Flipping The Switch with Barbara O'Neill
Welcome back Wine and Dime listeners! We're very excited to have Dr. Barbara O'Neill back on the show. This time around we are going to be talking about her transition to self employment after 41 years of working at Rutgers. The new project that she has been working on is her new book, which is coming out very soon, called “Flipping A Switch: Your Guide to Happiness and Financial Security in Later Life”. We dive into several chapters and some very fun unique names! You have to listen in to hear some of that! So sit back, grab your favorite beverage and enjoy the show. And remember “Life is about events, supported by your dollars and cents”.
Dr. Barbara O’Neill
Dr. Barbara O’Neill, CFP(R), AFC is the owner/CEO of Money Talk: Financial Planning Seminars and Publications. She writes, speaks, and reviews content about personal finance. A Distinguished Professor Emeritus at Rutgers University, she has written over 160 articles for academic publications and received over 35 national awards and over $1.2 million in grants to support financial education programs and research. She tweets daily personal finance information using the handle @moneytalk1
Leaving full-time employment to enter retirement often requires a 180-degree change in mindset and behavior from the way you managed your time and money previously. This is especially true for Baby Boomers who may have never experienced adult life without a full-time job and have been practicing the same habits since their 20s. These life transitions can be looked at as if they require flipping a switch. Some changes happen suddenly like an on/off switch, while others happen over time like a dimmer switch. Some switches are voluntary like spending accumulated savings, while some are mandatory like taking required minimum distributions starting at age 72. And to make matters more confusing, there are also lifestyle and social changes to consider as well.
Flipping a Switch discusses 35 financial, lifestyle, and social transitions you'll encounter upon entering retirement, including:
Full-time work to new pastimes
Saving money to spending money
Receiving a paycheck to creating a paycheck
Funding retirement savings plans to taking required minimum distribution withdrawals
Accumulating possessions to downsizing
Everyone has unique switches to flip. Flipping a Switch: Your Guide to Happiness and Financial Security in Later Life offers important information and guidance new retirees need before undertaking their new life. Each chapter includes a How to Flip This Switch section with suggested action steps. Nationally known speaker, author, and Certified Financial Planner ® Dr. Barbara O'Neill will help you develop a plan to become your best future self.
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
What is Your Zone of Genius? with Lisa Crilley Mallis
Every week it's my goal to share a story of someone's journey through their life and financial vineyard. We take you from their roots to the journey of their vines and the influences in the air that have helped craft their delicious lives. Like wine, life and finances have different palettes that should be celebrated and not judged.
We welcome you to this edition of Wine and Dime where we speak with Lisa Crilley Malice.
Lisa is a time strategist and lord knows we all need more time in our day! What we didn't talk about in the podcast and have in the show notes, is that Lisa is going to be releasing her own podcast called “The 25th Hour”, with the idea that we all need that extra hour every day, and how do we come up with it!
We hope you enjoy this show and just remember life is about events supported by your dollars and cents. So, sit back, grab your favorite beverage and find your “zone of genius”!
Lisa Crilley Mallis
Lisa is the owner of Impactive Strategies, she is a time strategist, recognized for providing practical solutions to everyday productivity challenges. A certified coach, trainer, and facilitator, Lisa works with financial advisors and their teams who are working hard to succeed and still want to achieve more. She knows that “one size fits all” does not apply when it comes to getting the most out of your day with ease. Using her fifteen years in education, a master’s degree from Ursuline College, and multiple coaching certifications, Lisa supports clients with customized tools to achieve more while working less.
Lisa believes in two solid life lessons:
Life lesson 1 - Just because you are good at it doesn’t mean that is what you are meant to do.
Life lesson 2 - if it is easy for you, it isn’t easy for everyone.
Lisa’s Process
What do you really want to do - what is their zone of genius?
What is it that you don’t want?
Building your day around your strengths
Implementation of a habit - putting the structure in your day to create success
How to grow your business through the right delegation (six levels of delegation)
According to Robert B. Maddux (in Delegating for Results), you can delegate to an employee or volunteer using 6 different levels.
Level I – Look into the situation, get all the facts and report back for instructions.
Level II – Identify the problem, determine several solutions and the pros and cons of each, recommend one for approval and wait for instructions.
Level III – Examine the matter, send word on what you intend to do, take no action until you get the go ahead.
Level IV – Decide on a strategy, send word of what it is, and take action unless you hear otherwise.
Level V – Take action on this matter and report back on what you did and how it turned out.
