Is Gen X the Forgotten Generation with Tina Kilroy and Sarah Holden
In this episode of Wine and Dime, welcome back Tina Kilroy and Sarah Holden. If you don’t recall, Tina and Sarah work for the Investment Company Institute(ICI), and specialize in retirement planning and 401k education. It seems that everyone always talks about the “Baby Boomer”, and “Millennial”, but what about Gen X, or what I like to call them, the forgotten generation. But now with that generation in the 40’s and 50’s, retirement planning is a very pressing topic. Join us, as we discuss how to stay on track with your retirement goals! Also, be sure to check out the ICI website for countless resources to help you make educated discussions when it comes to retirement an investments. So sit on back, pop open a bottle of your favorite vino and enjoy this conversation!
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.
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
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 Twitter, Facebook, and LinkedIn.
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
The Psychology of Change with Janice Vitale
Janice Vitale Counciling
14 East Market Street
Corning , New York
Call (607) 414-0640
Facebook
Hello again Wine and Dime listeners. This episode is also a video that we have posted on Facebook and YouTube. Janice Vitale is a LCSW located in Corning, NY, and she joins me to talk about the psychology of change. We talk about how change can be a very scary thing, and how when you recognize that fear, you can overcome it and embrace that change. We talk about how that fear was a factor when we opened our own businesses. This was great conversation, and please check out the video, or have a listen!
Easy Lives Lead to Unremarkable People with Pearl Galbraith
We are thrilled to share this edition of Wine and Dime with you where we talk with Peal Galbraith, who shares my mission to empower women to live their best lives and feel empowered about money. Pearl was raised on a Canadian wheat farm, which gave her the grit necessary to pivot and become a lemon crusher when life handed her lemons. Don't miss the nuggets we share about Pearl's book! Better yet, be the first to comment in Twitter or Facebook and we will give you a copy of her book.P.S. Try the Conundrum Red Blend, the wine is as fun as the name! Thanks for the tip Pearl!
Pearl Galbraith
Pearl Galbraith empowers women to live their Best Lives.
She is a “lemon crushing” working woman, financial advisor, author, motivational speaker and founder of Inspired Women Inc, a nonprofit organization that connects, celebrates and empowers working women.
Raised on a Canadian wheat farm, participating in the “work” has always been a necessity, not an option. First employment off the farm was as a dishwasher. Her career has spanned 2 countries where she has held various roles including executive positions in both hospitality and finance companies. Other positions have included being a successful realtor, a national sales trainer and a securities broker. Today she serves clients in her financial practice and leads Inspired Women Inc.
The motivation behind writing her first book: Lemon Crushers: A Working Woman’s Guide to Overcoming Adversity, was to inspire working women to live purposeful, more fulfilled, more joyful lives.
Pearl and her husband Mark have 2 grown sons and a teenage daughter. They make their home in Whitefish, MT.
Click the picture to view purchasing options on Amazon
Lemon Crushers: A Working Woman's Guide to Overcoming Adversity
REAL WOMEN...REAL PROBLEMS...REAL SUCCESS
LEMON CRUSHERS is the WORKING WOMAN'S GUIDE TO OVERCOMING ADVERSITY and the challenges life brings , both personally and professionally, and not just endure them, but THRIVE as a result of them.
Becoming a Lemon Crusher will help you avoid, even eliminate adversity, both in and out of the workplace. Learn to use each challenge you face as a stepping stone to success. Live a happier, more fulfilled, more purposeful life.
With real life stories about real life working women, Pearl Galbraith entertains as well as inspires. After introducing the Guide to Overcoming Adversity, Galbraith applies the principles to relevant case studies of working women. Galbraith highlights women who faced challenges ranging from health, finances, relationships, career issues and circumstances.
We are welcome alongside these women to experience not just their crisis, but more important, how the women used the Lemon Crushing principles to succeed.
The Guide to Overcoming Adversity including the Case Studies of Real Women with Real Problems who experienced Real Success, give us all hope and inspiration to face our own “lemons” and “make lemonade”
Conundrum Red Wine Blend Created from dark red varietals, this wine is both lighthearted and serious. It continues to take inspiration from my late grandpa, Charlie Wagner Sr .. who taught me to find the fun in wine making and to be willing to take risks. He also set an example for moving the bar higher as we continually strive to make better and better wines.
