 min

Dollars and Sense: Creating Your Fulfilled LifeFinancial Planning for Medical Professionals with Stephanie Nanney – Part One (Ep. 51)Contrary to popular belief, earning a salary as a medical professional can sometimes cap your financial growth. Exploring different compensation models could open doors to greater control and profitability. Join Nicole Romito as she sits down with her partner at Private Vista, Stephanie Nanney to peel back the layers of financial planning for medical professionals, … Read More Read More 2024-09-1136 min

Dollars and SenseFinancial Planning for Medical Professionals with Stephanie Nanney – Part One (Ep. 51)Contrary to popular belief, earning a salary as a medical professional can sometimes cap your financial growth. Exploring different compensation models could open doors to greater control and profitability.Join Nicole Romito as she sits down with her partner at Private Vista, Stephanie Nanney to peel back the layers of financial planning for medical professionals, providing insights into compensation structures, retirement planning, and the critical decisions that can shape your financial well-being. By listening, you’ll gain valuable knowledge on how medical professionals are paid, the importance of understanding compensation structures, and strategies to maximize you...2024-09-1136 min

Dollars and Sense: Creating Your Fulfilled LifeTips for Estate Planning With Lindsey Markus (Ep. 50)Navigating the complexities of estate planning can feel overwhelming, and many of us are uncertain about how to initiate this crucial conversation with our families But don’t let your fears of the unknown stop you from planning this important piece of your legacy. Join guest Lindsey Markus, Asset Protection Attorney and Shareholder Principal at Chuhak … Read More Read More 2024-08-2837 min

Dollars and SenseREPLAY: Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 49)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 Nicole Romito as she and her colleague, Colleen Dwyer share the essentials of 529 plans, the tax advantages they offer, and how they can be an integral part of securing the educational futures of your children or grandchildren. Follow along to learn who can contribute, what expenses qualify, and the benefits of starting early. Nicole and Colleen discuss: What a 529 plan is and how the money invested in it...2024-08-1437 min

Dollars and Sense: Creating Your Fulfilled LifeREPLAY: Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 49)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 Nicole Romito as she and her colleague, Colleen Dwyer share the essentials of 529 plans, the tax advantages they offer, and how they can be an integral part of … Read More Read More 2024-08-1437 min

Dollars and SenseSPECIAL FEATURE: The Divorce and Beyond Podcast: Expensive Mistakes Made in Complex Property Division (Ep. 48)Are you going through a divorce and need some financial wisdom?Recently Nicole Romito was a guest on The Divorce and Beyond Podcast with Susan Guthrie. Today’s episode features a replay of an insightful conversation that delves into complex financial issues during and after divorce. Gain insights on matters that arise during divorce – including whether or not to keep the house, how to find hidden assets, and the importance of having an advisor as part of your divorce team. Learn essential tips to avoid costly mistakes and gain a deeper understanding of financial planning in th...2024-07-2437 min

Dollars and Sense: Creating Your Fulfilled LifeSPECIAL FEATURE: The Divorce and Beyond Podcast: Expensive Mistakes Made in Complex Property Division with Nicole Romito (Ep. 48)Are you going through a divorce and need some financial wisdom? Recently Nicole Romito was a guest on The Divorce and Beyond Podcast with Susan Guthrie. Today’s episode features a replay of an insightful conversation that delves into complex financial issues during and after divorce. Gain insights on matters that arise during divorce – including … Read More Read More 2024-07-2437 min

Dollars and Sense: Creating Your Fulfilled LifeREPLAY: Mastering Your Finances: Tips for Young Adults with Carrie Shoener (Ep. 47)Jumping into managing your finances can be overwhelming, especially straight out of college. But don’t worry, this week on Dollar$ and $ense we are replaying a popular episode that includes an insightful conversation about how young adults can build healthy financial habits. Join Nicole Romito as she chats with Carrie Shoener (nee Mangan) about the … Read More Read More 2024-07-1041 min

