This week on Wine and Dime, join Amy Irvine as she talks about how you can “Up Your Assets” by employing key tactics to better understand your financial health. In January, the focus was on organizing and creating a spending plan. This month go beyond the spending plan to create your Yearly Action Plan. Amy walks you through the steps of goal setting, determining roadblocks and allotting time to regularly work on your finances—it’s not as much time as you may think! She provides methods of monitoring and checking progress of your goals and celebrating those financial successes. Worksheets to set up your plan are provided. And finally, Amy shares her revelation on boxed wine! You don’t want to miss any of it!
And as always, if you enjoyed this episode, be sure to rate, subscribe and share with others!
Thank you for being a loyal listener!
Bota Box
Malbec
TASTING NOTES
Bota Box Malbec is easy drinking, with a big, jammy fruit profile. Ripe blueberry and blackberry notes lead to a soft, luscious fruit palate, with hints of blueberry pie, cedar, and spice notes on the finish.
PAIRS WITH
Great for backyard barbecues, game nights, and pizza parties. Pour it at the table with skirt steaks, loaded burritos, or spicy grilled sausages.
WINE DETAILS Alcohol: 13.5%
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
Special Note: For those who don’t know, my Brother edits all the podcasts and submits them to website, writes the majority of the show notes and puts out the social media posts for the episodes.
His 13 year old son, and my nephew, has taken an interest in the editing process, so this weeks episode was guest edited by my nephew Conner! Keep up the great work kiddo!