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 intentional travel can create lasting family memories that become part of your legacy.

Whether it’s grandparents bringing multiple generations together or parents planning once-in-a-lifetime trips for their children, Byrd shares insider tips for designing travel that feels personal, unforgettable, and worth every dollar.

What to expect in this episode:

Connect with Nicole Romito: 

Connect with Byrd Bergeron:

About Our Guest: 

Byrd is the CEO of a $ 13 million travel agency, revolutionizing the luxury travel space. Our innovative model redefines the role of travel agents by allowing them to focus on crafting bespoke experiences. At the same time, our specialized support staff manages the intricate details – from invoicing and dinner reservations to spa appointments and beyond.

Our commitment to curating exceptional itineraries is unwavering. Every booking undergoes a meticulous triple-check process, ensuring flawless execution and unforgettable journeys for our discerning clientele.

At the intersection of luxury and efficiency, we’re not just planning trips – we’re creating experiences that exceed expectations every single time.

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 people are making and how to avoid them.

Byrd, the CEO of a thriving $13 million travel agency, shares eye-opening stories (including a pink penguin poop fact you won’t forget) and tactical advice for creating trips that are not only memorable but meaningful. From why early planning beats last-minute booking, to how understanding local events can make or break your itinerary, this conversation offers a fresh perspective on intentional travel—and its connection to living a legacy.

What to expect in this episode:

Connect with Nicole Romito: 

Connect with Byrd Bergeron:

About Our Guest: 

Byrd is the CEO of a $ 13 million travel agency, revolutionizing the luxury travel space. Our innovative model redefines the role of travel agents by allowing them to focus on crafting bespoke experiences. At the same time, our specialized support staff manages the intricate details – from invoicing and dinner reservations to spa appointments and beyond.

Our commitment to curating exceptional itineraries is unwavering. Every booking undergoes a meticulous triple-check process, ensuring flawless execution and unforgettable journeys for our discerning clientele.

At the intersection of luxury and efficiency, we’re not just planning trips – we’re creating experiences that exceed expectations every single time.

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 market and its role during turbulent times.

Bill dives into the complexities of the current economic landscape, unpacking the ripple effects of tariffs, debt management, and U.S. domestic policy on global markets. As this vibrant conversation unfolds, you’ll gain insights into how these factors can influence fixed income strategies and your investment portfolio’s stability.

Connect with Nicole Romito: 

Connect with Bill Campbell:

About Bill Campbell: 

Bill Campbell is a Portfolio Manager at DoubleLine Capital LP, where he co-manages the DoubleLine Global Bond Strategy and serves as a permanent member of the firm’s Fixed Income Asset Allocation Committee. With a focus on Developed Markets, CEEMEA (Central and Eastern Europe, Middle East, and Africa), and China, he plays a key role in shaping global fixed income strategy. Since joining DoubleLine in 2013, Bill has become a trusted voice in navigating complex macroeconomic environments and emerging market dynamics.

Prior to his tenure at DoubleLine, Bill built a robust background in investment management. He held roles at Peridiem Global Investors as a Global Fixed Income Research Analyst and Portfolio Manager, and previously worked at Nuveen Investments and John Hancock Financial. Bill holds a Bachelor of Science in Business Economics and International Business, as well as a Bachelor of Arts in English from Pennsylvania State University. Known for his sharp analytical skills and global perspective, he continues to be a leading figure in fixed income investing.

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 all-new episode of Dollar$ and $ense. Listen as they explore the dynamics of international investing, shedding light on the overlooked value opportunities outside the U.S. Learn why international markets remain “on sale,” how geopolitical tensions (like Ukraine and Gaza) impact investor sentiment, and why active management is crucial when investing overseas. 

From cultural differences in corporate governance to finding diamonds in undervalued regions, Matt offers a behind-the-scenes look at global investing strategies.

Key topics in this week’s release include:

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About Our Guest: 

Matt serves as a portfolio specialist for Diamond Hill and joined the firm in 2023.

Prior to joining Diamond Hill, Matt served in a number of roles, including vice president — research, for Harbor Capital Advisors from 2008 to 2016, portfolio specialist for William Blair Investment Management from 2016 to 2019, and senior vice president, regional investment consultant for Harbor Capital Advisors from 2019 to 2023. Matt has a Bachelor of Arts in finance and marketing from Loras College.

