How Private Vista Can Help You Navigate Every Stage Of Wealth (Ep. 69)

Most people spend years preparing for retirement, but few feel fully prepared for what happens the day the paycheck stops.

In this special roundtable episode, host Nicole Romito sits down with Private Vista advisors Greg Williams, Miles Johnson, and Julian Bell to answer the real questions clients ask as they move through accumulation and into decumulation. From how much to save, where to save, how to optimize for taxes, and how to confidently withdraw income in retirement, the team breaks down complex financial topics into real-world advice you can actually use.

What to expect during this conversation:

• How business owners can maximize qualified plan contributions to reduce taxes
• Smart savings strategies for W-2 employees (including how to leverage HSAs)
• What executives need to know about stock options, RSUs, and deferred compensation
• How to replace your paycheck with tax-efficient withdrawals in retirement
• And more!

Resources:

• Uncovering Opportunity Beyond U.S. Borders with Matt McLaughlin (Ep. 65)
• Bonds, Tariffs, and Turbulence: How to Stay Grounded in a Shaky Economy with Bill Campbell (Ep. 66)

Connect with Nicole Romito:

• LinkedIn: Nicole Romito
• MyPrivateVista.com
• [e-mail]
• Call: 312-831-4370

Connect with Our Guests:

• LinkedIn: Greg Williams, CFP®
• LinkedIn: Julian Bell, CFP®
• LinkedIn: Miles Johnson, CFP®