Lets Revisit Talking About Elder Law with Mike Martino
This is a rebroadcast of a previous episode. With August being all about Estate Planning, we felt that it was time to revisit this episode. Mike is a wealth of knowledge and shares so much information that we wouldn't want you to miss. Enjoy!
Thank you for tuning into a very special edition of Wine and Dime. In this episode I talk with Mike Martino. Mike is an attorney and partner at the firm of Rossettie Rosettie & Martino. His practice is primarily a Trusts and Estates practice with special emphasis on the area of law known as Elder Law, including Medicaid Planning, Long Term Care Planning, Asset Protection and related Nursing Home issues. Mike offers his Elder Law clients a variety of strategies including asset protection trusts, annuity planning, promissory notes and other devices to preserve clients’ assets. This was great conversation that everyone can get some great information from.
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
Michael J. Martino
Michael J. Martino is a partner in the firm of Rossettie Rosettie & Martino LLP. His practice is primarily a Trusts and Estates practice with special emphasis on the area of law known as Elder Law, including Medicaid Planning, Long Term Care Planning, Asset Protection and related Nursing Home issues. This practice includes the preparation and filing of Medicaid Applications on behalf of clients and direct communications with Departments of Social Services in many counties of New York, including Steuben, Chemung, Schuyler, Tompkins, Allegany, Monroe, Madison and St. Lawrence Counties and others in upstate New York.
Mr. Martino offers his Elder Law clients a variety of strategies including asset protection trusts, annuity planning, promissory notes and other devices to preserve clients’ assets.
Mr. Martino’s Trusts and Estates practice involves all types of estate planning, including Wills, Trusts, Special Needs Trusts, Powers of Attorney, Health Care Proxies along with Estates, Probate and Administration and Guardianship Proceedings.
Mr. Martino was admitted to practice law in New York in 1987. He graduated from Western New England School of Law in 1986 and received his BA from Fordham University, Bronx, New York in 1983.
Mr. Martino is a member of the National Academy of Elder Law Attorneys, the New York Bar Association and the Steuben County Bar Association. For the past 25 years he has given numerous lectures and presentations to many local and statewide senior citizen organizations, service clubs and pre-retirement groups. Mr. Martino resides in Corning, New York with his wife, Ann.
Contact Us
Rossettie Rosettie & Martino LLP
269 West Pulteney Street
Corning, New York 14830
(607) 936-3739
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Credit Scores and Student Loans
Welcome back Wine and Dime Listeners! In this episode we are tackling two subjects, but in a lot of ways they are related, or can be related. First, we are talking about Credit Scores. We are informing what goes into how they are calculated/scored and ways to help you increase your credit scores.
Second, we are talking about Student Loans. Our goal in this episode is to talk about the types of student loans and some of the programs that are available to you. In the links below we supply you with some check lists to help you out with your student loans. Feel free to download and use them!
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
Student Loan Income Driven Summery
What Issues Should I Consider When Paying Off My Student Loans?
Fox Run Winery
Fox Run Vineyards is located on Seneca Lake in Finger Lakes wine country. Enjoy a wine tasting, vineyard tour, or lunch in our café. We do not accept or require reservations. Stop by and see us Mon-Sat 10AM-6PM, and Sunday 11AM-6PM (the last tasting of the day is at 5:30pm).
Fox Run Vineyards strives to make wine approachable. We believe anyone should be able to enjoy a glass of wine regardless of where they are on the wine experience spectrum. We offer in-depth tours of the vineyard and winemaking facility, a friendly and knowledgeable staff, and a Café with a fully house-made menu. Fox Run is family-owned and has been making estate wines since 1989.
And we live by the motto: Drink wine, be happy.
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
Talking About Burnout with Kate Lee
Hello Wine and Dime listeners. On this weeks episode, we step away from the monthly topic about debt, and talk about another hot topic, Burnout. Kate Lee from Brimstone Consulting Group stops by to help us discuss this topic. Kate is the Managing Director at Brimstone and has worked all around the globe and with fortune 500 companies. It's this experience that led me to talk to her about the topic of Burnout.
During the past 6-8 months we've been hearing a lot about this topic and felt it was important to talk about it. So, what is burnout? Burnout is a state of emotional, physical, and mental exhaustion caused by excessive and prolonged stress. It occurs when you feel overwhelmed, emotionally drained, and unable to meet constant demands.
With all the stress that Covid-19 brought on, and the new challenges that had to be overcome, burnout has become a more and more prevalent issue with companies asking employees to return to the office.
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
KATE LEE
Kate brings to Brimstone over two decades of experience in strategy and business development. Kate has consulted with Fortune 100 companies, startups, academia, small businesses, non-profit organizations, and government agencies in the United States, Africa, and Asia. She has worked with clients to design and deliver strategies that produce results and drive profitability. Additionally, Kate has led research projects and taught workshops on program evaluation, research methodologies, and writing.
Kate holds an Associate Coach Certification (ACC) from the International Coach Federation and a Certificate in Brain-Based Coaching from the NeuroLeadership Institute as well as a joint MA in International Relations and Environmental Policy from Boston University, an MPH with a concentration in International Health from Boston University School of Public Health, and a BA in Government from Colby College.
Kate lives in Rockport, Maine with her husband and two children.
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
To Be Debt Free
Welcome to the month of July Wine and Dime Listeners! This month we will be turning our attention to that dreaded debt. But we're here to help with some tips to help you get that debt under control. We will providing some resources in these show notes, so be sure to check those out. We really think there are some strategies in here that can really help you pay down that debt
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
Abby Rose
Lakewoods best-selling sweet wine, this long-time favorite is named after our winemaker’s oldest daughter Abby. A fun, fruity wine, Abby Rose is also a great base for sangria.
