Coupon Queen Becky Eason
Welcome back Wine and Dime listeners. This week we welcome back to the show our very own Becky Eason. She is here to talk about updating resolutions for the new year and some money saving tips. We call Becky our "Coupon Queen", because she is our hunter when it comes to finding all the available deals. If you're looking for some tips to save money, then you are not going to want to miss these tips!
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!
A LITTLE BIT ABOUT BECKY EASON, CFP®
From the time I was a child I knew I wanted a career in business. I’ve grown up in the business environment and have always loved it. In high school I took every business class that was offered and fell in love with accounting. After high school, I initially enrolled in the business administration program at Alfred State College. A year into the program I was directed to the financial planning program and instantly knew that was the right choice. Financial planning is a perfect fit for me, as I can work with numbers and help people achieve their financial goals at the same time. In my spare time I enjoy running, camping and bowling.
LAKEWOOD - ABBY ROSE
Our 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
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
The Walkthrough - Vacation Planning
Welcome back Wine and Dime listeners. This week we are going to try something a little different and do what we are calling a "Walkthrough". We welcome to the show my brother, T.J. Meehan. T.J. edits the podcast as a side hustle and takes care of all the show notes and making sure it gets out to you all on a weekly basis. He is planning on going on a vacation for his 20-year anniversary and we are here to help. We go through some places to find cheap flights, to making sure your passport is in order, to thinking about trip insurance. If you're thinking of taking a vacation than there may be something in this episode for you.
Feel free to download this checklist, it covers a lot of the stuff we talked about during this episode!
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!
Lakewood - Abby Rose
Our 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.
Allagash White
Witbier With Balanced Citrus And Spice
Our award-winning interpretation of a Belgian-style wheat beer is brewed with oats, malted wheat, and raw wheat for a hazy “white” appearance. Spiced with our own special blend of coriander and Curaçao orange peel, Allagash White upholds the Belgian tradition of beers that are both complex and refreshing.
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 Holiday Hangover
In this episode of Wine and Dime, we welcome co-host Kate Welker! Kate and I are here to talk about financial "Holiday Hangover". This is all about how we go about paying off those holiday debts and the additional spending that we all inevitably have during the Holiday season. If you are looking for some help, or just want to make sure you are on the right track, then this is the episode for 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
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
KATE WELKER - CFP®
FINANCIAL PLANNER
I enjoy helping clients understand their finances and how to use their resources to live their ideal lives. I spent years working in a world that only focused on the investments and I found myself constantly wanting to do more for my clients. The investments are a piece of your puzzle, but I want to look at the big picture made up of all the pieces.
I joined Rooted Planning Group to be able to offer comprehensive advice to my clients. Working with a team of financial planners lets me focus on building client relationships while bringing the knowledge and experience of the group to the table.
I specialize in working with small business owners as well as busy working families. I was raised by hard working parents who both owned their own businesses, so I intimately understand what that lifestyle entails, the struggles, the responsibility, and the freedom. My current life can be summarized by busy working family; balancing careers, time, finances, and children is a reality I understand. I also love to travel, get lost in books, and savor time with my family.
Californian Red Blend
California
Some of the greatest wines in California are a blend of various red grapes. The most successful blends follow the Cabernet Sauvignon and Merlot recipes of Bordeaux, but with even more intensity.
These wines are typically luscious and strong with lots of ripe blackberry, black currant, and vanilla flavors.
The warm days and cool nights of the Napa Valley in Northern California make it the ideal place to make Bordeaux-style red wines. Although the wines of Bordeaux have historically been considered the best wines of the world, the bolder, richer, and more fruit-forward wines of California are now just as respected.
Just like Bordeaux, California's dominant grape is Cabernet Sauvignon with its rich blackberry flavors. Merlot is added to soften the edges and add red fruit flavors. Cabernet Franc and Petite Verdot are even added at times for complexity. These California blends are very balanced and are great when they are young, but they can also age for decades.
Another popular blend is made from Grenache and Syrah. This style is a fuller and richer version of the wines of France's Rhône Valley.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Setting Short and Long-Term Goals with Amy and Kerrie
Welcome back Wine and Dime listeners. We welcome back to the show Kerrie Beene. For those of you who aren't familiar with Kerrie, she is a Financial Planner with us here at Rooted Planning Group. Her roots in Southeast Oklahoma have given her great insight on the need for financial planning that is not just investment focused, but also focused on all the other financial planning decisions.
In this episode we have a really great jam session about short and long-term goals. We go through a lot of the things that our clients are talking to us about and share some insights that we hope you find helpful while setting your goals!
We hope you enjoy! 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!
KNOTTED ROPE WINERY
The latest winery to open in Hochatown, Oklahoma. Knotted Rope Winery offers a selection of wines, red & white ranging from sweet to dry.
ADDRESS
83 North Lukfata Trail Rd.
Broken Bow, OK 74728
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
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
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