Dollars and Sense

Dollars and Sense

Por: Private Vista
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.
78 episodios disponibles

Latest episodes of the podcast Dollars and Sense

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Taking Emotions out of Personal Finance with Will Howson, CFP®, CPFA (Ep. 18) 12/05/2023
How To Support Women In Corporate With Laura Adams (Ep. 17) 22/04/2023
Highlighting The Key Changes In Secure Act 2.0 With Laurie Kaplan (Ep. 16) 23/03/2023
Why Women Belong in the Wealth Management Industry With Delaney Orozco and Stephanie Nanney (Ep. 15) 08/03/2023
Building a Family: A Guide to Fertility and Family Planning with Dr. Allison K. Rodgers (Ep. 14) 22/02/2023
Everything You Need To Consider To Maximize Your Social Security Benefits With Mike McCabe (Ep. 13) 09/02/2023
The Lasting Legacy of Money Values with Mary Beth McLean (Ep. 12) 24/01/2023
Long-Term Care Planning: Getting Your Affairs In Order with Lauren Weldon (Ep. 11) 11/01/2023
Preparing For 2023 After A Year Of Market Volatility With Bob Westrick (Ep. 10) 02/01/2023
A Year of Unknowns with Stephanie Link (Ep. 9) 16/12/2022
Starting a Family Dialogue Around Getting Older With Debbie Feldman (Ep. 8) 27/11/2022
Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 7) 10/11/2022
The Importance of Putting Together Your Financial Team With Ryan Guedel (Ep. 6) 27/10/2022
What You Should and Shouldn’t Do In Today’s Market With Randy Porzel (Ep. 5) 14/10/2022
Where You Go Is Not Who You’ll Be With Corinne Smith (Ep. 4) 28/09/2022
Becoming A Private Vista Client (Ep. 3) 15/09/2022
What You Can Expect From The Private Vista Experience (Ep. 2) 14/09/2022
Everything You Need To Know About Private Vista With Nicole Romito (Ep. 1) 14/09/2022
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