Wine and Dime Episode 93 - Fiduciary Cyber Security Expert, Steve Ryder
Welcome back Wine and Dime listeners. In this day and age of all things online, cyber security is of the utmost importance! That’s why this weeks episode is so important. Steve Ryder is the owner of a Cyber Security company called True North Networks. True North Networks provides IT Support, such as technical helpdesk support, computer support, and consulting to small and medium-sized businesses. It's always been their goal to provide enterprise-level IT practices and solutions to the small business sector, with small business prices. Their experience has allowed them to build and develop the infrastructure needed to keep prices affordable and their clients up and running. Steve also shares some great tips to help keep your accounts secure online. So sit on back and pop open a open a bottle of your favorite beverage and enjoy this episode.
Steve Ryder
Steven started the company on April 1, 2002 originally as WAN Strategies. Initially he had a partner, however as the company struggled early on to survive, he ended up buying out his partner in hopes he could turn the company around. They originally started out becoming experts in SSL VPN technology at the time, which was leading edge during those years as something to differentiate themselves from the competition. It took a few years to begin to see the fruits of their labor. Eventually in 2007, for better name recognition (and a Rotary dare!), Steven decided to change the name of the company to True North Networks. He has well over 25 years in finance and technology fields and the company has clients spread out across the United States. He enjoys coming to work each day as he has an incredible team that works extremely well together to provide amazing support to their customers. You can hear Steve speak around the country to financial service companies. View his RMA Connect Profile. You can also view his current schedule of events Steve will be speaking at.
IT Services Done Differently
The Mission of True North Networks
Our mission as a fiduciary is to create a foundation for the success and well-being of our clients, our employees, and the communities in which we serve.
Our Goal Directly from our CEO
Our goal is to be a trusted technology advisor. We pledge to give straight answers that enable our clients to be fully engaged when making decisions. We work with premier, cost effective solutions, and always seek to find the right solution for each client by understanding their needs.
Established in 2002 as a secure, remote-access provider, we have since diversified into a full-fledged managed service and private cloud hosting provider, and specialize in supporting financial institutions, health care, education, construction and manufacturing industries, as well as many other professional and non-profit organizations.
True North Networks is actively involved in our community. We donate a percentage of our profits, each year, to local charities and non-profit organizations. We hope you will see the value in partnering with us, and hope to hear from you soon.
We're all in this together
We're in this business to help other small businesses grow and move forward. It's as simple as that. We're driven by the philosophy that if we help local businesses solve their IT issues so they can become more profitable and successful, then we will inherently grow along with them. There is no catch, no gimmick, just experience and best practices that we've honed over the years to make our services work for YOUR business needs.
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
Wine and Dime Episode 92 - Talking About Mortgages and Millennials with Lindsey Johnson
Welcome back Wine and Dime Listeners! In this episode I have the distinct pleasure of talking to UMSI President Lindsey Johnson. Lindsey and I chatted about range of topics such as the 20% down payment myth, the housing market crash, her time working on Senate Banking Committee’s National Security and International Trade and Finance (NSITF)Subcommittee, and as the title of the show suggests, millennials and mortgages. We even got around to talking about one of her favorite wines. Check out the show notes below for all some additional information on some of the topics we discussed. So, sit on back, pop open a bottle of your favorite beverage, and enjoy the show!
Lindsey Johnson
Lindsey Johnson currently serves as President of U.S. Mortgage Insurers (USMI). USMI is the nation's leading private mortgage insurance association. comprised of five of the six U.S. mortgage insurance companies in the country. As President of USMI. Lindsey works with member companies to advance the value of private mortgage insurance (Ml) to borrowers and taxpayers and to promote a sustainable housing finance system backed by private capital.
Lindsey previously served as a Director on PWC's public policy team. Prior to joining PWC, Lindsey was a former member of the Senate Banking Committee staff as the Republican Staff Director for the Senate Banking committee's National Security and International Trade and Finance (NSITF) Subcommittee, and as a Senior Policy Advisor to Senator Mark Kirk (R-lllinois), focusing on noteworthy banking, housing finance reform. and insurance legislation.