Level VI – Take action, no further communication is necessary. The assumption is that it’s been handled.
Lisa (Crilley) Mallishttps://impactivestrategies.com/
The 25th Hour Podcast-YouTube
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Winner of the 2017 Jefferson Cup for Dessert Wines!
Best Ice Wine, 2018 New York Wine ClassicHarvested in the deep of winter and pressed from grapes frozen on the vine, this genuine ice wine is a genuinely rare treat. It is filled with flavors of rich honey, sweet apricot and exotic fruit flavors. Delicious with a range of desserts. Absolutely wonderful all on its own.
Hunt Country Vineyards is the oldest continuous producer of ice wine in the United States; we produced our first batch of ice wine in 1987. Crafted in the tradition of a German “eis wine”, the Vidal grapes are left on the vines deep into the winter. We wait for the fruit to freeze solid and then early one morning — before the temperature rises above 15° F in the vineyards — we pick the grapes by hand. The frozen grapes are then pressed for many hours to get a small quantity of intensely flavored juice which concentrates sweetness, flavors and acidity. The resulting wine is deep gold in color and filled with flavors of rich honey, sweet apricot and exotic fruit.
Additional Articles Mentioned:
Clockwork - Mike Michalowicz - https://mikemichalowicz.com/clockwork/
Profit first - Mike Michalowicz - https://www.amazon.com/Profit-First-Transform-Cash-Eating-Money-Making-ebook/dp/B01HCGYTH4
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
Life Goes On Financial Road Map with Nancy Juetten
Nancy grew up in the shadows of her family limelight, as the daughter of an actor. She didn’t necessarily realize it, but she was seeking her own individual recognition (don’t miss the “how many likes does it take to get to the center of a tootsie pop!).
She became a publicist focused on helping other people get recognized, until the great recession, this challenge forced her (or should I say dared her) to pivot and use those skills at an even grander level and she created a book about how to change bio’s (Bye-Bye Boring Bio Workbook).
This was just the launching pad, including her Life Goes On Road Trip organization program that makes organizing your finances a bit like a treasure hunt, adding an element of fun.
Nancy Juetten
Nancy Juetten guides families to organize their personal financial information and crucial documents before something random or crazy can stop them. The co-creator of the Life Goes On Roadmap® system for personal financial information organization, Nancy is on a mission to touch and transform a million lives by guiding them to take one of 16 essential road stops, one 20 minute segment at a time. This brings power, access and control when the moments matter the most and makes dealing with a bump in the road just a little bit softer for all. Nancy writes a column for the popular Sixty and Me blog site that serves 500,000 women aged 60 and better. Her system is sold individually to homeowners, downsizers, and families across the country from the website, and professional service providers can license and co-brand the system to share with their most valuable clients. She has addressed appreciative audiences at the Garrett Planning Network Annual Retreat, virtual women’s groups, and podcasts such as the Legacy Cafe Podcast, the Conscious Caregiver, and now – Wine and Dime.
Before starting Life Goes On Roadmap in 2018, Nancy launched and grew a successful business coaching practice to guide experts, authors, and speakers to get known and get paid for their expert status by getting ready for opportunity first. In 2009, she wrote the popular Bye-Bye Boring Bio Workbook that is still a go-to source to guide users to transform their boring bios from wallpaper to wow to attract clients now. When life hit the fan for her – with a home burglary, a move to a new city, her mom’s diagnosis with dementia, and her husband suffering a mini-stroke in the middle of the night -- Nancy’s preparation for real life paid off with less drama, trauma, and chaos in the clutch moments. With Life Goes On Roadmap®, she guides her clients to welcome those priceless benefits that are more relevant than ever in the era of the COVID 19 Pandemic. Nancy is quick to say that keeping your head in the sand is a dis-empowering place to stand. The best time to get your act together is right now.
https://www.lifegoesonroadmap.com
https://authenticvisibility.com/testdrive/
Instagram: https://www.instagram.com/nancyjuetten/
Twitter: https://twitter.com/lifegoesonRM
LinkedIn: https://www.linkedin.com/in/nancy-juetten/
From humble beginnings and a lofty vision, our founders started selling wine on a mission to change the world. Since then, they have helped thousands to do the same by creating a career opportunity that provides a sense of purpose through sharing wine and raising money for causes closest to them.
