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. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals.
Location:
United States
Description:
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. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals.
Language:
English
Website:
https://myprivatevista.com/
Living Your Fulfilled Life With Julie Liss (Ep. 41)
Duration:00:42:41
Preparing for the Sale of Your Business: Part 3 With Matthew Hammer & Dawn Mase (Ep. 40)
Duration:00:44:00
Preparing for the Sale of Your Business: Part 2 With Deanna Salo and Eric Vanderploeg (Ep. 39)
Duration:00:45:25
Municipal Bonds Unveiled With Matt Bernardi (Ep. 37)
Duration:00:43:15
Preparing for the Sale of Your Business: Part 1 With George Karavattuveetil (Ep. 38)
Duration:00:36:45
Key Changes in the Secure Act 2.0 With Laurie Kaplan (Ep. 35)
Duration:00:48:28
Building Your Team for a Successful Divorce Process With Susan Guthrie (Ep. 36)
Duration:00:47:31
Estate Planning for the Sandwich Generation (Ep. 34)
Duration:00:58:23
Finding Calmness During the Holidays With Brendan Cournane (Ep. 33)
Duration:00:46:50
Giving Tuesday: Time to Inspire Change With Lorena Lopez and Matt Currier (Ep. 32)
Duration:00:39:30
Year-end Financial Planning With Jim Weil (Ep. 31)
Duration:00:36:31
Hacker-proofing Your Finances This Cybersecurity Month With Sarah Khan (Ep. 30)
Duration:00:45:46
Co-parenting Strategies Amidst Divorce With Beth Mccormack and Jason Sposeep – Part 2 (Ep. 29)
Duration:00:48:08
Love’s Detour: Navigating Divorce With Beth Mccormack and Jason Sposeep (Ep. 28)
Duration:00:44:55
How Can Donor Advised Funds Be Used For Estate Planning? With Sean Julian (Ep. 27)
Duration:00:36:41
Becoming a Financial Advisor with Mahogany Person (Ep. 26)
Duration:00:34:11
Annuities 101 with Steve Merdinger (Ep. 24)
Duration:00:46:40
The Ultimate Guide to Buying Your First Home With Melanie Everett (Ep. 25)
Duration:00:38:07
2023’s Mid Year Check In With Bob Westrick (Ep. 22)
Duration:00:47:47
Creating Meaning from Your Means with Sarah Newcomb (Ep. 23)
Duration:00:44:29