Wine and Dime Episode 11 - Career Changing with Linden Cornett
In this episode of Wine and Dime, I will be chatting with Linden Cornett. Linden founded Seagrass Financial (https://www.seagrassfinancial.com/) … Seagrass Financial is a fee-only financial planning and portfolio management firm. The mission of Seagrass Financial is to provide unbiased financial advice and portfolio management services at a fair price.
https://www.seagrassfinancial.com/contact
https://www.linkedin.com/in/linden-c-18aa192/
http://moneyboss.com/the-six-stages-of-financial-freedom/
The Wine discussed in this episode:
Sparkling Wines
We recommend a Keuka Lake winery Pleasant Valley
Great Western Sparkling Brut Rose
Great Western Sparkling Burgundy
https://us.nakedwines.com/products/f-stephen-millier-angels-reserve-cabernet-sauvignon-2016
Amy Irvine of Irvine Wealth Planning Strategies, LLC
10 East Market Street
Corning NY 14830
email: amy@irvineadvise.com
Wine and Dime Episode 10 - Special Needs Planning with Todd Sensing
In this episode, I chat with Todd Sensing. As a father of two sons on the autism spectrum, FamilyVest’s founder Todd Sensing has a passion for helping families with special needs. After the birth of his boys, he quickly realized just how little guidance and how few resources there are for families like his. This added anxiety to what is already a challenging situation.
Italian Red Wines
https://www.winescholarguild.org/blog/top-ten-italian-red-wines-beginner-guide.html
From FamilyVest Website:
https://www.familyvest.com/special-needs-planning
https://cdn2.hubspot.net/hubfs/2998516/eBook%20Files/7.13.17ebookHubcopy-1.pdf
https://cdn2.hubspot.net/hubfs/2998516/9.1.Files/7%20KEYS%20TO%20FINANCIAL%20PEACE%20OF%20MIND.pdf
https://www.linkedin.com/in/toddsensing/
Amy Irvine of Irvine Wealth Planning Strategies, LLC
10 East Market Street
Corning NY 14830
email: amy@irvineadvise.com
Wine and Dime Episode 9 - Welcome to the Clan with Kate Welker
In this episode of Wine and Dime, I welcome the newest member of Irvine Wealth Planning Strategies, Katie Welker! Katie is joining the team as our newest financial planner that has a specialty in taxes.
Website info: https://www.irvineadvise.com/kates-bio/
The Wine:
Bully Hill - Merlot - Blackberry aromas and plum flavors rest on a medium bodied frame of cedar and firm tannins.
https://www.bullyhillvineyards.com/wine/3/love-my-goat-2/
About Kate
607-438-3204
Puzzles always intrigued me. Crosswords, logic puzzles, whatever the sort of puzzle I love taking little pieces of information and putting them together to solve a problem.
I was a student at Alfred State College majoring in Humanities and planning on transferring to a law program when a mentor suggested I go talk to someone in the business department about the financial planning program. When I learned what financial planning was I knew it was the right choice for me.
I obtained my first job in the financial services industry in 2005 with a large insurance company. The position involved heavy sales and little planning. I quickly learned what type of financial advisor I was not meant to be and left to join a financial planning firm working under a CFP. I enjoyed working with clients, doing supervisory work, and creating financial plans.
In 2009 I transitioned to focusing on income tax planning and preparation. I had interned at Alsheimer & Evarts Tax Accounting in college and fell in love with taxes and planning. Since that time I had always worked doing income tax preparation during the tax season, but transitioned to a full time career at Alsheimer & Evarts. I continue to hold this position and love meeting new clients, developing relationships that stretch over years, and facing a new situation every day.
I missed being able to handle the investment piece for clients and I was able to become an independent registered representative in 2011. I ran my own small financial business alongside my position at Alsheimer & Evarts.
My goal in financial planning had been to transition to fee only and I was researching how to transition my business and what direction to take. I had met Amy Irvine in college and considered her a dear friend and mentor, I had been thinking of reaching out to her when I ran into her at a football game. We began a conversation and in 2018 I joined Irvine Wealth Planning Strategies.
