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The DOC Podcast

Building Wealth Through Discipline, Delayed Gratification, & Tax Strategy (w/Nicole Vento) [Ep.176]

1 October 2026 · 1:40:05 · Episode 176

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What it is about

I'm excited to welcome Nicole Vento back to The DOC Podcast for the fourth installment of our five-part series with the Vento family on creating generational wealth. Nicole is a financial advisor, CPA, and CFP who leads the investment committee at her family's firm, and she brings a rare dual perspective with her CPA background combined with institutional trading experience at Goldman Sachs and J.P. Morgan Private…

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