Managing money can feel manageable at first. But what happens when life gets more complex, and the stakes get higher? In this replay episode, Nicole Romito revisits a powerful conversation with Greg Bogdan, CFP®, Senior Advisor at Private Vista, LLC, about building the right financial team. They explore when a “team of one” stops being …
Retirement planning often focuses on finances, but the emotional and personal side can be just as impactful. What happens when work slows down, routines change, and relationships shift at home? In this episode, Nicole Romito and Mike McCabe, CFP®, CPC, Partner & Senior Advisor at Private Vista, continue their discussion by shifting from money to …
Retirement often feels close long before the details are clear, and timing can shape how smooth the transition feels. Decisions around income, health coverage, and benefits tend to overlap more than expected. In this episode, Nicole Romito sits down with Mike McCabe, CFP®, CPC, Partner & Senior Advisor at Private Vista, to walk through what …
Divorce brings emotional upheaval, but the financial uncertainty can feel paralyzing. Where do you even start? How do you protect yourself when you haven’t managed the finances? What team do you need, and how do you begin planning for a future you never imagined? In this replay episode, Nicole Romito revisits her conversation with Senior …
What happens after you reach financial independence? Many assume retirement means endless relaxation, but the reality is often more complex. How do you find meaning when career obligations no longer drive your daily routine? What brings fulfillment in this new chapter of life? In this episode, Nicole Romito revisits a conversation with Jeff Toner, CHFC®, …
Most women carry the weight of financial decisions while juggling careers, caregiving, and the pressure to simply “figure it out.” In this conversation, Nicole sits down with nationally recognized money expert Terry Savage for a grounded, candid look at what women need to know at every stage of life. They unpack why time is one …
How does a kid from Louisiana with a 30-inch vertical jump become a leader in finance and coaching? Senior Advisor Delaney Orozco joins Nicole Romito for a candid, energizing conversation about the surprising ways competitive volleyball has shaped her personal and professional path. From the sweltering heat of Southern softball fields to Virginia Tech’s Division …
When aging parents or loved ones need more care, families often face overwhelming choices. How do you balance emotions with practical decisions? What resources exist to guide families through health, financial, and housing challenges? In this episode of Dollar$ And $ense, Nicole Romito speaks with Jennifer Beach, Advanced Aging Life Care Professional™ at Advocate For …
When aging parents can no longer live on their own, emotions and logistics collide. In this powerful 75th episode of Dollar$ 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 …