Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 57)

Dollars and Sense

Are you navigating the maze of financial security but unsure of what’s next when you reach your goals?

Nicole Romito, alongside Jeff Toner, CHFC®, RICP®, Partner at Private Vista, dives into the less-discussed side of financial planning—how to find purpose and meaning after achieving financial independence. Listen as they explore the big questions clients face once their financial goals are met, and how to prepare for the next chapter.

Gain insight as Nicole and Jeff discuss:

• The shift from financial security to finding purpose
• How being financially independent changes your life
• Why it’s not just about retiring; it’s about evolving
• How to navigate the journey with no one-size-fits-all answers
• And more

Resources:

• Estate Planning for the Sandwich Generation with Jeff Toner (Ep. 34)
• Designing Your Life: How to Build a Well-Lived, Joyful Life by Bill Burnett and Dave Evans
• The Second Mountain: The Quest for a Moral Life by David Brooks

Connect with Nicole Romito:

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

Connect with Jeff Toner:

• LinkedIn: Jeff Toner
• MyPrivateVista.com
• Call: 312-831-4370

About Our Guest:

Jeff Toner, Partner at Private Vista, now almost 40 years into his career, has the luxury of looking backward and reflecting on the journey he has been on. Back in 1984, he didn’t know what a fiduciary was or what a financial planner did. What he did know was he wanted to help people with their finances and achieve their goals in life. He wanted to do it in a way that he wasn’t selling them a product but rather walking side by side with them as they moved toward their dreams. Jeff has been with them in moments of great joy and cried with them during their times of sadness. He has taught and educated them, but more importantly, he has been taught and learned from them as well.