Dollars and Sense: Creating Your Fulfilled Life Nicole Romito

Breaking the glass ceiling: Join us as we delve into the world of finance and showcase the incredible achievements of women who are challenging the status quo and paving the way for future generations. In this episode, Nicole celebrates Women’s History Month and International Women’s Day with Delaney Orozco, CFP®, and Stephanie Nanney, CFP®, CPFA. … Continue reading Why Women Belong in the Wealth Management Industry With Delaney Orozco and Stephanie Nanney (Ep. 15) →

Discover the Secrets of Fertility with Expert Allison K. Rodgers! Are you longing to start a family but feeling uncertain about your next steps? This episode is for you! Join Nicole Romito as she sits down with renowned fertility doctor, Allison K. Rodgers. Get ready to be enlightened with all the ins and outs of … Continue reading Building a Family: A Guide to Fertility and Family Planning with Dr. Allison K. Rodgers (Ep. 14) →

Marriage, divorce, a late spouse, and age can all affect social security benefits. There’s no simple equation for figuring out which benefit plan works best for you or when you should start taking your benefit, but a financial advisor can help guide you through the process. We are back with another episode of Dollar$ and … Continue reading Everything You Need To Consider To Maximize Your Social Security Benefits With Mike McCabe (Ep. 13) →

Talking about finances with your family can be a difficult discussion, but it doesn’t have to be. In this episode, Nicole speaks with her colleague, Mary Beth McLean, MBA, CFP, about family wealth planning and having financial discussions with the next generation. Mary Beth shares a few ways to begin the conversation, that it’s ongoing … Continue reading The Lasting Legacy of Money Values with Mary Beth McLean (Ep. 12) →

As we are living longer and healthier lives, we often take for granted that one day, our situation might change. Planning ahead for your long-term care now can help you avoid unforeseen expenses in the future. In this episode, Nicole is joined by Lauren Weldon, a partner at Margolis Weldon LLC who specializes in elder … Continue reading Long-Term Care Planning: Getting Your Affairs In Order with Lauren Weldon (Ep. 11) →

After a year of market ups and downs, investors are looking for an opportunity to pull ahead in the new year. How can they start off 2023 on the right foot? Welcome back to another episode of Dollar$ and $ense! In this episode, Nicole Romito speaks with Bob Westrick, Partner at Private Vista, on how … Continue reading Preparing For 2023 After A Year Of Market Volatility With Bob Westrick (Ep. #10) →