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

Listen to latest episode

Dollars and Sense: Creating Your Fulfilled Life Cover Art

Follow Our Podcast

Recent Episodes

Preparing For The Sale of Your Business: Part 1 with George Karavattuveetil (Ep. 38)

Posted February 28, 202400:36:45

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...

Municipal Bonds Unveiled with Matt Bernardi (Ep. 37)

Posted February 14, 202400:43:15

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$...

Building Your Team for a Successful Divorce Process with Susan Guthrie (Ep. 36)

Posted January 24, 202400:47:31

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...

Key Changes in the Secure Act 2.0 With Laurie Kaplan (Ep. 35)

Posted January 10, 202400:48:28

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...

Estate Planning for the Sandwich Generation With Jeff Toner (Ep. 34)

Posted December 27, 202300:58:23

Estate planning is important for everyone, but why is it especially important for the sandwich generation?

In this episode, Nicole introduces...