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

2025 Medicare Updates with Carly Rosswurm (Ep. 62)

Posted April 2, 202500:39:24

What do the latest Medicare changes mean for your future? 

Join Nicole Romito and special guest Carly Rosswurm, Director of Medicare Solutions...

How Economic Data Shapes Our Financial Outlook with Ben Audley (Ep. 61)

Posted March 12, 202500:51:17

Is the economy thriving, though the news and your instincts tell you otherwise? 

Let’s unravel the “vibe” disconnect—where feelings...

Why Insurance Coverage Matters More Than Ever with Courtney Eber and Tyler Banks (Ep.60)

Posted February 12, 202500:46:28

Are you financially prepared for nature’s curveballs?

Nicole Romito sits down with Courtney Eber, Vice President of Alliant Private Client,...

Empowering Your Financial Future Post-Divorce with Delaney Orozco (Ep.59)

Posted January 15, 202500:41:05

What’s the biggest issue in a divorce? Hint: It’s not the relationship.

Nicole Romito welcomes her colleague Delaney Orozco, CFP®, back...