Dollars and Sense: Creating Your Fulfilled Life

Dollars and Sense: Creating Your Fulfilled Life


Latest Episodes

Why Women Belong in the Wealth Management Industry With Delaney Orozco and Stephanie Nanney (Ep. 15)
March 08, 2023

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

Building a Family: A Guide to Fertility and Family Planning with Dr. Allison K. Rodgers (Ep. 14)
February 22, 2023

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

Everything You Need To Consider To Maximize Your Social Security Benefits With Mike McCabe (Ep. 13)
February 08, 2023

Marriage, divorce, a late spouse, and age can all affect social security benefits. Theres no simple equation for figuring out which benefit plan works best for you or when you should start taking you

The Lasting Legacy of Money Values with Mary Beth McLean (Ep. 12)
January 25, 2023

Talking about finances with your family can be a difficult discussion, but it doesnt have to be. In this episode, Nicole speaks with her colleague, Mary Beth McLean, MBA, CFP, about family wealth pla

Long-Term Care Planning: Getting Your Affairs In Order with Lauren Weldon (Ep. 11)
January 11, 2023

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 th

Preparing For 2023 After A Year Of Market Volatility With Bob Westrick (Ep. #10)
December 28, 2022

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$

A Year of Unknowns with Stephanie Link (Ep. 9)
December 14, 2022

The year is coming to an end. Lets take a quick look at what has happened in the markets, and see what we can do to anticipate whats coming. In this episode, Nicole brings Stephanie Link, Chief Inve

Starting a Family Dialogue Around Getting Older With Debbie Feldman (Ep. 8)
November 23, 2022

Estate planning is hard for many, but it doesnt have to be. Lets talk about how to have those tough conversations with family and make the process easier. In this episode, Nicole talks about estate

Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 7)
November 09, 2022

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

The Importance of Putting Together Your Financial Team With Ryan Guedel (Ep. 6)
October 26, 2022

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