Dollars and Sense: Creating Your Fulfilled Life
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Latest Episodes
Why Insurance Coverage Matters More Than Ever with Courtney Eber and Tyler Banks (Ep.60)
Are you financially prepared for natures curveballs? Nicole Romito sits down with Courtney Eber, Vice President of Alliant Private Client, and Tyler Banks, Executive Vice President of Alliant Client
Empowering Your Financial Future Post-Divorce with Delaney Orozco (Ep.59)
Whats the biggest issue in a divorce? Hint: Its not the relationship. Nicole Romito welcomes her colleague Delaney Orozco, CFP, back to the show to dive into the complex world of managing finances
2025 Market Projections with Jeremy Bell (Ep.58)
How did the markets dance through 2024, and whats on the horizon for 2025? Nicole Romito and Jeremy Bell, Chief Investment Officer at Conway Investment Research, reflect on the financial landscape o
Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 57)
Are you navigating the maze of financial security but unsure of whats next when you reach your goals? Nicole Romito, alongside Jeff Toner, CHFC, RICP, Partner at Private Vista, dives into the less-
Transform Stress into Success With Brendan Cournane (Ep. 56)
Stress can help you thrive (to a certain degree). Join Nicole Romito as she chats with professional development coach Brendan Cournane to uncover the surprising truths about stress. Through relatable
The Risks of a Concentrated Portfolio With Randy Porzel (Ep.55)
How do you manage concentrated stock portfolios? With the tech industry thriving, many investors are discovering that their portfolios are heavily reliant on a few major tech stocks, making it a chall
Building Your Financial Dream Team with Greg Bogdan (Ep.54)
Assembling a smart financial team could be the key to your long-term financial success. Financial planning isnt just about the numbers; its about orchestrating a professional team that grows with y
Managing Financial Markets During The Elections With Jeremy Bell (Ep.53)
As the U.S. elections approach, many investors find themselves questioning whether to adjust their portfolios in anticipation of potential market changes. Nicole Romito is joined by Jeremy Bell, Chief
Financial Planning for Medical Professionals with Stephanie Nanney – Part Two (Ep. 52)
Did you know medical professionals typically face over $200,000 in student loan debt upon completing their education? This significant financial burden, paired with a delayed start in their earning p
Financial Planning for Medical Professionals with Stephanie Nanney – Part One (Ep. 51)
Contrary to popular belief, earning a salary as a medical professional can sometimes cap your financial growth. Exploring different compensation models could open doors to greater control and profita