Dollars and SenseHow to Prepare for the Death of a Loved One with Carrie Shoener (Ep. 46)Reflecting on the loss of a loved one is an agonizing journey nobody willingly embarks on.Yet, those who take proactive steps to brace themselves for such an inevitable occurrence are often spared the crippling weight of financial burden and the relentless onslaught of emotional upheaval in the aftermath.Join Nicole Romito as she welcomes her esteemed colleague, Carrie Shoener, to discuss the critical but often overlooked topic of preparing for the death of a loved one. Despite the difficulty, it is essential to have these conversations to ensure that everything is in order and...2024-06-2640 min

Dollars and Sense: Creating Your Fulfilled LifeHow to Prepare for the Death of a Loved One With Carrie Shoener (Ep. 46)Reflecting on the loss of a loved one is an agonizing journey nobody willingly embarks on. Yet, those who take proactive steps to brace themselves for such an inevitable occurrence are often spared the crippling weight of financial burden and the relentless onslaught of emotional upheaval in the aftermath. Join Nicole Romito as she welcomes … Read More Read More 2024-06-2640 min

Dollars and SenseAction Steps After Loss with Delaney Orozco (Ep. 45)Despite the certainty of life’s endpoint, many individuals find themselves unprepared for the emotional and financial implications when a loved one suddenly passes away.Do you have the right people and processes in place?Join Nicole Romito and guest Delaney Orozco for an insightful dive into the complexities surrounding the sudden death of a loved one, providing knowledge and compassion for those faced with this challenging situation. From establishing a “key person” to assist with the immediate steps to engaging in self-care practices and managing financial protocols, this episode offers support, guidance, and actionable tips f...2024-06-1739 min

Dollars and Sense: Creating Your Fulfilled LifeAction Steps After Loss With Delaney Orozco (Ep. 45)Despite the certainty of life’s endpoint, many individuals find themselves unprepared for the emotional and financial implications when a loved one suddenly passes away. Do you have the right people and processes in place? Join Nicole Romito and guest Delaney Orozco for an insightful dive into the complexities surrounding the sudden death of a loved … Read More Read More 2024-06-1239 min

Dollars and Sense: Creating Your Fulfilled LifeCredit Building Essentials With Kenneth Ashford (Ep. 44)Ever wondered how your credit score affects your life beyond loans and credit cards? Join Nicole Romito alongside relationship banker at Wintrust Bank, Kenneth Ashford for a deep dive into the far-reaching effects of credit. From the basics of starting your credit journey to advanced strategies for maximizing your score, Kenneth sheds light on the … Read More Read More 2024-05-2228 min

Dollars and SenseCredit Building Essentials with Kenneth Ashford (Ep. 44)Ever wondered how your credit score affects your life beyond loans and credit cards? Join Nicole Romito alongside relationship banker at Wintrust Bank, Kenneth Ashford for a deep dive into the far-reaching effects of credit. From the basics of starting your credit journey to advanced strategies for maximizing your score, Kenneth sheds light on the critical role credit plays in financial health and decision-making. Follow along for a comprehensive overview, essential for anyone looking to enhance their financial literacy and navigate the credit landscape effectively.Nicole and Kenneth discuss: The importance of establishing a he...2024-05-2228 min

Dollars and SenseStrategies for Maximizing Executive Compensation with Matt Parenti – Part Two (Ep. 43)In this final installment of this two-part series, host Nicole Romito and guest Matt Parenti delve into executive compensation, providing valuable insights for navigating this complex realm. They discuss essential strategies for maximizing compensation plans, minimizing risk, addressing tax implications, and integrating these elements into long-term financial planning to achieve personal goals.Nicole and Matt discuss: Strategies to maximize different executive compensation plansTechniques for reducing exposure in equity and share investmentsTax implications related to various compensation componentsAligning executive compensation with long-term financial planning and charitable givingAnd moreResources:Strategies for Maximizing Executive Compensation w...2024-05-0937 min