What role do emotions play in navigating divorce, especially when children are involved?

Nicole Romito from Private Vista is back with Dr. Lydia Richardson for part two of their series on dealing with divorce. While part one focused on self-care for adults, this installment dives into supporting children through the emotional ups and downs of their parents’ separation. 

Dr. Richardson, a seasoned clinical psychologist specializing in family dynamics, brings her insights on minimizing the negative impacts of divorce on children. From establishing consistent routines to managing difficult conversations, this episode is packed with practical tips and candid discussions.

Key conversations include:

Connect with Nicole Romito: 

Connect with Dr. Lydia Richardson:

About Our Guest: 

Lydia Richardson is a licensed clinical psychologist, Divorce Mediator, Collaborative Law Coach, and Child Specialist who has provided services to adults, couples, and families in a variety of settings since 2004. She is fluent in Spanish and Danish; her multicultural background enables her to bring cultural sensitivity and competence to all aspects of her work, and she is committed to fostering diversity and inclusion in all aspects of life. Her business experience in banking and finance gives her a unique perspective and ability to problem-solve effectively and work efficiently to help clients achieve their goals. She earned her B.A. from New York University (Economics/Politics) and worked in business and finance for several years before returning to school to study psychology. She earned her M.A. in industrial/organizational psychology and her doctorate in clinical psychology (both from Roosevelt University). She has worked extensively with the families of children with developmental disorders, in foster care, and with adolescents in juvenile detention. She is also trained in neuropsychological assessment of adults and children and has consulted to companies seeking executive coaching and team-building.

She is a Past President of the Collaborative Divorce Illinois (CDI) Board of Directors and continues to serve on the Board as the Vice President of Mental Health. She is passionate about and hopes to promote alternative dispute resolution and help facilitate less conflict in divorce so as to promote happier families and more productive co-parenting. She believes that families can transcend the difficulty of divorce and evolve into happy and productive individuals and co-parents. She is a member of other professional organizations, including the International Association of Collaborative Professionals (IACP), the Association of Family and Conciliation Courts (AFCC), and the American Psychological Association (APA). She also enjoys teaching graduate psychology courses at Roosevelt University in Chicago and providing consultation to other mental health professionals.

A native New Yorker, she has lived in Chicago for over 20 years and calls it home. She is the proud mother of three children who are all in graduate school now, forging their own futures as fellow peacemakers. In her spare time, she is outdoors as much as possible, biking, hiking, skiing, and walking the Chicago lakefront.

What if divorce didn’t have to mean devastation, but instead, became a path to healing, clarity, and even joy?

In this episode, Nicole Romito sits down with Dr. Lydia Richardson, a clinical psychologist and divorce mediator, to talk about what a “good divorce” really looks like.

Together, they explore the emotional weight of this life-altering decision and how you can honor both your personal truth and your future well-being.

If you’re standing at a crossroads in your marriage, know this: you’re not alone, and there is a way forward that centers your strength, your voice, and your vision for what’s next.

Key discussion points include:

Resources:

Connect with Nicole Romito: 

Connect with Dr. Lydia Richardson:

About Our Guest: 

Lydia Richardson is a licensed clinical psychologist, Divorce Mediator, Collaborative Law Coach, and Child Specialist who has provided services to adults, couples, and families in a variety of settings since 2004. She is fluent in Spanish and Danish; her multicultural background enables her to bring cultural sensitivity and competence to all aspects of her work, and she is committed to fostering diversity and inclusion in all aspects of life. Her business experience in banking and finance gives her a unique perspective and ability to problem-solve effectively and work efficiently to help clients achieve their goals. She earned her B.A. from New York University (Economics/Politics) and worked in business and finance for several years before returning to school to study psychology. She earned her M.A. in industrial/organizational psychology and her doctorate in clinical psychology (both from Roosevelt University). She has worked extensively with the families of children with developmental disorders, in foster care, and with adolescents in juvenile detention. She is also trained in neuropsychological assessment of adults and children and has consulted to companies seeking executive coaching and team-building.

