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
Follow Our Podcast
Recent Episodes
Everything You Need To Consider To Maximize Your Social Security Benefits With Mike McCabe (Ep. 13)
Marriage, divorce, a late spouse, and age can all affect social security benefits. There’s no simple equation for figuring out which benefit plan...
The Lasting Legacy of Money Values with Mary Beth McLean (Ep. 12)
Talking about finances with your family can be a difficult discussion, but it doesn’t have to be.
In this episode, Nicole speaks with her colleague,...
Long-Term Care Planning: Getting Your Affairs In Order with Lauren Weldon (Ep. 11)
As we are living longer and healthier lives, we often take for granted that one day, our situation might change. Planning ahead for your long-term care...
Preparing For 2023 After A Year Of Market Volatility With Bob Westrick (Ep. #10)
After a year of market ups and downs, investors are looking for an opportunity to pull ahead in the new year. How can they start off 2023 on the...
A Year of Unknowns with Stephanie Link (Ep. 9)
The year is coming to an end. Let’s take a quick look at what has happened in the markets, and see what we can do to anticipate what’s coming.
In...
POWERED BY BLUBRRY
