Dollars and Sense: Creating Your Fulfilled Life

Latest Episodes
The Joy of Birdwatching: How Sue Bolt Found Peace, Purpose, and Legacy in Nature (Ep. 70)
What started as a simple hobby has grown into a source of joy, peace, and connection for one of Private Vistas Client Service Associates, Sue Bolt. In this special lifestyle episode, Sue joins host
How Private Vista Can Help You Navigate Every Stage Of Wealth (Ep. 69)
Most people spend years preparing for retirement, but few feel fully prepared for what happens the day the paycheck stops. In this special roundtable episode, host Nicole Romito sits down with Private
How to Plan A Core Memory Vacation (Ep. 68)
Some of lifes most meaningful moments arent about moneytheyre about shared experiences. In part two of this special series, host Nicole Romito welcomes back luxury travel expert Byrd Bergeron to
5 Travel Mistakes to Avoid in 2025 with Byrd Bergeron (Ep. 67)
Most people love to travel, but not everyone knows how to do it well. In this vibrant, story-filled episode, host Nicole Romito is joined by luxury travel expert Byrd Bergeron to reveal the five trav
Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)
Ever wondered how the bond market could be your secret weapon in times of economic uncertainty? Strap in as Nicole Romito hosts Bill Campbell from DoubleLine in an eye-opening discussion on the oft-ov
Uncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)
If you could buy a luxury car at half price overseas, would you hesitate? Thats how some investors view global markets right now. Nicole Romito chats with Matthew McLaughlin, CFA, CAIA, from Diamond
What You Need to Know About Divorce with Dr. Lydia Richardson (Part 2)
What role do emotions play in navigating divorce, especially when children are involved? Nicole Romito from Private Vista is back with Dr. Lydia Richardson for part two of their series on dealing with
What You Need to Know About Divorce with Dr. Lydia Richardson (Part 1) (Ep. 63)
What if divorce didnt have to mean devastation, but instead, became a path to healing, clarity, and even joy? In this episode, Nicole Romito sits down with Dr. Lydia Richardson, a clinical psycholo
2025 Medicare Updates with Carly Rosswurm (Ep. 62)
What do the latest Medicare changes mean for your future? Join Nicole Romito and special guest Carly Rosswurm, Director of Medicare Solutions at Ash Brokerage, as they unravel recent updates to Medic
How Economic Data Shapes Our Financial Outlook with Ben Audley (Ep. 61)
Is the economy thriving, though the news and your instincts tell you otherwise? Lets unravel the vibe disconnectwhere feelings meet facts with Ben Audley, a senior advisor at Private Vista. With