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 … <a class="btn btn-default" href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2023/11/08/year-end-financial-planning-with-jim-weil-ep-31/"> Read More Read More</a>

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 … Read More Read More

How can you optimize your year-end financial planning?&nbsp; 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 … <a href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2023/11/08/year-end-financial-planning-with-jim-weil-ep-31/" rel="noopener noreferrer"> Read More Read More</a>

Year-End Financial Planning With Jim Weil (Ep. 31)

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

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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

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Year-End Financial Planning With Jim Weil (Ep. 31)

Year-End Financial Planning With Jim Weil (Ep. 31)