Retirement - Gen X Concerns
Welcome back Wine and Dime Listeners! This month, we are going to be talking a little bit about retirement. In this episode we will focus on Generation X and their concerns about retirement. We offer some strategies that they, or anyone can utilize to help reach their retirement goals. As a Generation Xer myself, I can relate to some of the concerns that we are hearing out there, and I don't think you want to miss this one!
Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
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
Q and A with Amy - Cryptocurrency and Medical Costs in Retirement
In this episode of Wine and Dime we go back to mailbag to answer a couple of questions that came in recently.
With the hype around cryptocurrency, we got a couple questions about whether we invest in them, and if we advise to invest in them. I give my opinion on the issue and offer some advise, should you choose to get into one of the many crypto's out there.
Also, we talk about what medical costs in retirement look like. I talk about what it looks like in your retirement plans and how it fits into your financial plan!
Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
Cryptocurrency, crypto-currency, or crypto
is a digital asset designed to work as a medium of exchange wherein individual coin ownership records are stored in a ledger existing in a form of a computerized database using strong cryptography to secure transaction records, to control the creation of additional coins, and to verify the transfer of coin ownership. It typically does not exist in physical form (like paper money) and is typically not issued by a central authority. Cryptocurrencies typically use decentralized control as opposed to centralized digital currency and central banking systems.[3] When a cryptocurrency is minted or created prior to issuance or issued by a single issuer, it is generally considered centralized. When implemented with decentralized control, each cryptocurrency works through distributed ledger technology, typically a blockchain, that serves as a public financial transaction database.
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
Aligning your investments with your values with Jennifer Cannon
In this episode of Wine and Dime, I get the opportunity to chat with Jenifer Cannon. Jenifer is the Vice President, Business Development at Impax Asset Management. She is also a leader and champion of gender equality. Although she is still a champion of gender equality, this time around we chat about matching your investments with your values. She takes the lead in this and does a really nice presentation. Check out the video that we put out last week if you’d like to follow along! So sit on back and enjoy this episode of Wine and Dime.
Thank you for listening to the podcast and be sure to rate, subscribe, like and share!
If you have any questions that you want answered in the show, don't hesitate to email us at info@rootedpg.com
Jenifer Cannon, CAP®
VICE PRESIDENT, BUSINESS DEVELOPMENT
IMPAX ASSET MANAGEMENT LLC
AND
PAX ELLEVATE MANAGEMENT
Jenifer Cannon is Vice President, Business Development, at Impax Asset Management LLC and Pax Ellevate Management.
She supports marketing and sales initiatives for the Pax Ellevate Global Women’s Leadership Fund, and she helps financial advisors build their practices by expanding their relationships with female clients.
Jenifer has been in the financial industry since 1994 and has been with Impax and Pax Ellevate since 2018. Prior to joining the firm, Jenifer worked for Fidelity Investments, Putnam Investments and Charles Schwab & Co., Inc. in various retail and institutional roles. She also held positions at the Boston Foundation and the New Hampshire Charitable Foundation, where she worked closely with advisors and families to design charitable giving strategies. Jenifer has helped family foundations develop strategic plans for impact giving and investing as well as multi-generational engagement. Most recently, she worked as a wealth planner/philanthropic advisor for a multi-family office.
Jenifer holds the FINRA Series 6, 63 and 65 registrations, and she’s a Chartered Advisor in Philanthropy (CAP®) as well as a 21/64 Certified Advisor.
Jenifer Cannon is a registered representative of ALPS Distributors, Inc.
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
Personal Protection 101 - Disability
Wine and Dime podcast is back to talk about personal protection. More specifically, disability. We are going to walk you through various things to be thinking about when you have a disability happen.
This weeks featured wine is a Finger Lakes wine from Domaine LeSeurre Winery, and they have a wonderful Cabernet Franc Barrel Select that we just love here at the show. We think you would enjoy it as much as we do!
Thank you for listening to the podcast and be sure to rate, subscribe, like and share!
If you have any questions that you want answered in the show, don't hesitate to email us at info@rootedpg.com
Worksheets
DOMAINE LESEURRE WINERY
Cabernet Franc Barrel Select
NY - Finger Lakes
100% Finger Lakes terroir selection from three different vineyard sites. 100% Cabernet Franc aged 22 months in French oak barrels.
