Parhaat Private Vista Podcastit (2024)

1
Building Your Financial Dream Team with Greg Bogdan (Ep.54) 38:49

14d ago38:49

38:49

Assembling a smart financial team could be the key to your long-term financial success. Financial planning isn’t just about the numbers; it’s about orchestrating a professional team that grows with you, helping further secure your financial future and peace of mind. Nicole Romito sits down with Greg Bogdan, Senior Advisor at Private Vista, to discu…

1
Managing Financial Markets During The Elections With Jeremy Bell (Ep.53) 39:44

28d ago39:44

39:44

As the U.S. elections approach, many investors find themselves questioning whether to adjust their portfolios in anticipation of potential market changes. Nicole Romito is joined by Jeremy Bell, Chief Investment Officer for Conway Investment Research, to discuss the impact of US elections on financial markets and how to navigate the resulting volat…

1
Financial Planning for Medical Professionals with Stephanie Nanney – Part Two (Ep. 52) 32:27

1M ago32:27

32:27

Did you know medical professionals typically face over $200,000 in student loan debt upon completing their education? This significant financial burden, paired with a delayed start in their earning potential, makes financial planning uniquely challenging. In this second part of Nicole Romito and Stephanie Nanney’s conversation about financial plann…

1
Financial Planning for Medical Professionals with Stephanie Nanney – Part One (Ep. 51) 36:57

2M ago36:57

36:57

Contrary to popular belief, earning a salary as a medical professional can sometimes cap your financial growth. Exploring different compensation models could open doors to greater control and profitability. Join Nicole Romito as she sits down with her partner at Private Vista, Stephanie Nanney to peel back the layers of financial planning for medic…

1
Tips for Estate Planning With Lindsey Markus (Ep. 50) 37:35

2M ago37:35

37:35

Navigating the complexities of estate planning can feel overwhelming, and many of us are uncertain about how to initiate this crucial conversation with our families But don’t let your fears of the unknown stop you from planning this important piece of your legacy. Join guest Lindsey Markus, Asset Protection Attorney and Shareholder Principal at Chu…

1
REPLAY: Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 49) 37:44

3M ago37:44

37:44

Have you heard of the 529 plan? It could be your new key to unlocking a brighter future for your kids while being financially efficient. Join Nicole Romito as she and her colleague, Colleen Dwyer share the essentials of 529 plans, the tax advantages they offer, and how they can be an integral part of securing the educational futures of your childre…

1
SPECIAL FEATURE: The Divorce and Beyond Podcast: Expensive Mistakes Made in Complex Property Division (Ep. 48) 37:08

4M ago37:08

37:08

Are you going through a divorce and need some financial wisdom? Recently Nicole Romito was a guest on The Divorce and Beyond Podcast with Susan Guthrie. Today’s episode features a replay of an insightful conversation that delves into complex financial issues during and after divorce. Gain insights on matters that arise during divorce – including wh…

1
REPLAY: Mastering Your Finances: Tips for Young Adults with Carrie Shoener (Ep. 47) 41:40

4M ago41:40

41:40

Jumping into managing your finances can be overwhelming, especially straight out of college. But don’t worry, this week on Dollar$ and $ense we are replaying a popular episode that includes an insightful conversation about how young adults can build healthy financial habits. Join Nicole Romito as she chats with Carrie Shoener (nee Mangan) about the…

1
How to Prepare for the Death of a Loved One with Carrie Shoener (Ep. 46) 40:37

4M ago40:37

40:37

Reflecting on the loss of a loved one is an agonizing journey nobody willingly embarks on. Yet, those who take proactive steps to brace themselves for such an inevitable occurrence are often spared the crippling weight of financial burden and the relentless onslaught of emotional upheaval in the aftermath. Join Nicole Romito as she welcomes her est…

1
Action Steps After Loss with Delaney Orozco (Ep. 45) 39:14

5M ago39:14

39:14

Despite the certainty of life’s endpoint, many individuals find themselves unprepared for the emotional and financial implications when a loved one suddenly passes away. Do you have the right people and processes in place? Join Nicole Romito and guest Delaney Orozco for an insightful dive into the complexities surrounding the sudden death of a love…

1
S3E58: Yuka Hata, Managing Director, Head of Fund Investments, Japan Investment Corporation (JIC) 40:59

5M ago40:59

40:59

S3E58: Yuka Hata, Managing Director, Head of Fund Investments, Japan Investment The podcast 'Moments That Made Her,' hosted by Kelly Williams of the Private Equity Women Investor Network (PEWIN), presents an in-depth conversation with Yuka Hata, Managing Director and Head of Fund Investments at Japan Investment Corporation. Yuka shares her unique u…

1
Credit Building Essentials with Kenneth Ashford (Ep. 44) 28:12

6M ago28:12

28:12

Ever wondered how your credit score affects your life beyond loans and credit cards? Join Nicole Romito alongside relationship banker at Wintrust Bank, Kenneth Ashford for a deep dive into the far-reaching effects of credit. From the basics of starting your credit journey to advanced strategies for maximizing your score, Kenneth sheds light on the …

1
Strategies for Maximizing Executive Compensation with Matt Parenti – Part Two (Ep. 43) 37:11

6M ago37:11

37:11

In this final installment of this two-part series, host Nicole Romito and guest Matt Parenti delve into executive compensation, providing valuable insights for navigating this complex realm. They discuss essential strategies for maximizing compensation plans, minimizing risk, addressing tax implications, and integrating these elements into long-ter…

1
Strategies for Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 42) 33:23

6M ago33:23

33:23

Are you a corporate executive navigating the complexities of executive compensation? Follow along in this installment as Nicole Romito is joined by Matt Parenti a fellow partner at Private Vista. Learn the ABCs of executive compensation and how to maximize your compensation plans for financial success and security in today’s ever-evolving market la…

1
S3E57: Sarah Samuels, Partner, NEPC 47:44

6M ago47:44

47:44

Empowering Women in Private Equity: A Conversation with Sarah Samuels This episode of Moments That Made Her, hosted by Kelly Williams, features a deep dive into the lives and careers of women in the private equity sector. The guest, Sarah Samuels, shares her journey from growing up in a small town with limited financial resources to becoming a part…

1
S3E56: Founders of Reach Capital 49:11

7M ago49:11

49:11

This episode of 'Moments That Made Her,' hosted by Kelly Williams, founding chair of the Private Equity Women Investor Network (PEWIN), features the founders of Reach Capital: Shauntel Garvey, Jennifer Carolan, and Wayee Chu. They discuss their backgrounds, from childhood education experiences and career transitions, to their venture into founding …

1
Living Your Fulfilled Life With Julie Liss (Ep. 41) 42:41

7M ago42:41

42:41

When thinking about your financial plan, are you focusing on the serious aspects and how adult the conversation is? Or are you adding in some humor to create a more fulfilling retirement plan? In this episode, Nicole Romito speaks with Julie Liss, Chief Strategy Officer and Managing Director at Hal Riney, on the importance of incorporating humor in…

1
Preparing for the Sale of Your Business: Part 3 With Matthew Hammer & Dawn Mase (Ep. 40) 44:00

7M ago44:00

44:00

Are you grappling with the complexities of selling your business, unsure of where to start or how to navigate the process? In this enlightening episode, Nicole is joined by seasoned professionals, Matthew Hammer and Dawn Mase from Wintrust Commercial Banking, to shed light on the intricacies of selling a business. Through their experiences and insi…

1
Preparing for the Sale of Your Business: Part 2 With Deanna Salo and Eric Vanderploeg (Ep. 39) 45:25

7M ago45:25

45:25

Whether you’re at the onset of selling your business or simply exploring your options, knowing what to look out for can help you make informed decisions. In this episode, Nicole is joined by Deanna Salo Managing Principal with Cray Kaiser, and Eric Vanderploeg of Burke, Warren, MacKay & Serritella’s Litigation to share their wealth of knowledge and…

1
S3E5: Elizabeth Hewitt, CIO, Sloan Foundation 47:03

7M ago47:03

47:03

S3E5: Elizabeth Hewitt, CIO, Sloan Foundation Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments that Made Her is a production of the Private Equit…

1
Municipal Bonds Unveiled With Matt Bernardi (Ep. 37) 43:15

8M ago43:15

43:15

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 to our communitie…

1
Preparing for the Sale of Your Business: Part 1 With George Karavattuveetil (Ep. 38) 36:45

8M ago36:45

36:45

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 George draw atten…

1
S3E4: Kate Mitchell, Co-founder, Scale Venture Partners 54:20

9M ago54:20

54:20

S3E4: Kate Mitchell, Co-founder, Scale Venture Partners Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments that Made Her is a production of the Pri…

