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 believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals
Episodes
June 25, 2025 • 22 mins
Most people love to travel, but not everyone knows how to do it well. In this vibrant, story-filled episode, host Nicole Romito is joined by luxury travel expert Byrd Bergeron to reveal the five travel mistakes people are making and how to avoid them. Byrd, the CEO of a thriving $13 million travel agency, shares …
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Ever wondered how the bond market could be your secret weapon in times of economic uncertainty? Strap in as Nicole Romito hosts Bill Campbell from DoubleLine in an eye-opening discussion on the oft-overlooked bond market and its role during turbulent times. Bill dives into the complexities of the current economic landscape, unpacking the ripple effects …
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May 28, 2025 • 43 mins
If you could buy a luxury car at half price overseas, would you hesitate? That’s how some investors view global markets right now. Nicole Romito chats with Matthew McLaughlin, CFA, CAIA, from Diamond Hill on this all-new episode of Dollar$ and $ense. Listen as they explore the dynamics of international investing, shedding light on the …
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May 14, 2025 • 31 mins
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 …
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April 30, 2025 • 34 mins
💔 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 …
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April 2, 2025 • 39 mins
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 …
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March 12, 2025 • 51 mins
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 …
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February 12, 2025 • 46 mins
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 …
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January 15, 2025 • 41 mins
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 …
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January 2, 2025 • 38 mins
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 …
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December 11, 2024 • 37 mins
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 …
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November 27, 2024 • 49 mins
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 …
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November 13, 2024 • 37 mins
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 …
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October 23, 2024 • 38 mins
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 …
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October 9, 2024 • 39 mins
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 …
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September 25, 2024 • 32 mins
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 …
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September 11, 2024 • 36 mins
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, …
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August 28, 2024 • 37 mins
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 …
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August 14, 2024 • 37 mins
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 …
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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 …
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