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
Morrie W. Reiff
Alliance of Comprehensive Planners (ACP)
Emma Middleton
GFOS
Rubach Wealth
For Entrepreneurs, Financial Advisors & Accountants
Richard Oring & Erik Garcia
OWLFI
Brian Kasal
Tony Rose
Julie Herres
Lexington Wealth Management
Scott Fishman and Cliff Jurdi
CSLA Board of Standards
Gabe Nelson, CFP®
Private Vista
KLO Financial Services
Canny Group
The Law Society
nextgenin10
Cathy Curtis, CFP
The Due Diligence Project™ Podcast
Jason Pereira
Money Matters
Anna N'Jie-Konte
Elena Pullen-Venema
Dominique Henderson, CFP®
TriFound
Jeff Boron
Doug, Linda, & Deborah Lewis
Samara Andrews
Dynamic Funds
Brown Shipley
3 Minute Money Tip with Janine Bolon
Mueller Financial Services, Inc.
Tim Scannell
James Hay
Tom Wheelwright, CPA
ProProject Bookkeeping
Reuben Bergola
Francois du Toit
Ryan J Melton
Paul G. McManus
Milsted Langdon
The Entrepreneurial CPA Podcast
James Vaughan and Tyler Kennedy
Herbert&Webster
Proskauer
cpa firms in houston
David Spray
Technical Connection
Kate Holmes
Justin Bennett
Ben D. Jones and Emily Larsen with BMO Global Asset Management
Conway, Deuth & Schmiesing
Wealth and Law
Carte Financial
Matthew Jarvis & Micah Shilanski, Finance Rockstars
Rounded
Marcus Dillon
Resolution
The Institute of Advanced Financial Planners | David Miller
Clarity 2 Prosperity
Brett Fellows, CFP®
Jonathan Freeman
Scott Hanson
None
Hannah Lebron
Caprice Gibson
David Vallieres
Jacqueline Lockie
Alan Moore and Michael Kitces
LifeYield
Caleb Brown
John Brown
Withersworldwide
Sara McCullough
Financial Planning Association
Citywire
Broc Buckles and Peter Ciravolo
Mary Beth Storjohann
TOA Global
Stephen Lewis
Momentum Media
InsurMark
genmfo
Gary Heldt
Upward Accounts
David Chudyk, CFP(r)
Investment Quorum
David Spray
Ken Unger
Irvin Schorsch
Tax Boss
Roman Polnar
Scott Malcolm
Archive
AICPA