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
Fire and Vine with Dr. Katherine Larson
Boy oh boy have we been looking forward to this one Wine and Dime listeners! In this episode I invite Dr. Katherine Larson onto the show. Katherine is Curator of Ancient Glass at the Corning Museum of Glass. She joins us to talk about her Special Exhibit that Explores the Ways Wine and Glass Have Been Deeply Entwined for Centuries, Around the World and in the Finger Lakes Wine Country.
You know we had to invite her on to talk about the exhibit, wine, wine glasses and the museum. You don't want to miss this one. Learn about the exhibit and make sure you go and visit the museum to see it in person!
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
Name
Katherine Larson
Title
Curator of Ancient Glass
Katherine (Kate) Larson assumed responsibility for the ancient glass collection in July 2017, after joining the Corning Museum of Glass as curatorial assistant in 2016. She is responsible for the historical glass collection from its origins until 1250 CE. Larson also serves as Assistant Editor for the Journal of Glass Studies.
Larson is interested in ancient glass technologies and how people thought about and interacted with the material we call “glass.” She is active in archaeological fieldwork and has worked on sites in Israel, Greece, and Turkey. Larson is the author of Ancient and Islamic Glass: Selections from the Corning Museum of Glass, presenting more than 50 objects from the Museum’s permanent collection.
Larson holds a Ph.D. in Classical Art and Archaeology from the University of Michigan, an M.A. in Classical and Near Eastern Studies from the University of Minnesota, and a B.A. in Classical Archaeology from Macalester College. Previously, she held positions at the Kelsey Museum of Archaeology and the Science Museum of Minnesota and interned at the Archaeological Museum of Corinth in Greece.
Fire and Vine:
The Story of Glass and Wine Opens July 3 at The Corning Museum of Glass
On July 3, 2021, The Corning Museum of Glass (CMoG), located within New York State’s Finger Lakes Wine Country, will open Fire and Vine: The Story of Glass and Wine, a special exhibit exploring the deeply entwined relationship between wine and glass. Presenting the art, history, and science of how glass touches wine as it travels from the grape, to the bottle, and to the cup on our table, the exhibit is largely drawn from the Museum’s own holdings, the world’s most comprehensive collection of glass. Fire and Vine will also demonstrate how the combination of wine and glass has figured into social gatherings for thousands of years from the lavish feasts of Ancient Rome, to the polite society of 1700s Britain, and to the essential experience within our food culture today. The exhibit is organized by Katherine Larson, curator of Ancient Glass at CMoG.
Katherine Larson said, “It is easy to forget that the empty glass cups, pitchers, ewers, and bottles in museum display cases once held lush and luxuriant wine. For Fire and Vine, we have brought together objects that tell the story of how, for more than 2,500 years, the strength, impermeability, and versatility of glass have played an important role in every step of a wine’s journey—factoring into the production, distribution, sale, and ultimately the enjoyment of this intoxicating beverage.”
Fire and Vine will feature a display of dozens of wine glasses from around the world, representing the many styles, tastes, and occasions where wine was part of the festivities. Highlights of the exhibit also include a rare 2,000-year-old fragment of cameo glass depicting a grape harvest, a still-sealed bottle of wine found in an 18th-century shipwreck off the coast of England, a 17th-century Italian document describing an “almost unbreakable glass jar” that could prevent wine from spoiling, and a set of antique French hydrometers for measuring the alcohol content of wine, among other fascinating objects pulled from the Museum’s permanent collection, as well as from the collection of the Museum’s Rakow Research Library, most of which have seldom been on display.
The story of glass and wine has particular relevance in the Finger Lakes of New York State. The Finger Lakes is the home of U.S. Bonded Winery No. 1, established in 1860, and where cold-climate European vinifera grape varieties—like Riesling—were first introduced in eastern North America in the mid-20th century. Concurrent with the growth of Finger Lakes wines, Corning, New York emerged as the “Crystal City,” widely recognized as a world leader for its accomplishments in glass artistry and innovation. Independent, entrepreneurial winemakers, and glass artists have found a mutual home in this region, building on historical tradition with new creative energy that makes Corning and the Finger Lakes Wine Country a hub for the entwined industries. Recognizing this important shared history, the exhibit will also include objects on loan from the Dr. Konstantin Frank Winery and Pleasant Valley Wine Company, the oldest winery in the Finger Lakes Region, including sealed bottles of historic vintages from these notable wineries. The Glenn H. Curtiss Museum will also contribute to the exhibit.
“Two of the most powerful stories in Finger Lakes Wine Country’s history center around wine and glass. The story that’s not often told is how imperative glass is to wine, so the Fire & Vine exhibit is exciting in that regard,” said Laury Ward, President of Finger Lakes Wine Country. “Finger Lakes wines continue to receive global recognition for our high quality, cool climate varietals. There is no denying our winemaking legacy would be incomplete without our history in glassmaking to complement it.”
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 - Strategies To Retire For Less
We continue to talk about retirement on this weeks Wine and Dime. As the title suggests, we are offering strategies to retire for less. There are a lot of different things that you can do retire for less, and we are here to help. We think this is a great episode to get you thinking about these sort of things.
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
Finger Lakes Wine Trails
Finger Lakes Wine Country is home to three distinct wine trails, each offering exciting wine and food pairing events throughout the year. The events range in theme from chocolate, cheese, herb, barbeque, harvest and holiday. All are fun, unique and affordable. Some events offer souvenir glasses, herb plants and holiday ornaments. Best of all? When you purchase a wine trail event ticket, unless otherwise specified, it is for use the entire event weekend. Additionally, all three wine trails individually offer passport programs for tasting discounts and such.
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 - 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
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