REPLAY: Building Your Financial Dream Team with Greg Bogdan, CFP® (Ep. 83)

Описание: Managing money can feel manageable at first. But what happens when life gets more complex, and the stakes get higher?

In this replay episode, Nicole Romito revisits a powerful conversation with Greg Bogdan, CFP®, Senior Advisor at Private Vista, LLC, about building the right financial team. They explore when a “team of one” stops being enough, how advisors, CPAs, and estate attorneys work together, and why proactive coordination matters. From estate settlement stories to evolving tax laws and legacy planning, they share real examples of how collaboration simplifies major life transitions.

Greg shares key insights:
Why managing finances alone often works early on, but becomes risky as life grows more complex
How coordinated calls between advisors, CPAs, and attorneys prevent costly missteps
The role of proactive estate reviews and updating documents before life events happen
Common oversights like unsigned trusts or improperly titled assets
Why major events like business sales or inheritance require early team planning
And more!

Connect with Nicole Romito:

LinkedIn: Nicole Romito:   / nicole-romito-cfp-cdfa-993b07  
https://myprivatevista.com/
[email protected]
Call: 312-831-4370

Connect with Greg Bogdan:

LinkedIn: Greg Bogdan, CFP®:   / greg-bogdan-cfp%c2%ae-8319165  
[email protected]
630-455-0025

About Our Guest:

Greg Bogdan enjoys creating lasting relationships as a trusted advisor to clients. He finds it most rewarding to help his clients think through their financial situations in developing a customized plan and path to achieving their goals. After walking clients through his process, Greg hopes that they come away feeling empowered to make informed financial decisions with the confidence of knowing how to achieve their vision of ‘financial independence’ while living a more enriched and fulfilling life.

With a busy, young family, outside of work and in between shuttling their girls (ages 7, 5, and 1) between activities, Greg, and his wife, Christi, enjoy cookouts and entertaining with their friends and family. During the summer months, they’re often found at nearby parks, going on walks with their dog, Clancy, or riding bikes as a family. They most enjoy summer vacations on the beaches of Cape Cod and the shores of Michigan. In the future, My Private Vista is to explore the country and instill their love of traveling in their girls.