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
Love’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...
How 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...
Becoming 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...
The 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...
Annuities 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...
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