Lindsey also served as Director for the Federal Horne Loan Bank of Atlanta for seven years. representing the Bank in D.C. at the highest levels of government during several key legislative reforms that impacted the Bank including the Housing and Economic Recovery Act of 2008 and Dodd-Frank Act. Lindsey began her career in D.C. working with former House Republican Conference Chair J.C. Watts in the private sector. She received an MBA from Georgetown University. Lindsey also serves as a Director on the Board, and immediate past-president of Women in Housing and Finance (www.whfdc.org), is a Director on the Board for Habitat for Humanity Northern Virginia, and an Advisory Board Member for the Georgetown University McDonough School of Business Advisory committee.
@LINDSEYUSMI
@USMI_INFO
U.S. Mortgage Insurers (USMI®) is dedicated to a housing finance system backed by private capital that enables access to housing finance for borrowers while protecting taxpayers. Mortgage insurance offers an effective way to make mortgage credit available to more people. USMI is ready to help build the future of homeownership.
As policymakers focus on the need to create a strong, stable housing finance system, today’s mortgage insurance (MI) industry is well positioned to ensure access to home ownership while protecting taxpayers. MI enables broader access to homeownership, including for first time homebuyers, by protecting against credit losses.
USMI members are focused on ensuring that creditworthy borrowers continue to have access to affordable and sustainable mortgages within a well-functioning U.S. housing finance system.
Five of the six active U.S. mortgage insurance companies – Essent, Genworth, MGIC, National MI, and Radian – are the founding members of USMI. The organization is open to all active U.S. MI companies.
Click Image to “Get the Facts About Low Down Payment Options”
Paul Golitzin, Director of Winemaking, comments:
We are pleased to announce the private release of our 2016 Quilceda Creek Cabernet Sauvignon Columbia Valley. 2016 marks the 38th vintage of Quilceda Creek since its founding in 1978. Since the beginning, our family has been singularly focused on the pursuit of world-class Cabernet Sauvignon.
The 2016 vintage was stellar due to warm summer growing conditions and cool temperatures in the fall, which extended hang-time and developed complex aromatics and flavors. Winemaker Paul Golitzin describes the wine's texture as luxurious, with layer upon layer of rich and concentrated crème de cassis, blackberry and black plum fruit coating the palate with a deep, memorable impact. Nuances of violet, anise, leather, dark chocolate, black truffle and minerals can also be found in this incredibly pure wine of great power and finesse. It will drink well on release and over the next 2-3 decades.
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
Wine and Dime Episode 91 - Don't "Crush It", Ferment It!!
In this episode of Wine and Dime, I discuss a phrase that is going around… “Crushing It”. I know crushing it is supposed to be a good thing, but from my perspective, I think the more appropriate term is “Fermenting It” Join me in this episode, where I explore that topic and share some ups and downs for 2019, and some ways that we are going to “Ferment It” in 2020.
Wine and Dime Episode 90 - The Boss Lady Krista Goodrich
Hello again Wine and Dime listeners! In this episode I get to talk to “The Boss Lady” herself, Krista Goodrich. Krista is the Author of a fantastic book called The Boss Lady Investor: You Don't Need a D!*k to Understand Money. She takes through her life and helps us see why this is such a great book. We talk about Wine, Marriage (and Divorce), along with a whole heap of other topics. So pop open a bottle of your favorite wine and enjoy this chat with an incredible woman!
KRISTA GOODRICH
Krista Goodrich lives in Daytona Beach, Florida, with her husband, Colin, and their dogs. She is Momma to her college-aged daughter. A lifelong serial entrepreneur, Krista continues to invest in real estate and businesses, always looking for new opportunities. Currently, she is partner in or owner of 17 different companies and looks forward to continuing to build her empire.
