Dollars and Sense: Creating Your Fulfilled Life

About Dollars and Sense: Creating Your Fulfilled Life

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

Publisher

Nicole Romito

Category

business · business

Language

en

Explicit

No

First episode

13 Sept 2022

Latest episode

17 Jun 2026

Latest episodes

91 episodes in the feed.

1. 

   17 Jun 2026

   Helping Adult Children Launch Into Financial Independence with Joyce Marter, LCPC, CSP® (Ep. 90)

   Watching an adult child take their first steps into independence can be exciting, rewarding, and sometimes challenging. How can parents provide support without creating dependency? What conversations should families have when adult children continue living at home after graduation or while searching for employment? In this episode, Nicole Romito welcomes back Joyce Marter, LCPC, CSP®, licensed psychotherapist, keynote speaker, and author of The Financial Mindset Fix, for a discussion about helping young adults transition into financial independence. They explore the realities many families face as housing costs rise and employment challenges persist. Joyce shares practical approaches for balancing support with accountability, creating healthy financial boundaries, encouraging responsibility, and fostering open conversations about money. Key takeaways: Creating clear expectations early can help reduce misunderstandings and family tension later on Balancing support and accountability helps young adults build confidence and financial responsibility Understanding the financial impact on parents is essential before offering long-term assistance Open conversations about money can strengthen family relationships and reduce financial stress Healthy boundaries encourage independence while preserving supportive parent-child relationships And more! Resources: The Financial Mindset Fix by Joyce Marter (https://www.amazon.com/Financial-Mindset-Fix-Fitness-Abundant/dp/1683647238) Episode 87: Talking to Kids About College Costs and Money Mindset with Joyce Marter, LCPC, CSP® (https://www.youtube.com/watch?v=8xl-C2FwSUA) Connect with Nicole Romito: LinkedIn: Nicole Romito (https://www.linkedin.com/in/nicole-romito-cfp-cdfa-993b07/) MyPrivateVista.com (https://myprivatevista.com/) info@myprivatevista.com (mailto:info@myprivatevista.com) Call: 312-831-4370 (tel:3128314370) Connect with Joyce Marter: LinkedIn: Joyce Marter (https://www.linkedin.com/in/joycemarter/) Website: Joyce Marter (https://www.joyce-marter.com/) About Our Guest: Internationally renowned mental health thought leader and financial mindset expert, Joyce Marter, considers it her life’s purpose to spread the Mental Wealth; to remove the shame and stigma from both mental health and financial stress and provide a global audience with practical strategies and tools to heal, recover, thrive and prosper. Joyce enjoys travel and has visited over 20 countries, with Thailand, Turkey and Ukraine being some of her favorites. She welcomes opportunities to travel internationally to speak at large conferences or events. While she only speaks English, she has experience collaborating with a translator during her talks.

2. 

   3 Jun 2026

   REPLAY: Strategies For Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 89)

   Executive compensation often involves more than a paycheck, and the decisions tied to it can affect taxes, retirement, and long-term planning. How do you balance stock awards, deferred compensation, and company benefits while keeping your bigger financial picture in focus? This week, Nicole Romito replays her conversation with Matt Parenti, Partner and Lead Advisor at Private Vista, about executive compensation planning. Matt explains why executives often need support coordinating stock awards, deferred compensation, benefits, taxes, estate planning, and company stock exposure. They also cover why timing, diversification, and full-picture planning matter when compensation decisions can affect years of future income. Matt shares: Why executive clients often need a planner to coordinate benefits, taxes, attorneys, and HR How RSUs, stock options, and performance stock can shape executive compensation plans Why deferred compensation choices require careful timing before retirement income begins How concentrated company stock can create added risk alongside career income exposure Why selling company shares may involve holding rules, trading windows, and market scrutiny And more! Connect with Nicole Romito: LinkedIn: Nicole Romito (https://www.linkedin.com/in/nicole-romito-cfp-cdfa-993b07/) MyPrivateVista.com (https://myprivatevista.com/) info@myprivatevista.com (mailto:info@myprivatevista.com) Call: 312-831-4370 (tel:3128314370) Connect with Matt Parenti: Private Vista – Matt Parenti (https://myprivatevista.com/matt-parenti.html) LinkedIn: Matt Parenti (https://www.linkedin.com/in/matt-p-85a2b423/) About Matt Parenti: Matt Parenti is a seasoned financial planner specializing in assisting corporate executives, startup entrepreneurs, and business owners. With a focus on legacy planning, Matt ensures his clients’ financial security and longevity. He is deeply committed to building meaningful relationships, both professionally and personally. As Chair of the Growth & Marketing Committee at his firm, he emphasizes the importance of the “Private Vista Experience” for clients and colleagues alike. He holds a Bachelor’s Degree in Consumer Economics and a Minor in International Studies from the University of Illinois Urbana-Champaign, along with a Master’s Degree in Finance from the University of Notre Dame. Outside of work, Matt treasures time with family and friends, enjoys outdoor activities, and seeks to share his knowledge through mentorship and teaching.

3. 

   20 May 2026

   REPLAY: Medicare Made Clear with Carly Rosswurm (Ep. 88)

   Health insurance decisions can feel overwhelming, especially when timelines, penalties, and rising costs all collide at once. What should you know before turning 65? How do you compare employer coverage, Medicare supplements, and Advantage plans without feeling buried in confusing terms? In this episode, Nicole Romito revisits her conversation with Carly Rosswurm, Director of Medicare Solutions at Ash Brokerage, that breaks down how Medicare works and what people should consider before enrolling. They discuss the differences between Medicare Parts A, B, D, supplement plans, and Advantage plans, along with enrollment periods, income-related premium adjustments, prescription coverage, and travel considerations. Carly also shares practical guidance for avoiding penalties and reviewing coverage changes each year. Key takeaways: Understanding how Medicare Parts A, B, D, and supplement plans work together after age 65 Comparing employer coverage with Medicare options based on costs, prescriptions, and travel needs Reviewing annual enrollment changes that may impact prescription costs and provider networks Considering IRMAA income adjustments and how retirement can affect Medicare premium amounts Evaluating Medicare Advantage and supplement plans based on flexibility and out-of-pocket costs And more! Connect with Nicole Romito: LinkedIn: Nicole Romito (https://www.linkedin.com/in/nicole-romito-cfp-cdfa-993b07/) MyPrivateVista.com (https://myprivatevista.com/) info@myprivatevista.com (mailto:info@myprivatevista.com) Call: 312-831-4370 (tel:3128314370) Connect with Carly Rosswurm: Ash Brokerage (https://www.ashbrokerage.com/) LinkedIn: Ash Brokerage (https://www.linkedin.com/company/ash-brokerage/) LinkedIn: Carly Rosswurm (https://www.linkedin.com/in/carly-rosswurm/) medicare@ashbrokerage.com (mailto:medicare@ashbrokerage.com) 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. A few years ago, Carly bought an old historic home in West Central, Fort Wayne that she completely remodeled with the help of her dad. She lives downtown with her two dogs, Tev and Percy.

Who has been a guest on Dollars and Sense: Creating Your Fulfilled Life

Names identified in recent episode analyses. Showing up to five guests.

• Byrd Bergeron
• Bill Campbell
• Matthew McLaughlin
• Delaney Orozco

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

9 ratings

Spotify

5.0 / 5

5 ratings

Podcast Authority Score: 44 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

60

Social presence

0

YouTube

0

Engagement

71

Contact Dollars and Sense: Creating Your Fulfilled Life

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.