Dollars and Sense: Creating Your Fulfilled Life Nicole Romito

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

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

Whether you’re at the onset of selling your business or simply exploring your options, knowing what to look out for can help you make informed decisions. In this episode, Nicole is joined by Deanna Salo Managing Principal with Cray Kaiser, and Eric Vanderploeg of Burke, Warren, MacKay & Serritella’s Litigation to share their wealth of … Read More Read More

So you’re ready to sell your business or have been thinking about selling for a while, now what? In this two-part episode, Nicole speaks with George Karavattuveetil, President of Psyched, LLC, about how to prepare yourself to sell your business. George shares his 3-step process to help business owners get ready to sell. Nicole and … Read More Read More

There is a big part of the investing world that doesn’t get as much news as equity markets. But it should. In this installment of Dollar$ and $ense, Nicole is joined by Matt Bernardi from Bernardi Securities. Together, they demystify the municipal bond market, a key component in funding local infrastructure projects that are vital … Read More Read More

Divorce is an emotional time for both spouses, but it’s important not to let emotions control the process. How can you build the best team for your divorce? In this episode, Nicole Romito speaks with Susan Guthrie, a family law attorney, about the intricacies of divorce. They emphasize the value of a collaborative approach over … Read More Read More