Tag: Family Wealth
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)

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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 decumulation. From how much to save, where to save, how to optimize for taxes, and how to confidently withdraw income in retirement, the team breaks down complex financial topics into real-world advice you can actually use.

What to expect during this conversation:

  • How business owners can maximize qualified plan contributions to reduce taxes
  • Smart savings strategies for W-2 employees (including how to leverage HSAs)
  • What executives need to know about stock options, RSUs, and deferred compensation
  • How to replace your paycheck with tax-efficient withdrawals in retirement
  • And more!

Resources:

Connect with Nicole Romito: 

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

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

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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 once-in-a-lifetime trips for their children, Byrd shares insider tips for designing travel that feels personal, unforgettable, and worth every dollar.

What to expect in this episode:

  • Why one-on-one grandparent trips are becoming a legacy trend
  • Creative ways to engage kids in the planning process
  • How to design multi-generational travel that works for everyone
  • Why planning makes all the difference (and saves money)
  • And more!

Connect with Nicole Romito: 

Connect with Byrd Bergeron:

About Our Guest: 

Byrd is the CEO of a $ 13 million travel agency, revolutionizing the luxury travel space. Our innovative model redefines the role of travel agents by allowing them to focus on crafting bespoke experiences. At the same time, our specialized support staff manages the intricate details – from invoicing and dinner reservations to spa appointments and beyond.

Our commitment to curating exceptional itineraries is unwavering. Every booking undergoes a meticulous triple-check process, ensuring flawless execution and unforgettable journeys for our discerning clientele.

At the intersection of luxury and efficiency, we’re not just planning trips – we’re creating experiences that exceed expectations every single time.

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