So you’re ready to sell your business or have been thinking about selling for a while, now what? In this two-part episode, Nicole speaks with George Karavattuveetil, President of Psyched, LLC, about how to prepare yourself to sell your business. George shares his 3-step process to help business owners get ready to sell. Nicole and …

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There is a big part of the investing world that doesn’t get as much news as equity markets. But it should. In this installment of Dollar$ and $ense, Nicole is joined by Matt Bernardi from Bernardi Securities. Together, they demystify the municipal bond market, a key component in funding local infrastructure projects that are vital …

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Divorce is an emotional time for both spouses, but it’s important not to let emotions control the process. How can you build the best team for your divorce? In this episode, Nicole Romito speaks with Susan Guthrie, a family law attorney, about the intricacies of divorce. They emphasize the value of a collaborative approach over …

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The Secure Act 2.0 is ever-evolving and has brought up some important questions recently, so let’s go over them! Laurie Kaplan, CPA, partner at Michael Silver, joins Nicole for her second time on the show to continue their discussion about the Secure Act 2.0. Laurie goes over what has been finalized in the act for …

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How did the markets dance through 2024, and what’s on the horizon for 2025?  Nicole Romito and Jeremy Bell, Chief Investment Officer at Conway Investment Research, reflect on the financial landscape of 2024. They discuss the performance of U.S. equity markets, the volatility in fixed income, and the outlook for 2025. They emphasize the importance …

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Estate planning is important for everyone, but why is it especially important for the sandwich generation? In this episode, Nicole introduces fellow Private Vista colleague, Jeff Toner, CHFC®, RICP®, Partner at Private Vista, to talk about estate planning. While it’s important to get your documents in order before you need them, Nicole and Jeff point …

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The year-end holidays can be the most stressful time of the year, from family gatherings and tensions to tight deadlines at work. But what if we told you they don’t have to be? In this episode, Nicole speaks with professional development coach Brendan Cournane about stress management. They focus on managing the stress that comes …

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Are you passionate about changing lives, uplifting those around you, and creating a better world? Join us in celebrating Giving Tuesday, a global movement to unleash the power of radical generosity. In this episode, Nicole Romito invites colleagues Lorena Lopez and Matt Currier. Taking a break from the usual financial topics, they shed light on …

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How can you optimize your year-end financial planning?  With the end of the year nearing, it’s a good idea to review our financial plans and look at what we have set up for the long-term. In this episode of Dollar$ and $ense, Jim Weil CFP®, CIMA®, managing partner at Private Vista, joins Nicole Romito to …

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Are you prepared to face the digital phantoms lurking in your inbox? This Cybersecurity Awareness Month, arm yourself with knowledge. Just as we take precautions during Halloween, it’s essential to be vigilant about phishing attacks in the financial services sector.  In this episode, Nicole speaks with Sarah Khan, Chief Information Security Officer for Hightower Advisors, …

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