Dollars and SenseStrategies for Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 42)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 & Matt discuss: Different ways corporate executives are compensatedChallenges and considerations faced by executives Managing company stock and deferred compensation plans as part of a financial strategyAnd more!Connect with Nicole Romito: LinkedIn: Nicole RomitoMyPrivateVista.cominfo@myprivatevista.comCal...2024-05-0833 min

Dollars and Sense: Creating Your Fulfilled LifeStrategies for Maximizing Executive Compensation with Matt Parenti – Part Two (Ep. 43)In this final installment of this two-part series, host Nicole Romito and guest Matt Parenti delve into executive compensation, providing valuable insights for navigating this complex realm. They discuss essential strategies for maximizing compensation plans, minimizing risk, addressing tax implications, and integrating these elements into long-term financial planning to achieve personal goals. Nicole and Matt … Read More Read More 2024-05-0837 min

Dollars and Sense: Creating Your Fulfilled LifeStrategies for Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 42)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 & … Read More Read More 2024-04-2433 min

Dollars and SenseLiving Your Fulfilled Life With Julie Liss (Ep. 41)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 incorporating humor into financial strategies and focusing on present joy and fulfillment rather than solely retirement and financial numbers. They explore the importance of creativity, managing a busy schedule, remote work, community, and the freedom that wealth can bring.Nicole a...2024-04-1242 min

Dollars and Sense: Creating Your Fulfilled LifeLiving Your Fulfilled Life With Julie Liss (Ep. 41)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 … Read More Read More 2024-04-1042 min

Dollars and Sense: Creating Your Fulfilled LifePreparing For The Sale of Your Business: Part 3 with Matthew Hammer & Dawn Mase (Ep. 40)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, … Read More Read More 2024-03-2744 min

Dollars and Sense: Creating Your Fulfilled LifePreparing For The Sale of Your Business: Part 2 with Deanna Salo and Eric VanderPloeg (Ep. 39)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 … Read More Read More 2024-03-0645 min

Dollars and Sense: Creating Your Fulfilled LifePreparing For The Sale of Your Business: Part 1 with George Karavattuveetil (Ep. 38)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 … Read More Read More 2024-02-2836 min

Dollars and Sense: Creating Your Fulfilled LifeMunicipal Bonds Unveiled with Matt Bernardi (Ep. 37)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 … Read More Read More 2024-02-1443 min

Dollars and Sense: Creating Your Fulfilled LifeBuilding Your Team for a Successful Divorce Process with Susan Guthrie (Ep. 36)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 … Read More Read More 2024-01-2447 min

Dollars and SenseBuilding Your Team for a Successful Divorce Process With Susan Guthrie (Ep. 36)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 litigation and the importance of assembling a professional team, including attorneys, financial advisors, and mental health professionals. Susan advises listeners on how to select the right attorney, stressing the need for one who genuinely practices collaborative law. They discuss the significance of...2024-01-2447 min

Dollars and Sense: Creating Your Fulfilled LifeKey Changes in the Secure Act 2.0 With Laurie Kaplan (Ep. 35)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 … Read More Read More 2024-01-1048 min

Dollars and Sense: Creating Your Fulfilled LifeEstate Planning for the Sandwich Generation With Jeff Toner (Ep. 34)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 … Read More Read More 2023-12-2758 min

Dollars and Sense: Creating Your Fulfilled LifeFinding Calmness During the Holidays With Brendan Cournane (Ep. 33)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 … Read More Read More 2023-12-1346 min

Dollars and SenseGiving Tuesday: Time to Inspire Change With Lorena Lopez and Matt Currier (Ep. 32)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 the beauty of Giving Tuesday and the joy of giving. You’ll hear about their personal stories of giving back to the community, both individually and as part of the Private Vista team — a conversation aimed at inspiring positive change.Nico...2023-11-2739 min

