Dollars and Sense: Creating Your Fulfilled Life

Nicole Romito
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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 believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals

  1. 4D AGO

    How to Plan A Core Memory Vacation (Ep. 68)

    Some of life’s most meaningful moments aren’t about money—they’re about shared experiences.  In part two of this special series, host Nicole Romito welcomes back luxury travel expert Byrd Bergeron to explore how intentional travel can create lasting family memories that become part of your legacy. Whether it’s grandparents bringing multiple generations together or parents planning … Read More Read More

    25 min

  2. JUN 25

    5 Travel Mistakes to Avoid in 2025 with Byrd Bergeron (Ep. 67)

    Most people love to travel, but not everyone knows how to do it well.  In this vibrant, story-filled episode, host Nicole Romito is joined by luxury travel expert Byrd Bergeron to reveal the five travel mistakes people are making and how to avoid them. Byrd, the CEO of a thriving $13 million travel agency, shares … Read More Read More

    23 min

  3. JUN 11

    Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)

    Ever wondered how the bond market could be your secret weapon in times of economic uncertainty? Strap in as Nicole Romito hosts Bill Campbell from DoubleLine in an eye-opening discussion on the oft-overlooked bond market and its role during turbulent times. Bill dives into the complexities of the current economic landscape, unpacking the ripple effects … Read More Read More

    51 min

  4. MAY 28

    Uncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)

    If you could buy a luxury car at half price overseas, would you hesitate? That’s how some investors view global markets right now. Nicole Romito chats with Matthew McLaughlin, CFA, CAIA, from Diamond Hill on this all-new episode of Dollar$ and $ense. Listen as they explore the dynamics of international investing, shedding light on the … Read More Read More

    44 min

  5. MAY 14

    What You Need to Know About Divorce with Dr. Lydia Richardson (Part 2)

    What role do emotions play in navigating divorce, especially when children are involved? Nicole Romito from Private Vista is back with Dr. Lydia Richardson for part two of their series on dealing with divorce. While part one focused on self-care for adults, this installment dives into supporting children through the emotional ups and downs of … Read More Read More

    32 min

  6. APR 30

    What You Need to Know About Divorce with Dr. Lydia Richardson (Part 1) (Ep. 63)

    💔 What if divorce didn’t have to mean devastation, but instead, became a path to healing, clarity, and even joy? In this episode, Nicole Romito sits down with Dr. Lydia Richardson, a clinical psychologist and divorce mediator, to talk about what a “good divorce” really looks like. Together, they explore the emotional weight of this … Read More Read More

    35 min

  7. APR 2

    2025 Medicare Updates with Carly Rosswurm (Ep. 62)

    What do the latest Medicare changes mean for your future?  Join Nicole Romito and special guest Carly Rosswurm, Director of Medicare Solutions at Ash Brokerage, as they unravel recent updates to Medicare, the impact of the Inflation Reduction Act, and more. Carly brings 19 years of expertise in Medicare solutions and breaks down the essentials … Read More Read More

    39 min

  8. MAR 12

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

    Is the economy thriving, though the news and your instincts tell you otherwise?  Let’s unravel the “vibe” disconnect—where feelings meet facts with Ben Audley, a senior advisor at Private Vista. With help from host Nicole Romito, he tackles the intriguing gap between personal financial feelings and actual economic data. He also dives deep into the … Read More Read More

    51 min
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Ratings & Reviews

5
out of 5
8 Ratings

About

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 believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals

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