Wine and Dime Episode 49 - Introducing the Strong Roots Podcast with Kerrie Beene
In this episode of Wine and Dime I chat with Kerrie Beene. Kerrie is a financial planner with us here at Rooted Planning Group. We have a nice chat about her new podcast that she is launching call “Strong Roots”. Strong Roots will be The show about strengthening our roots with discussions about health and wealth. Kerrie will cover topics ranging from gut health, to changing habits, to life insurance. We chat about what drove her to “execute” her plan to get this podcast off the ground. We look forward to hearing all that her and her guests have to say. So sip on back and enjoy this episode of Wine and Dime!
A little bit about Kerrie Beene…
My own personal financial journey has taught me that while their important, life is more than numbers.
Finding joy in the journey towards personal goals is key.
A smart plan with a lot of heart goes a long way to keeping daily financial decisions in line with your long term goals.
I graduated from Southeastern Oklahoma State University with a degree in Business Administration and hold a certificate in Financial Planning from Wake Forest University. I passed the CFP exam in November of 2016 and I'm currently working towards my service hours.
I began my career in financial planning by starting my own company, Beene Financial Planning. Having the desire to work as a team, I then joined Irvine Wealth Planning Strategies.
My roots in Southeast Oklahoma have given me great insight on the need for financial planning that is not just investment focused, but also on all the other financial planning decisions. I enjoy, and work best, with those who are ready to take control of their finances and use their money to fulfill their goals and dreams.
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 48 - With Danna "Like Banana" Jacobs
In this episode of Wine and Dime, I have a great conversation with Danna Jacobs. Danna is a CFP and founding Partner of Legacy Care Wealth located in New Jersey. In this episode we talk about how she goes from dancing to opening a financial planning firm with her brother. We also chat about her children, husband, trips to upstate New York and of course Wine. This was a wonderful conversation and I always love the opportunity to chat with Danna Banana! So pop open a bottle of your favorite wine and enjoy this episode. I suggest the Cab Franc from Fox Run Winery, it’s oh so good!
DANNA JACOBS, CFP®, ADPA®, MBA
Legacy Care Wealth, LLC
(Founding Partner/Managing Partner)
Prior to launching Legacy Care, Danna Jacobs was a Client Service Associate at Barclays Wealth working with the top investment advisor at the firm from January 2010 to March 2013. Her responsibilities included responding to client inquires regarding investment management, account maintenance, tax issues, trust and estate administration, as well as assisting the sales team with equity offerings, and marketing alternative investment opportunities. Her team raised over $1.3 billion for private equity partnerships over a three-year period.
Ms. Jacobs also has attained the CFP® and ADPA® designations granted by the Certified Financial Planner Board of Standards, Inc. In addition, she holds an MBA from New York University's Stern School of Business, an internationally renowned business school. She completed her MBA with concentrations in Finance and Entrepreneurship, which included coursework in Business Management, Accounting, Business Strategy, Corporate Finance and Business Planning. She also holds a Bachelor of Arts from Vassar College (Poughkeepsie, NY) with concentrations in Economics and Italian.
Fox Run Winery
For Peter Bell, Fox Run’s veteran winemaker, winemaking should be approached with a deceptively simple maxim: to ‘chase deliciousness’. No matter what style of wine is being produced, Bell emphasizes that each step in the process should be aimed at making the wine increasingly delicious. That may involve leaving a wine alone for a period of time (as with barrel-fermented Chardonnay resting on its lees) or intervening on an almost daily basis (as when a 5-component bottling of Riesling needs its final blending).
It is the approach pursued by many great European and New World domains. After hand-harvesting of the grapes at their maximum maturity and sorting, handling is kept to a minimum. After pressing, wines are filtered as little as possible to allow for the true character of each grape variety to shine through. Quality is coaxed, not wrestled, out of the grapes.
Tasting Notes For Cabernet Franc, 2016
Aromas of red raspberry and plums are augmented by spice and black olive notes. Bright and lively in the mouth with sweet fruit flavors and very fine-grained tannins.
Fox Run Cabernet Franc, presents, most prominently, deep base aromas of raspberry, coffee and dark chocolate. Thyme, violet and smoke add top notes and dimension. In the mouth, this wine is fresh, soft, and satiny with abundant cherry and raspberry flavors. Notes of licorice, wood smoke and bay leaf add complexity to the bright fruit components. Fox Run Winery is situated high on Torrey Ridge, overlooking one of the deepest parts of Seneca Lake. It offers over fifty-five acres of vineyards, producing a remarkable range of fine wines. Fox Run is poised to become one of a handful of truly great producers in the Finger Lakes.
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 47 - Don't Should Yourself with Autumn Campbell
In this episode of Wine and Dime, I sit down with Autumn Campbell. Autumn is a financial planner at The Planning Center. Autumn and I discuss what led her to become a financial planner and the road she took to get there. This episode was named after some advice that Autumn likes to give her clients, so check it out! We also talk about one of my favorite wines… Malbec! And I definitely found a very nice Malbec in the Finger Lakes Region. So, sit back, relax, pop open a bottle of your favorite wine and enjoy the latest installment of Wine and Dime!
Autumn Campbell
autumn@theplanningcenter.com
Phone: 918-417-6747
My experience as a former teacher and high school counselor informs my role as a financial planner daily. Clients come to us with life questions concerning their finances, and hope to receive thoughtful, competent, and trustworthy responses. In many ways, a financial planner is a life coach, helping people navigate their financial planning in light of their values, hopes, and responsibilities.
Although the clients I support vary widely in their backgrounds, I find myself particularly drawn to working with entrepreneurs, educators and business owners. I love solving new, complex problems and teaching meaningful financial literacy to clients.
Click Image to learn more about this Orginization
Thirsty Owl Wine Company
Thirsty Owl Wine Company’s story began when Ted Cupp purchased 150 acres from Robert and Mary Plane, trailblazers who implemented the Cayuga Wine Trail, on July 2, 2001. In the fall and winter of 2001/2002, construction began on both the tasting room and the wine making facility. The following spring of 2002, with Shawn Kime as its first employee, work began on the lake vineyard located between the tasting room and the lake. Cabernet Sauvignon, Syrah, Pinot Noir, and Malbec were planted here.
On September 13, 2002, The Thirsty Owl Wine Company opened its doors for the first time with Mary Dauber managing the tasting room. We had four wines and produced approximately 1,200 cases. In December 2002, Jon Cupp, an Ithaca College graduate, moved his young family from Atlanta and relocated to the Finger Lakes, joining the staff as President to provide needed leadership and to guide the company's growth.
Since 2002, we have increased production by over 1000%, and in those years, the Thirsty Owl Wine Company's name has become synonymous with award winning wines. The winery has won many prestigious awards, including the Governor's Cup and the John Rose award for their Rieslings. This past year, its Pinot Noir was the highest rated North American Pinot at the Taster's Guild International competition. We produce some of the area’s only Malbec and Syrah, along with unique blends, reds, whites and ice wines.
Since the beginning, The Thirsty Owl Wine Company and the Cupp family have prided themselves on producing quality, signature wines reflecting the unique characteristics of the Finger Lakes. We hope you’ll enjoy them as much as we’ve enjoyed making them.
Malbec
A smooth, cool-weather malbec from the New York Finger Lakes that provides a rare glimpse into what the Finger Lakes can do with another mixing grape that’s not cabernet franc or petit verdot.
Ruby-to-purple in color, this malbec has an aromatic nose of wet leaves, forest floor and black fruit including black plum, blackberry and raspberry.
The combination of fruit and secondary aromas presents for an intriguing nose.
On the palate the wine is medium in acidity and tannin with soft fruit underlying the acid and tannin.
Worth a try especially for cabernet franc enthusiasts looking for a new red varietal to try in a cool-climate region.
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 46 - Fashionable Finances with Katherine Clark
Hi again Wine and Dime listeners. In this episode I chat with Katherine Clark. Katherine is the Director of Advisor Consulting at First Ascent Asset Management. During the episode, we chat about life, religion, financial planning and of course wine. We dive into how Katherine took a big leap of faith when joining First Ascent, and how that risk paid off. Check out the episode with a bottle of your favorite wine and enjoy the show!!
Katherine Clark
DIRECTOR OF ADVISOR CONSULTING
katherine@firstascentam.com
What I do here:
I work side-by-side with advisors to help them best utilize First Ascent’s strategies and services for their clients. I also collaborate with our communications team to get the word out about First Ascent and the value we bring.
