Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito, a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals.
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Contact path
Verified email
Booking probability
37%
Guest openness
Selective
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Signup to Generate a PitchWelcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito, a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals.
Dollars and Sense is hosted by Private Vista. The show has published 84 episodes to date.
Recent episodes include "Rebuilding After Sudden Loss with Jody LaVoie (Ep. 84)" (11 March 2026, 28 minutes), "REPLAY: Building Your Financial Dream Team with Greg Bogdan, CFP® (Ep. 83)" (25 February 2026, 39 minutes), and "Retirement Beyond the Numbers with Mike McCabe, CFP®, CPC, Part 2 (Ep. 82)" (11 February 2026, 21 minutes).
Dollars and Sense publishes roughly every two weeks, with episodes averaging 34 minutes across 84 episodes.
Booking probability for Dollars and Sense is 37%, and the host is rated Selective on guests. Dollars and Sense requires a Pod Score of 80 or higher. Dollars and Sense's contact route on record: verified email.
The strongest fits for Dollars and Sense are Investing & Wealth Management and Insurance Agencies & Brokers. Dollars and Sense has a business audience.
Private Vista hosts Dollars and Sense, a business show with 84 episodes published.
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Episode #84
Life can change in a single moment, leaving you to face roles and decisions you never expected. How do you move forward when grief collides with leadership, parenting, and identity? In this episode, Nicole Romito sits...
Episode #83
Managing money can feel manageable at first. But what happens when life gets more complex, and the stakes get higher? In this replay episode, Nicole Romito revisits a powerful conversation with Greg Bogdan, CFP®, Senior...
Episode #82
Retirement planning often focuses on finances, but the emotional and personal side can be just as impactful. What happens when work slows down, routines change, and relationships shift at home? In this episode, Nicole...
Episode #81
Retirement often feels close long before the details are clear, and timing can shape how smooth the transition feels. Decisions around income, health coverage, and benefits tend to overlap more than expected. In this...
Episode #80
Divorce brings emotional upheaval, but the financial uncertainty can feel paralyzing. Where do you even start? How do you protect yourself when you haven’t managed the finances? What team do you need, and how do you...
Episode #79
What happens after you reach financial independence? Many assume retirement means endless relaxation, but the reality is often more complex. How do you find meaning when career obligations no longer drive your daily...
Episode #78
Most women carry the weight of financial decisions while juggling careers, caregiving, and the pressure to simply “figure it out.” In this conversation, Nicole sits down with nationally recognized money expert...
Episode #77
How does a kid from Louisiana with a 30-inch vertical jump become a leader in finance and coaching? Senior Advisor Delaney Orozco joins Nicole Romito for a candid, energizing conversation about the surprising ways...
Episode #76
When aging parents or loved ones need more care, families often face overwhelming choices. How do you balance emotions with practical decisions? What resources exist to guide families through health, financial, and...
Episode #75
When aging parents can no longer live on their own, emotions and logistics collide. In this powerful 75th episode of Dollar$ and $ense , Nicole Romito is joined again by her Private Vista partners, Jeff...
Episode #74
Starting the conversation about a parent’s care isn’t 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 partners Jeff Toner...
Episode #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 stressed and uncertain...
Episode #72
What happens when a family business faces the question of “what’s next”? In this conversation, Nicole Romito sits down with Justin Albertson, Vice President of Client Services at The Family Business Consulting...
Episode #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 Vista’s own Michael Im, whose surprising love for performance arts...
Episode #70
What started as a simple hobby has grown into a source of joy, peace, and connection for one of Private Vista’s Client Service Associates, Sue Bolt. In this special lifestyle episode, Sue joins host Nicole Romito...
Episode #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 Vista advisors...
Episode #68
Some of life’s most meaningful moments aren’t about money—they’re about shared experiences. In part two of this special series, host Nicole Romito welcomes back luxury travel expert Byrd Bergeron to explore how...
Episode #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 travel mistakes...
Episode #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-overlooked bond...
Episode #65
If you could buy a luxury car at half price overseas, would you hesitate? That’s how some investors view global markets right now. Nicole Romito chats with Matthew McLaughlin, CFA, CAIA, from Diamond Hill on this...
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