Dollars and Sense: Creating Your Fulfilled Life

Dollars and Sense: Creating Your Fulfilled Life


Latest Episodes

Action Steps After Loss With Delaney Orozco (Ep. 45)
June 12, 2024

Despite the certainty of lifes endpoint, many individuals find themselves unprepared for the emotional and financial implications when a loved one suddenly passes away. Do you have the right people a

Credit Building Essentials With Kenneth Ashford (Ep. 44)
May 22, 2024

Ever wondered how your credit score affects your life beyond loans and credit cards? Join Nicole Romito alongside relationship banker at Wintrust Bank, Kenneth Ashford for a deep dive into the far-re

Strategies for Maximizing Executive Compensation with Matt Parenti – Part Two (Ep. 43)
May 08, 2024

In this final installment of this two-part series, host Nicole Romito and guest Matt Parenti delve into executive compensation, providing valuable insights for navigating this complex realm. They disc

Strategies for Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 42)
April 24, 2024

Are you a corporate executive navigating the complexities of executive compensation? Follow along in this installment as Nicole Romito is joined by Matt Parenti a fellow partner at Private Vista. Lea

Living Your Fulfilled Life With Julie Liss (Ep. 41)
April 10, 2024

When thinking about your financial plan, are you focusing on the serious aspects and how adult the conversation is? Or are you adding in some humor to create a more fulfilling retirement plan? In thi

Preparing For The Sale of Your Business: Part 3 with Matthew Hammer & Dawn Mase (Ep. 40)
March 27, 2024

Are you grappling with the complexities of selling your business, unsure of where to start or how to navigate the process? In this enlightening episode, Nicole is joined by seasoned professionals, Mat

Preparing For The Sale of Your Business: Part 2 with Deanna Salo and Eric VanderPloeg (Ep. 39)
March 06, 2024

Whether youre at the onset of selling your business or simply exploring your options, knowing what to look out for can help you make informed decisions. In this episode, Nicole is joined by Deanna Sa

Preparing For The Sale of Your Business: Part 1 with George Karavattuveetil (Ep. 38)
February 28, 2024

So youre ready to sell your business or have been thinking about selling for a while, now what? In this two-part episode, Nicole speaks with George Karavattuveetil, President of Psyched, LLC, about h

Municipal Bonds Unveiled with Matt Bernardi (Ep. 37)
February 14, 2024

There is a big part of the investing world that doesnt get as much news as equity markets. But it should. In this installment of Dollar$ and $ense, Nicole is joined by Matt Bernardi from Bernardi Sec

Building Your Team for a Successful Divorce Process with Susan Guthrie (Ep. 36)
January 24, 2024

Divorce is an emotional time for both spouses, but its important not to let emotions control the process. How can you build the best team for your divorce? In this episode, Nicole Romito speaks with