Dollars and Sense: Creating Your Fulfilled Life

Latest Episodes
Aging Parents: How to Start the Conversation – Part 1 (Ep. 74)
Starting the conversation about a parents care isnt easy, but it might be the most important discussion you ever have. In this deeply personal episode, Nicole Romito is joined by her Private Vista p
College Admissions: Finding the Perfect Fit for Every Student (Ep. 73)
The college admissions journey can feel overwhelming for both students and parents. Between changing requirements, testing debates, and growing pressure to stand out, families are often left stresse
Family Business Succession: Balancing Legacy and Relationships (Ep. 72)
What happens when a family business faces the question of whats next? In this conversation, Nicole Romito sits down with Justin Albertson, Vice President of Client Services at The Family Business
From Stage to Strategy: How Improv Shaped a Financial Career (Ep. 71)
What happens when a strategy manager steps off the spreadsheet and into the spotlight? In this uplifting episode, Nicole Romito sits down with Private Vistas own Michael Im, whose surprising love for
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