Prejean Merlot
We’ve grown Merlot since 1988 and produce two styles of wine. In 1992 we produced what was probably the first White Merlot in the US. We also make a varietal merlot and blend it with our other Bordeaux varieties. 100 % Estate Grown
Fermented in Stainless Steel-Aged in French and American Oak for 9 month-Blend: 76% Merlot, 24% Cabernet Sauvignon-A wine with mocha and spice aromas and cranberry flavors with a warm, toasty finish.
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
Coaching for the New Modern Family with Terri DeCoster
Terri DeCoster
Terri is a Master in Counseling Psychology, Family Mediator, Coach, and Facilitator specializing in supporting families in transition, in-person or online. As a certified IPEC and Better Apart coach, Terri guides individuals facing stressful family changes caused by separation, divorce, and re-partnering to a place of ease and harmony through co-parent education, conflict management, and communication skills. Terri is a presenter at the Kids First Center and Maine Divorce Workshops.
Terri has attained her Master in Counseling Psychology, Coaching Certificate from iPEC, and Certificate in Family Mediation and has applied this to her calling to support families in transition. She didn’t grow up in a hallmark card family by any means. At a young age, Terri was a child of divorced parents, and the divorce was not “friendly.” Her mom and brother left the household with just the things they could fit in the car.
This childhood experience left a lifetime impression on Terri and she utilized her skills to help other families have a healthier co-parenting experience during and after divorce, with special attention to the experience of the child.
She also has a passion to help others in blended families (or new modern family) through step-family coaching and her volunteer work at the Kid’s First Center.
If you are a blended family, this episode is definitely for you!
Email: terri@terridecoster.com
Website: terridecoster.com
Facebook - @terridecostercoach
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The 2017 Sorceress is 100% Grenache from two truly spectacular vineyards. It is 68% from Upland Vineyard and 32% from French Creek Vineyard. This vintage of the Sorceress was aged for 16 months in all French oak barrels (mostly puncheons). The wine saw mostly neutral oak (only about 20% new French oak), and the final blend includes about 45% whole cluster, foot-stomped bunches. The resulting wine is exotic and aromatic. It presents with classic Grenache notes of garrigue, allspice, dark cherries, tobacco, and strawberries; all of which is backed up by fresh acidity, and a long, lingering finish highlighting the refined tannins and brightness of this great wine. This vintage is age-worthy and will continue to develop over the next decade.
Our Feature - Prejean - Cab Franc
Aromas of berry and plum and a warm, lingering finish. A great addition to hearty dishes.
At Prejean Winery, we honor the tradition of winemaking that has been handed down for almost a thousand years. Prejean Winery grows grape varieties that originated in Europe; such as Merlot, Cabernet Sauvignon, Cabernet Franc, Riesling, Gewurztraminer, and Chardonnay. Our Gewurztraminer, planted in 1979, is a mouthful in more ways than one. It is grown in the Alsace region of France. Riesling, also grown in France, but known predominantly in Germany, is now the Finger Lakes’ signature grape variety. Our Dry Riesling has just won the Double Gold Winner in the 2019 San Francisco Chronicle Wine Competition. At Prejean Winery, we honor the tradition of winemaking that has been handed down for almost a thousand years.
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
Identifying Anxiety in Today's World
Janice Vitale Counciling
Facebook
14 East Market Street
Corning , New York
Call (607) 414-0640
Welcome to this edition of Wine and Dime with Amy Irvine. Today's Guest is Janice Vitale. She is, if you recall, working with me on a special project for a series of vlogs. In this episode we will explore anxiety and how many people are experiencing increased levels due to Covid-19. We also discuss ways to identify and combat it.
We hope that you enjoyed this version of our vlog and hop on over to our YouTube channel if you'd like to watch the two of us. Feel free to message us about any topics that you would like to see us cover and be sure to give us a thumbs up and subscribe to get the latest episodes!
OMH Emotional Support Helpline: 1-844-863-9314
The Emotional Support Helpline provides free and confidential support, helping callers experiencing increased anxiety due to the coronavirus emergency. The Helpline is staffed by volunteers, including mental health professionals, who have received training in crisis counseling.
https://www.crisistextline.org Text 741-741
The Crisis Text Line serves anyone, in any type of crisis, providing access to free, 24/7 support via a medium people already use and trust.
https://suicidepreventionlifeline.org/ 1-800-273-8255
The Lifeline provides 24/7, free and confidential support for people in distress, prevention and crisis resources for you or your loved ones, and best practices for professionals.
