Amy Irvine Amy Irvine

House Hacking with Kelly Skeval

In this episode of Wine and Dime, I sit down with Kelly Skeval. Kelly is a NYS Licensed Real Estate Associate. In this episode, you can see that Kelly is very driven and takes that drive to make a good revenue stream for her and her family. We go through her beginnings in this field and she shares how she built up her rental units and took that into a career in real estate. It was a fantastic conversation that shows where a strong entrepreneurial can lead you.


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Kelly Skeval

A Licensed Associate Real Estate Broker on the Jolene Rightmyer-Macolini Team at Howard Hanna.

Kelly moved to Ithaca in 2005 after attaining her degree in Veterinary Technology and continued her career in veterinary medicine at Cornell University until her first child was born. Kelly had an active interest in real estate long before her and her husband, a Trumansburg native, decided to purchase their first home. When they did, they turned it into an owner occupied duplex and were able to use that foundation to further expand their real estate portfolio to include 5 properties and 10 units.

In addition, Kelly and her husband owned a home energy auditing business. Being a BPI certified energy auditor she was able to assess homes and building envelopes then make recommendations to homeowners on how to make improvements that would save energy and make their homes more efficient.

It is Kelly’s knowledge in many aspects of real estate including but not limited to single family buying and selling, rental properties, new construction, property management, building envelopes and business ownership that make her an ideal person to help you in your real estate endeavors. Purchasing or selling a home is a big decision and Kelly prides herself on offering quality customer service along with knowledge and compassion.

In her spare time, Kelly enjoys spending time with her husband and their three small children exploring the Finger lakes region and all that it has to offer.

ADDITIONAL CONTACT INFO
kelly@sellsyourproperty.com
https://kellyskeval.howardhanna.com
Facebook
LinkedIn


Southern Tier IPA

TIMELESS TASTE, TRUE HOP FLAVOR

INDIA PALE ALE

Our IPA is timeless - brewed for those who give a damn about a well-crafted beer. As one of our original beers, its quality and consistency helped grow the popularity of IPAs from the ground up. The citrus and pine hop profile balanced by a subtle caramel sweetness are standard for a classic American IPA. Treasure this IPA that is vigorously triple-hopped on its journey from our tanks to your glass.

FOOD PAIRINGS

  • Dry rubbed BBQ

  • Red meat & burgers

  • Curries & spicy foods

  • Pizza & wings


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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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Amy Irvine Amy Irvine

Retirement and 401k Education Experts Tina Kilroy and Sarah Holden

In this episode of Wine and Dime, I have the pleasure of talking to Tina Kilroy and Sarah Holden. Tina and Sarah work for the Investment Company Institute(ICI), and specialize in retirement planning and 401k education. We chat about all things related to the education of your different retirement options. The two are very passionate about what they do, and you can really tell in this episode. Check out the ICI website for countless resources to help you make educated discussions when it comes to retirement an investments. We even get around to talking about some of our favorite wines. Check the notes below for that recommendation. So sit on back, pop open a bottle of your favorite vino and enjoy this conversation!


Biography

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Sarah Holden is Senior Director of Retirement& Investor Research at the Investment Company Institute (ICI), the leading association representing regulated funds globally, including US mutual funds and exchange-traded funds (ETFs). Sarah has a PhD in economics and has studied retirement trends and policy, as well as the behavior of investors, for decades. She uses humor and plain English to make retirement and investment concepts clear.

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Christina“Tina”Kilroy is vice president of the ICI Education Foundation (ICIEF), leading the efforts of the Investment Company Institute to develop and deepen investor education resources and to partner with ICI members and other organizations to enhance financial literacy. Tina has a great understanding of the best financial education resources available, and can offer listeners insights based on their needs.


About the Investment Company Institute Education Foundation

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Formed in 1989, the ICI Education Foundation (ICIEF) is the educational affiliate of the Investment Company Institute, the leading global association of regulated funds. ICIEF partners with government agencies and other nonprofit organizations to develop, deliver, and promote investment education programs to a variety of specific audiences. The foundation also participates in financial education advocacy coalitions, conferences, and initiatives that promote saving and investing nationwide.