My husband Paul and I have two children who keep us very entertained. I am a youth leader at Alfred Almond Bible Church, a Cub Scout den leader, and assist my husband in managing the Hornell Dodgers as part of the New York Collegiate Baseball League.
Amy Irvine of Irvine Wealth Planning Strategies, LLC
10 East Market Street
Corning NY 14830
email: amy@irvineadvise.com
Wine and Dime Episode 8 - Career Coaching with Ray Giese
In this episode of Wine and Dime, I will be conversing with Financial Coach, Ray Giese. After a corporate career of 30+ years, Ray has devoted his "encore career" to passing on what he has learned and utilized in order to help people realize financial freedom. He specializes in career coaching and how to translate human capital (your ability to work and earn money) into long-term financial capital (utilizing best practice investing methods) - allowing a person to achieve financial freedom. He desires to “pass the torch” to a younger generation, helping them create their own “career map” and reach a position of personal and financial freedom that they deem appropriate for their own situation.
Look for Ray on the web at: https://cfpathways.com/
Amy Irvine of Irvine Wealth Planning Strategies, LLC
10 East Market Street
Corning NY 14830
email: amy@irvineadvise.com
Wine and Dime Episode 7 - Planning for College with Nannette Kamien
In this episode of Wine and Dime, I will be chatting with Nannette Kamien. Nannette founded Inspiration Financial Planning after a 15-year career in business and information technology, because she loves personal finance and helping others find their financial inspiration.
More information is available at https://www.irvineadvise.com/college-planning/, www.inspirationplanning.com/college and you can go to “How to have the College Money Talk.”
The Wine discussed in this episode:
Pinot Grigio - a zesty white wine that is as refreshing as a cold glass of lemonade on a hot summer’s day. The second most popular white wine in America, Pinot Grigio (aka Pinot Gris) is a dry white wine that has a punchy acidity with flavors of lemons, limes, green apples and honeysuckle.
We recommend the Goose Watch Pinot Grigio, which according to the Goose Watch Winery website, its lightly floral rose petal aromas and pear-like flavors, this varietal has surprising body and richness. A great food wine, especially with seafood.
https://goosewatch.com/products/pinot-grigio/
Amy Irvine of Irvine Wealth Planning Strategies, LLC
10 East Market Street
Corning NY 14830
email: amy@irvineadvise.com
Wine and Dime Episode 6 - In the Wine Cellar with Jim Caron
In this episode of Wine and Dime, I will be talking to the Jim Caron. Jim is a Cellar Master at Bully Hill Vineyards, located in Hammondsport, NY, overlooking Keuka Lake. We talk about the wines, and how the wine industry impacts the local economy. We hope you enjoy this episode. You can find out more about Bully Hill by checking out their website at https://www.bullyhillvineyards.com/
The Wine:
Old Mischief: A masterful Red Blend, with ripe flavors of raspberry and plum; accented by hints of spice.
Cabernet Franc: Bully Hill makes a downright tasty Cab Franc with the grapes being sourced from Seneca Lake. The current 2013 vintage was fermented in Redwood open top fermenters for maximum tannin and color extraction. Once finished and pressed off, we fill up oak casks down in the cellar to bring this fine wine to fruition. We do small lot production of 500 cases a year and thanks to our happy herd of customers this wine sells out annually!
Gewürztraminer: is a variety with a pink to red skin colour, which makes it a "white wine grape" as opposed to the blue to black-skinned varieties commonly referred to as "red wine grapes". The variety has high natural sugar and the wines are white and usually off-dry, with a flamboyant bouquet of lychees. Indeed, Gewürztraminer and lychees share the same aroma compounds.[1] Dry Gewürztraminers may also have aromas of roses, passion fruit and floral notes. It is not uncommon to notice some spritz
Amy Irvine of Irvine Wealth Planning Strategies, LLC
10 East Market Street
Corning NY 14830
email: amy@irvineadvise.com
Wine and Dime Episode 5 - Financial Fitness with Mark Struthers
In this episode of Wine and Dime I will be chatting with Mark Struthers. Mark is a Gen X father that loves using his 14 years of experience, his education, and the freedom to act as a fiduciary to help families build and preserve wealth. He specializes in planning for and paying for college, while still helping families succeed.
