Tag: Wealth Management
REPLAY: Building Your Financial Dream Team with Greg Bogdan, CFP® (Ep. 83)

REPLAY: Building Your Financial Dream Team with Greg Bogdan, CFP® (Ep. 83)

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Managing money can feel manageable at first. But what happens when life gets more complex, and the stakes get higher?

In this replay episode, Nicole Romito revisits a powerful conversation with Greg Bogdan, CFP®, Senior Advisor at Private Vista, LLC, about building the right financial team. They explore when a “team of one” stops being enough, how advisors, CPAs, and estate attorneys work together, and why proactive coordination matters. From estate settlement stories to evolving tax laws and legacy planning, they share real examples of how collaboration simplifies major life transitions.

Greg shares key insights:

  • Why managing finances alone often works early on, but becomes risky as life grows more complex
  • How coordinated calls between advisors, CPAs, and attorneys prevent costly missteps
  • The role of proactive estate reviews and updating documents before life events happen
  • Common oversights like unsigned trusts or improperly titled assets
  • Why major events like business sales or inheritance require early team planning
  • And more!

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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Why Insurance Coverage Matters More Than Ever with Courtney Eber and Tyler Banks (Ep.60)

Why Insurance Coverage Matters More Than Ever with Courtney Eber and Tyler Banks (Ep.60)

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Are you financially prepared for nature’s curveballs?

Nicole Romito sits down with Courtney Eber, Vice President of Alliant Private Client, and Tyler Banks, Executive Vice President of Alliant Client Insurance, to break down the challenges and strategies surrounding personal risk management in the face of climate change. They delve into how extreme weather patterns are changing the landscape of insurance policies and what precautionary steps affluent families can take to safeguard against unexpected losses.

Courtney and Tyler discuss: 

  • The importance of having comprehensive coverage: [00:11:15]
  • Proactive measures to mitigate risk: [00:05:48]
  • The impact of climate change on insurance premiums: [00:13:31]
  • Higher deductibles and self-insurance considerations: [00:15:46]
  • Navigating liability exposures in our digital age: [00:19:17]
  • And more

Connect with Nicole Romito: 

Connect with Courtney Eber:

Connect with Tyler Banks:

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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.

Podcast: Play in new window | Download | Embed

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