You could build the best financial plan for your retirement, with enough money for trips and relaxing days for the rest of your life. But what will you do during your retirement? Playing golf and seeing family only takes so much time. In this episode, Nicole speaks with Sarah Newcomb, author, speaker and founder of …
Amidst these unprecedented times, a burning question arises: Should you maintain a diversified portfolio? In this episode, Nicole Romito and Bob Westrick, Partner at Private Vista, provide a mid-year market update for 2023. Together they tackle some of the pressing inquiries that have flooded their clients minds. From whether America is already in a recession …
Navigating personal finances after college can be challenging for many young individuals who lack proper guidance on savings, investments, and managing their 401(k)s. What are some goals and rules they should follow for the long-term? In this episode, Nicole Romito sits down with Carrie Mangan, advisor at Private Vista, to talk about the topic of …
Let’s face it, Medicare plans are an alphabet soup. Let’s simplify them together. In this episode, Nicole talks to Carly Rosswurm, the director of Medicare Solutions at Ash Brokerage, to clear the air about Medicare. With 17 years of experience in Medicare, Carly gives us an overview of the Medicare program and the different types …
Losing a loved one is never easy. It’s a time of sadness and mourning, but it’s also a time to honor and celebrate their life. In fact, memorializing and honoring the legacy of loved ones is an important part of the grieving process. In this episode, Nicole speaks with Alexandra Koys, founder & CEO of …
Studies have shown that people experience the same level of emotional pain when losing money as they do when experiencing physical pain. Therefore, managing emotions around finances is crucial for making sound investment decisions and achieving financial success. In this episode, Nicole speaks with Will Howson, CFP®, CPFA about managing our emotions when discussing finances. …
We’re back with another episode to break the glass ceiling and showcase the incredible achievements of women who are challenging the status quo and paving the way for future generations. In this episode, Nicole continues the celebration of this past Women’s History Month with Laura Adams, Chief HR Officer for Jones Lang LaSalle. Laura shares …
Are you curious about the new regulations in the Secure Act 2.0 and how they could impact your retirement planning? In this episode, Nicole and Laurie Kaplan, CPA, highlights the important changes in the Secure Act 2.0 that were released in late 2022. Laurie explains how these changed regulations affect investors. Laurie discusses: A breakdown …
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. …
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 …