Why I love my job:
I am passionate about being part of a business that makes every decision by asking, “What’s best for advisors and their clients?” My colleagues make coming to work every day fun and intellectually stimulating, and I find great satisfaction in providing significant value to advisors and their clients all across the country.
Spanish Tempranillo
Vina Alberdi
Grape
Tempranillo is a black grape variety widely grown to make full-bodied red wines in its native Spain. Its name is the diminutive of the Spanish temprano, a reference to the fact that it ripens several weeks earlier than most Spanish red grapes.
Tasting
Lively, medium depth garnet red withan intense pink rim. The nose stands out for the intensity of fresh aromas of ripe red fruit, wild strawberries, currants and raspberries, against a balsamic background with notes of vanilla, toasted caramel, bakery, coffee and sweet mints. Warm aromatic entry, with good structure and balance and soft, amiable tannins. The aromatic harmony persists on the finish, with marked freshness and balance. Long in the mouth, it offers a magnificent expression of classic ageing.
Earle Estates Meadery
Honey - Mother Nature's Nectar ~ The Oldest Fermented Beverage
Dating back to before 5000 BC, Honey and water were fermented into Mead – now commonly called “Honey Wine”, although some sources indicate Mead is the Oldest Fermented Beverage.
A uniquely different taste than grape wine, it can be dry, semi-sweet or sweet and is found to be refreshing and with the light aroma of honey. For over 25 years, since 1993, the family owned Earle Estates Meadery has offered Mead in many varieties and blends. Its unique nature makes it the perfect blending wine to expand its flavor and taste throughout our production of over 20 Honey wine varieties.
Uncork Your Finances
Amy Irvine
Is dealing with finances a little less stressful when you have a glass of wine by your side? This book is an extension of my Wine and Dime podcast and Monday Morning Quarter-Buck Blog - capturing some top tips from the first 27 episodes.
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 45 - Foster a New Way of Thinking with Justin Foster
In this episode I chat with Justin Foster of Foster Thinking and Root + River. We talk about his coaching strategies, meditation, Bourbon, and of course, Wine. Justin has a very “Zen” approach to the way he coaches and it really comes through in this conversation. Justin also goes into the brand coaching they do at Root + River. It was an amazing interview that I’m sure you will enjoy. The books, podcasts, and wines recommended are listed below. So sit back, pop open a bottle of Bourbon, or the recommended wine, and enjoy the show!
Justin Foster
Based in Austin, Texas, I believe that nothing matters until you know your heart. And when you know your heart, it changes how you live, lead and brand. Along a journey that started on a cattle ranch in eastern Oregon to 49 states and 6 countries, I have worked with leaders of every sector and industry to discover their truth and convert it into vibrant, relevant brands. Co-founder of the branding firm root + river, I am a relentless and optimistic advocate for unleashing the power of truth and authenticity - and the systematic elimination of all that is boring and stale in organizations.
The Root Session
The Root Session takes you to a place you’ve been told does not matter in business — to your heart. The true heart of the matter, the heart of your people, the heart of why you exist.
Within this collective heart is a map in a bottle that leads to a brand. We smash the glass and orient the map for you.
In one day together, we will help show you the future of your brand.
The River
Once you know the root of your brand, you are ready for your message and offerings to flow out into the world. Well, almost ready.
You need a logo that is art, not an afterthought. You need a website that tells stories, that moves hearts … and products.
You need a marketing team that understands all aspects of modern marketing. Box-checkers, spend-it-because-we-have-to defeatists, agency burn-outs need not apply.
But full disclosure: we’re not going to do it for you.
WAKING UP PODCAST
Join Sam Harris—neuroscientist, philosopher, and best-selling author—as he explores some of the most important questions about the human mind, society, and current events.
Awareness: The Perils and Opportunities of Reality
The heart of Anthony de Mello's bestselling spiritual message is awareness. Mixing Christian spirituality, Buddhist parables, Hindu breathing exercises, and psychological insight, de Mello's words of hope come together in Awareness in a grand synthesis.
In short chapters for reading in quiet moments at home or at the office, he cajoles and challenges: We must leave this go-go-go world of illusion and become aware. And this only happens, he insists, by becoming alive to the needs and potential of others, whether at home or in the workplace.
Here, then, is a masterful book of the spirit, challenging us to wake up in every aspect of our lives.
3 Brothers Winery
Estate Bourbon Barbera
From the owner's private stock, our Estate Reserve Barbera aged in bourbon casks for 372 days. Limited quantities available. Pick up this bottle before it's gone.
Winemaker's Tasting Notes:
On the nose- Candied toasted pecan, fresh baked pie crust, Vanilla, Maple syrup & Cherry pipe Tobacco.
On the pallet- Ripe cherries jubilee. Long persistent barrel tannins with smooth blueberries and blackcaps leading in to a faint Clove & spice finish
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 44 - From Traveling the World to Coaching the World with Mike Green (Part 2)
Welcome back for Part 2 of my interview with Mike Green! In this part, we chat about what you can expect while working with Mike.
In this episode I talk with Performance Coach Mike Green of M. Welland Green Consultants. Mike and I are from the same home town of Hornell, and in the episode we got the chance to catch up on whats been going on in our lives. The conversation ranged from hitchhiking to Alaska (Just to prove a point), to the approach he takes when helping out a client. I think you will find this episode very entertaining! Boy, I sure did! So sit back and pop open a bottle of your favorite wine and lets enjoy this journey together!
Mike shares a great analogy about how coaching will help you navigate your life!
MEET MICHAEL GREEN
M. WELLAND GREEN CONSULTANTS
In a world where absolutes seem to be slipping away, you can count on this: Mike Green won’t ask you to do anything he wouldn’t do. That’s the good news. The bad news––or superb news, depending on your current frame of mind––is this is a guy who hitchhiked from New York to Alaska just to prove a point. “I hitchhiked to Alaska with no money or food,” Green confirms, before laughing and adding, “on purpose.”
Green’s story reads like missing pages of Hemingway, London, and Melville: a globetrotting odyssey dreamed up and lived out by a scrappy kid from western New York whose insatiable curiosity won’t let him settle for secondhand knowledge. He’s honest, resourceful, and boisterously good company, with a dogmatic belief in the essential goodness of people that’s contagious. Today, Green is also a highly sought-after business coach whose experience has included heavy hitters such as Chevron, Kellogg, Brown and Root (KBR), and others. He moves easily between vastly different arenas––from deep-water rigs to downtown corporate suites.
Over the past 20 years, Green has worked and traveled extensively throughout all seven continents and almost 60 countries, tackling a broad slate of demanding jobs along the way. He says all environments, no matter how extreme, share a fundamental need: people who are brave enough to be themselves.
Green is not just philosophizing: he’s lived his ideology in high-stakes ways. Stints as an Outward Bound instructor leading adjudicated youth through rugged terrain in the U.S, Austria, Bulgaria, Germany, Finland, and Scotland, as well as launching a program for juvenile criminals for the Russian government and teaching a college course in which he led students on an 85-day exploration of Costa Rica, Ecuador, and Peru make up his early résumé. Next, he taught global history to high school students in his hometown, and began leading big-game hunting expeditions on horseback through Alaskan mountain ranges. Positions with KBR in Iraq, working with multinational militaries, the U.S. State Department, local government officials, and many others to ensure project progress and safety followed, before working as the Lead Air Transportation and Cargo Lead for the McMurdo Station in Antarctica.
In 2007, Green began his performance coaching career on land rigs in Arkansas––a rough-and-tumble environment in which he excelled. He was called in to work with crews recently hit by time-lost injuries or death. It became his job to help everyone, from the top down, realize why such a costly mistake had occurred, and to recondition the atmosphere and patterns that had allowed it. Success led him to launch his own company, and then, he went off shore. New assignments took him to ultra deep water wells and new challenges.
Green’s unique personal history has shaped his dramatically effective coaching philosophy and practice. A firm believer in the idea that people are capable of so much more than they’ve even imagined, he eschews traditional executive coaching in favor of exhuming each individual’s natural motivators and connecting them to their talents and already finely honed skills in order to achieve new highs. He’s skeptical of one-size-fits-all coaching models, and instead, tailors each engagement to the person at the center of it. Together, Green and his clients examine individual values, abilities, and goals with the overarching aim of creating new, lasting leadership habits. When he takes on a new client, he asks them to take risks, from personal stretching to investing in the coaching relationship, and to accept the unease that comes inherently with growth. “We get wound up in our day-to-day lives and forget who we are sometimes,” he says. “People want to be brave––many of them just don’t know how. It’s my passion to help them find the courage to believe in themselves.”