She loves presenting at corporate conferences and for women’s groups, and actively participates in organizations that help and empower women. A former Financial Advisor and Mutual Fund National Sales Coordinator, Krista loves sharing Investing and Saving 101 tips with corporate teams and helping them learn how to maximize their retirement plan. For entrepreneurs, Krista shares actionable tips on how to start a company on a shoestring budget.
As a community activist, Krista is involved in her local government and local business organizations. When she's not writing, volunteering, or investing, she spends her free time boating, fishing, diving, surfing, traveling, and working out.
BOSS LADIES! Are you ready to stop being intimidated by money and instead, take control of your financial life?
If Robert Kiyosaki's Rich Dad Poor Dad and Rachel Hollis's Girl Wash Your Face had a baby, this book would be it! This hilarious take on personal finance for women will get you learning and laughing at the same time.
Ready to get out of debt? Grow your retirement? Increase your savings? Build a life of wealth, so you can do the things you REALLY want to do?
The Boss Lady Investor: You Don't Need a D!*K to Understand Money is the go-to book for women looking to understand personal finance, saving, debt, investing, real estate, and more.
This entertaining and relatable book explains, from a woman's point-of-view, how to understand the stock market, plan for the unexpected, and build yourself to a level of wealth beyond your wildest dreams.
Jam-packed with ideas, information, and real-life examples, The Boss Lady Investor will get you started on your way to financial freedom. Want to have a wildly successful life? Then get ready to dive into this book and take the reins on your financial future.
LISTEN UP LADIES
Tune in to The Boss Lady Investor™ Podcast hosted by author Krista Goodrich & hear:
sneak peeks of chapters from the book,
interviews with down-to-earth Boss Ladies just like you,
and all the great advice and tips we couldn't fit into the book.
FIND THE BOSS LADY INVESTOR PODCAST
ON YOUR FAVORITE PLATFORM
Download Printable Tasting Notes
WINE STYLE:
A full bodied wine, designed to capture and balance the natural fruit flavours with the mineral terroir expression of Marlborough Sauvignon Blanc.
DESCRIPTION:
Variety: Sauvignon Blanc
Region: Marlborough
Vintage: 2018
Volume: 750ml
TECHNICAL:
Alcohol: 13.0% Vol.
Acidity: 7.4 g/L
RS: 2.3 g/L
Closure: Stelvin screw cap
SENSORY:
Aroma: Ripe white peach & pineapple with citrus notes.
Taste: Delightful and true to the aroma. Masterfully balanced and deliciously quenching.
Finish: Lengthy and dry, with a fruity aftertaste.
Serve: Chill to between 12 and 14°C (54 and 57°F) then serve and enjoy.
Store: Store between 10 and 16°C (50 and 61°F). Ideal for drinking now. Likely to peak early 2019.
CUISINE:
Partners well with white meat and seafood cuisine. Sufficiently bodied, it works well with fragrant spices and citrus dressings.
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
Wine and Dime Episode 89 - Talking About Elder Law with Mike Martino
Thank you for tuning into a very special edition of Wine and Dime. In this episode I talk with Mike Martino. Mike is an attorney and partner at the firm of Rossettie Rosettie & Martino. His practice is primarily a Trusts and Estates practice with special emphasis on the area of law known as Elder Law, including Medicaid Planning, Long Term Care Planning, Asset Protection and related Nursing Home issues. Mike offers his Elder Law clients a variety of strategies including asset protection trusts, annuity planning, promissory notes and other devices to preserve clients’ assets. This was great conversation that everyone can get some great information from.
Michael J. Martino
Michael J. Martino is a partner in the firm of Rossettie Rosettie & Martino LLP. His practice is primarily a Trusts and Estates practice with special emphasis on the area of law known as Elder Law, including Medicaid Planning, Long Term Care Planning, Asset Protection and related Nursing Home issues. This practice includes the preparation and filing of Medicaid Applications on behalf of clients and direct communications with Departments of Social Services in many counties of New York, including Steuben, Chemung, Schuyler, Tompkins, Allegany, Monroe, Madison and St. Lawrence Counties and others in upstate New York.
Mr. Martino offers his Elder Law clients a variety of strategies including asset protection trusts, annuity planning, promissory notes and other devices to preserve clients’ assets.
Mr. Martino’s Trusts and Estates practice involves all types of estate planning, including Wills, Trusts, Special Needs Trusts, Powers of Attorney, Health Care Proxies along with Estates, Probate and Administration and Guardianship Proceedings.
Mr. Martino was admitted to practice law in New York in 1987. He graduated from Western New England School of Law in 1986 and received his BA from Fordham University, Bronx, New York in 1983.
Mr. Martino is a member of the National Academy of Elder Law Attorneys, the New York Bar Association and the Steuben County Bar Association. For the past 25 years he has given numerous lectures and presentations to many local and statewide senior citizen organizations, service clubs and pre-retirement groups. Mr. Martino resides in Corning, New York with his wife, Ann.
Contact Us
Rossettie Rosettie & Martino LLP
269 West Pulteney Street
Corning, New York 14830
(607) 936-3739
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
Wine and Dime Episode 88 - Small Steps to Health and Wealth with Dr. Barbara O'Neill
In this episode of Wine and Dime, I have the pleasure of speaking with Rutgers Professor, Dr. Barbara O’Neill. Barbara will be a guest speaker at this years Southern Tier Women’s Financial Conference, and we couldn’t be more excited. There is still time to get your tickets! See the links below for more details. This episode of Wine and Dime focus’s on how your finances can have effect on your health. We also cover topics around money decisions, money mistakes, and money advise. So sit on back and enjoy the episode, and remember, Life is about events, supported by dollars and cents!
Dr. Barbara M. O'Neill
Dr. Barbara O’Neill is a Distinguished Professor at the Rutgers School of Environmental and Biological Sciences, and is Rutgers Cooperative Extension’s Extension Specialist in Financial Resource Management. From August 1978 to June 2004, she was Family and Consumer Sciences Educator in Sussex County, N.J. and taught over 1,100 classes and speaking engagements to over 24,000 adult learners. She is also project director for the national Cooperative Extension basic investing program, Investing for Your Future. Dr. O’Neill is a prolific writer and has written over 1,500 consumer newspaper articles and over 100 articles for academic journals, conference proceedings, and other professional publications.
She is a certified financial planner (CFP), chartered retirement planning counselor (CRPC), accredited financial counselor (AFC), certified housing counselor (CHC), and certified in family and consumer sciences (CFCS). Dr. O’Neill has held various leadership roles in state and national professional associations and served as president of the Association for Financial Counseling and Planning Education (AFCPE) in 2003. She is the author of two trade books, Saving on a Shoestring and Investing on a Shoestring, and co-author of Money Talk: A Financial Guide for Women.
She has also written three financial case study textbooks, an online Guidebook to Help Late Savers Prepare for Retirement, and six book chapters. Dr. O’Neill received her Ph.D. in family financial management in 1995 from Virginia Tech and holds a master’s degree in consumer economics from Cornell University and a B.S. in home economics education from the State University of New York at Oneonta.
Twitter - @moneytalk1
Extension Specialist in Financial Resource Management
Phone: 848-932-9126
Fax: 732-932-8887
Email: oneill@njaes.rutgers.edu
Expertise: Financial Resources Management
Small Steps to Health and Wealth™
Rutgers New Jersey Agricultural Experiment Station (NJAES) Cooperative Extension's major health finance initiative is Small Steps to Health and Wealth™. This program is designed to motivate consumers to implement behavior change strategies that simultaneously improve their health and personal finances.
Personal Finance
Programs
Consumer to Consumer Video Series
Money isn’t one of those warm, fuzzy topics people like to think about. But the truth is, managing your money is critical for financial success. Statistics show that many times, women are responsible for managing the money in a household.
If you would like to spend a fun and educational ladies day out updating yourself on different aspects of money, join us:
6th Annual Southern Tier Financial Conference
Financial Education for Women by Women
November 16, 2019
8:00am - 3:30pm
Watson Homestead Conference & Retreat Center
Painted Post, NY
It will be a great way to join other women as we learn how to improve our mind, body, and checkbook!
The hot topics that will be covered during the event include:
-Ins and Outs of New Financial Products- Nancy Williamson, CEO, ServU Credit Union
-Investing and What It Means To You - Caitlin Fuller CFP®
-Essential Oils - Mary Beth Combs, Manager, Essential Oil Discovery
-Tidying Up - Nancy Reigelsperger Cornell Cooperative Extension of Steuben County, Financial Educator
-Whealth Care - Amy Irvine CFP®, EA, MPAS℠ Irvine Wealth Planning Strategies LLC
-A topic on Medical Forms -TBA
The cost of $25 per person for ages 16 and older includes lunch, networking, the conference and the conference book. The day will include door prizes and other vendors and exhibitors. After September 15, 2019, the cost will be $35 per person. After November 10, 2019 and at the door the cost will be $40 per person.
Registration and pre-payment can be sent to Cornell Cooperative Extension of Steuben County, 20 East Morris Street, Bath, NY or purchased online at bit.ly/womensfinanceconf19. For more details, call 607-664-2300 or visit http://putknowledgetowork.org/annual-events/so-tier-womens-financial-conference
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
Wine and Dime Episode 87 - Nerding Out On Student Debt with Ryan Inman
In this episode of Wine and Dime I chat with self proclaimed nerd, Ryan Inman. Ryan is a very driven individual who keeps himself very busy with many different endeavors! He owns a fee only financial planning practice specializing in Doctors called Physician Wealth Services, has a podcast called Financial Residency, and helped launch an online student loan helper called Loan Buddy. Ryan is truly passionate about helping people with their Student Loan Debt, and I guess that’s why we get along so well. We talk about all those things and much more, so be sure to tune in a check it out!
Ryan Inman
I graduated from the University of San Diego (USD) with a BA in Business Administration, an MA in Accounting and Financial Management, and an MA in Business Administration. During grad school, I worked at Merrill Lynch under a fantastic advisor, but soon realized that the average advisor in the industry was more concerned with selling financial products and obtaining new clients with investable assets than working with those who could really use the financial guidance to succeed in life.
That really turned me off from the industry, so I switched gears and worked for KPMG in public accounting. During my second year, I was fortunate to run into an old friend who was a CFP® and a fee-only financial planner. He introduced me to the concept of fee-only financial planning, where planners put their clients first, don’t sell products, and are true fiduciaries. It sounded too good to be true. I decided to join his firm where I had an amazing hands-on experience learning what true financial planning was all about – working with clients and helping them achieve their financial goals! While I enjoyed my time there, I ultimately learned I didn’t want to work with the ultra-wealthy as much as young physicians who were starting their careers and could really benefit from truly unbiased, quality financial advice.
I have an intimate knowledge of the pains, struggles, and joys that come from a career in medicine. I know what it’s like to be buried in debt while your physician spouse makes next to nothing and spends every fourth night in the hospital. I understand what you’re going through; my wife and I have been there.
I started my fee-only practice to help physicians sleep well at night knowing they have a trusted advisor who is guiding them toward financial independence. This is my family practice. My goal is to take care of you while you take care of your patients. I’ll be accessible when you are – in the evenings after you get your kids to bed, during your commute home, or in between patients. Short of the overnight shift, consider me on-call.
Physician Wealth Services (PWS) is a fee-only financial planning practice helping physician families take control of their finances to position themselves for a bright financial future. Sleeping well at night knowing they have a trusted advisor who is guiding them toward financial independence is exactly why we’re here.
Our goal is to take care of you while you take care of your patients. We will be accessible when you are – in the evenings after you get your kids to bed, during your commute home, or in between patients. Short of the overnight shift, consider us on-call.
Providing trustworthy, unbiased financial advice to dedicated, hard-working people like you and our own families demonstrates our passion to walk with you on your financial journey.
Schedule a time to discuss how we can help get you onto the right path.
About Financial Residency
Financial Residency is made up of hundreds of attendings, residents, and their spouses (800+ to be more exact!) who just about had it with their financial challenges.
They know how it feels to struggle with student loan debt, be in survival mode during residency, long to save money for retirement, in some instances, moonlight, and, depending on their medical journey, invest $$ where it makes the most sense for them and/or their family’s financial future.
As a community who cares for each other, we exist to arm you with financial knowledge so that you can protect and grow your assets.
We also aim to shield you from insurance agents, stock brokers, fee based financial planners, and lenders who rely on making that extra buck off selling products and services you don’t need. Don’t you hate that?
Being a part of the Financial Residency community brings you up to speed on your financial literacy to confidently take control of your household finances.
Sound good to you? Start right here!
WHY LOANBUDDY
Finally, a real service to help you conquer your student loan debt.
There are over 100 different options when it comes to student loans. From different loan types, to different repayment plans, to forgiveness options, to more complex things like deferment and forbearance.
It’s confusing.
For years, borrowers have had to rely on the help from the loan servicers - which if you’ve watched the news lately - might not be the best.
And every year, as Congress tries to make things better, they just end up making things more confusing - and even scaring people with threats to end certain programs. The fact is, student loans are confusing, scary, challenging, and more.
LoanBuddy is redefining what it means to get out of student loan debt.
…came from a desire to make great beer and have a Dam good time doing it. When we started the company we wanted to do two things: First, have a brand that offered quality craft beer but was whimsical and fun to inspire good times. From the Winking Milkman to El Castor de Mariachi you can see each Beaver has its own individual style and personality. Second, we wanted to make beer for everyone and all palates. We have easy-drinking Blondes, Triple IPAs, Milk Stouts, Imperial Stouts as well as sours and barrel-aged beers. You name it, we have it! Good times to you my friend, and welcome to the Beaver family!
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
Wine and Dime Episode 86 - Community Over Competition with Elizabeth Hill
In this episode of Wine and Dime I have a great conversation with someone who like me has two passions in life. Where mine is Personal Finance and Wine, hers is Law and Wine. My guest, Elizabeth Hill, has her own law practice in Texas, and also owns her own Winery called Burklee Hill Vineyards. We had a wonderful talk about the complexity of owning your own law practice, owning your own vineyard, and raising a family. So, sit on back, pop open a bottle of your favorite wine and enjoy the show.
Elizabeth Geary Hill
practices in the areas of commercial litigation, appellate law and agricultural law in both state and federal court. Elizabeth assists clients with a wide range of litigation and appellate issues, as well as transactional business and agricultural needs, including vineyard and winery law. Elizabeth has handled multiple appellate cases and has had the distinct honor of arguing before the Texas Supreme Court, the United States Fifth Circuit Court of Appeals and the Amarillo and Austin Courts of Appeals. Elizabeth recently successfully defended against a petition for writ of certiorari before the United States Supreme Court. Elizabeth teaches Vineyard & Winery Law at the Texas Tech School of Law as an Adjunct Professor. Elizabeth was recently presented with the “GOLD” Award (Graduate of the Last Decade) from the Texas Tech School of Law.