She is a Past President of the Collaborative Divorce Illinois (CDI) Board of Directors and continues to serve on the Board as the Vice President of Mental Health. She is passionate about and hopes to promote alternative dispute resolution and help facilitate less conflict in divorce so as to promote happier families and more productive co-parenting. She believes that families can transcend the difficulty of divorce and evolve into happy and productive individuals and co-parents. She is a member of other professional organizations, including the International Association of Collaborative Professionals (IACP), the Association of Family and Conciliation Courts (AFCC), and the American Psychological Association (APA).

What do the latest Medicare changes mean for your future? 

Join Nicole Romito and special guest Carly Rosswurm, Director of Medicare Solutions at Ash Brokerage, as they unravel recent updates to Medicare, the impact of the Inflation Reduction Act, and more. Carly brings 19 years of expertise in Medicare solutions and breaks down the essentials you need to know, whether you’re approaching 65 or advising a loved one.

Nicole and Carly discuss:

Resources:

Connect with Nicole Romito: 

Connect with Carly Rosswurm:

About Our Guest: 

Carly Rosswurm is the Director of Medicare Solutions at Ash Brokerage. Carly graduated from Indiana University with a degree in business and a concentration in marketing. Since then, Carly has always focused on the realm of Medicare. She has been Life & Health licensed for 17 years, and has experience in Medicare marketing, contracting, compliance, continuing education, and sales. 

With the Medicare Modernization Act of 2003, Carly first got involved in Medicare when the Part D plans were first mandated, and Medicare Advantage plans were first coming into the market. Through continuing education courses, Carly has offered licensed agents and advisors classes on the importance of knowing Medicare basics, along with the difference between Medicare Advantage plans versus traditional Medicare Supplements. 

Is the economy thriving, though the news and your instincts tell you otherwise? 

Let’s unravel the “vibe” disconnect—where feelings meet facts with Ben Audley, a senior advisor at Private Vista. With help from host Nicole Romito, he tackles the intriguing gap between personal financial feelings and actual economic data. He also dives deep into the so-called “Vibe Session,” highlighting how Americans feel great about personal finances yet gloomy about the broader economy.

Nicole and Ben chat about:

Resources:

Connect with Nicole Romito: 

Connect with Ben Audley:

About Our Guest: 

Ben Audley began his financial services career in 2018, driven by a fascination with macroeconomic trends and global affairs. Starting in the wealth management department of a firm in suburban Chicago, he quickly learned the importance of building strong, trust-based client relationships. His goal is to become a trusted advisor for all clients, helping them navigate their financial journeys and achieve their personal Private Vista. Outside of work, Ben is passionate about spending time with friends, family, and his two dogs, traveling, sampling local cuisines, reading, and engaging in competitive Wisconsin sports, all while maintaining an active lifestyle. He holds a Bachelor’s Degree in Economics and International Studies from UW-Madison.

Are you financially prepared for nature’s curveballs?

Nicole Romito sits down with Courtney Eber, Vice President of Alliant Private Client, and Tyler Banks, Executive Vice President of Alliant Client Insurance, to break down the challenges and strategies surrounding personal risk management in the face of climate change. They delve into how extreme weather patterns are changing the landscape of insurance policies and what precautionary steps affluent families can take to safeguard against unexpected losses.

Courtney and Tyler discuss: 

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Connect with Tyler Banks:

What’s the biggest issue in a divorce? Hint: It’s not the relationship.

Nicole Romito welcomes her colleague Delaney Orozco, CFP®, back to the show to dive into the complex world of managing finances during a divorce. With a focus on empathy and practical advice, Nicole and Delaney outline a three-phase approach to help listeners navigate this challenging life event. 

Nicole and Delaney discuss: 

Previous Episodes of Interest:

Connect with Nicole Romito: 

Connect with Delaney Orozco:

About Our Guest: 

Delaney Orozco, CFP®, began in the financial services industry in 2015 as a service advisor. Throughout her career, she has focused on finding the intersection between the day-to-day processes of the financial world and bigger-picture planning, with the goal of assisting her clients in achieving their private vista. Delaney also has a deep passion for developing guides for her clients, helping them navigate the psychology behind finance and the numbers they see on the page. Her experience as a collegiate athlete has equipped her with the work ethic and dedication necessary to perform at a high level, which she hopes to offer her clients.