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
From NFL Player to Money Coach with Jedidiah Collins
Welcome to this edition of Wine and Dime with Amy Irvine. In this episode, I have the pleasure of chatting with Jedidiah Collins. Jed grew up in a household of three brothers and one sister. He then became an NFL player, and was traded 12-times during that journey. Luckily, it was early on in his career he realized that he needed to Pivot his Relationship with Money. This journey then led him to becoming a financial planner and attain his CERTIFIED FINANCIAL PLANNER Designation.
Jed and I share in the mission to get education into the high school systems! Jed has created a tool called “Your money vehicle” The first 10 questions to ask on their journey, it is a 10 week financial literacy course that contains 35 short videos.
You’ll hear about the 30-day financial literacy challenge (30 NFL players) coming out in July.
This was an incredible conversation with someone who shares my passion about financial education and literacy. So sit on back, enjoy your favorite wine, and enjoy the show!
Download Jed Collins Rookie to Veteran Brochure below!
Jed Collier
Jed was born the fourth of five children in San Juan Capistrano, CA.
During his time in high school he experienced an Orange County Record 41 wins in a row at Mission Viejo High School.
During his time in college he enjoyed the challenges of being a student athlete as he pursued an Accounting Degree from Carson College of Business, Washington State University (Go Cougs!)
During his time in the National Football League (NFL), Jed went from Undrafted Free Agent to the top rated Fullback, while learning from a dozen different locker rooms along the way.
During his time studying for the Certification in Financial Planning (CFP), Jed became an expert in personal finances.
During his time as a writer, Jed has had articles published on Scout.com and ESPN.com as well as publishing his first book – Your Money Vehicle and expecting his second Rookie to Veteran due in 2021
During his time as a presenter, Jed has delivered keynotes and facilitated workshops for Amazon, Microsoft, Sotheby’s, GlaskoSmithKline, NFL, MLB, and many Universities.
https://jedidiahcollins.com/about/
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Twitter
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Financial education is now a necessary skill for survival.
Why empowerment and education? Because education without action fails! So, now what? Your parents likely didn’t face this issue, and you weren’t taught personal finance in school. Where are you supposed to learn how money works? More importantly, how to make money work for you?
On the verge of receiving your first paycheck or laying out your financial plan, you need to know what to do, what not to do, and where your money is supposed to go. Jedidiah Collins faced the same dilemma when he was handed his first paycheck as an NFL player. The idea of planning for his long-term financial security was the last thing on his mind.
In Your Money Vehicle, Jedidiah unwraps the complicated language of money into short, digestible stories that give you the clarity it took him years to find. You’ll walk through ten questions designed to start you on your financial journey and receive guidance on how to get started with cash management, taxes, investments, and more as you create your personal plan. You’ll walk away with the skills to make money work for you and help others do the same!
ROOKIE TO VETERAN PODCAST
ABOUT THIS PODCAST
Good artists borrow, Great artists steal. In Rookie to Veteran we steal success each and every week!
We will approach each topic and guest with a beginners mind, the Rookie mindset. It will be our challenge to use what we learn to close the gap between where we stand today and the goals we have set for ourselves. This phantom gap is our potential.
After traveling through locker rooms in the NFL and hundreds of board room in business, I have come to realize what I do best is take from the best.
Come steal the behaviors of the best and Eliminate your Potential!!
D2 offers abundant dried cranberry and raspberry aromas surging from the glass, with intertwined darker fruits notes of cassis, blueberry, and blackberry. Delicately balanced oak influence contributes cocoa and coffee bean notes while remaining completely respectful of the fruit. This appealing wine is vibrant and extraordinarily fresh on the palate, with persistent fruit flavors of pomegranate and blueberry. Understated and subtle tannin provides welcome structure, while excellent early integration offers accessibility, generosity and abundant pleasure despite the wine’s youth.
Prejean Winery
Featured Finger Lakes Winery
Prejean Winery grows grape varieties that originated in Europe: Merlot, Cabernet Sauvignon, Cabernet Franc, Riesling, Gewurztraminer, Chardonnay. Europe, and generally the French model, was the foundation of the modern wine industry. The regions defined the wines. Bordeaux and Burgundy and Champagne are regions, as well as wines. Each of these regions has grapes that are indigenous to these regions. Bordeaux, for example, grows Cabernet Sauvignon, Merlot, Cabernet France, Petite Verdot and Malbec and the wines of Bordeaux are blends, in varying amounts, of these grape varietals. This is the tradition that has been handed down, in some case, for almost a thousand years. But the New World locations had no such history or wine regions – they were blank slates. Chardonnay and Cabernet Sauvignon are planted throughout every major wine region and in some cases have become commodities.