A summa cum laude graduate of Texas Tech School of Law, Elizabeth graduated in the top 1.5% of her law school class. During her time at Tech Law, Elizabeth was a two-time national champion in intercollegiate moot court competitions, including the American College of Trial Lawyers’ National Moot Court Competition in 2012. Elizabeth and her team defeated 190 other law schools to emerge with both the best brief and best oral argument in the nation. Elizabeth was named the Best Advocate in Texas by the Texas Young Lawyers Association in conjunction with the State Moot Court Championships. Elizabeth now volunteers as a coach for Tech Law and assisted in coaching the Tech Law national championship team of the ABA National Appellate Advocacy Competition in 2013 and Tech Law national championship team of the National Pretrial Competition in 2015. In addition to her involvement in advocacy, Elizabeth served on the Law Review and was awarded a Best Student Article Award for her published comment discussing agricultural law. While attending law school, Elizabeth worked as a judicial intern to Federal Judge, Sam Cummings.
ABOUT
Burklee Hill Vineyards is a family-owned winery producing locally-grown wine from the Texas High Plains. The Hill family has grown wine grapes on the Texas High Plains since 2002 on land farmed by the family for five generations. With a passion for quality, local wine, we founded Burklee Hill Vineyards in a tribute to the generations of family members that have inspired us to seek excellence in all we do.
The name, “Burklee,” was chosen in tribute to Chace Hill’s grandfathers, Burk Roberts and Eddie “Lee” Courtney. Burk was named after Chace’s great-grandfather, Burnett Burk, who previously owned and farmed the land where the vineyard is located today.
Chace and Elizabeth were original, founding members of Trilogy Cellars and look forward to continuing the tradition of 100% Texas wine through the Burklee Hill tasting rooms in both Levelland and Lubbock. Lubbock is set to open at 1109 Broadway in summer 2019. We hope you will raise a toast to Texas wine and visit us soon!
2016 FM 303
The 331 Red Blend combines the fruity profile of Malbec with the savory flavors of Merlot. This dry, red wine reveals notes of plum and cherry with layers of spice and oak. Enjoy with rich, Italian dishes or grilled red meats.
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Wine and Dime Episode 85 - Financial Planning and Family, with Taylor Anderson
Hello again Wine and Dime listeners. In this episode, I have the incredible pleasure of speaking with Taylor Anderson. Taylor is a CFP with Middleton and Company, a financial planning company specializing in helping you establish healthy financial habits that build a strong financial foundation. Taylor also spent some time in the Peace Corps and has proven to give her a unique view on helping anybody. This was a fantastic chat that I’m sure you all will enjoy!
Taylor Anderson, CFP®
Taylor’s passion for personal financial planning started when she and her husband decided to take a break from their traditional career paths in Seattle to join the Peace Corps. She served for 2 years in Kyrgyzstan before joining her family-owned financial planning business in Vancouver, WA. She loves working with clients who are ambitious in both their careers and their hobbies and is most excited when she gets to hear about her clients’ travel plans. Her favorite challenge is to help her clients build flexibility into their financial plans so they’re able to enjoy the twists and turns of life as they come.
Taylor began her career in consulting and project management roles at large companies, so she knows what it’s like to make decisions on benefits, to advocate for herself in annual reviews, and to navigate corporate work environments. Taylor brings her prior experience to her financial planning work by adding creativity to the more technical things – think mindmaps, roadmaps, and her favorite…brainstorming with Post-Its!
On weekends you can find Taylor skiing or hiking in the backcountry. Weeknights very often include a run with a local run club and a good conversation over a beer or glass of wine.
The Walla Walla Valley Wine Alliance was founded in 2001 by the winemaking and winegrowing industry as a nonprofit membership marketing association who knew that success in marketing the Walla Walla Valley Wine Region could be found through a collaborative effort. Today, our values remain focused on Valley-wide success through collaboration of our nearly 150 members and community partners.
The primary mission of the Walla Walla Valley Wine Alliance is to build an internationally acclaimed Walla Walla Valley wine brand among consumers, media and trade by providing marketing programs on behalf of member wineries, vineyards, and partners. The Wine Alliance functions as the leading informational resource for consumers, media and members of the trade interested in learning more about the Valley’s wine industry.
