Tag: Financial Freedom

5 Travel Mistakes to Avoid in 2025 with Byrd Bergeron (Ep. 67)

5 Travel Mistakes to Avoid in 2025 with Byrd Bergeron (Ep. 67)

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 eye-opening stories (including a pink penguin poop fact you won’t forget) and tactical advice for creating trips that are not only memorable but meaningful. From why early planning beats last-minute booking, to how understanding local events can make or break your itinerary, this conversation offers a fresh perspective on intentional travel—and its connection to living a legacy.

What to expect in this episode:

  • Why using a travel pro saves more than just time
  • A wild rule about cruise ships in Antarctica
  • What happens if you get sick overseas, and don’t speak the language
  • How travel can become part of your family’s legacy story
  • 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.

Living Your Fulfilled Life With Julie Liss (Ep. 41)

Living Your Fulfilled Life With Julie Liss (Ep. 41)

When thinking about your financial plan, are you focusing on the serious aspects and how adult the conversation is? Or are you adding in some humor to create a more fulfilling retirement 

plan?

In this episode, Nicole Romito speaks with Julie Liss, Chief Strategy Officer and Managing Director at Hal Riney, on the importance of incorporating humor into financial strategies and focusing on present joy and fulfillment rather than solely retirement and financial numbers. They explore the importance of creativity, managing a busy schedule, remote work, community, and the freedom that wealth can bring.

Nicole and Julie discuss: 

  • The importance of humor and not taking financial life too seriously
  • Why advisors and their clients should have discussions about the client’s life beyond careers and finances
  • Redefining what retirement means beyond leaving the job
  • How to balance a busy schedule with personal time for creativity
  • And more

Connect with Nicole Romito: 

Connect with Julie Liss: