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
Creating Meaning from Your Means with Sarah Newcomb (Ep. 23)
You could build the best financial plan for your retirement, with enough money for trips and relaxing days for the rest of your life. But what will...
2023’s Mid Year Check In With Bob Westrick (Ep. 22)
Amidst these unprecedented times, a burning question arises: Should you maintain a diversified portfolio?
In this episode, Nicole Romito and...
Mastering Your Finances: Tips for Young Adults with Carrie Mangan (Ep. 21)
Navigating personal finances after college can be challenging for many young individuals who lack proper guidance on savings, investments, and managing...
Medicare Made Clear With Carly Rosswurm (Ep. 20)
Let’s face it, Medicare plans are an alphabet soup. Let’s simplify them together.
In this episode, Nicole talks to Carly Rosswurm, the director...
Honoring Your Loved One’s Memory With Alexandra Koys (Ep. 19)
Losing a loved one is never easy. It’s a time of sadness and mourning, but it’s also a time to honor and celebrate their life. In fact, memorializing...
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