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
Wine and Dime Episode 84 - Stop Treating Your Benefits Like Products - Tips for Open Enrollment
It’s that time of year again, yep, you guessed it… Open Enrollment time! And we here at Wine and Dime, and Rooted Planning Group want you to stop treating your benefits like products, and spend the time to find out what options you have available. That’s what this episode of Wine and Dime is all about. So join me in this short episode where I share some of the insights that I learned over the years to help you make more informed decisions with your open enrollments benefit options. Thank you for listening and if you liked this episode, be sure to, like, subscribe and share!!
Join other women for a powerful day out!
The 6th annual Southern Tier Women’s Financial Conference
Improve your mind, body and checkbook during a fun ladies day out!
Money isn’t one of those warm, fuzzy topics people like to think about, but the truth is, managing your money is critical for financial success. Statistics show that many times, women are responsible for managing the money in a household.
If you would like to spend a fun and educational ladies day out updating yourself on different aspects of money, join us for the 6th annual Southern Tier Women's Financial Conference scheduled for November 16, 2019 from 8:00 a.m. to 3:30 p.m. at the Watson Homestead Conference & Retreat Center in Painted Post, NY. It will be a great way to join other women as we learn how to improve our mind, body, and checkbook!
The hot topics that will be covered during the event include:
Ins and Outs of New Financial Products- Nancy Williamson, CEO, ServU Credit Union
Investing and What It Means to You - Caitlin Fuller CFP®
Discover the Power of Essential Oils - MaryAnn Combs, Certified Aromatherapist and Wellness Advocate for doTERRA International.
Yoga for Your Finances - Financial Self Care - Nancy Reigelsperger Cornell Cooperative Extension of Steuben County, Financial Educator
(W)health Care - Amy Irvine CFP®, EA, MPAS℠ Irvine Wealth Planning Strategies LLC
Understanding Your EOB's (Explanation of Benefits) - Kate Welker CFP®, Rooted Planning Group
The cost of $25 per person for ages 16 and older includes lunch, networking, the conference and the conference book. The day will include door prizes and other vendors and exhibitors. After October 18, 2019, the cost will be $35 per person. After November 10, 2019 and at the door the cost will be $40 per person.
Registration and pre-payment can be sent to Cornell Cooperative Extension of Steuben County, 20 East Morris Street, Bath, NY or purchased online at bit.ly/womensfinanceconf19. For more details, call 607-664-2300
VINTAGE: The 2017 vintage was a study on how much weather conditions can vary from year to year. The 2016 growing year was very hot and dry with very little precipitation. Winter before the 2017 growing season was cold but our vines survived without any damage. The 2017 growing season was cooler with ample precipitation all year long with plenty of sunshine. That made for a vintage with good production and plenty of time to develop complexity.
VINEYARD: Blaufränkisch was planted in 2014 on our Seneca vineyard located in Hector, NY in the warmest mesoclimate in the Finger Lakes known as the ‘Banana Belt’. Temperatures here are a few degrees warmer than Keuka thus providing riper fruit notes. Soils on Seneca are characterized by deep honeoye silt loam. A small portion of the blend comes from Eric Volz Vineyard, just north across the road from Dr. Konstantin Frank’s plantings on Keuka Lake. The vineyard was planted in 1985 by Walter Volz, the winery’s first Vineyard Manager. This vineyard is managed by Eric Volz, current Vineyard Manager for the winery, who worked alongside his father Walter and grandfather, Dr. Konstantin Frank. Soils here are shallow with high natural acidity and high amounts of shale. The vines are planted on 3309 rootstocks.
THE WINE: Medium intensity with dominant characters of blackberry, plum, black cherry and chickory and toasted rye. The fresh acidity makes it feel lighter on the palate. Dry with velvety tannins. Medium-bodied.
FOOD PAIRING: Tomato-based Sauces, Blackened Salmon, Hard Cheeses, Grilled Vegetables.
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
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