Dollars and Sense: Creating Your Fulfilled Life

Are you curious about the new regulations in the Secure Act 2.0 and how they could impact your retirement planning? In this episode, Nicole and Laurie Kaplan, CPA, highlights the important changes in the Secure Act 2.0 that were released in late 2022. Laurie explains how these changed regulations affect investors. Laurie discusses:  A breakdown of the 10-year rule The new opportunities for IRA and...

Breaking the glass ceiling: Join us as we delve into the world of finance and showcase the incredible achievements of women who are challenging the status quo and paving the way for future generations. In this episode, Nicole celebrates Women’s History Month and International Women’s Day with Delaney Orozco, CFP®, and Stephanie Nanney, CFP®, CPFA. Get ready to hear their inspiring conversation abo...

Discover the Secrets of Fertility with Expert Allison K. Rodgers! Are you longing to start a family but feeling uncertain about your next steps? This episode is for you! Join Nicole Romito as she sits down with renowned fertility doctor, Allison K. Rodgers. Get ready to be enlightened with all the ins and outs of fertility and the best options for starting your family. Allison opens up about the o...

Marriage, divorce, a late spouse, and age can all affect social security benefits. There’s no simple equation for figuring out which benefit plan works best for you or when you should start taking your benefit, but a financial advisor can help guide you through the process. We are back with another episode of Dollar$ and $ense: Creating Your Fulfilled Life with Nicole Romito. Learn from Mike McCab...

Talking about finances with your family can be a difficult discussion, but it doesn’t have to be. In this episode, Nicole speaks with her colleague, Mary Beth McLean, MBA, CFP, about family wealth planning and having financial discussions with the next generation. Mary Beth shares a few ways to begin the conversation, that it’s ongoing and not a one-time thing, and that it’s never too late to star...

As we are living longer and healthier lives, we often take for granted that one day, our situation might change. Planning ahead for your long-term care now can help you avoid unforeseen expenses in the future. In this episode, Nicole is joined by Lauren Weldon, a partner at Margolis Weldon LLC who specializes in elder law and estate planning. Listen as Lauren shares real-life stories and scenarios...

After a year of market ups and downs, investors are looking for an opportunity to pull ahead in the new year. How can they start off 2023 on the right foot? Welcome back to another episode of Dollar$ and $ense! In this episode, Nicole Romito speaks with Bob Westrick, Partner at Private Vista, on how market volatility has impacted investors in 2022 and where they should focus their attention into t...

The year is coming to an end. Let’s take a quick look at what has happened in the markets, and see what we can do to anticipate what’s coming. In this episode, Nicole brings Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, onto the show to go over the year-end market update for 2022. Stephanie also shares a story reminiscing about joining the financial indus...

Estate planning is hard for many, but it doesn’t have to be.  Let’s talk about how to have those tough conversations with family and make the process easier. In this episode, Nicole talks about estate planning with Debbie Feldman, the founder of Debra D. Feldman and Associates, Ltd. Debbie is a licensed and insured clinical social worker and works as an Aging Life Care Manager. She shares her prof...

A 529 plan is a college investment plan that offers tax and financial aid advantages, but what exactly is covered? In this episode, Nicole provides an overview of 529 plans with her colleague, Colleen Dwyer. Colleen covers an overview of what a 529 plan is, the different advantages of the plan, and some of its limitations and flexibilities. Colleen discusses:  What a 529 plan is and how the money...

Did you know that having an accountant, financial planner, and advisor working together can help take some of the stress off managing your finances while still keeping your best interests in mind? In this episode, Nicole speaks with Ryan Guedel, CPA and partner at account and consulting firm CJBS, about how to put together a financial team to ensure everyone is working in your best interest. Ryan...

With the current market cycle, we aren’t surprised a lot of people are feeling anxious about their financial plans and investments. Many people don’t know what to do or expect. In this episode, Nicole brings on a colleague from Private Vista, Randy Porzel, CFP, RICP, to discuss investment strategy, and what to do and not to do in today’s market. Randy shares insights from his experience in the fin...

From selecting which school to finding what extracurriculars are available, applying to college involves many important considerations. Have you checked them all off your list? In this episode, Nicole talks with Corinne Smith, co-author of College Essay Journal: A Mindful Manual for College Applications, about college admissions. Corinne dives into why finding the right environment for a student i...

If you’re hesitant to reach out to a financial advisor, you certainly shouldn’t be. Sure, it might seem like there is a lot to the process, but Nicole is here to help ease some of your anxiety. In this episode, Nicole Romito takes you through what it’s like to become a client at Private Vista. She goes over how Private Vista’s financial advisors get to know their clients, the importance of learnin...

Whether you found us by our website, our podcast or a referral, you might wonder what to expect if you choose to work with us, at Private Vista. In this episode, Nicole Romito gives a debrief of what the Private Vista experience is like. She goes over what it’s like to call the office and what to expect afterward, what type of information should be prepared for the first meeting and some resources...

Welcome to Dollar$ and $ense: Creating Your Fulfilled Life with Nicole Romito, a Partner at Private Vista. We combine our years of personal and professional experiences with those of our guest experts to help you create the life you imagine. In this episode, Nicole introduces Private Vista, what they specialize in, and what their clients can expect from their team. She then shares her business and...