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

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Recent Episodes

Finding Calmness During the Holidays With Brendan Cournane (Ep. 33)

Posted December 13, 202300:46:50

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...

Giving Tuesday: Time to Inspire Change with Lorena Lopez and Matt Currier (Ep. 32)

Posted November 22, 202300:39:30

Are you passionate about changing lives, uplifting those around you, and creating a better world? Join us in celebrating Giving Tuesday, a global movement...

Year-End Financial Planning With Jim Weil (Ep. 31)

Posted November 8, 202300:36:31

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...

Hacker-Proofing Your Finances This Cybersecurity Month with Sarah Khan (Ep. 30)

Posted October 25, 202300:46:55

Are you prepared to face the digital phantoms lurking in your inbox? This Cybersecurity Awareness Month, arm yourself with knowledge. Just as we take...

Co-Parenting Strategies Amidst Divorce With Beth McCormack and Jason Sposeep – Part 2 (Ep. 29)

Posted October 11, 202300:48:08

Divorce can be a challenging journey for many, and it requires careful consideration and planning, especially during the holiday season. 

In...