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.
Buckingham Wealth Partners
Charlie Van Derven
Investment Planning Counsel
Alan Moore and Michael Kitces
Francois du Toit
Brendan Frazier
The Evolving Advisor Podcast
Michael Kitces
The Financial Planning Training Academy
Kim Butler and Tammi Brannan
Jacqui Henderson
Richard E. Boone
Ken Unger
The Entrepreneurial Wealth Manager Podcast
Reese Harper, CFP®
John Brown
Advisor's Edge
The Institute of Advanced Financial Planners | David Miller
The Heritage Institute
Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
Matthew Jarvis & Micah Shilanski, Finance Rockstars
Kate Holmes
Scott Fitzpatrick
Bill Coppel
cegvideo
InvestmentNews, Michael Silver, Eric Sheikowitz
Mark Akeroyd
CEG Worldwide
Always Be Closing Show
XY Media
'Bisi Odewale
Jacqueline Lockie
Michael Lawes
None
Dr. Charles Chaffin and Dr. Brad Klontz
Robyn Crane
MDRT Podcast
Openwork Mortgage & Protection
familyofficecoaching
Brad Atkins
Ayush Sharma
Barron's Advisor
Jim Stackpool - Founder Certainty Advice Group
...For Advisors
Betsy Wiersma & Harbor Wealth Management
Wize Mentoring for Accountants and Bookkeepers
PracticeLab podcast
Mindshop
SUBRATA BISWAS
Andy Hart / Listen Notes
Paul Shrimpling
Richard Anthony
Duncan MacPherson
Laura Gregg and David Partain
Kingsley Grant
Mikial Singh Nijjar
Foghorn Podcasting
Cooper Lewis at Highland Capital Brokerage
Pioneer Debt Solutions
XY Media
TD Ameritrade Institutional
David DeCelle
Your Retirement Team
Catie Foster
Peter Waitzman
Whitney Shindelar and Brianna Glenn
FinPoint™
Vanessa O'Shea
Business of Home, Kaitlin Petersen
Pete Bush
None
Broc Buckles and Peter Ciravolo
Dan Smaida
ISOLAS LLP
Reuben Bergola
Financial Planning Association
Jonathan Kuttin
3xEquity
Wes Young
Paul Kingsman
moneyinfo
Eva Burrows College
Bill Cates
SEI Ventures
Own The Promise
Pareto Sytems
Steve Sanduski
Kotan
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Joseph Lukacs
Clemence Hoar Cummings
Peter Towers
Investment Consulting
Jenni Gritters, Wudan Yan
Blueleaf
financialdna
Jeff Porter and Lew Sauder
Woodard Events
Cathy Iconis