Did you know you can set up a Donor Advised Fund during your lifetime or as part of your estate planning? In this episode, Nicole is joined by Private Vista’s very own Sean Julian to discuss the concept of donor-advised funds (DAFs), which are charitable giving vehicles. Sean explains how DAFs work, the flexibility they …
Sometimes, the path to a fulfilling career is far from straightforward. In today’s episode, Nicole Romito from Private Vista dives into the career journey of Mahogany Person, an emerging talent in the field of financial advising. Mahogany began her professional life as a math teacher but transitioned into financial planning after personal experiences opened her …
Thinking about diving into the real estate market? Whether you’re a seasoned pro or a first-time buyer, this episode is your go-to guide for navigating today’s dynamic real estate landscape. In this episode, Nicole Romito chats with Melanie Everett, founder and managing broker of Melanie Everett and Company, an independent real estate brokerage firm. Nicole …
Purchasing annuities can be confusing, and on top of that, they’re often an emotional decision. In this episode, Nicole Romito breaks down annuities with Steve Merdinger, ChFC®, CFP®, Partner at Private Vista. They give an overview of points to consider and things to be aware of before purchasing them. Steve discusses: What fixed and variable …
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. …