Tag: Life Transition
REPLAY: Empowering Your Financial Future Post-Divorce with Delaney Orozco (Ep. 80)

REPLAY: Empowering Your Financial Future Post-Divorce with Delaney Orozco (Ep. 80)

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Divorce brings emotional upheaval, but the financial uncertainty can feel paralyzing. Where do you even start?

How do you protect yourself when you haven’t managed the finances? What team do you need, and how do you begin planning for a future you never imagined?

In this replay episode, Nicole Romito revisits her conversation with Senior Advisor Delaney Orozco, CFP®, breaking down the financial side of divorce into three manageable phases. They discuss building the right support team, gathering crucial financial data, and starting to envision your next chapter. Whether you’re considering divorce or already in the process, this conversation offers practical guidance for navigating one of life’s most challenging transitions with clarity and confidence.

Delaney discusses:

  • Why starting with a financial advisor before an attorney can save you money and provide better guidance
  • The essential team members you need beyond just a lawyer, including therapists and divorce coaches
  • How to gather financial data systematically, even if you’ve never been involved with household finances
  • Why emotions around assets like retirement accounts and homes require special attention and planning
  • The importance of looking forward to what you’re moving toward, not just what you’re leaving behind
  • And more!

Connect with Nicole Romito: 

Connect with Delaney Orozco:

About Our Guest: 

Delaney Orozco, CFP®, began in the financial services industry in 2015 as a service advisor. Throughout her career, she has focused on finding the intersection between the day-to-day processes of the financial world and bigger-picture planning, with the goal of assisting her clients in achieving their private vista. Delaney also has a deep passion for developing guides for her clients, helping them navigate the psychology behind finance and the numbers they see on the page. Her experience as a collegiate athlete has equipped her with the work ethic and dedication necessary to perform at a high level, which she hopes to offer her clients.

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

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

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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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