Dollars and Sense: Creating Your Fulfilled LifeGiving Tuesday: Time to Inspire Change with Lorena Lopez and Matt Currier (Ep. 32)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 … Read More Read More 2023-11-2239 min

Dollars and SenseYear-end Financial Planning With Jim Weil (Ep. 31)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 talk about year-end planning strategies. They discuss managing income and taxes, including accelerating or deferring income based on tax brackets, bunching deductions, and timing bonuses for business owners. Nicole and Jim also touch on funding retirement plans and leveraging tax b...2023-11-0936 min

Dollars and Sense: Creating Your Fulfilled LifeYear-End Financial Planning With Jim Weil (Ep. 31)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 … Read More Read More 2023-11-0836 min

Dollars and Sense: Creating Your Fulfilled LifeHacker-Proofing Your Finances This Cybersecurity Month with Sarah Khan (Ep. 30)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, … Read More Read More 2023-10-2546 min

Dollars and SenseCo-parenting Strategies Amidst Divorce With Beth Mccormack and Jason Sposeep – Part 2 (Ep. 29)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 and Jason provide valuable advice on early planning, effective communication, and involving children in the holiday planning process. Additionally, they highlight the significance of tax planning during divorce and the impact on social security benefits.They discuss:St...2023-10-1248 min

Dollars and Sense: Creating Your Fulfilled LifeCo-Parenting Strategies Amidst Divorce With Beth McCormack and Jason Sposeep – Part 2 (Ep. 29)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 … Read More Read More 2023-10-1148 min

Dollars and SenseLove’s Detour: Navigating Divorce With Beth Mccormack and Jason Sposeep (Ep. 28)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 mediation and collaborative divorce, which focus on problem-solving and preserving relationships. Beth and Jason highlight the benefits of collaborative divorce, including the involvement of a full team of professionals, and stress the importance of finding the right professionals for the process. Th...2023-10-0644 min

Dollars and Sense: Creating Your Fulfilled LifeLove’s Detour: Navigating Divorce With Beth McCormack and Jason Sposeep (Ep. 28)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 … Read More Read More 2023-09-2744 min

Dollars and Sense: Creating Your Fulfilled LifeHow Can Donor Advised Funds Be Used For Estate Planning? With Sean Julian (Ep. 27)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 … Read More Read More 2023-09-1336 min

Dollars and SenseBecoming a Financial Advisor with Mahogany Person (Ep. 26)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 eyes to the generational gaps in financial education.Throughout the episode, Nicole and Mahogany discuss:How the ‘aha moments’ keep Mahogany passionate about educationKey strategies Mahogany employs to help both students and clients achieve their own ‘aha moments’The art of...2023-09-0634 min

Dollars and SenseAnnuities 101 with Steve Merdinger (Ep. 24)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 annuities areThe importance of understanding what you’re buyingThe general prices of different annuities you can anticipateThe pros and cons of annuitization and what the exclusion ratio isWhy purchasing an annuity tends to be an emotional decisionHow annuity contrac...2023-09-0546 min

Dollars and SenseThe Ultimate Guide to Buying Your First Home With Melanie Everett (Ep. 25)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 and Melanie discuss the importance of planning ahead when buying a home and assembling a team of professionals. They discuss the challenges of finding suitable properties in a competitive market with low inventory and the benefits of hiring a rea...2023-09-0538 min

Dollars and Sense: Creating Your Fulfilled LifeBecoming a Financial Advisor with Mahogany Person (Ep. 26)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 … Read More Read More 2023-08-3034 min

The Divorce and Beyond® Podcast with Susan Guthrie, Esq.Expensive Mistakes Made in Complex Property Division Cases with Divorce Financial Professional Nicole Romito on The Divorce and Beyond Podcast #308Susan Guthrie welcomes Top Financial Professional Nicole Romito as she shares some of the big issues to look for in a complex property divorce case. This episode can save you big bucks! We’ve discussed many financial issues that arise during divorce - including whether or not to keep the house, how to find hidden assets and more. In this episode, Nicole Romito will help us dive into the more difficult issues about asset division in divorce. There is no do-over when it comes to the division of assets. You are making life-altering decisions that will impact you...2023-08-2139 min

