46 episodes

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

Dollars and Sense: Creating Your Fulfilled Life Nicole Romito

    • Business
    • 5.0 • 8 Ratings

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

    Action Steps After Loss With Delaney Orozco (Ep. 45)

    Action Steps After Loss With Delaney Orozco (Ep. 45)

    Despite the certainty of life’s endpoint, many individuals find themselves unprepared for the emotional and financial implications when a loved one suddenly passes away. Do you have the right people and processes in place? Join Nicole Romito and guest Delaney Orozco for an insightful dive into the complexities surrounding the sudden death of a loved … Read More Read More

    • 39 min
    Credit Building Essentials With Kenneth Ashford (Ep. 44)

    Credit Building Essentials With Kenneth Ashford (Ep. 44)

    Ever wondered how your credit score affects your life beyond loans and credit cards?  Join Nicole Romito alongside relationship banker at Wintrust Bank, Kenneth Ashford for a deep dive into the far-reaching effects of credit. From the basics of starting your credit journey to advanced strategies for maximizing your score, Kenneth sheds light on the … Read More Read More

    • 28 min
    Strategies for Maximizing Executive Compensation with Matt Parenti – Part Two (Ep. 43)

    Strategies for Maximizing Executive Compensation with Matt Parenti – Part Two (Ep. 43)

    In this final installment of this two-part series, host Nicole Romito and guest Matt Parenti delve into executive compensation, providing valuable insights for navigating this complex realm. They discuss essential strategies for maximizing compensation plans, minimizing risk, addressing tax implications, and integrating these elements into long-term financial planning to achieve personal goals. Nicole and Matt … Read More Read More

    • 37 min
    Strategies for Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 42)

    Strategies for Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 42)

    Are you a corporate executive navigating the complexities of executive compensation?  Follow along in this installment as Nicole Romito is joined by Matt Parenti a fellow partner at Private Vista. Learn the ABCs of executive compensation and how to maximize your compensation plans for financial success and security in today’s ever-evolving market landscape. Nicole & … Read More Read More

    • 33 min
    Living Your Fulfilled Life With Julie Liss (Ep. 41)

    Living Your Fulfilled Life With Julie Liss (Ep. 41)

    When thinking about your financial plan, are you focusing on the serious aspects and how adult the conversation is? Or are you adding in some humor to create a more fulfilling retirement  plan? In this episode, Nicole Romito speaks with Julie Liss, Chief Strategy Officer and Managing Director at Hal Riney, on the importance of … Read More Read More

    • 42 min
    Preparing For The Sale of Your Business: Part 3 with Matthew Hammer & Dawn Mase (Ep. 40)

    Preparing For The Sale of Your Business: Part 3 with Matthew Hammer & Dawn Mase (Ep. 40)

    Are you grappling with the complexities of selling your business, unsure of where to start or how to navigate the process? In this enlightening episode, Nicole is joined by seasoned professionals, Matthew Hammer and Dawn Mase from Wintrust Commercial Banking, to shed light on the intricacies of selling a business. Through their experiences and insights, … Read More Read More

    • 44 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

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