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 …
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 …
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 …
đź’” 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 …
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 …
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 …
Are you financially prepared for nature’s curveballs? Nicole Romito sits down with Courtney Eber, Vice President of Alliant Private Client, and Tyler Banks, Executive Vice President of Alliant Client Insurance, to break down the challenges and strategies surrounding personal risk management in the face of climate change. They delve into how extreme weather patterns are …
What’s the biggest issue in a divorce? Hint: It’s not the relationship. Nicole Romito welcomes her colleague Delaney Orozco, CFP®, back to the show to dive into the complex world of managing finances during a divorce. With a focus on empathy and practical advice, Nicole and Delaney outline a three-phase approach to help listeners navigate …
How did the markets dance through 2024, and what’s on the horizon for 2025? Nicole Romito and Jeremy Bell, Chief Investment Officer at Conway Investment Research, reflect on the financial landscape of 2024. They discuss the performance of U.S. equity markets, the volatility in fixed income, and the outlook for 2025. They emphasize the importance …
Are you navigating the maze of financial security but unsure of what’s next when you reach your goals? Nicole Romito, alongside Jeff Toner, CHFC®, RICP®, Partner at Private Vista, dives into the less-discussed side of financial planning—how to find purpose and meaning after achieving financial independence. Listen as they explore the big questions clients face …