Dollars and Sense: Creating Your Fulfilled LifeThe Ultimate Guide to Buying Your First Home With Melanie Everett (Ep. 25)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 … Read More Read More 2023-08-1638 min

Dollars and Sense: Creating Your Fulfilled LifeAnnuities 101 with Steve Merdinger (Ep. 24)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 … Read More Read More 2023-07-2646 min

Dollars and Sense2023’s Mid Year Check In With Bob Westrick (Ep. 22)Amidst these unprecedented times, a burning question arises: Should you maintain a diversified portfolio? In this episode, Nicole Romito and Bob Westrick, Partner at Private Vista, provide a mid-year market update for 2023. Together they tackle some of the pressing inquiries that have flooded their clients minds. From whether America is already in a recession or heading into one, if it will be different this time around, and whether or not diversification still works during unprecedented times.Nicole and Bob discuss: Private Vista’s guidance amidst these extraordinary times and the unique challenges they presentWhat the...2023-07-1447 min

Dollars and Sense: Creating Your Fulfilled LifeCreating Meaning from Your Means with Sarah Newcomb (Ep. 23)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 … Read More Read More 2023-07-1244 min

Dollars and Sense: Creating Your Fulfilled Life2023’s Mid Year Check In With Bob Westrick (Ep. 22)Amidst these unprecedented times, a burning question arises: Should you maintain a diversified portfolio? In this episode, Nicole Romito and Bob Westrick, Partner at Private Vista, provide a mid-year market update for 2023. Together they tackle some of the pressing inquiries that have flooded their clients minds. From whether America is already in a recession … Read More Read More 2023-06-2847 min

Dollars and SenseMastering Your Finances: Tips for Young Adults with Carrie Mangan (Ep. 21)Navigating personal finances after college can be challenging for many young individuals who lack proper guidance on savings, investments, and managing their 401(k)s.What are some goals and rules they should follow for the long-term? In this episode, Nicole Romito sits down with Carrie Mangan, advisor at Private Vista, to talk about the topic of building healthy financial habits for young adults just starting out in their careers. Carrie shares her expertise and experience to educate them on the importance of starting to save and invest early, maximizing employer contributions to a 401(k), and d...2023-06-2241 min

Dollars and Sense: Creating Your Fulfilled LifeMastering Your Finances: Tips for Young Adults with Carrie Mangan (Ep. 21)Navigating personal finances after college can be challenging for many young individuals who lack proper guidance on savings, investments, and managing their 401(k)s. What are some goals and rules they should follow for the long-term? In this episode, Nicole Romito sits down with Carrie Mangan, advisor at Private Vista, to talk about the topic of … Read More Read More 2023-06-1441 min

Dollars and Sense: Creating Your Fulfilled LifeMedicare Made Clear With Carly Rosswurm (Ep. 20)Let’s face it, Medicare plans are an alphabet soup. Let’s simplify them together. In this episode, Nicole talks to Carly Rosswurm, the director of Medicare Solutions at Ash Brokerage, to clear the air about Medicare. With 17 years of experience in Medicare, Carly gives us an overview of the Medicare program and the different types … Read More Read More 2023-05-2438 min

Dollars and SenseTaking Emotions out of Personal Finance with Will Howson, CFP®, CPFA (Ep. 18)Studies have shown that people experience the same level of emotional pain when losing money as they do when experiencing physical pain. Therefore, managing emotions around finances is crucial for making sound investment decisions and achieving financial success.In this episode, Nicole speaks with Will Howson, CFP®, CPFA about managing our emotions when discussing finances. Will highlights the significance of both traditional and behavioral finance in investment decisions, emphasizing the importance of education and sticking to an investment plan. He also discusses how positive emotions around finances can impact investment decisions and how to identify common biases s...2023-05-1236 min

