Budget Master Ann Arceo
Hello Wine and Dime listeners! We are excited to be back for 2022! And to start off the year we are going to be talking all about budgets. I couldn't think of a better guest to have on, other than our own "Budget Master", Ann Arceo. Ann is a financial planner here at Rooted Planning Group and we are very lucky to have her. Her expertise and input will surely be a benefit to anyone tuning into today!
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
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
ANN ARCEO - AAMS®
FINANCIAL PLANNER
I have been working in the financial planning industry for over 10 years. In my career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas, which caters to high-net-worth clientele. I worked with the firm’s president to develop a new method of training to help advisors learn to deliver technical financial plans in an easy, "plain English" format that clients would understand.
I then worked for LPL Financial, an independent broker dealer, where I earned my Series 7 & 66 securities licenses. I worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high-net-worth clients.
I also have a passion for writing, and my financial articles have been featured on Investopedia.com, a website which has 20 million unique visitors per month. I have also written for ReadyForZero.com, BudgetTracker.com, and have been quoted in articles for Forbes and U.S. News & World Report.
I live with her husband and two children in Fort Collins, CO, and we enjoy spending time with friends, hiking, and of course planning our financial future together!
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Financial Resolutions in the New Year
Welcome to this edition of Wine and Dime! We're so pleased that you've taken the time to join us today. This particular podcast is all about setting New Year's resolutions for financial peace. I'm all about the journey that we're on in life. Whether it's finding that next good wine or finding that financial peace that we all want and of course, reducing our stress in the new year.
It’s incredible that it's that time of year already! We here at Wine and Dime and Rooted Planning Group wish you a Happy Holiday season and a great New Year!
Also included below are the documents that we talked about. Just click the provided links to download!
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
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
About Hinnant Family Vineyards
The Hinnant Family Vineyards & Winery Story
It all started in 1971 when the Hinnant siblings Jacqueline, Freddie, Douglas and Willard had a dream to start a vineyard in Johnston County. Freddie’s husband, Glen, had the honor of being the original vineyard manager that watched over the vineyard while the others maintained their jobs as a teacher, dentist, book keeper and carpenter. In the early years, grapes were sold to fresh markets, other vineyards, & to the public.
At the turn of the century, Williard & his son, Bob started their own quest to create wine from the family vineyard. Starting with just a few varieties of wine, the doors opened and in 2003 the first bottle was sold. The father & son pair enjoyed working side by side fine tuning their award winning wines until 2013, when Williard passed away. Bob, with his family’s reassurance, support (and secret recipe,) now operates Hinnant Family Vineyards & Winery.
Over the years, Willard & Bob acquired all of the land and holdings from Williard’s siblings. Building upon the original acreage growing to a 100 acres of grapes, the Hinnant Family Vineyards & Winery is the oldest and largest commercial Muscadine vineyard in the state of North Carolina.
The Hinnant Family has also become experts on other native grapes. From Virginia; the Norton grape takes up approximately 2 acres and is handcrafted to produce their driest, most complex red, offering oak, vanilla and spice notes! From Texas; they have a couple acres of an American hybrid Blanc du Bois. The fruit offers intense grapefruit, pineapple, and passion fruit flavors.
From the very beginning, there has been long standing tradition to open the Vineyard to the public during the harvest season. Every September Hinnant Family Vineyards & Winery encourages the public to come out and pick their own Muscadine grapes. A large white tent marks the start of the Harvest season & stands at the front of the business to welcome customers. There you can purchase pre-picked grapes, or pick up a bucket & head out into the vineyard. We invite you to come take part in this annual Hinnant Family Tradition.
Regardless of the season, the Hinnant Family invites you to visit the vineyard to see how their dream has developed.
Snow'd Inn
This is a winter seasonal. A dry white wine infused with cranberry. Crisp & tart, and with just a hint of sweetness from the cranberries.
2016 Pinot Gris
WA - Columbia Valley
Light, crisp dry white with subtle lemon & apple flavors & a well balance acidity.
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
Financial Stress and Your Health
Welcome back Wine and Dime listeners. This week and this month's topic will be all about reducing stress, especially as we head into the holidays. One of the things that we know contributes to that stress is finances. Stay tuned for the rest of this podcast to where we dig into this a little bit more.
Also included below are the documents that we talked about. Just click the provided links to download!
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
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
About Hinnant Family Vineyards
The Hinnant Family Vineyards & Winery Story
It all started in 1971 when the Hinnant siblings Jacqueline, Freddie, Douglas and Willard had a dream to start a vineyard in Johnston County. Freddie’s husband, Glen, had the honor of being the original vineyard manager that watched over the vineyard while the others maintained their jobs as a teacher, dentist, book keeper and carpenter. In the early years, grapes were sold to fresh markets, other vineyards, & to the public.
