Organization of Financial Documents and Vacation Planning
In this episode of Wine and Dime, we welcome back the episode Becky Eason. She's here to share tips to get your financial documents organized and even a little vacation planning.
What you'll Learn:
Tips to get yourself organized
What can you delegate
Tips Vacations
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!
Wine Recommendation
Heron Hill - Products - 2018 Eclipse Red - 44% Merlot, 31% Cabernet Franc, 25% Cabernet Sauvignon. A well-balanced red blend wih jammy flavors of black cherry and blackberries. Hints of nutmeg and licorice are in the background with soft tannins.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Spring Cleaning! What Documents to Keep or Shred
Welcome back Wine and Dime listeners. Kate Welker is back on the show this week, and now that tax season is drawing to close, it's time to start talking about recovering from tax season! It's time for some spring cleaning, and we're here to help!
What you will learn:
Create a table of contents
How long to save various documents
Backing up your files
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!
Arbor Hill Winery
Arbor Hill Winery is located in South Bristol just north of Naples, New York, at southern end of Canandaigua Lake in the famous Finger Lakes Region. In 1987 Arbor Hill opened in just one building. Now it sits in a complex of vintage buildings (including the original), in a wonderful warm New England country setting. The Brahm family takes great pride in the fact that they produce their products on the premises. In their country complex they have several buildings; one is the retail shop, another is Brew & Brats at Arbor Hill, and two barns serve as the wine cellar and the food production area.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
HSA and 529 Tax Myths
On this episode of Wine and Dime, Kerrie Beene joins us once again. This time we are talking about HSA and 529 Myths.
What you will learn
HSA Contributions & Distribution (reminder of what they are vs FSA)
Dependent FSA
Special Purpose FSA
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!
Wine Pick of the Week
Glenora Wine Cellars - Port
Glenora Wine Cellars is a beautiful winery resort located on Seneca Lake in New York’s Finger Lakes Wine Country. Since we opened our doors in 1977 as the first winery on Seneca Lake, we have been producing award-winning Finger Lakes wines and offering year round hospitality. With daily wine tastings and cellar tours, you not only can taste our high quality wines, but go behind-the-scenes and see where it’s made.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Money Empower with Barbara Huson
200! When I started the show, I thought it would be fun to bring my two favorite passions together - Wine and Finance. Everyone's journey in life is different, just like everyone has different palettes for wine - both should be celebrated and not judged. This week’s guest could not have been a better fit to help us celebrate our 200th episode as she is the essence of why I started this podcast. Join us for this podcast and learn about Barbara's riches to rags to riches story.
Barbara is a Mentor and a Coach and is "The Leading Authority on Women, Wealth & Power". Barabara joins us this week to share her amazing story about how she had wealth, lost wealth, and had to rebuild her wealth. That started her on a journey you will never forget, as she reveals her financial lessons with other women in all walks of life. You're definitely going to want to tune into 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
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
Barbara Huson | The Leading Authority on Women, Wealth & Power
About Barbara
I want to teach you the secret wisdom of creating wealth and asserting power, as a woman… wisdom which took me over 40 years to figure out.
I grew up relying on my father (the “R” of H&R Block), then my husband, to manage my inheritance. But early in my marriage, I found out my husband was a compulsive gambler. And here’s the insane part — I continued to let him handle all our finances because that’s how scared and intimidated I was by money.
That didn’t change until a devastating financial crisis became a personal wake-up call. I got tax bills for over $1m for illegal deals my ex got us in. He’d left the country. I didn’t have anywhere close to $1m. And my father wouldn’t lend me the money. I had three daughters — one just a baby, and I was not going to raise them on the street. That’s when I knew I had to get smart. And I did.
I share my journey to financial independence in hopes of inspiring, and even better, motivating YOU to become smart (or smarter) with money… and earn more than you’re making now. It’s much simpler and more in your control than you may realize.
Interested in working with Barbara? Click Here to find out more!
Wine Pick of the Week
JOSH CELLARS Chardonnay
STYLE
Our Chardonnay is a great balance of bright citrus and honey with a touch of oak character and hints of juicy peach. Crafted with care so that no single flavor overpowers another, this wine is simply delicious.
Pairs beautifully with shrimp, steamed mussels, creamy pastas, roasted chicken, and grilled vegetables.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
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
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