The Wine:
Pinot Noir by Lakewood Vineyards: A classic garnet color suggests the feminine elegance and youth of this wine. Aromas of cherry, plum and toast precede a medium weight palate with a sturdy tannic backbone, finishing warm with hints of stonefruit and wood. Perfect with salmon, duck, and lamb. http://lakewoodvineyards.com/pinot-noir/
Malbec from South America:
Malbec is a purple grape variety used in making red wine. The grapes tend to have an inky dark color and robust tannins, and are known as one of the six grapes allowed in the blend of red Bordeaux wine. The French plantations of Malbec are now found primarily in Cahors in South West France. It is increasingly celebrated as an Argentine varietal wine and is being grown around the world.
Amy Irvine of Irvine Wealth Planning Strategies, LLC
10 East Market Street
Corning NY 14830
email: amy@irvineadvise.com
Wine and Dime Episode 4 - Protecting your Business and You
In this episode of Wine and Dime I will be chatting with Aaron T. Alsheimer. Aaron is an attorney with Sayles & Evans, which is located in Elmira, NY. His practice focuses on business and estate matters. We will be talking about the benefits of LLC’s and protecting yourself and your business.
Wine Recommendation - Salmon Run Chardonnay Riesling -- Medium intensity with fresh fruit dominant characters of sweet citrus, honeydew melon, subtle violet and bright pineapple notes. The blend’s aim is to preserve the fruity characters and richness from Chardonnay, with the refreshing citrus and crisp acidity from Riesling.
http://www.drfrankwines.com/wine-detail.asp?WineType=2&Wine=33
Amy Irvine of Irvine Wealth Planning Strategies, LLC
10 East Market Street
Corning NY 14830
email: amy@irvineadvise.com
Wine and Dime Episode 3 - Dentists need Financial Planners Too
In this edition of “Wine and Dime”, we will be talking to Brian Hanks. Brian is an MBA and CFP, and currently lives in Idaho. After earning his undergraduate degree in business from Brigham Young University, Brian worked in several companies including Cain, Watters and Associates where he first learned how fun working with Dentists could be.
He earned his MBA from the University of Michigan and worked on Wall Street for Goldman Sachs, and Bank of America. He left the world of corporate advisory because he did not like all the conflicts of interest inherent in their business models.
Brian is thrilled to be working for as an independent, fee-only advisor serving the dental community with tax, accounting/bookkeeping, financial planning and investment services. He specializes in helping newer dentists buy dental practices.
This Episodes wine choice is Lemberger by Lakewood Vineyards. This wine has great intensity of flavor. Notes of black raspberries and white pepper highlight a toasty bouquet. Finishing dry with flavors of raspberry and hints of spice. Try this with red meat (terrific with prime rib), and earthy dishes like grilled Portobello mushrooms.
Amy Irvine of Irvine Wealth Planning Strategies, LLC
10 East Market Street
Corning NY 14830
email: amy@irvineadvise.com
Wine and Dime - Special Edition - Impress the Ivies with Jessica Yeager
In this special edition episode of Wine and Dime, I will be talking to Jessica Yeager. She is the founder of “Impress the Ivies”, which includes a guide to the common apps to get into Ivy League schools.
Jessica has been kind enough to provide us with a special web page to check out her guide
https://www.impresstheivies.com/wineanddime/
Signing up there will get you on her newsletter and of course the free “Ultimate Guide to the Common App”
Other links for Jessica
https://www.dreamcollegesummit.com/ (Dream College Summit)
The Wine: Bordeaux Blend, McGegor Vineyard From the Finger Lakes Region in New York, located on Keuka Lake
Amy Irvine of Irvine Wealth Planning Strategies, LLC
10 East Market Street
Corning NY 14830
email: amy@irvineadvise.com
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