At the turn of the century, Williard & his son, Bob started their own quest to create wine from the family vineyard. Starting with just a few varieties of wine, the doors opened and in 2003 the first bottle was sold. The father & son pair enjoyed working side by side fine tuning their award winning wines until 2013, when Williard passed away. Bob, with his family’s reassurance, support (and secret recipe,) now operates Hinnant Family Vineyards & Winery.
Over the years, Willard & Bob acquired all of the land and holdings from Williard’s siblings. Building upon the original acreage growing to a 100 acres of grapes, the Hinnant Family Vineyards & Winery is the oldest and largest commercial Muscadine vineyard in the state of North Carolina.
The Hinnant Family has also become experts on other native grapes. From Virginia; the Norton grape takes up approximately 2 acres and is handcrafted to produce their driest, most complex red, offering oak, vanilla and spice notes! From Texas; they have a couple acres of an American hybrid Blanc du Bois. The fruit offers intense grapefruit, pineapple, and passion fruit flavors.
From the very beginning, there has been long standing tradition to open the Vineyard to the public during the harvest season. Every September Hinnant Family Vineyards & Winery encourages the public to come out and pick their own Muscadine grapes. A large white tent marks the start of the Harvest season & stands at the front of the business to welcome customers. There you can purchase pre-picked grapes, or pick up a bucket & head out into the vineyard. We invite you to come take part in this annual Hinnant Family Tradition.
Regardless of the season, the Hinnant Family invites you to visit the vineyard to see how their dream has developed.
2016 Cabernet Sauvignon
WA - Horse Heavens Hills
This Washington State Cabernet Sauvignon has bold complex flavors layered with tannins. Dry & smooth with dark chocolate & berry flavors.
2016 Pinot Noir
WA - Columbia Valley
A medium to full bodied Red with rich berry flavors and subtle tannin 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
Dealing with Grief Featuring Chris Dale
Welcome to this edition of Wine and Dime with Amy Irvine. We are excited to have Chris Dale back with us. Chris and I talk about grief and loss and ways to help others cope. We hope that as we enter into the end of 2021, you and your family are able to spend some time to celebrate with each other. We truly hope that those of you that have experienced loss this year understand that we are here for you, we can share your pain, and we are here to listen.
Chris has started his own podcast and we have a fantastic crossover episode that we want to share with you, so stay tuned for more information from Chris as you listen to this episode. We hope you enjoy the show.
Chris's Podcast - Real Talk With Life After Grief Chris
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
About Chris Dale
It All Started…
In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.
I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTIFIED FINANCIAL PLANNER™ to better help families in need.
My personal experiences and knowledge of grief and loss of loved ones helps me to understand and assist families enduring similar situations. I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones.
I Truly Look At My Experiences In Life As Gifts I Can Use To Help Others.
I have an Elementary of Education degree from the University of Florida and a minor in Business Administration; I also specialized in Psychology.
As a result of my experiences with grief, many financial advisors have asked me for support in working with their own grieving clients. In such, I’ve created an online course and resources to help as many advisors as possible to understand grief and how to better serve their clients’ needs.
Even if you’re not a financial advisor, this course will help you understand grief and how to work with grieving clients. I’ve had many professionals take the course as well, such as tax and insurance advisors, even attorneys.
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, Your Longest Vacation
Just like you would plan for a vacation, you have to plan for retirement. In this weeks episode of Wine and Dime we explore what retirement really is... "Your Longest Vacation." We talk about the necessity of being willing to plan for your retirement, in order to enjoy it to its fullest!
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 Country
Finger Lakes Wine Country is a deep taste of a pure, refreshing environment, a leisurely discovery of postcard-perfect towns, and an experience of warm, genuine makers and crafters of world-class wines, beers, and spirits who like nothing better than to share the secrets and stories of a wine country unlike any other. It’s a place where you can come thirsty for knowledge about Riesling or Cabernet, and—beginner or expert—ask us anything!
You can come hungry to experience our views and sunsets, or curious about the colorful, influential men and women who shaped the history far beyond their homes. You can come to Finger Lakes Wine Country eager to experience winter or summer, swimming or snowshoeing, winemakers’ dinners or evenings with brew masters. Bring your desire to do everything.
Give us your thirst for life. Life in the Finger Lakes is overflowing.