The Finger Lakes, while being an older (New World) region in many ways, is also quite young, too young to have a regional identity tied to specific grapes. But the pioneers of the Finger Lakes wine region had the European example and the most exportable aspect was the varietal. The varietal became the focal point, rather that the region.
Book Mentioned:
He started his journey in Barnes and Noble and purchased Rich Dad, Poor Dad - by Robert Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
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 Intersection of Wine, Integrative Medicine, and Finance with Nancy Stabins
In the episode of Wine and Dime I chat with Nancy Stabins. Nancy is the Regional Vice President of the American Wine Society. Is it any surprise that I asked her to be on the show?! Talk about doing what you love and love what you do...Nancy and her husband (a wine judge) have explored the world through their passion for wine. Although Nancy and I geek out about wine, we also explore how Nancy, who is an RN, turned her son’s diagnosis at a young age into a successful integrative medicine business. My favorite quote from this recording is, “May we never know the disease we prevent.”
Nancy is trained as an RN and has certifications in Natural Health Care and Homeopathy. She is a Loomis Digestive Enzyme Specialist. She became interested in complementary health methods because of medical concerns with her own children. Nancy has been working in the health care industry for over thirty years and started Natural Alternatives, Inc. in 1995. Nancy specializes in Energetic Health assessments using EAV (Electro Acupuncture according to Voll), homotoxicology, digestive issues and basic nutrition. She taught for 10 years through Trinity School of Natural Health. She is President and owner of Natural Alternatives, Inc.
Services offered by Nancy include:
Energetic Evaluations using EAV (Electro-Acupuncture according to Voll)
Nutritional Support
Educational Seminars
Food and Environmental Sensitivity Testing
www.americanwinesociety.org
www.naturalalternativeswebster.com
Wines talked about in the episode:
Nancy -
Domaine Du Vieux Télégraphe Châteauneuf-Du-Pape La Crau
Bright ruby. Lively, musky aromas of red berries, cherry, anise, earth and spices, augmented by hints of lavender and resin. Energetic, focused redcurrant and bitter cherry flavors show good definition and pick up minerality with air. Taut on the back end, finishing with solid grip and very good, tangy persistence.
Amy -
This craft-vinted blend of vinifera grape varieties exhibits flavors of ripe flavors of raspberry and plum; accented by hints of spice and soft tannins on the finish.
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, Cookies, and Finance...What if you Fly?
Welcome to this edition of Wine and Dine with Amy Irvine. In this edition, you will hear some really unique combinations that are taking place out of a new business idea by somebody I met in a Facebook group that I belong to. Krystina Benedetti is amazing in what she is starting in her particular experience through Covid-19. The dream that has become very clear to her and how she's taking a normally hands-on experience, and taking it virtually.
Be sure to listen all the way to the end where you can find out information on how to reach out to Krystina and get more information about her virtual cookie ice night. Of course there must be a little bit of wine involved here, so sit on back, grab your favorite glass of wine, and enjoy this show with Krystina.
Highlights:
Want a two hour break from being (fill in the blank) - Krystina is following her dream to combine cookies, icing, and wine….oh my!
Amy and Krystina talk about how the experience of being isolated during COVID-19 helped Krystina discover her passion, create her own company, and ultimately bring people together. After listening to this podcast, you will want to get your girlfriends together and host a Virtual cookie ice night!
Custom Cookies
Maybe you’re hosting a little love’s sixth birthday, or maybe it’s the big 5-0. Bridal or baby shower? Bachelorette bash? New home soiree? Let’s wow your friends together with some custom-designed, buttery yummy home-crafted sugar cookies! I can complement any theme you have in mind.
The gift they never knew they’ve always wanted
We all have that one friend who is hard to shop for - they buy themselves whatever they want! But you know who they love? You. You know what they’d love? Something yummy you helped inspire. Whether you have a set made that includes their favorite things to do (hiking, sunning on the beach, drinking wine, you get the idea) or something they’re obsessed with (sloths, dinosaurs, unicorns, beautiful floral prints!), we can create the most memorable gift yet.
https://www.themessycookie.com/
Facebook - @the.messy.cookie
Instagram - the.messy.cookie
Wine: Amy: Bully Hill Cabernet Franc
CABERNET FRANC
Cabernet Franc, one of the three pillars of the classic Bordeaux blend, has proven itself as a solid producer in the Finger Lakes wine region of New York. A lot of wineries prefer this as their staple red vinifera due to the vines shorter ripening period and cold tolerance. The key to making a fine Cab Franc starts in the vineyard. Pick too early and the wine will have an unsavory green bell pepper characteristic; pick to late and the fruit will be unsound leaving the winemaker rushing to stabilize the wine from spoilage.