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 43 - From Traveling the World to Coaching the World with Mike Green (Part 1)
Welcome to another episode of Wine and Dime! In this episode I talk with Performance Coach Mike Green of M. Welland Green Consultants. Mike and I are from the same home town of Hornell, and in the episode we got the chance to catch up on whats been going on in our lives. The conversation ranged from hitchhiking to Alaska (Just to prove a point), to the approach he takes when helping out a client. I think you will find this episode very entertaining! Boy, I sure did! So sit back and pop open a bottle of your favorite wine and lets enjoy this journey together!
MEET MICHAEL GREEN
M. Welland Green Consultants
In a world where absolutes seem to be slipping away, you can count on this: Mike Green won’t ask you to do anything he wouldn’t do. That’s the good news. The bad news––or superb news, depending on your current frame of mind––is this is a guy who hitchhiked from New York to Alaska just to prove a point. “I hitchhiked to Alaska with no money or food,” Green confirms, before laughing and adding, “on purpose.”
Green’s story reads like missing pages of Hemingway, London, and Melville: a globetrotting odyssey dreamed up and lived out by a scrappy kid from western New York whose insatiable curiosity won’t let him settle for secondhand knowledge. He’s honest, resourceful, and boisterously good company, with a dogmatic belief in the essential goodness of people that’s contagious. Today, Green is also a highly sought-after business coach whose experience has included heavy hitters such as Chevron, Kellogg, Brown and Root (KBR), and others. He moves easily between vastly different arenas––from deep-water rigs to downtown corporate suites.
Over the past 20 years, Green has worked and traveled extensively throughout all seven continents and almost 60 countries, tackling a broad slate of demanding jobs along the way. He says all environments, no matter how extreme, share a fundamental need: people who are brave enough to be themselves.
Green is not just philosophizing: he’s lived his ideology in high-stakes ways. Stints as an Outward Bound instructor leading adjudicated youth through rugged terrain in the U.S, Austria, Bulgaria, Germany, Finland, and Scotland, as well as launching a program for juvenile criminals for the Russian government and teaching a college course in which he led students on an 85-day exploration of Costa Rica, Ecuador, and Peru make up his early résumé. Next, he taught global history to high school students in his hometown, and began leading big-game hunting expeditions on horseback through Alaskan mountain ranges. Positions with KBR in Iraq, working with multinational militaries, the U.S. State Department, local government officials, and many others to ensure project progress and safety followed, before working as the Lead Air Transportation and Cargo Lead for the McMurdo Station in Antarctica.
In 2007, Green began his performance coaching career on land rigs in Arkansas––a rough-and-tumble environment in which he excelled. He was called in to work with crews recently hit by time-lost injuries or death. It became his job to help everyone, from the top down, realize why such a costly mistake had occurred, and to recondition the atmosphere and patterns that had allowed it. Success led him to launch his own company, and then, he went off shore. New assignments took him to ultra deep water wells and new challenges.
Green’s unique personal history has shaped his dramatically effective coaching philosophy and practice. A firm believer in the idea that people are capable of so much more than they’ve even imagined, he eschews traditional executive coaching in favor of exhuming each individual’s natural motivators and connecting them to their talents and already finely honed skills in order to achieve new highs. He’s skeptical of one-size-fits-all coaching models, and instead, tailors each engagement to the person at the center of it. Together, Green and his clients examine individual values, abilities, and goals with the overarching aim of creating new, lasting leadership habits. When he takes on a new client, he asks them to take risks, from personal stretching to investing in the coaching relationship, and to accept the unease that comes inherently with growth. “We get wound up in our day-to-day lives and forget who we are sometimes,” he says. “People want to be brave––many of them just don’t know how. It’s my passion to help them find the courage to believe in themselves.”
Featured Winery Chateau LaFayette Reneau
For over 30 years, Chateau LaFayette Reneau has produced estate-grown vinifera wines. Our 110-acre estate provides optimal sun exposure and air flow for consistently aromatic white wines and rich, full-bodied red wines. An award winning winery, we are home to three highly acclaimed Governor's Cup Awards and five Jefferson Cups. Our commitment to quality and integrity in grape growing and winemaking results in the finest Finger Lakes wines.