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
Year End Last Tango and Goals
In this episode of Wine and Dime, we are looking to set you up for success in 2022. You can do this by reviewing your 2021 goals. It’s all about "Tangoing" with your 2021 goals and ensuring that you are on track. Do you need to finish up a few things or is it time to celebrate! We want to make sure that you stay on track during this busy time of year!
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
Hector Wine Company
Inspired Winemaking
At Hector Wine Company, our portfolio emulates a deep commitment to making wines that reflect our centuries old farm, Sawmill Creek Vineyards. Because of this commitment, we handcraft each wine. This means that we handpick in the vineyard and employ a second hand sort at the winery every time. We allow for long fermentations, often spontaneous, and don’t rush the wines into bottle. Our small production wines are carefully curated to express balance and terroir.
Soul Red
Our medium bodied, house style dry red. It is a blend of Syrah, Chancellor, Lemberger, Cabernet Sauvignon, Cabernet Franc and Merlot. Sleek, with nice complexity.
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
Year End Tax Dance
Welcome back Wine and Dime listeners. In this episode we begin thinking about year end tax planning. We're here to help you brush up on your year end tax dance steps. We don't want you to miss out on any tax savings that may be able to you. Be sure to tune in and hear how we can help you!
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
BULLY HILL CHARDONNAY RIESLING FUSION
DESCRIPTION
With fresh notes of ripe, juicy melon, zesty citrus, and crisp apple, Bully Hill Chardonnay Riesling Fusion, brings out the best of two classic white wine grapes. This semi-dry wine pairs perfectly with lighter fare and spicy foods. Bully Hill fate was set into motion almost 100 years before its inception when founder Walter S. Taylor grandfather started the Taylor Wine Company on the very same plot of land Bully Hill stands on today. After relocating to Pleasant Valley, NY and surviving prohibition the Taylor Wine Company became a leader of the New York Wine Industry. It has carried itscontrol quality throughout the years to produce the best tasting wine and preserves the honest family philosophy on which the winery was founded.
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
Long Term Care, Life, and Disability Insurance
Welcome to this edition of Wine and Dime with Amy Irvine. This week we will be talking about long term care, life insurance and disability insurance. We know that this isn't the most glamorous topic, but we want to make sure that people understand these important topics. we want to make sure you get the most out of your employment benefits and to help you solve those financial difficulties that might come up.
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
McGregor Vineyard
Cabernet Franc
This vintage of Cabernet Franc has a bright purple-red color and exemplifies how even a light to medium bodied vintage can be seductive and brimming with complexity and delight. It has aromas of ripe red raspberry, red currants, red cherry, strawberry, licorice root and spice. Grippy, fine tannins hold flavors of sour cherry, cranberry, raspberry, and black tea on the palate and help maintain a pleasant, lingering finish. Consume now with an hour or two of decanting or age for a minimum of 3-5 years. Serve with spicy barbecue ribs, beer battered cod, chicken spiedies, or pasta dishes with red sauce.
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
Exploring Medical Benefits and Health Plans
Welcome back Wine and Dime listeners. We continue our October focus on Employee benefits and open enrollment with this weeks topic being all about Medical Benefits and Health Plans. We go over some real life examples of things to be thinking about that could save you a bunch of money. Check out our free Benefits Evaluator at the link below!!
We also look at another Cabernet Franc, this time from the Domaine LeSeurre Winery located in Hammondsport, NY
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
Domaine LeSeurre Winery
Bonjour !
Originally from CHAMPAGNE, France, our family has hander crafted wine for 6 Generations. After passionately enjoying 15 vintages around the world, we fell in love with the beautiful Finger Lakes region and terroir. We are now living our lifelong dream of creating artisan wines
Come And Experience
We love to share our passion of creating artisan wines to wine novices and connoisseurs alike ! Mother Nature is the true artist. Our passion allows her to shine.
Enjoy the moment
Experience our personalized and educational tastings from our passionate team. Relax with your FRIENDS & FAMILY on our terrace overlooking beautiful KEUKA Lake
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
Open Enrollment and Employee Benefits
October and November are known in financial planning circles as Open Enrollment season. What does that mean for you? It means that its time to again to take a look at those employee benefits and see if its time to make some changes. This episode of Wine and Dime will tackle those issues and some of things that you should be considering when looking through your employee benefit packages
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
Hermann J. Wiemer Vineyard
Cabernet Franc
Description
Cabernet Franc is ideally suited to the long falls of the Finger Lakes. Extended hang time in our riper sites builds structure and flavor complexity, evidenced in the generous raspberry and plum aroma on our medium-bodied Cabernet Franc. On the palate it combines bramble fruit, soft tannins, and a black pepper 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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