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
More Investing Mailbag Questions
Welcome back Wine and Dime listeners. We had so many questions about investing that we just had to make a part 2. Here are the questions that you have been asking the most
1. What is the best place/way to save when you are young?
2. Are there any tools for investing in general?
- https://www.finra.org/investors/learn-to-invest
3. How can one grow economic growth without being able to save out of each paycheck?
4. How much money is the average for retirement?
5. What benefits can you utilize from working from home?
6. What can I be doing beyond my 401k?
7. How to best approach buying a home?
8. Any tips on how to recover/compensate from growing up in a low income spectrum?
Be sure to keep the questions coming, and if you have a question that you would like answered on the show let us know at info@rootedpg.com. We look forward to hearing from you!
Don't forget to rate, subscribe, like and share! We would certainly appreciate it! So pop open a bottle of your favorite beverage and enjoy the show!
Chateau Ste. Michelle
Cabernet Sauvignon
TASTING NOTES
We craft our Columbia Valley Cabernet to highlight concentrated Washington red fruit in an accessible style. This is an inviting Cab with plenty of complexity and structure with silky tannins. It’s also very versatile with food. Enjoy it with beef tenderloin or pasta.
FOOD PAIRINGS
This versatile and flavorful wine would be enjoyable on its own or with food. Try it with light pasta and rice dishes, grilled fish, and a wide array of cheese.
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
Just Go For It with Andrea Bullard
Welcome to this episode of Wine and Dime where I sit down with Andrea Bullard.
In this episode we explore Andrea's path to becoming a professional coach and some of her techniques and drive for helping people succeed! She is an extraordinary individual that has strategies that can apply to just about any profession.
If you like what you heard here and want to contact Andrea visit her website at Coaches | Financial Advisors | Andrea Bullard & Company
Andrea Bullard
Coaches | Financial Advisors | Andrea Bullard & Company
andrea@andreabullard.com
(978) 443-5342
WHO IS ANDREA K. BULLARD?
Results-driven entrepreneurs love working with Andrea Bullard, describing her as dynamic, energetic, driven, and captivating. Her ‘Play to Win’ attitude, sharp business sense, and dynamic coaching methods have allowed many of her clients to catapult to multiple 6 and 7 figure business success … while gaining more time freedom and personal enjoyment of their life in the process.
ANDREA’S PASSION
Andrea’s passion for coaching began when she played Division I Volleyball at the University of Wisconsin-Madison. She went on to earn a Bachelor and a Master of Science Degree from the UW-Madison, all the while closely studying Olympic coaches, their methods, and most of all… the inner workings of the champion’s mindset.
Kendall-Jackson
Vintner's Reserve
CALIFORNIA
CHARDONNAY 2019
America's #1 selling Chardonnay for 26 years and counting! It's no wonder Vintner's Reserve Chardonnay is our most popular release. Handcrafted in small vineyard lots throughout the entire winemaking process, our grapes are from California’s cool, coastal growing regions. Vintner's Reserve Chardonnay is fruit-forward, divinely complex, approachable and exceptionally food-friendly.
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
Investing Mailbag
In this episode of Wine and Dime we will be reaching into the mailbag to answer your questions about Investing!
These were some questions that we've been hearing and since this month has been all about investing, we figured we'd take this opportunity to answer them.
If you have any questions that you would like answered on the show, don't hesitate to contact us. We would love to hear from you!
As often happens with a winery, someone starts with a dream, and for James and Elizabeth Prejean that dream began in California. Jim was born in Carencro, LA and ended up in California the hard way, wounded in a hospital. The USS Cushing, his previous home, was sunk in WWII in the Battle of Guadalcanal and he was severely wounded. After college, he began his career in labor relations. Jim and Elizabeth met on an airplane where Elizabeth worked as a flight attendant and Jim was traveling on business. They married not long after and lived in San Francisco. The short ride from San Francisco to wine country kindled the dream. Jim’s career with American Can took them far away from wine country and brought them eventually to Connecticut in 1974. Jim discovered the Finger Lakes wine industry during business trips to the Finger Lakes and the dream was rekindled. Jim and Elizabeth decided to “retire” to a winery. In 1978, they purchased 53 acres and planted the first 13 in 1979. Traveling from Connecticut on the weekends, they worked the farm for 6 years until, in 1985 they took up permanent residence and built the winery. Prejean winery opened officially in 1986. Sadly, Jim died suddenly in 1989, but he was fortunate enough to see his dream realized. He was quite proud of their accomplishments, and even though he only lived for three years after the winery’s opening, he touched many people. Tom, his wife Amy and Elizabeth and our friendly, knowledgeable tasting room staff are running the winery now and, hopefully, maintaining Jim Prejean’s passion.
