Amy and Becky Talk Education, Tax Tips, and Ports
Becky Eason is back with us for this episode of Wine and Dime. She's here to talk about education, tax tips and a great Port from Lakewood vineyards. It's always a pleasure to have Becky on the show, we love her insights and knowledge that she brings to the table.
What you will learn this episode
Student Loan Interest Deduction
American Opportunity Tax Credits
Lifetime Learning Credits
Refundable - AOTC up to $1,000
Non-refund - Lifetime
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 Vineyards 2020 Port
This scarlet colored port has a big nose of plums and currants. The palate is velvety and warm with lingering notes of cassis and a hint of anise. The perfect accompaniment to cold nights and warm fires. This Port is delicious with flavorful blue cheese or rich dark chocolate.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Talking Taxes and Tips with Amy and Kate
Welcome to tax talk here at Wine and Dime. We welcome Kate Welker back to the show to share her expertise in taxes. This episode will go into some of the nuances of state and federal taxes, and what is taxed. Be sure to tune in and let us answer some of your tax questions.
What you will learn in this episode
Progressive versus flat tax system
Self-Employment Tax
Tips to check on your withholdings
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!
Amy's Wine Pick of the Week
Estate Bourbon Barbera
Estate Grown Barbera aged in bourbon casks for 372 days.
Tasting Notes: Aromas of cassis, peat, and cinnamon introduce a palate of vanilla, figs, and raspberry preserves. Dried fruit, hazelnuts, and toast support the peat character of the palate.
Vintage: 2020
TA: 8.0g/L
pH: 3.43
R.S.: 1.5%
ABV: 14.0%
Dry red wine
Limited quantities available
750ml bottle
Cork and wax closure
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Tips for Spouses That Have Different Money Philosophies
Wine and Dime welcomes back to the show Ann Arceo. Ann is here to share with us three tips for spouses that have different money philosophies.
Some of the things we hope you consider are
Discuss from a place of understanding
Goal planning - make sure you on the same page with big picture goals
Consider 2 separate personal spending accounts + general fixed spending account
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!
Amy's Wine Pick of the Week
Prejean Winery Semi-Dry Rieslng
NY - Seneca Lake
A great summertime white wine with rich, lush flavors and aromas, the perfect wine before dinner, or with spicy dishes or BBQ.
Alcohol 12.00%
A LITTLE BIT ABOUT ANN ARCEO, AAMS®…
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 my 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
Three Tips to Eliminate the Emotion Behind Large Financial Decisions
In this episode of Wine and Dime we welcome back Kerrie Beene! She's here to share with us three tips to eliminate the emotion behind large financial decisions.
In this episode, you'll learn:
To Recognize the emotion
Know the Trust Cost
Know how to fund and how it affects your other goals
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!
Amy's Wine Pick of the Week
MARK WEST PINOT NOIR
TASTING NOTES
The original. Medium-bodied with black cherry, cola, strawberry, plum, and soft tannins. No wonder this Pinot is a favorite.
PAIRS PERFECTLY WITH
Pastas with light tomato-based sauces, a juicy cheeseburger, grilled salmon, roasted pork tenderloin, or if you're not a cook, drink it on its own.
WINEMAKING NOTES
We selected grapes from vineyards in the finest cool-climate regions of California in order to bring you a balanced fruit-forward Pinot Noir. After early morning harvesting, we gently crush and destem the fruit. We then ferment it in small stainless steel tanks, with daily punch-downs and pump-overs...basically, that's what we do to help get the great flavor and color you love. After a light pressing, we age the wine with French oak, then we blend it, bottle it, and you enjoy it.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
When is it Time to Offer Assistance to Parents/Grandparents?
In this episode of Wine and Dime, we ask the question, "When is it Time to Offer Assistance to Parents/Grandparents?". We welcome back our very own Becky Eason to walk us through some things to look for and ways that you can help
Becky's tips for when it's time to offer assistance to parents / grandparents
If you notice they are feeling overwhelmed with mail
If you notice more atm or cash withdrawals than normal
If you notice any late notices
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!
Amy's Wine Pick of the Week
A classic Bordeaux variety, Cabernet Franc loves this cool climate region, as proven by this award-winning wine. Enjoy with grilled steak, dishes seasoned with black pepper, or smoked cheeses.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Educating Kids on Finances
Hey Wine and Dime listeners! Welcome back to another episode! In this episode we are featuring our own Kate Welker as we talk about educating kids on finances. We think it important to get kids thinking about finances early in life and in this episode, we explore some ways to go about that.
In this episode you will learn.
When Educating Kids on Finances:
Be Transparent
Let them use money (cash)
Engage them in big family financial decisions
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 ABOUT KATE WELKER, CFP®...
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.
BREAD & BUTTER CALIFORNIA CABERNET SAUVIGNON
A ripe and robust Cabernet Sauvignon that charms with layers of mocha, fresh berries, blackcurrant and subtle black pepper, toasted oak and rich vanilla. Round and luscious with a hint of spice, soft tannins weave into a smooth and lingering finish.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
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
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