Dollars and Sense: Creating Your Fulfilled LifeHonoring Your Loved One’s Memory With Alexandra Koys (Ep. 19)Losing a loved one is never easy. It’s a time of sadness and mourning, but it’s also a time to honor and celebrate their life. In fact, memorializing and honoring the legacy of loved ones is an important part of the grieving process. In this episode, Nicole speaks with Alexandra Koys, founder & CEO of … Read More Read More 2023-05-1040 min

Dollars and Sense: Creating Your Fulfilled LifeTaking Emotions out of Personal Finance with Will Howson CFP®, CPFA (Ep. 18)Studies have shown that people experience the same level of emotional pain when losing money as they do when experiencing physical pain. Therefore, managing emotions around finances is crucial for making sound investment decisions and achieving financial success. In this episode, Nicole speaks with Will Howson, CFP®, CPFA about managing our emotions when discussing finances. … Read More Read More 2023-04-2636 min

Dollars and Sense: Creating Your Fulfilled LifeHow To Support Women In Corporate With Laura Adams (Ep. 17)We’re back with another episode to break the glass ceiling and showcase the incredible achievements of women who are challenging the status quo and paving the way for future generations. In this episode, Nicole continues the celebration of this past Women’s History Month with Laura Adams, Chief HR Officer for Jones Lang LaSalle. Laura shares … Read More Read More 2023-04-1241 min

Dollars and Sense: Creating Your Fulfilled LifeHighlighting The Key Changes In Secure Act 2.0 With Laurie Kaplan (Ep. 16)Are you curious about the new regulations in the Secure Act 2.0 and how they could impact your retirement planning? In this episode, Nicole and Laurie Kaplan, CPA, highlights the important changes in the Secure Act 2.0 that were released in late 2022. Laurie explains how these changed regulations affect investors. Laurie discusses: A breakdown … Read More Read More 2023-03-2241 min

Dollars and Sense: Creating Your Fulfilled LifeWhy Women Belong in the Wealth Management Industry With Delaney Orozco and Stephanie Nanney (Ep. 15)Breaking the glass ceiling: Join us as we delve into the world of finance and showcase the incredible achievements of women who are challenging the status quo and paving the way for future generations. In this episode, Nicole celebrates Women’s History Month and International Women’s Day with Delaney Orozco, CFP®, and Stephanie Nanney, CFP®, CPFA. … Read More Read More 2023-03-0842 min

Dollars and SenseBuilding a Family: A Guide to Fertility and Family Planning with Dr. Allison K. Rodgers (Ep. 14)Discover the Secrets of Fertility with Expert Allison K. Rodgers!Are you longing to start a family but feeling uncertain about your next steps? This episode is for you! Join Nicole Romito as she sits down with renowned fertility doctor, Allison K. Rodgers. Get ready to be enlightened with all the ins and outs of fertility and the best options for starting your family.Allison opens up about the optimal time for having children, the possibilities for those who want to start a family later in life, and how there’s more than one way to...2023-02-2244 min

Dollars and Sense: Creating Your Fulfilled LifeBuilding a Family: A Guide to Fertility and Family Planning with Dr. Allison K. Rodgers (Ep. 14)Discover the Secrets of Fertility with Expert Allison K. Rodgers! Are you longing to start a family but feeling uncertain about your next steps? This episode is for you! Join Nicole Romito as she sits down with renowned fertility doctor, Allison K. Rodgers. Get ready to be enlightened with all the ins and outs of … Read More Read More 2023-02-2244 min

