Tag: Personal Finance

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

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

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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:

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

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

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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. 

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FEATURE
Starting a Family Dialogue Around Getting Older With Debbie Feldman (Ep. 8)

Starting a Family Dialogue Around Getting Older With Debbie Feldman (Ep. 8)

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Estate planning is hard for many, but it doesn’t have to be. 

Let’s talk about how to have those tough conversations with family and make the process easier.

In this episode, Nicole talks about estate planning with Debbie Feldman, the founder of Debra D. Feldman and Associates, Ltd. Debbie is a licensed and insured clinical social worker and works as an Aging Life Care Manager. She shares her professional experiences along with personal experiences as it relates to having and initiating sensitive conversations with loved ones about their well-being and estate planning.

Nicole and Debbie discuss: 

  • Who should initiate conversations about estate planning 
  • How to approach sensitive conversations about estate planning and well-being with aging family members
  • What signs to look for that indicate your loved ones may need additional assistance, and how to open the conversation to offer them assistance
  • How to balance taking care of parents while remaining in the child in the child role
  • And more

Connect with Nicole Romito: 

Connect with Debbie Feldman:

About our Guest: 

Debbie Feldman is the owner and founder of Debra D. Feldman and Associates, Ltd. She is a licensed and insured clinical social worker. Debbie received her Master of Social Work from the University of Michigan in December 1984, and her B.A. in Psychology and Sociology from Washington University in St. Louis in May 1983. Trained as a social worker, Debra began her career as an Aging Life Care™ Manager in 1988, and in 1991, she established her own company, Debra D. Feldman & Associates, Ltd.

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