Financial Team – 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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The Importance of Putting Together Your Financial Team With Ryan Guedel (Ep. 6)

By Dollars-and-Sense | October 26, 2022

Did you know that having an accountant, financial planner, and advisor working together can help take some of the stress off managing your finances while still keeping your best interests in mind?

In this episode, Nicole speaks with Ryan Guedel, CPA and partner at account and consulting firm CJBS, about how to put together a financial team to ensure everyone is working in your best interest. Ryan shares a bit about himself and his experience working in a financial team, how he knows when someone can benefit from a financial team over just one specialist, and some tips around avoiding the emotional impact of financial decision-making.

Ryan discusses:

His specialization in professional athlete and entertainer taxation
Why a someone could benefit from having a financial team instead of just an advisor, planner, or accountant
How he guides clients to listen to the professionals around them versus the noise from the news and social media
And more

Resources:

cjbs.com

Connect with Nicole Romito:

Connect with Ryan Guedel:

About our Guest:

Ryan has been a dedicated member of the CJBS team for over a decade. Joining the firm as a staff accountant in 2009, he worked his way up through the ranks to be admitted as a partner. Ryan focuses on coordinating due diligence engagements, carrying out audits and reviews, taxation, and working with the firm’s marketing department. He serves clients primarily in the real estate, manufacturing, construction, distribution, and professional service industries. Ryan also specializes in professional athlete and entertainer taxation.

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