Financial Strategies – Dollars and Sense

Building Your Financial Dream Team with Greg Bogdan (Ep.54)

By Dollar$ and $ense | October 23, 2024

Assembling a smart financial team could be the key to your long-term financial success.

Financial planning isn’t just about the numbers; it’s about orchestrating a professional team that grows with you, helping further secure your financial future and peace of mind.

Nicole Romito sits down with Greg Bogdan, Senior Advisor at Private Vista, to discuss why having a well-rounded financial team is crucial. Learn the importance of avoiding a “team of one,” how to integrate your financial, legal, and tax advisors, and real-life stories illustrating the impact of a coordinated approach.

The importance of a complete team: Understand why a single advisor may not be enough to cover complex financial needs.
The value of proactive planning and why regular updates are essential
Examples of how a coordinated team has simplified estate settlement and major financial decisions
How to start building your financial team today

Connect with Nicole Romito:

Connect with Greg Bogdan:

About Our Guest:

Greg Bogdan enjoys creating lasting relationships as a trusted advisor to clients. He finds it most rewarding to help his clients think through their financial situations in developing a customized plan and path to achieving their goals. After walking clients through his process, Greg hopes that they come away feeling empowered to make informed financial decisions with the confidence of knowing how to achieve their vision of ‘financial independence’ while living a more enriched and fulfilling life.

With a busy, young family, outside of work and in between shuttling their girls (ages 7, 5, and 1) between activities, Greg, and his wife, Christi, enjoy cookouts and entertaining with their friends and family. During the summer months, they’re often found at nearby parks, going on walks with their dog, Clancy, or riding bikes as a family. They most enjoy summer vacations on the beaches of Cape Cod and the shores of Michigan. In the future, My Private Vista is to explore the country and instill their love of traveling in their girls.

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

By Dollar$ and $ense | April 10, 2024

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