Since 2010, ICIEF has partnered with Junior Achievement of Greater Washington (JA) through its Finance Park program for middle-school students. ICIEF’s contribution includes an educational exhibit and interactive game at Finance Park locations in Fairfax County, VA, and in Montgomery County and Prince George’s County, MD. Learn more about ICIEF’s partnership with JA.

For more information about ICIEF, please contact Tina Kilroy, vice president, or Mike McNamee, president, and follow ICIEF on TwitterFacebook, and LinkedIn.


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Veritas Vineyards and Winery

began in 1999 when Andrew and Patricia Hodson planted 5 acres of grapes as a passion project. Over the past two decades, Veritas has grown to include over 50 acres of vineyards and has succeeded in consistently producing a range of complex and elegant wines.

Viognier. Veritas. Virginia.

Viognier is our specialty white wine and the declared white wine of Virginia. We love Viognier made in a style that emphasizes the unique aromatic complexity of the grape. Pale gold in color, delicate orange blossom precedes aromas of ripe peach, apricots and orange zest. Deliciously opulent, the uplifting rush of apricot and peach are embedded in a rich mouthfeel that gradually fades into a tantalizingly long finish.

PAIRINGS: Peaches, Lobster, Shrimp and Grits, Thai Food


image-asset.jpeg

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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Amy Irvine Amy Irvine

A Grieving Mom is Never Alone with Carrie Gibson

Welcome back Wine and Dime listeners. This was a very different kind of episode than we normally have. I had the distinct pleasure of chatting with Carrie Gibson. Carrie is the Author of NEVER ALONE IN THE DARKNESS: The Shared Journey of Losing a Child. The book tells Carrie’s story of what no Mother should ever have to go through, the death of a child.

In this episode we talk about the grieving process, and the support systems to help people get through these traumatic events. We also talk about some of the financial situations that arose since that day, and continue to present themselves. This book and this episode is very emotional. So stop on in and listen to this incredible story of sadness and resiliency.


My ability to adapt to different situations in life came from growing up in a professional baseball family, which made it necessary to jump in and out of schools across the country each year (sometimes 4 moves per year). I also am a mother of two boys, having lost the eldest in 2017, when he was 29 and unmarried. I was forced into learning what needed to be done to handle his finances and affairs without any guidance.

No grieving mom is ever alone in the way she feels daily. There are thousands of grieving moms who feel the same way she does. Although each person "deals" with the loss differently, we have all felt the same emotions at some point. Also, since the death of one's child affects every aspect of one's life, it is imperative that individuals who have never experienced the loss of a child understand what a grieving mom goes through emotionally and mentally. Finally, a grieving mom needs to know there are some things that need to be considered and addressed (especially when it comes to an adult child who is single) from a legal and financial perspective.

In my book, Never Alone in the Darkness The Shared Journey of Losing a Child, I write about how to handle an adult deceased child's student loan debt, taxes, paychecks, leased vehicles.

NEVER ALONE IN THE DARKNESS


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The Shared Journey of Losing a Child was written by a grieving mother who lost her oldest child in 2017. Feeling isolated, walking on the edge between reality and insanity, she had no idea if what she was feeling was normal. Had other mothers experienced the same emotions when they went through the nightmare of their loss? Finding purpose in her pain, she put her deepest emotions into words so other mothers would always have a reference to read, at any given point in their grief, to identify with a mother who knew firsthand what they were feeling. It was her hope these grieving mothers would then never feel alone in their own journey. She also discovered her words provided a better understanding of grieving mothers to those who had never experienced the unimaginable darkness of losing a child.

Carrie Gibson
Facebook Book Page
Facebook Page


THE WINE

An expressive style with dominant characters of minerality, grapefruit, lime and soft apricot. The crisp lime-driven acidity enhances the distinct Keuka Lake minerality, rounded by stone fruit and ginger.

