When aging parents can no longer live on their own, emotions and logistics collide. In this powerful 75th episode of Dollar$ and $ense, Nicole Romito is joined again by her Private Vista partners, Jeff Toner and Steve Merdinger, to share deeply personal and professional experiences navigating late-in-life transitions for aging parents. From legal blind spots …
Starting the conversation about a parent’s care isn’t easy, but it might be the most important discussion you ever have. In this deeply personal episode, Nicole Romito is joined by her Private Vista partners Jeff Toner and Steve Merdinger for part one of a two-part series on navigating the emotional and practical challenges of aging …
The college admissions journey can feel overwhelming for both students and parents. Between changing requirements, testing debates, and growing pressure to “stand out,” families are often left stressed and uncertain about what truly matters. In this episode of Dollar$ and $ense, Nicole Romito sits down with Mary O’Malley, co-founder of Union Hall Admissions Advising, to …
What happens when a family business faces the question of “what’s next”? In this conversation, Nicole Romito sits down with Justin Albertson, Vice President of Client Services at The Family Business Consulting Group, to unpack the delicate balance of transitioning a business while preserving family relationships. Together, they explore why the family side of succession …
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 …
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 …
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 …
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 …
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 …
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 …