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Dollars and Sense: Creating Your Fulfilled Life

Hosted by Nicole Romito · business · EN-US · 92 episodes

Audience: 4

About this Podcast:

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

Pitch Analysis

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Contact path

Verified email

Booking probability

34%

Guest openness

Selective

Verified email on file
80/100
Required Score

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Questions about Dollars and Sense: Creating Your Fulfilled Life

What is Dollars and Sense: Creating Your Fulfilled Life about?

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.

Who hosts Dollars and Sense: Creating Your Fulfilled Life?

Dollars and Sense: Creating Your Fulfilled Life is hosted by Nicole Romito. The show has published 92 episodes to date.

What has Dollars and Sense: Creating Your Fulfilled Life covered recently?

Recent episodes include "Helping Adult Children Launch Into Financial Independence with Joyce Marter, LCPC, CSP® (Ep. 90)" (17 June 2026, 27 minutes), "REPLAY: Strategies For Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 89)" (3 June 2026, 33 minutes), and "REPLAY: Medicare Made Clear with Carly Rosswurm (Ep. 88)" (20 May 2026, 38 minutes).

How often does Dollars and Sense: Creating Your Fulfilled Life publish?

Dollars and Sense: Creating Your Fulfilled Life publishes roughly every two weeks, with episodes averaging 33 minutes across 92 episodes.

How hard is it to get booked on Dollars and Sense: Creating Your Fulfilled Life?

Booking probability for Dollars and Sense: Creating Your Fulfilled Life is 34%, and the host is rated Selective on guests. Dollars and Sense: Creating Your Fulfilled Life requires a Pod Score of 80 or higher. Dollars and Sense: Creating Your Fulfilled Life's contact route on record: verified email.

Who should pitch Dollars and Sense: Creating Your Fulfilled Life?

The strongest fits for Dollars and Sense: Creating Your Fulfilled Life are Investing & Wealth Management. Dollars and Sense: Creating Your Fulfilled Life has a business audience.

About the host

Nicole Romito hosts Dollars and Sense: Creating Your Fulfilled Life, a business show with 92 episodes published.

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Recent episodes

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  • Dollars and Sense: Creating Your Fulfilled Life

    Helping Adult Children Launch Into Financial Independence with Joyce Marter, LCPC, CSP® (Ep. 90)

    Jun 17, 202627 min

    Watching an adult child take their first steps into independence can be exciting, rewarding, and sometimes challenging. How can parents provide support without creating dependency? What conversations should families...

  • Dollars and Sense: Creating Your Fulfilled Life

    REPLAY: Strategies For Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 89)

    Jun 3, 202633 min

    Executive compensation often involves more than a paycheck, and the decisions tied to it can affect taxes, retirement, and long-term planning. How do you balance stock awards, deferred compensation, and company benefits...

  • Dollars and Sense: Creating Your Fulfilled Life

    REPLAY: Medicare Made Clear with Carly Rosswurm (Ep. 88)

    May 20, 202638 min

    Health insurance decisions can feel overwhelming, especially when timelines, penalties, and rising costs all collide at once. What should you know before turning 65? How do you compare employer coverage, Medicare...

  • Dollars and Sense: Creating Your Fulfilled Life

    Talking to Kids About College Costs and Money Mindset with Joyce Marter, LCPC, CSP® (Ep. 87)

    Apr 22, 202635 min

    Paying for college can bring up pressure, guilt, fear, and big family questions long before a tuition bill arrives. How can families talk about money in a healthier way, set expectations early, and help young adults...

  • Dollars and Sense: Creating Your Fulfilled Life

    Finding Love Again After Loss, Divorce, or Long-Term Relationships with Bela Gandhi (Ep. 86)

    Apr 8, 202634 min

    Starting over after a major relationship ends can feel overwhelming. Questions, doubts, and old patterns often surface just when you are trying to move forward. In this episode, Nicole Romito speaks with Bela Gandhi...

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  • Dollars and Sense: Creating Your Fulfilled Life

    Designing Trust: How Immersive Museums Transform Financial Literacy with AJ Goehle (Ep. 85)

    Mar 25, 202628 min

    What if learning about money felt more like play than pressure? What if the spaces we walk into could quietly reshape how we think, feel, and act? In this episode, Nicole Romito sits down with AJ Goehle, CEO and...

  • Dollars and Sense: Creating Your Fulfilled Life

    Rebuilding After Sudden Loss with Jody LaVoie (Ep. 84)

    Mar 11, 202628 min

    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...

  • Dollars and Sense: Creating Your Fulfilled Life

    REPLAY: Building Your Financial Dream Team with Greg Bogdan, CFP® (Ep. 83)

    Feb 25, 202639 min

    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...

  • Dollars and Sense: Creating Your Fulfilled Life

    Retirement Beyond the Numbers with Mike McCabe, CFP®, CPC – Part 2 (Ep. 82)

    Feb 11, 202621 min

    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...

  • Dollars and Sense: Creating Your Fulfilled Life

    Retirement Planning, Health Coverage, and Income with Mike McCabe, CFP®, CPC – Part 1 (Ep. 81)

    Jan 28, 202623 min

    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...

  • Dollars and Sense: Creating Your Fulfilled Life

    REPLAY: Empowering Your Financial Future Post-Divorce with Delaney Orozco (Ep. 80)

    Jan 14, 202642 min

    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...

  • Dollars and Sense: Creating Your Fulfilled Life

    REPLAY: Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 79)

    Jan 8, 202639 min

    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...

  • Dollars and Sense: Creating Your Fulfilled Life

    Financial Truths Every Woman Needs to Hear with Terry Savage (Ep. 78)

    Dec 10, 202535 min

    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 Terry...

  • Dollars and Sense: Creating Your Fulfilled Life

    What Sports Teach Us About Loyalty & Leadership with Delaney Orozco (Ep. 77)

    Nov 26, 202527 min

    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...

  • Dollars and Sense: Creating Your Fulfilled Life

    Supporting Families Through Aging Transitions with Jennifer Beach (Ep. 76)

    Nov 12, 202537 min

    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...

  • Dollars and Sense: Creating Your Fulfilled Life

    Aging Parents: What We Learned Caring for Our Parents – Part 2 (Ep. 75)

    Oct 22, 202533 min

    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 Toner and Steve...

  • Dollars and Sense: Creating Your Fulfilled Life

    Aging Parents: How to Start the Conversation – Part 1 (Ep. 74)

    Oct 8, 202534 min

    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...

  • Dollars and Sense: Creating Your Fulfilled Life

    College Admissions: Finding the Perfect Fit for Every Student (Ep. 73)

    Sep 24, 202536 min

    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...

  • Dollars and Sense: Creating Your Fulfilled Life

    Family Business Succession: Balancing Legacy and Relationships (Ep. 72)

    Sep 10, 202539 min

    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 Group, to...

  • Dollars and Sense: Creating Your Fulfilled Life

    From Stage to Strategy: How Improv Shaped a Financial Career (Ep. 71)

    Aug 29, 202533 min

    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...

Guest Appearances

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