FOOD PAIRING

Shrimp Ceviche with Avocado, Baked Brie with Apricot Jam, Jalapeño and Tomatillo Snapper, Riesling Coq Au Vin.

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image-asset.jpeg

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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Amy Irvine Amy Irvine

Shifting the Mindset of Senior Living with Jill Vitale-Aussem

In this episode, I chat with Jill Vitale-Aussem. Jill is the author of Disrupting the Status Quo of Senior Living: A Mindshift and the President and CEO of The Eden Alternative. Jill has a deep passion about impacting the field of elder care with honesty and authenticity about the mistakes she’s made and what she’s learned along the way. The fact that she loves to do public speaking and writing helps bring her ideas to people. Negative views of aging are all around us (and in our own heads). It is causing incredible harm to each of us and our society. There are some simple things we can do to change that! It starts with each of us. If you are in need of a little direction for yourself or your loved ones, this is the episode for you. Be sure to rate and subscribe, and enjoy the show!


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Jill Vitale-Aussem

I've always had a rebellious streak and a tendency to push back against the status quo. While this didn't always serve me well in my teen years, I realize this is what drew me to this work and helps me to be successful in changing the way we view aging and the way we care for and support older people.

Jill joined the Eden Alternative at the 9th Eden Alternative International Conference in May 2018.  Formerly at Christian Living Communities as Executive Director of Clermont Park Retirement Community,  she led the community through a $75 million redevelopment project and complete cultural transformation using the principles of the Eden Alternative. In her role as COO, Jill was responsible for guiding the operations of multiple communities and achieving excellence through the use of person-directed principles and practices. Jill earned a Master of Management in Hospitality degree from Cornell University School of Hotel Administration and holds a Bachelor of Science in Business Administration degree from Alfred University. She is a licensed nursing home administrator, certified assisted living administrator, LeadingAge Leadership Academy Fellow, Eden Alternative Path to Mastery Guide, and a Certified Eden Educator. She has been involved with the Eden Alternative since 2007. Jill is passionate about creating community cultures of innovation, possibilities, inclusivity, growth and empowerment and writes and speaks nationally on the topics of culture, leadership and ageism.

LinkedIn


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With 10,000 baby boomers turning 65 each day, the need for senior living is growing at a steep rate, and the aging services field has been hard at work preparing for these new customers. Current practices aim to bring the kind of comfort and amenities enjoyed at hotels and resorts to the settings we create for older adults to live in. But what if these efforts are misdirected?

Interweaving research on aging, ideas from influential thinkers in the aging services field, and the author’s own experiences managing and operating senior living communities, Disrupting the Status Quo of Senior Living: A Mindshift challenges readers to question long-accepted practices, examine their own biases, and work toward creating vibrant cultures of possibility and growth for elders.

Shining a light on her own professional field, Jill Vitale-Aussem exposes the errors of current thinking and demonstrates how a shift in perspective can effect real cultural transformation. Her book delves into society’s inherent biases about growing older—where ageism, paternalism, and ableism abound—and provokes readers to examine how a youth-obsessed culture unconsciously impacts even the most well-meaning senior living policies, practices, and organizations. Deconstructing the popular hospitality model, for example, Vitale-Aussem explains how it can actually undermine feelings of purpose and independence. In its place, she proposes better ways to create opportunities for older people to exercise choice, autonomy, and self-efficacy.

Filled with empowering stories of elders who find purpose and belonging within their senior residences, Disrupting the Status Quo of Senior Living builds on AARP’s disrupt aging work and demonstrates that to truly transform senior living, we must dig deeper and create communities that promote the potential and value of the people who live and work in these settings.


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The Eden Alternative® is an international, non-profit 501(c)3 organization dedicated to creating quality of life for Elders and their care partners, wherever they may live.