Like our other Conundrum offerings, Conundrum Red is sourced from premier wine growing regions in California, featuring Petite Sirah, Zinfandel and Cabernet Sauvignon. It is a wine of structure. richness and complexity that is also down-to-earth, smooth and approachable. Just as it opens up new possibilities for wine making, Conundrum Red creates endless options for food pairings. It is a perfect complement to richly flavored or spicy foods like spaghetti Bolognese: Asian or Indian cuisine; Mexican tacos or fajitas: smoked meats: and of course. BBQ (meaning pretty much anything that fits on a grill).
We recommend drinking Conundrum Red slightly chilled - this not only enhances the fruit profile and structure of the wine. but makes it a great choice any time of year. You may just discover another reason to believe in the rewards of going off the beaten path and embracing the chance to try something new.
Tasting Notes: A playful purple hue. this vintage opens on the nose with the pure essence of chocolate mixed with notes of berry pie, wildflowers. vanilla and a fresh oak character. The palate is lively and mouthwatering, featuring lush cherry flavors infused with unsweetened chocolate and intriguing notes of clove and nutmeg. Tannins provide structure and vibrancy from the moment of entry all the way through to the finish, enhancing this wine's freshness and calling you back long after you take an initial sip.
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
The Spark That Leads to an Entrepreneur with Lauren Zangardi Haynes
Episode 100…. 100 episodes, I can’t believe it!! When I first started Wine and Dime, I didn’t know how long it would last. And now that I’ve been doing it for a couple of years, I don’t know what I’d do without it! I’ve had incredible guests and great talks, and of course, great wine along the way. Thank you for all of your support over these 100 episodes, and here’s to 100 more! à votre santé!
In this episode of Wine and Dime I chat with someone I have a lot in common with, Lauren Zangardi Haynes. Lauren is the owner if Spark Financial Advisors. Lauren and I talk about starting our own female owned Fee Only Financial Planning Practice, where we are both passionate about helping our clients in any way that we can. We talk about some of the struggles along the way, and how we overcame those struggles to build a thriving business. I think this episode really shows the entrepreneurial spirit that is within us, and showcases the spirit that drives her.
Lauren Zangardi Haynes
With over 14 years in the financial services industry working for U.S. Trust (Bank of America’s Private Bank) and as a Fee-Only financial planner I’ve fielded a lot of questions. My favorite is, “How do I know I’m doing the right thing with my money?”
I get it. Most of us weren’t taught about personal finance in school or at home. Yet now you find yourself responsible for managing your financial future and frankly, it’s a little bewildering.
Building strategies for myself (and now for my clients) gives me the certainty I need to make crucial decisions about saving for retirement and college, reducing our taxes, and knowing where and how to invest our money.
The best part of my job is getting to know what my clients cherish, collaboratively building a solid financial plan that supports your best life, and seeing it put into place. It is truly an honor to walk with my clients on their financial journey.
What’s your big dream?
Let’s talk about how to get there.
Meet Lauren
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Email: lauren@sparkfinancialadvisors.com
Phone: (804) 451-1210
Certified Financial Planner™
Certified Investment Management Analyst™
Spark Financial Advisors works hard to build a foundation for your wealth:
Life Planning Process
Tax-Savvy Saving & Investing
Fiduciary advice puts you first
Build financial confidence
Stick to your plan
Manage risk
MORE THAN A FEE-ONLY FINANCIAL PLANNER
At Spark Financial Advisors we blend Fee-Only financial advice with life planning. Our holistic look helps your future come into sharp focus. Let’s work together to find creative ways to achieve your goals and solve problems.
Epic Reserve is a rich blend of Finger Lakes Cabernet Sauvignon, Cabernet Franc and Merlot. While fermenting, we "rack and return" the wines -- called délestage in French -- to increase oxygenation and improve extraction of color, flavor and tannin. The result is a wine of distinction and depth with ripe berry notes that pairs beautifully with juicy meats like steaks, pork roasts or chops, pasta with white or red sauces, and other hearty dishes. Serve at cool room temperature (60-65 F). Bring a bottle to dinner with friends!
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
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.
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
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
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
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
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.
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
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 Twitter, Facebook, and LinkedIn.
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
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
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
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.
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
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!
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.
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.
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.
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 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!
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
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.
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 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 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
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.
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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