Dollars and Sense: Creating Your Fulfilled Life

Dollars and Sense: Creating Your Fulfilled Life

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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

Recent Episodes

  • Rebuilding After Sudden Loss with Jody LaVoie (Ep. 84)

    1 week ago
  • REPLAY: Building Your Financial Dream Team with Greg Bogdan, CFP® (Ep. 83)

    3 weeks ago
  • Retirement Beyond the Numbers with Mike McCabe, CFP®, CPC – Part 2 (Ep. 82)

    1 month ago
  • Retirement Planning, Health Coverage, and Income with Mike McCabe, CFP®, CPC – Part 1 (Ep. 81)

    2 months ago
  • REPLAY: Empowering Your Financial Future Post-Divorce with Delaney Orozco (Ep. 80)

    2 months ago
  • REPLAY: Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 79)

    2 months ago
  • Financial Truths Every Woman Needs to Hear with Terry Savage (Ep. 78)

    3 months ago
  • What Sports Teach Us About Loyalty & Leadership with Delaney Orozco (Ep. 77)

    4 months ago
  • Supporting Families Through Aging Transitions with Jennifer Beach (Ep. 76)

    4 months ago
  • Aging Parents: What We Learned Caring for Our Parents – Part 2 (Ep. 75)

    5 months ago