Dollars and SenseEverything You Need To Consider To Maximize Your Social Security Benefits With Mike McCabe (Ep. 13)Marriage, divorce, a late spouse, and age can all affect social security benefits. There’s no simple equation for figuring out which benefit plan works best for you or when you should start taking your benefit, but a financial advisor can help guide you through the process.We are back with another episode of Dollar$ and $ense: Creating Your Fulfilled Life with Nicole Romito. Learn from Mike McCabe, a colleague of Nicole’s at Private Vista, as he sits down with her to break down what you need to know about social security. Mike shares different scenarios that...2023-02-0941 min

Dollars and Sense: Creating Your Fulfilled LifeEverything You Need To Consider To Maximize Your Social Security Benefits With Mike McCabe (Ep. 13)Marriage, divorce, a late spouse, and age can all affect social security benefits. There’s no simple equation for figuring out which benefit plan works best for you or when you should start taking your benefit, but a financial advisor can help guide you through the process. We are back with another episode of Dollar$ and … Read More Read More 2023-02-0841 min

Dollars and Sense: Creating Your Fulfilled LifeThe Lasting Legacy of Money Values with Mary Beth McLean (Ep. 12)Talking about finances with your family can be a difficult discussion, but it doesn’t have to be. In this episode, Nicole speaks with her colleague, Mary Beth McLean, MBA, CFP, about family wealth planning and having financial discussions with the next generation. Mary Beth shares a few ways to begin the conversation, that it’s ongoing … Read More Read More 2023-01-2529 min

Dollars and Sense: Creating Your Fulfilled LifeLong-Term Care Planning: Getting Your Affairs In Order with Lauren Weldon (Ep. 11)As we are living longer and healthier lives, we often take for granted that one day, our situation might change. Planning ahead for your long-term care now can help you avoid unforeseen expenses in the future. In this episode, Nicole is joined by Lauren Weldon, a partner at Margolis Weldon LLC who specializes in elder … Read More Read More 2023-01-1148 min

Dollars and SensePreparing For 2023 After A Year Of Market Volatility With Bob Westrick (Ep. 10)After a year of market ups and downs, investors are looking for an opportunity to pull ahead in the new year. How can they start off 2023 on the right foot?Welcome back to another episode of Dollar$ and $ense! In this episode, Nicole Romito speaks with Bob Westrick, Partner at Private Vista, on how market volatility has impacted investors in 2022 and where they should focus their attention into the New Year. Bob shares key takeaways from this past year and how those experiences will change investment strategies moving forward.Bob discusses: The difference in o...2023-01-0241 min

Dollars and Sense: Creating Your Fulfilled LifePreparing For 2023 After A Year Of Market Volatility With Bob Westrick (Ep. #10)After a year of market ups and downs, investors are looking for an opportunity to pull ahead in the new year. How can they start off 2023 on the right foot? Welcome back to another episode of Dollar$ and $ense! In this episode, Nicole Romito speaks with Bob Westrick, Partner at Private Vista, on how … Read More Read More 2022-12-2841 min

Dollars and Sense: Creating Your Fulfilled LifeA Year of Unknowns with Stephanie Link (Ep. 9)The year is coming to an end. Let’s take a quick look at what has happened in the markets, and see what we can do to anticipate what’s coming. In this episode, Nicole brings Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, onto the show to go over the year-end market update … Read More Read More 2022-12-1448 min

Dollars and Sense: Creating Your Fulfilled LifeStarting 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 the process easier. In this episode, Nicole talks about estate planning with Debbie Feldman, the founder of Debra D. Feldman and Associates, Ltd. Debbie is a licensed and insured clinical … Read More Read More 2022-11-2341 min

Dollars and Sense: Creating Your Fulfilled LifeEverything 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 an overview of 529 plans with her colleague, Colleen Dwyer. Colleen covers an overview of what a 529 plan is, the different advantages of the plan, and some of its … Read More Read More 2022-11-0937 min

Dollars and Sense: Creating Your Fulfilled LifeThe 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 while still keeping your best interests in mind? In this episode, Nicole speaks with Ryan Guedel, CPA and partner at account and consulting firm CJBS, about how to put together a … Read More Read More 2022-10-2633 min