Bully Hill makes a downright tasty Cab Franc with the grapes being sourced from Seneca Lake. The current 2013 vintage was fermented in Redwood open top fermenters for maximum tannin and color extraction. Once finished and pressed off, we fill up oak casks down in the cellar to bring this fine wine to fruition. We do small lot production of 500 cases a year and thanks to our happy herd of customers this wine sells out annually!
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
Grief, Graduation, and Mental Health
Welcome to this edition of Wine and Dime with Amy Irvine. Today's Guest is Janice Vitale. She is, if you recall, working with me on a special project for a series of Vlogs. Being that it is May and many people are graduating many students are graduating or thinking about graduating from college or high school, we really focused in on the emotional toll that Covid-19 isolation may have on them, and how to potentially cope with some of those emotions that come with it. We dig into things like how this could be grief for them and we do spend a little bit of time talking about student loans as well as just generally figuring out how to maybe be creative if you are just coming out of college and looking for jobs.
We hope that you enjoyed this version of our vlog and hop on over to our YouTube channel if you'd like to watch the two of us or pick up some additional tips, we'd love to hear your comments we'd love to hear if there's anything particular you'd like to hear about and we hope that the rest of May.
OMH Emotional Support Helpline: 1-844-863-9314
The Emotional Support Helpline provides free and confidential support, helping callers experiencing increased anxiety due to the coronavirus emergency. The Helpline is staffed by volunteers, including mental health professionals, who have received training in crisis counseling.
https://www.crisistextline.org Text 741-741
The Crisis Text Line serves anyone, in any type of crisis, providing access to free, 24/7 support via a medium people already use and trust.
https://suicidepreventionlifeline.org/ 1-800-273-8255
The Lifeline provides 24/7, free and confidential support for people in distress, prevention and crisis resources for you or your loved ones, and best practices for professionals.
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
Financial Planning, The view from Echo Huang a “triple minority”
In this episode of Wine and Dime I chat with Echo Huang. The child of educators, she grew up watching Hong Kong TV via an antenna on the roof of her residence. At the age of 20, she applied to the university of Idaho in finance. Echo shares a passion for bringing more women and minorities into the profession through internships and hiring college students. She is the author of Own Your Future, which will be released next month - you can get a copy on www.echohuang.com
Echo Huang
Echo Huang is a financial planner with CFP® (Certified Financial Planner) designation and over 25 years of experience in the financial services and accounting industries. She helps executives and entrepreneurs in Minneapolis and St. Paul take the complexity out of their personal and business finances. Born and raised in China, she came to the United States with $800 in her pocket in hopes of pursuing – and achieving – the American dream. Through higher learning, continued education, and hard work, she gained valuable experience and extensive knowledge about wealth management, investment strategies, and tax planning. After years of working as an accountant, a financial advisor and partnering with other financial firms, she founded Echo Wealth Management in 2015.
MORE ACCOMPLISHMENTS
She offers in-depth financial planning and personalized investment management services for professionals, executives, and entrepreneurs. She is an expert in stock options, trading plans, and Deferred Compensation Plans. As an investment professional with CFP®, Certified Public Accountant (CPA) license and Chartered Financial Analyst (CFA) charter, she is sought after to create personalized financial plans and execute the holistic strategies. Learn more by visiting Echo Wealth Management.
@EchoHuangCFP
…..is the story of how a poor immigrant came to live the American dream and how you can too. It’s a story of dreams manifested as a result of the guidance offered by the author’s seven core principles: daring to dream, being adaptable, respecting education, setting goals, utilizing smart and deliberate planning to achieve success, seizing opportunities when they arise, and benefiting from the wisdom of others.
Based on the author’s twenty-five years of experience in the trenches, not just of investment management but also of private and public accounting, this book educates the reader about wealth management and offers useful tools that can be used to make our financial lives more organized.
Echo Huang pulls back the curtain on the wealth management profession as a whole and shows you how to make it work for you, as well as whom and what to trust, who should be on your team, and how they should be working together in a holistic way to help you reach your financial independence day.
Wine: Riesling and Mascoto (we would recommend https://prejeanwinery.com/wineshop - Semi-Dry Riesling)
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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