Tag: Financial Literacy

Designing Trust: How Immersive Museums Transform Financial Literacy with AJ Goehle (Ep. 85)

Designing Trust: How Immersive Museums Transform Financial Literacy with AJ Goehle (Ep. 85)

What if learning about money felt more like play than pressure? What if the spaces we walk into could quietly reshape how we think, feel, and act?

In this episode, Nicole Romito sits down with AJ Goehle, CEO and Co-Owner of Luci Creative, to explore how immersive museum experiences can reshape financial literacy and community trust. They discuss the launch of the MoMoney museum in Dallas, designed to make money approachable through interactive storytelling. AJ explains how museums drive economic vitality, build civic confidence, and create “magic circles” that encourage engagement.

The conversation highlights how thoughtful design can transform intimidation into curiosity and confidence.

AJ shares:

  • How immersive design makes financial literacy approachable for all ages and experience levels
  • Why museums rank among the most trusted sources of information in America
  • How projects like MoMoney blend storytelling, economics, and hands-on learning
  • The concept of “magic circles” and how shared rules shape engagement and behavior
  • How museums fuel tourism, strengthen districts, and support long-term community vitality
  • And more!

Resources:

Connect with Nicole Romito: 

Connect with AJ Goehle:

About Our Guest: 

AJ Goehle is the CEO and Co-Owner of Luci Creative, an internationally recognized experience design studio that partners with museums and cultural institutions to create immersive, story-driven environments. With a background in museum and experiential design, she leads teams across multiple cities in developing projects that blend storytelling, strategy, and visitor engagement. AJ serves on the Board of Directors for the American Alliance of Museums and has been named a Global Top 50 Museum Influencer. Her work centers on designing meaningful imprint experiences that build curiosity, strengthen community trust, and make complex topics more accessible.

 

Credit Building Essentials With Kenneth Ashford (Ep. 44)

Credit Building Essentials With Kenneth Ashford (Ep. 44)

Ever wondered how your credit score affects your life beyond loans and credit cards? 

Join Nicole Romito alongside relationship banker at Wintrust Bank, Kenneth Ashford for a deep dive into the far-reaching effects of credit. From the basics of starting your credit journey to advanced strategies for maximizing your score, Kenneth sheds light on the critical role credit plays in financial health and decision-making. Follow along for a comprehensive overview, essential for anyone looking to enhance their financial literacy and navigate the credit landscape effectively.

Nicole and Kenneth discuss: 

  • The importance of establishing a healthy credit foundation early on
  • Key components that impact your credit score and tips on how to improve it
  • Common myths about credit and how to avoid misuse 
  • Real-life implications of credit scores on renting apartments, securing loans, and more

Resources:

Connect with Nicole Romito: 

Connect with Kenneth Ashford:

About Our Guest: 

Kenneth Ashford is currently a relationship banker and officer at Wintrust Bank. However, his professional journey spans over four decades, predominantly in customer service roles, showcasing his extensive background in the field.

Becoming a Financial Advisor with Mahogany Person (Ep. 26)

Becoming a Financial Advisor with Mahogany Person (Ep. 26)

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 eyes to the generational gaps in financial education.

Throughout the episode, Nicole and Mahogany discuss:

  • How the ‘aha moments’ keep Mahogany passionate about education
  • Key strategies Mahogany employs to help both students and clients achieve their own ‘aha moments’
  • The art of productive struggle in career and life transitions
  • Navigating career changes and the power of asking the right questions
  • The rewards and challenges of career transitions, and why persistence and continual learning are vital
  • And more!

 

Resources:

Connect with Nicole Romito: 

Connect with Mahogany Person:

About our Guest: 

Mahogany Person bridges the worlds of education and finance. Originally a math teacher in her hometown of Dayton, Ohio, she transitioned to financial advising after pursuing an MBA in Finance. Now close to becoming a Certified Financial Planner (CFP), Mahogany has combined her love for teaching with her passion for personal finance. Her unique background allows her to simplify complex financial matters for her clients, proving that career detours can lead to unexpected, but fulfilling, destinations.