In this episode of Wine and Dime, I chat with the owner of Donalies Financial Planning, LLC, Chuck Donalies. We talk about his path to becoming a financial planner, his love of exercise, his family, and of course, our favorite wines. We take time to talk about his recent trip to China with his oldest daughter and some of the impressions that they came away with. It truly was a fascinating conversation that I’m sure you will enjoy. So pop open a bottle of your favorite wine and enjoy the episode!
The Firm
Donalies Financial Planning, LLC was founded in 2012 with the goal of providing fee-only financial planning and investment management advice to anyone in need of assistance. While DFP works with clients of all ages, the majority of our clients are between the ages of 35 and 60.
Chuck Donalies, CFP®
Website - http://www.donaliesfp.com/
Facebook - @frugalplanner
Twitter - @frugalplanner
Art Website - https://www.8bitart.com/
Chuck lives in Washington, D.C. with his wife and two little girls. When he’s not trying to keep up with the kids, he devotes time to other passions: CrossFit, creating artwork inspired by video games, playing video games (to research new painting ideas!), and reading/watching bad sci-fi (well, there's almost no such thing as bad sci-fi).
Chuck’s academic background includes a Master of Business Administration from Johns Hopkins University in Baltimore, MD and a Bachelor of Science in Kinesiology from The University of Maryland at College Park in College Park, MD. He also holds the CERTIFIED FINANCIAL PLANNER™ designation, which requires hundreds of hours of study and completion of a rigorous exam. In addition, he’s a member of The National Association of Personal Financial Advisors (NAPFA), The XY Planning Network and the Financial Planning Association.
The Wines
Chuck’s Pick
Aslina Wines - Chardonnay
A complex fruity chardonnay, creamy and full. Partial wooding gives this wine the edge and to show the beautiful tropical fruit and limy character. Good acidity balancing the fruit and wood.12% of the wine was in barrels for 12 months while the rest was on the lees in the tank.
Amy’s Pick
Belhurst Estate - Pinot Grigio
Pinot Grigio is the Italian name for Pinot Gris, a white mutation of the Pinot family which shares its genetic fingerprint with Pinot Noir, Pinot Blanc et al. The term Pinot Grigio has become strongly associated with lighter wines produced in great quantities, particularly in northern Italy.
The refreshing Pinot Grigio style has enjoyed great success in various countries, most recently the United States, (where it is fondly nicknamed "Greej") and Australia. The most common descriptors of the style are "light", "crisp" and "dry". These characteristics are complemented by aroma notes citing lemon, green apple and blossoms.