In a culture that typically views aging as a period of decline, the Eden Alternative philosophy asserts that no matter how old we are or what challenges we live with, life is about continuing to grow.  Building on this new paradigm, it affirms that care is not a one-way street, but rather a collaborative partnership. All caregivers and care receivers are described as “care partners,” each an active participant in the balance of giving and receiving.  Together, care partner teams strive to enhance well-being by eliminating the three plagues of loneliness, helplessness, and boredom.

Focused on changing the culture of care since the early 1990’s, this approach to person-directed care initially came to life in nursing homes and has since expanded its reach to all care settings, including home care and residential care for people living with different abilities.  The Eden Alternative firmly believes that culture change unfolds one relationship at a time, and that deep change can only take root when the entire continuum of care is involved.  Through education, consultation, and outreach, it currently offers three applications of its principles and practices to support the unique needs of various living environments, ranging from the nursing home to the neighborhood street.


image-asset.jpeg

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


Read More
Amy Irvine Amy Irvine

Wine and Dime Episode 95 - The Journey to "Financial Autonomy" with Paul Benson

Welcome to the first episode of 2020 Wine and Dime listeners!! This is part two of the podcast with fellow podcaster and financial planner, Paul Benson. Paul has a podcast called Financial Autonomy, that focuses on financial strategies to give you choice. Each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals. In part two of this podcast, we dive into Paul’s journey into starting his own practice and his own podcast. It was a wonderful conversation, that I’m sure you will all enjoy. If you enjoyed this episode, please rate and subscribe to the show. And be sure to check out Paul’s Podcast at the links listed below!


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Paul Benson

If your goal is to work 9-5, 5 days per week, for 40 odd years, and then retire at 60 or 65 and start living life, then I'm not the financial planner for you.

But if instead, you're looking to gain choice in life, to embrace the amazing possibilities that now exist for a varied working life, and are keen to enjoy the journey, not put everything off until "retirement", then we should talk.

Podcast - Financial Autonomy
Guidance Financial Services
Linked In


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Financial Autonomy is an audio blog focused on financial strategies to give you choice. Hosted by Certified Financial Planner Paul Benson, each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals.


image-asset.jpeg

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


Read More
Amy Irvine Amy Irvine

Wine and Dime Episode 94 - The Birth of Rooted Planning Group

Happy Holidays Wine and Dime listeners! This is part one of a two part podcast with fellow podcaster and financial planner, Paul Benson. Paul has a podcast called Financial Autonomy, that focuses on financial strategies to give you choice. Each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals. In part one of this podcast, Paul more or less interviews me about what led me to start my planning firm which is now Rooted planning Group. Part two covers Paul’s journey into starting his own practice. It was a wonderful conversation, that I’m sure you will all enjoy. If you enjoyed this episode, please rate and subscribe to the show. And be sure to check out Paul’s Podcast at the links listed below!


Paul.jpg

Paul Benson

If your goal is to work 9-5, 5 days per week, for 40 odd years, and then retire at 60 or 65 and start living life, then I'm not the financial planner for you.

But if instead, you're looking to gain choice in life, to embrace the amazing possibilities that now exist for a varied working life, and are keen to enjoy the journey, not put everything off until "retirement", then we should talk.

Podcast - Financial Autonomy
Guidance Financial Services
Linked In


fin aut.png



Financial Autonomy is an audio blog focused on financial strategies to give you choice. Hosted by Certified Financial Planner Paul Benson, each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals.


image-asset.jpeg

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


Read More
Amy Irvine Amy Irvine

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.


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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

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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.


image-asset.jpeg

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


Read More
Amy Irvine Amy Irvine

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!


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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


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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”

Click Image to “Get the Facts About Low Down Payment Options”


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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.


image-asset.jpeg

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


Read More
Amy Irvine Amy Irvine

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.



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Amy Irvine Amy Irvine

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! 


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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.

THE ORIGINAL BOSS LADY INVESTOR


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

Itunes Spotify Buzzsprout


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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.


image-asset.jpeg

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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