Happy Holidays Wine and Dime listeners! This is part one of a two part podcast with fellow podcaster and financial planner, Paul Benson. Paul has a podcast called Financial Autonomy, that focuses on financial strategies to give you choice. Each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals. In part one of this podcast, Paul more or less interviews me about what led me to start my planning firm which is now Rooted planning Group. Part two covers Paul’s journey into starting his own practice. It was a wonderful conversation, that I’m sure you will all enjoy. If you enjoyed this episode, please rate and subscribe to the show. And be sure to check out Paul’s Podcast at the links listed below!

Paul Benson

If your goal is to work 9-5, 5 days per week, for 40 odd years, and then retire at 60 or 65 and start living life, then I'm not the financial planner for you.

But if instead, you're looking to gain choice in life, to embrace the amazing possibilities that now exist for a varied working life, and are keen to enjoy the journey, not put everything off until "retirement", then we should talk.

Podcast - Financial Autonomy
Guidance Financial Services
Linked In

Financial Autonomy is an audio blog focused on financial strategies to give you choice. Hosted by Certified Financial Planner Paul Benson, each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals.

THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
The Seneca Lake Wine Trail

ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM