49 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

    SPECIAL FEATURE: The Divorce and Beyond Podcast: Expensive Mistakes Made in Complex Property Division with Nicole Romito (Ep. 48)

    SPECIAL FEATURE: The Divorce and Beyond Podcast: Expensive Mistakes Made in Complex Property Division with Nicole Romito (Ep. 48)

    Are you going through a divorce and need some financial wisdom? Recently Nicole Romito was a guest on The Divorce and Beyond Podcast with Susan Guthrie. Today’s episode features a replay of an insightful conversation that delves into complex financial issues during and after divorce. Gain insights on matters that arise during divorce – including … Read More Read More

    • 37 min
    REPLAY: Mastering Your Finances: Tips for Young Adults with Carrie Shoener (Ep. 47)

    REPLAY: Mastering Your Finances: Tips for Young Adults with Carrie Shoener (Ep. 47)

    Jumping into managing your finances can be overwhelming, especially straight out of college. But don’t worry, this week on Dollar$ and $ense we are replaying a popular episode that includes an insightful conversation about how young adults can build healthy financial habits. Join Nicole Romito as she chats with Carrie Shoener (nee Mangan) about the … Read More Read More

    • 41 min
    How to Prepare for the Death of a Loved One With Carrie Shoener (Ep. 46)

    How to Prepare for the Death of a Loved One With Carrie Shoener (Ep. 46)

    Reflecting on the loss of a loved one is an agonizing journey nobody willingly embarks on. Yet, those who take proactive steps to brace themselves for such an inevitable occurrence are often spared the crippling weight of financial burden and the relentless onslaught of emotional upheaval in the aftermath. Join Nicole Romito as she welcomes … Read More Read More

    • 40 min
    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

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

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