Dollars and Sense

Business & Economics Podcasts

Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito, a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine....

Episodes

Rebuilding After Sudden Loss with Jody LaVoie (Ep. 84)

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

Retirement Beyond the Numbers with Mike McCabe, CFP®, CPC – Part 2 (Ep. 82)

Retirement Planning, Health Coverage, and Income with Mike McCabe, CFP®, CPC – Part 1 (Ep. 81)

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

REPLAY: Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 79)

Financial Truths Every Woman Needs to Hear with Terry Savage (Ep. 78)

What Sports Teach Us About Loyalty & Leadership with Delaney Orozco (Ep. 77)

Supporting Families Through Aging Transitions with Jennifer Beach (Ep. 76)

Aging Parents: What We Learned Caring for Our Parents – Part 2 (Ep. 75)

Aging Parents: How to Start the Conversation – Part 1 (Ep. 74)

College Admissions: Finding the Perfect Fit for Every Student (Ep. 73)

Family Business Succession: Balancing Legacy and Relationships (Ep. 72)

From Stage to Strategy: How Improv Shaped a Financial Career (Ep. 71)

The Joy of Birdwatching: How Sue Bolt Found Peace, Purpose, and Legacy in Nature (Ep. 70)

How Private Vista Can Help You Navigate Every Stage Of Wealth (Ep. 69)

How to Plan a Core Memory Vacation with Byrd Bergeron (Ep. 68)

5 Travel Mistakes to Avoid in 2025 with Byrd Bergeron (Ep. 67)

Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)

Uncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)