From Stage to Strategy: How Improv Shaped a Financial Career (Ep. 71)

From Stage to Strategy: How Improv Shaped a Financial Career (Ep. 71)

What happens when a strategy manager steps off the spreadsheet and into the spotlight? In this uplifting episode, Nicole Romito sits down with Private Vista’s own Michael Im, whose surprising love for performance arts like improv, acting, and choir has quietly shaped his approach to leadership, communication, and empathy in finance. Michael shares how growing …

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The Joy of Birdwatching: How Sue Bolt Found Peace, Purpose, and Legacy in Nature (Ep. 70)

The Joy of Birdwatching: How Sue Bolt Found Peace, Purpose, and Legacy in Nature (Ep. 70)

What started as a simple hobby has grown into a source of joy, peace, and connection for one of Private Vista’s Client Service Associates, Sue Bolt.  In this special lifestyle episode, Sue joins host Nicole Romito to share how birdwatching has become a grounding force in her life, from childhood memories with her father to …

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How Private Vista Can Help You Navigate Every Stage Of Wealth (Ep. 69)

How Private Vista Can Help You Navigate Every Stage Of Wealth (Ep. 69)

Most people spend years preparing for retirement, but few feel fully prepared for what happens the day the paycheck stops. In this special roundtable episode, host Nicole Romito sits down with Private Vista advisors Greg Williams, Miles Johnson, and Julian Bell to answer the real questions clients ask as they move through accumulation and into …

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How to Plan A Core Memory Vacation (Ep. 68)

How to Plan A Core Memory Vacation (Ep. 68)

Some of life’s most meaningful moments aren’t about money—they’re about shared experiences.  In part two of this special series, host Nicole Romito welcomes back luxury travel expert Byrd Bergeron to explore how intentional travel can create lasting family memories that become part of your legacy. Whether it’s grandparents bringing multiple generations together or parents planning …

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5 Travel Mistakes to Avoid in 2025 with Byrd Bergeron (Ep. 67)

5 Travel Mistakes to Avoid in 2025 with Byrd Bergeron (Ep. 67)

Most people love to travel, but not everyone knows how to do it well.  In this vibrant, story-filled episode, host Nicole Romito is joined by luxury travel expert Byrd Bergeron to reveal the five travel mistakes people are making and how to avoid them. Byrd, the CEO of a thriving $13 million travel agency, shares …

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Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)

Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)

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 …

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Uncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)

Uncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)

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 …

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What You Need to Know About Divorce with Dr. Lydia Richardson (Part 2)

What You Need to Know About Divorce with Dr. Lydia Richardson (Part 2)

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 …

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What You Need to Know About Divorce with Dr. Lydia Richardson (Part 1) (Ep. 63)

What You Need to Know About Divorce with Dr. Lydia Richardson (Part 1) (Ep. 63)

💔 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 …

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2025 Medicare Updates with Carly Rosswurm (Ep. 62)

2025 Medicare Updates with Carly Rosswurm (Ep. 62)

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 …

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