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
College Admissions: Finding the Perfect Fit for Every Student (Ep. 73)
The college admissions journey can feel overwhelming for both students and parents. Between changing requirements, testing debates, and growing pressure...
Family Business Succession: Balancing Legacy and Relationships (Ep. 72)
What happens when a family business faces the question of “what’s next”?
In this conversation, Nicole Romito sits down with Justin Albertson,...
From Stage to Strategy: How Improv Shaped a Financial Career (Ep. 71)
What happens when a strategy manager steps off the spreadsheet and into the spotlight? In this uplifting episode, Nicole Romito sits down with Private...
The Joy of Birdwatching: How Sue Bolt Found Peace, Purpose, and Legacy in Nature (Ep. 70)
What started as a simple hobby has grown into a source of joy, peace, and connection for one of Private Vista’s Client Service Associates, Sue Bolt.
In...
How Private Vista Can Help You Navigate Every Stage Of Wealth (Ep. 69)
Most people spend years preparing for retirement, but few feel fully prepared for what happens the day the paycheck stops.
In this special roundtable...
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