Financially Independent with Ann

In this episode of Wine and Dime we wrap up Financial Independence month with our very own Ann Arceo. Ann is here to share her expertise and some things to consider on your path to financial independence.

What you will learn:

  • Thinking about the care you want

  • Working with a planner to determine the type of “plan” that's best for you

  • Impact of the loved ones

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If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com

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


Oregon Wine | Oregon Wine Board

  • A diverse region ripe for adventure. Oregon wears its wild, audacious heart on its sleeve. From coastal mountains to valley slopes to river gorges, once you’re here, there’s no going back without part of its wonder alive inside you.


THIS EPISODE WAS PRESENTED BY

AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL: AMY@ROOTEDPG.COM