Dollars and Sense: Creating Your Fulfilled LifeWhat 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 know what to do or expect. In this episode, Nicole brings on a colleague from Private Vista, Randy Porzel, CFP, RICP, to discuss investment strategy, and what to do and not … Read More Read More 2022-10-1232 min

Dollars and Sense: Creating Your Fulfilled LifeWhere 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 them all off your list? In this episode, Nicole talks with Corinne Smith, co-author of College Essay Journal: A Mindful Manual for College Applications, about college admissions. Corinne dives into why finding the right environment … Read More Read More 2022-09-2841 min

Dollars and SenseBecoming A Private Vista Client (Ep. 3)If you’re hesitant to reach out to a financial advisor, you certainly shouldn’t be. Sure, it might seem like there is a lot to the process, but Nicole is here to help ease some of your anxiety.In this episode, Nicole Romito takes you through what it’s like to become a client at Private Vista. She goes over how Private Vista’s financial advisors get to know their clients, the importance of learning new clients’ psychology behind their finances, and how frequently clients should contact their advisors.Nicole discusses: How Private Vista gets...2022-09-1524 min

Dollars and SenseWhat You Can Expect From The Private Vista Experience (Ep. 2)Whether you found us by our website, our podcast or a referral, you might wonder what to expect if you choose to work with us, at Private Vista.In this episode, Nicole Romito gives a debrief of what the Private Vista experience is like. She goes over what it’s like to call the office and what to expect afterward, what type of information should be prepared for the first meeting and some resources for collecting them.Nicole discusses: Why someone would contact Private Vista and what happens in that introductory callWhat to expect aft...2022-09-1424 min

Dollars and SenseEverything You Need To Know About Private Vista With Nicole Romito (Ep. 1)Welcome to Dollar$ and $ense: Creating Your Fulfilled Life with Nicole Romito, a Partner at Private Vista. We combine our years of personal and professional experiences with those of our guest experts to help you create the life you imagine.In this episode, Nicole introduces Private Vista, what they specialize in, and what their clients can expect from their team. She then shares her business and investment philosophy and talks about her passion for helping people learn about managing their finances. Nicole discusses: Private Vista’s specialty and who their ideal client isThe Private Vista...2022-09-1429 min

Dollars and Sense: Creating Your Fulfilled LifeBecoming A Private Vista Client (Ep. 3)If you’re hesitant to reach out to a financial advisor, you certainly shouldn’t be. Sure, it might seem like there is a lot to the process, but Nicole is here to help ease some of your anxiety. In this episode, Nicole Romito takes you through what it’s like to become a client at Private Vista. … Read More Read More 2022-09-1424 min

Dollars and Sense: Creating Your Fulfilled LifeWhat You Can Expect From The Private Vista Experience (Ep. 2)Whether you found us by our website, our podcast or a referral, you might wonder what to expect if you choose to work with us, at Private Vista. In this episode, Nicole Romito gives a debrief of what the Private Vista experience is like. She goes over what it’s like to call the office and … Read More Read More 2022-09-1424 min

Dollars and Sense: Creating Your Fulfilled LifeEverything You Need To Know About Private Vista With Nicole Romito (Ep. 1)Welcome to Dollar$ and $ense: Creating Your Fulfilled Life with Nicole Romito, a Partner at Private Vista. We combine our years of personal and professional experiences with those of our guest experts to help you create the life you imagine. In this episode, Nicole introduces Private Vista, what they specialize in, and what their clients … Read More Read More 2022-09-1429 min

Dollars and Sense: Creating Your Fulfilled LifeComing Soon 2022-09-1300 min

Behind The BusinessEp. 45 - Kathy Romito, Western Reserve HospitalKathy Romito joins the podcast to talk about all the opportunities Western Reserve Hospital takes to be patient-focused, caring for you not only when you are sick or in need, but caring for your whole healthy lifestyle. 2022-09-1329 min