THIS 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
Investing In Your Mental Health with Joanne Williams
Welcome to this edition of Wine and Dime with Amy Irvine! Today's guest is Joanne Williams and I think you're gonna love the conversation of where about to have! Because if 2020 brought us anything, it was certainly anxiety. Joanne is a 30 year Veteran Mental Health Professional and has a podcast called "Anxiety Simplified". It is a podcast that "is here to help offer a Self Help Podcast for Simplified Anxiety Solutions and other issues including for relationships depression, Post Traumatic Stress Disorder PTSD, and other life pitfalls."
So pop open a bottle of your favorite beverage and enjoy the show! We think you will find this episode very helpful and informative.
Don't forget to Like, Rate, and subscribe to the show, and while you're at it, be sure to check out Joanne's Podcast as well.
Joanne Williams
760-485-6784
esa@esaevaluation.com
We offer simplified anxiety systems and step by step pathways to attain personal and professional goals with our counseling services, podcasts, and our online courses.
Increasing your awareness of what you strongly desire allows clarity to surface to quell the anxiety. Your mind just wants you to prepare.
Accepting is part of the pathway…so allow the time needed.
Quiet your mind so that you can hear the answers when each piece appears, then Appreciate it.
About Me.
Joanne Williams, LCSW a 30-year Veteran Mental Health Specialist. Because of the images and dramatic scenes she has experienced with PTSD survivors and suicidal clients she was compelled to create Simplified Solutions that are straight forward, condensed for everyday life pitfalls that work also in relationships, for parenting, work success and to feel profound relief even with life setbacks.
Joanne has created the A.C.T. method that is a Step by step guide to redefines old thought habits, to refocus to current life choices. No rehashing the past necessary! Your guests will ask; Why didn’t someone tell me this before, it is so simple!!
Anxiety Simplified Podcast
Joanne Williams, LCSW a 30 year Veteran Mental Health Professional is here to help offer a Self Help Podcast for Simplified Anxiety Solutions and other issues including for relationships depression, Post Traumatic Stress Disorder PTSD, and other life pitfalls. One of the Simplest Solutions is getting a certified Emotional Support Animal. She will share how in Simplified terms.
Grenache Wines
Grenache (Garnacha) is a red-wine grape grown extensively in France, Spain, Australia and the United States. It is particularly versatile both in the vineyard and the winery, which may explain why it is one of the most widely distributed grapes in the world.
Grenache is the French (and most internationally recognized) name for the grape, but it has a number of synonyms. In Spain, where it is one of the country's flagship varieties, it is known as Garnacha, and on the island of Sardinia it has been known for centuries as Cannonau. Some believe that the grape originated in Sardinia, and was taken back to Spain by the Aragonese, who occupied the island in the 14th Century.
In France, Grenache is most widely planted in the southern Rhone Valley and throughout both Provence and Languedoc-Roussillon. It is most commonly found alongside Syrah and Mourvedre in the classic Southern Rhone Blend (notably in Cotes du Rhone wines), and is the main grape variety in Chateauneuf-du-Pape.
Grenache's versatility provides winemakers with all sorts of possibilities. Grenache-based rosé is one of southern France's signature wine styles. The variety is common in Cotes de Provence wines along with Cinsaut and Mourvedre, and the finest examples come from the towns of Tavel and Lirac. Near the border with Spain, Grenache is behind the sweet wines of Banyuls.
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
Investing 102
Welcome to this edition of Wine and Dime with Amy Irvine. Once again, this month, we are talking about investment terminology. That's the journey that we're taking to help keep you up to speed on investments strategies that may contribute to your financial plan. So pop open a bottle of your favorite beverage and enjoy the show.
And don't forget to like, rate, subscribe and share!
Goldfinch Dry Riesling
NY - Seneca Lake
The lush Dry Riesling is the perfect wine with spicy Asian or Latin dishes or by itself.
Alcohol 12.00%
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
Investing 101
Welcome to this edition of Wine and Dime with Amy Irvine. Today, we're not actually having a guest speaker, but we are discussing a topic that has been brought up by some of the listeners. And that is, "what's the difference between active and passive income?"
But before we get into that, we're going to talk about the topic of the month, which is investment.
This month, we're going to dive pretty deeply into, various topics around investing for now, and for lack of a better term, your future. This is the area that people think that financial planning is actually made or not made and in our opinion, investments are a tool that help you reach your goals.
So sit on back, pop open your favorite beverage and enjoy the show.
And don't forget to like, rate, and subscribe!
2020 Lemberger
Dry Rosé
Aromas of red raspberry and vanilla bean. A plush palate gives way to a bright, lively 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
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