The Chateau LaFayette Reneau tasting room is situated in a fully-restored, century old barn nestled on the southeast side of Seneca Lake in the Finger Lakes. The stony shale soil and rolling slopes of Seneca Lake--the deepest of the glacier-cut Finger Lakes--are ideally suited for growing cool-climate grapes.
We invite you to come for a visit. Our knowledgeable tasting room staff looks forward to pouring for you. Drink in our breathtaking views and savor our fine wines, all inspired by nature.
Bully Hill Merlot
Blackberry aromas and plum flavors rest on a medium bodied frame of cedar and firm tannins.
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 42 - Financial Planner and Professor Scott DuMond
Hello again Podcast listeners. In this episode of Wine and Dime i chat with Scott DuMond. Scott Joined Irvine Wealth Planning Strategies in 2018 and is also a Professor at Alfred State College. In this episode, we talk about what lead Scott to the financial planning field and ultimately joining the firm. We also talk about his kids as well as his faith and how that has helped guide him throughout his life. This was a very enlightening conversation that I’m sure you will enjoy!
About Scott
I graduated from SUNY Geneseo with a Bachelor's Degree in Psychology in 1990 and in 2011, completed my Master’s Degree in Financial Services from The American College.
For over twenty years, I worked for TIAA-CREF, where I helped numerous people achieve their financial goals and retire well.
In 2015, I moved into the role of a college professor teaching financial planning at Alfred State College.
I joined Irvine Wealth Planning Strategies in 2018, and look forward to working as a planner again while continuing to teach the next generation of CERTIFIED FINANCIAL PLANNER™ professionals.
I feel I am an expert with the New York State retirement system and the collegiate community.
Outside of work, one can most often find me enjoying time with my wife and two teenage sons, at church or a church event, or reading my Kindle in a comfortable chair.
Caywood Vinyards
Visit Caywood
CAYWOOD VINEYARDS
Tasting and retail sales facility
9666 Route 414 | Lodi, NY 14860
607.582.7230
We invite you to visit Caywood Vineyards our historic farm winery overlooking Seneca Lake in New York’s Finger Lakes region.
Caywood Vineyards is steps from the spectacular Finger Lakes National Forest.
Our unique tasting room features a redwood and oak bar handcrafted from recycled wine tanks and a 3-story fireplace made from native stone.
Caywood is a proud member of the Pleasant Valley Wine Company family of businesses. Pleasant Valley, based in Hammondsport, is U.S. Bonded Winery No. 1 and the home of Great Western Champagnes.
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 41 - Before and After with Hannah Moore
Even the planners have to plan, right Hannah?
Hello, and welcome to another episode of Wine and Dime. In this episode I chat with Hannah Moore. Hannah is the owner of Guiding Wealth Management. Hannah is passionate about helping people understand their money in ways that are meaningful. She believes that financial planning done well brings clarity to a situation, provides a directional simplicity and gives confidence in decisions.
In this episode, we talk about what is like to own a business, before and after having a baby. Hannah offers some great insights on working with her clients and how she planned things out so that she could step away for a few months and spend time with her newborn daughter.
This was fun conversation that I’m sure you will enjoy, and thank you for listening!
Hannah Moore, CFP®
Facebook - @guidingwealth
Twitter - @GuidingWealth
Hannah is a Certified Financial Planner™ and owner of Guiding Wealth Management. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management. Hannah was voted one of D Magazines 2015, 2016 and 2017 Best Financial Planners in Dallas and was awarded the Young Gun’s Award by the Dallas/Fort Worth Financial Planning Association. She was named to the 2017 Investment News 40 Under 40 list. She helped start the Dallas-Fort Worth Financial Planning Association’s NexGen program and mentors younger financial planners. Hannah is the 2017 facilitator for the NexGen Gathering, and has sat on the Task Force for the national 2016, 2017 and 2018 FPA Retreat, which is largely viewed as the leading financial planning conference in the country.
Hannah is passionate about helping people understand their money in ways that are meaningful. She believes that financial planning done well brings clarity to a situation, provides a directional simplicity and gives confidence in decisions.
