Tag: Retirement Plan
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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Financial Planning for Medical Professionals with Stephanie Nanney – Part Two (Ep. 52)

Financial Planning for Medical Professionals with Stephanie Nanney – Part Two (Ep. 52)

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Did you know medical professionals typically face over $200,000 in student loan debt upon completing their education? 

This significant financial burden, paired with a delayed start in their earning potential, makes financial planning uniquely challenging.

In this second part of Nicole Romito and Stephanie Nanney’s conversation about financial planning for medical professionals, they dive deeper into the unique circumstances surrounding their financial landscape. Learn tips for managing substantial student debt, balancing personal and professional financial goals, and preparing for large salary changes. 

Nicole and Stephanie discuss: 

  • Managing large student debt and balancing it with other financial goals like buying a home or investing in a practice.
  • The importance of disability insurance and the different policy options available for medical professionals.
  • Navigating the fluctuating income streams typical for medical professionals.
  • A need for collaboration with CPAs, attorneys, and other professionals to ensure comprehensive financial health.
  • And more!

 

Resources:

Connect with Nicole Romito: 

Connect with Stephanie Nanney:

 

About Our Guest: 

Having grown up around the financial services industry, Stephanie Nanney, CFP®, CPFA, knows the value of long-term relationships with clients and the work and reward that comes with helping those clients, and their families, achieve financial goals. Stephanie’s primary goal in helping clients is to listen to them and establish a genuine partnership, providing a strong foundation of financial knowledge that is crucial to achieving their goals. Ultimately, witnessing her clients achieve their Private Vista is the most rewarding aspect of her work.

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Financial Planning for Medical Professionals with Stephanie Nanney – Part One (Ep. 51)

Financial Planning for Medical Professionals with Stephanie Nanney – Part One (Ep. 51)

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Contrary to popular belief, earning a salary as a medical professional can sometimes cap your financial growth. 

Exploring different compensation models could open doors to greater control and profitability.

Join Nicole Romito as she sits down with her partner at Private Vista, Stephanie Nanney to peel back the layers of financial planning for medical professionals, providing insights into compensation structures, retirement planning, and the critical decisions that can shape your financial well-being. By listening, you’ll gain valuable knowledge on how medical professionals are paid, the importance of understanding compensation structures, and strategies to maximize your financial security.

Nicole and Stephanie discuss: 

  • Compensation structures for hospital employees vs. private practice professionals.
  • Contractual considerations for medical professionals regarding salary, bonuses, and benefits.
  • Designing retirement plans to maximize pre-tax savings for medical practice owners.
  • The evolving trend of private practice ownership and its financial and tax implications.
  • And more!

Resources:

Connect with Nicole Romito: 

Connect with Stephanie Nanney:

About Our Guest: 

Having grown up around the financial services industry, Stephanie Nanney, CFP®, CPFA, knows the value of long-term relationships with clients and the work and reward that comes with helping those clients, and their families, achieve financial goals. Stephanie’s primary goal in helping clients is to listen to them and establish a genuine partnership, providing a strong foundation of financial knowledge that is crucial to achieving their goals. Ultimately, witnessing her clients achieve their Private Vista is the most rewarding aspect of her work.

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