1
S3E3: Alison Nankivell, Senior VP, BDC Capital 38:46

9M ago38:46

38:46

S3E3: Alison Nankivell, Senior VP, BDC Canada Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments that Made Her is a production of the Private Equit…

1
Building Your Team for a Successful Divorce Process With Susan Guthrie (Ep. 36) 47:31

10M ago47:31

47:31

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 litigation and the i…

1
Key Changes in the Secure Act 2.0 With Laurie Kaplan (Ep. 35) 48:28

10M ago48:28

48:28

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 2023 and looks ahead to 2024 and 2…

1
Estate Planning for the Sandwich Generation (Ep. 34) 58:23

11M ago58:23

58:23

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 poi…

1
Finding Calmness During the Holidays With Brendan Cournane (Ep. 33) 46:50

11M ago46:50

46:50

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 with the holiday se…

1
S03:E02 - Kristin Gunther, Partner, Revolution Growth 34:18

11M ago34:18

34:18

S03:E02 - Kristin Gunther, Partner, Revolution Growth Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments that Made Her is a production of the Priva…

1
Giving Tuesday: Time to Inspire Change With Lorena Lopez and Matt Currier (Ep. 32) 39:30

12M ago39:30

39:30

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 the…

1
Year-end Financial Planning With Jim Weil (Ep. 31) 36:31

12M ago36:31

36:31

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 talk about year-end planning strategies. They…

1
Hacker-proofing Your Finances This Cybersecurity Month With Sarah Khan (Ep. 30) 45:46

1y ago45:46

45:46

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 …

1
S03:E01 - Emily Mendell, Executive Director, PEWIN 54:00

1y ago54:00

54:00

S03:E01 - Emily Mendell, Executive Director, PEWIN Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments that Made Her is a production of the Private …

1
Co-parenting Strategies Amidst Divorce With Beth Mccormack and Jason Sposeep – Part 2 (Ep. 29) 48:08

1y ago48:08

48:08

Divorce can be a challenging journey for many, and it requires careful consideration and planning, especially during the holiday season. In this episode, Nicole Romito continues the conversation with family law attorneys Beth McCormack and Jason Sposeep. This time, they unravel the complexities of divorce, focusing on co-parenting during the holida…

1
Love’s Detour: Navigating Divorce With Beth Mccormack and Jason Sposeep (Ep. 28) 44:55

1y ago44:55

44:55

What are the best alternatives to litigation in divorce? Let’s ask family law attorneys. In this episode, Nicole Romito welcomes family law attorneys Beth McCormack and Jason Sposeep to talk about the different options that are available when considering divorce. They emphasize the importance of educating the public about alternative dispute resolu…

1
How Can Donor Advised Funds Be Used For Estate Planning? With Sean Julian (Ep. 27) 36:41

1y ago36:41

36:41

Did you know you can set up a Donor Advised Fund during your lifetime or as part of your estate planning? In this episode, Nicole is joined by Private Vista’s very own Sean Julian to discuss the concept of donor-advised funds (DAFs), which are charitable giving vehicles. Sean explains how DAFs work, the flexibility they offer, and the benefits of u…

1
S02:E10 - Lauren Dillard, Senior Managing Director & CFO, Vista Equity Partners 45:39

1y ago45:39

45:39

S02:E10 - Lauren Dillard, Senior Managing Director & CFO, Vista Equity Partners Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments that Made Her is…

1
Becoming a Financial Advisor with Mahogany Person (Ep. 26) 34:11

1y ago34:11

34:11

Sometimes, the path to a fulfilling career is far from straightforward. In today’s episode, Nicole Romito from Private Vista dives into the career journey of Mahogany Person, an emerging talent in the field of financial advising. Mahogany began her professional life as a math teacher but transitioned into financial planning after personal experienc…

1
Annuities 101 with Steve Merdinger (Ep. 24) 46:40

1y ago46:40

46:40

Purchasing annuities can be confusing, and on top of that, they’re often an emotional decision. In this episode, Nicole Romito breaks down annuities with Steve Merdinger, ChFC®, CFP®, Partner at Private Vista. They give an overview of points to consider and things to be aware of before purchasing them. Steve discusses: What fixed and variable annui…