In her spare time, Hannah can be found spending time with her husband Charlie, quilting, getting a good cup of coffee with friends, researching and writing financial planning articles or cheering on the Baylor Bears.
You can connect with Hannah on LinkedIn, Facebook, Twitter or by sending her an email at hannah@guidingwealth.com. Read more of her personal story here.
As often happens with a winery, someone starts with a dream, and for James and Elizabeth Prejean that dream began in California. Jim was born in Carencro, LA and ended up in California the hard way, wounded in a hospital. The USS Cushing, his previous home, was sunk in WWII in the Battle of Guadalcanal and he was severely wounded. After college, he began his career in labor relations. Jim and Elizabeth met on an airplane where Elizabeth worked as a flight attendant and Jim was traveling on business. They married not long after and lived in San Francisco. The short ride from San Francisco to wine country kindled the dream. Jim’s career with American Can took them far away from wine country and brought them eventually to Connecticut in 1974. Jim discovered the Finger Lakes wine industry during business trips to the Finger Lakes and the dream was rekindled. Jim and Elizabeth decided to “retire” to a winery. In 1978, they purchased 53 acres and planted the first 13 in 1979. Traveling from Connecticut on the weekends, they worked the farm for 6 years until, in 1985 they took up permanent residence and built the winery. Prejean winery opened officially in 1986. Sadly, Jim died suddenly in 1989, but he was fortunate enough to see his dream realized. He was quite proud of their accomplishments, and even though he only lived for three years after the winery’s opening, he touched many people. Tom, his wife Amy and Elizabeth and our friendly, knowledgeable tasting room staff are running the winery now and, hopefully, maintaining Jim Prejean’s passion.
This international bestseller has inspired millions to overcome the limiting beliefs and fears that inhibit the creative process.
First published twenty-five years ago, The Artist's Way is the seminal book on the subject of creativity. Perhaps even more vital in today's cultural climate than when it was first published, The Artist's Way is a powerfully provocative and inspiring work. In it, Julia Cameron takes readers on an amazing twelve-week journey to discover the inextricable link between their spiritual and creative selves. This groundbreaking program includes:
- Introductions to two of Cameron's most vital tools for creative recovery--The Morning Pages and The Artist Date
- Hundreds of highly effective exercises and activities
- Guidance on starting a "Creative Cluster" of fellow artists who will support you in your creative endeavors
A revolutionary program for artistic renewal from the world's foremost authority on the creative process, The Artist's Way is a life-changing book.
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 40 - Lakewood Winery... Take Two
Hello Podcast Listeners! In this episode of Wine and Dime, I have the pleasure of talking to two people from one of my favorite wineries on Seneca Lake… Lakewood Vineyards!! I chat with Brand Manager Erin, and Partner Liz. They took the time out of their busy schedules to talk with us about their fantastic Winery. We chat about the early years and how they became involved with vineyard and about how the Vineyard has really become a family legacy. I think you will enjoy this episode as much as I enjoyed talking to them. So sit back, uncork a bottle of your favorite Lakewood Wine, and enjoy the show!
Lakewood Vineyards
Facebook - @lakewoodvineyardsny
Twitter - @LakewoodWines
Lakewood Vineyards
4024 NY State Route 14
Watkins Glen, NY 14891
Phone: (607) 535-9252
Toll-free: (877) 535-9252
Our History
In 1951, the Stamp family moved to Lakewood Farm, a run-down peach and apple orchard on the west side of Seneca Lake. The next spring, they started planting grapes. The original grapes were those favored by the large wineries and grape juice companies. In the mid-80’s the family diversified to add some new varieties, with the hope of someday using them to make their own wines.
In 1988, Monty and Beverly Stamp and their children pressed the grapes for their first vintage.
A Vision Realized
Lakewood Vineyards Winery opened to the public in June 1989 with 7 varieties of wine, made from estate-grown grapes from their 45 acres of vineyards.
Today, with 80 acres of vineyards and 3 Stamp family generations working together, the winery produces a diverse selection of wines. Their dedicated and talented team prides themselves on offering Finger Lakes wines of exceptional quality and value.
Lakewood Vineyards
3Generations Riesling
Bracingly dry, yet dancing with sweet aromas of peach, pear and lime peel. This wine was grown, fermented and blended by 3 generations of the Stamp family working together.
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
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