Organization of Financial Documents and Vacation Planning

In this episode of Wine and Dime, we welcome back the episode Becky Eason. She's here to share tips to get your financial documents organized and even a little vacation planning.

What you'll Learn:

  • Tips to get yourself organized

  • What can you delegate

  • Tips Vacations

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Or visit us at www.rootedpg.com/podcasts for full show notes and links!


Wine Recommendation

  • Heron Hill - Products - 2018 Eclipse Red - 44% Merlot, 31% Cabernet Franc, 25% Cabernet Sauvignon. A well-balanced red blend wih jammy flavors of black cherry and blackberries. Hints of nutmeg and licorice are in the background with soft tannins.


THIS EPISODE WAS PRESENTED BY

AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL: AMY@ROOTEDPG.COM