1
The Ultimate Guide to Buying Your First Home With Melanie Everett (Ep. 25) 38:07

1y ago38:07

38:07

Thinking about diving into the real estate market? Whether you’re a seasoned pro or a first-time buyer, this episode is your go-to guide for navigating today’s dynamic real estate landscape. In this episode, Nicole Romito chats with Melanie Everett, founder and managing broker of Melanie Everett and Company, an independent real estate brokerage fir…

1
Creating Meaning from Your Means with Sarah Newcomb (Ep. 23) 44:29

1+ y ago44:29

44:29

You could build the best financial plan for your retirement, with enough money for trips and relaxing days for the rest of your life. But what will you do during your retirement? Playing golf and seeing family only takes so much time. In this episode, Nicole speaks with Sarah Newcomb, author, speaker and founder of Thrive, on the psychology behind …

1
2023’s Mid Year Check In With Bob Westrick (Ep. 22) 47:47

1+ y ago47:47

47:47

Amidst these unprecedented times, a burning question arises: Should you maintain a diversified portfolio? In this episode, Nicole Romito and Bob Westrick, Partner at Private Vista, provide a mid-year market update for 2023. Together they tackle some of the pressing inquiries that have flooded their clients minds. From whether America is already in …

1
Mastering Your Finances: Tips for Young Adults with Carrie Mangan (Ep. 21) 41:21

1+ y ago41:21

41:21

Navigating personal finances after college can be challenging for many young individuals who lack proper guidance on savings, investments, and managing their 401(k)s. What are some goals and rules they should follow for the long-term? In this episode, Nicole Romito sits down with Carrie Mangan, advisor at Private Vista, to talk about the topic of b…

1
Medicare Made Clear With Carly Rosswurm (Ep. 20) 38:23

1+ y ago38:23

38:23

Let’s face it, Medicare plans are an alphabet soup. Let’s simplify them together. In this episode, Nicole talks to Carly Rosswurm, the director of Medicare Solutions at Ash Brokerage, to clear the air about Medicare. With 17 years of experience in Medicare, Carly gives us an overview of the Medicare program and the different types of available plan…

1
Honoring Your Loved One’s Memory With Alexandra Koys (Ep. 19) 40:50

1+ y ago40:50

40:50

Losing a loved one is never easy. It’s a time of sadness and mourning, but it’s also a time to honor and celebrate their life. In fact, memorializing and honoring the legacy of loved ones is an important part of the grieving process. In this episode, Nicole speaks with Alexandra Koys, founder & CEO of Lighten Arrangements, about creative ideas for …

1
S02:E09 - Jill Kitazaki, President, Denning & Company 51:00

1+ y ago51:00

51:00

S02:E09 - Jill Kitazaki, President, Denning & Company Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments that Made Her is a production of the Priva…

1
S02:E08 - Neda Daneshzadeh, Co-Founder and Managing Partner, Prelude Growth 1:03:40

1+ y ago1:03:40

1:03:40

S02:E08 - Neda Daneshzadeh, Co-Founder and Managing Partner, Prelude Growth Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments that Made Her is a p…

1
Taking Emotions out of Personal Finance with Will Howson, CFP®, CPFA (Ep. 18) 36:59

1+ y ago36:59

36:59

Studies have shown that people experience the same level of emotional pain when losing money as they do when experiencing physical pain. Therefore, managing emotions around finances is crucial for making sound investment decisions and achieving financial success. In this episode, Nicole speaks with Will Howson, CFP®, CPFA about managing our emotion…

1
How To Support Women In Corporate With Laura Adams (Ep. 17) 41:21

1+ y ago41:21

41:21

We’re back with another episode to break the glass ceiling and showcase the incredible achievements of women who are challenging the status quo and paving the way for future generations. In this episode, Nicole continues the celebration of this past Women’s History Month with Laura Adams, Chief HR Officer for Jones Lang LaSalle. Laura shares her st…

1
S02:E07 - Eileen Mancera, Managing Director - Head of Sales and Marketing, Post Advisory Group 52:52

1+ y ago52:52

52:52

S02:E07 - Eileen Mancera, Managing Director - Head of Sales and Marketing, Post Advisory Group Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments t…

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