What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 1
Thinking about adding life insurance to your financial plan? Listen to this episode of the Wine and Dime Podcast by Amy Irvine as she shares what she learned at a recent conference sponsored by LLIS. She will also share her wine pick for this month as she starts her "around the world" with her tastebuds wine tour this year.
Prejean Winery, https://prejeanwinery.com/ - 2016 Bosun's Mate - check out the story of this wine, talk about a life event!
What is LLIS you may be asking?
As an extension of fee-only financial advisor firms, we work with advisors and their clients to find the right solutions for:
Term Life Insurance
Permanent Life Insurance
Universal Life; Individual and Survivorship
Variable Universal Life (VUL)
Guaranteed Universal Life (GUL); Individual and Survivorship
Disability Insurance
Critical Care Insurance
Long Term Care Insurance
Annuities
Immediate
Fixed
Variable
Hybrid Life/LTCi
Hybrid Annuity/LTCi
Life Settlements
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!
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
Amy's February 2023 Market and Economic Reports
This week's episode of Wine and Dime is a crossover episode from our YouTube channel. In this episode we discuss the Market and Economic Reports so far this year. You can listen to the episode here or check the show notes below for the links to the 2 video's that go along with it.
You will learn what the GDP and labor numbers are telling us.
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!
YouTube Link - 10-Minute Market and Economic Report (extended version) - February 6, 2023
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
Fiscal Feminist Kimberlee Davis
We are excited to welcome Kimberlee Davis the Fiscal Feminist to this week’s episode of Wine and Dime. Kimberlee Davis is a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is also a Certified Divorce Financial Analyst. Kimberlee is a professional woman, a mother and a daughter of elderly parents. Her career began as a Wall Street corporate lawyer. She then transitioned into investment banking, corporate finance, and finally wealth management. She has also been a stay-at-home mom when her three daughters were young. Her experiences have covered the gamut of the diverse roles that women fulfill throughout their often very complex lives.
What you will learn:
Kim just recently released a new book called, ‘The Fiscal Feminist - A Financial Wake-Up Call for Women.” Join us as we explore why Kim wrote this book and her journey to discovery. As you will hear, Kim wants “women to give themselves permission to be financially strategic, preventative, and knowledgeable, while still enjoying all the things that money can’t buy.”
Although Kim is a wealth manager now, that was not her first (or even second) career, listen as Kim shares her story of going from an attorney, to a stay at home mom (in another country), to wealth manager and author and podcaster. Everyone has a journey; we never know what part of the journey someone is on and that is why it is so important to be kinder than necessary for everyone you meet is fighting some kind of battle in their journey.
The Fiscal Feminist (@thefiscalfeminist) • Instagram photos and videos
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!
Podcast links and Wine Recommendations
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
Secure Act 2.0 - 2024 Provisions - Part 3
Welcome to Part 3 of the Wine and Dime podcast about the SECURE Act 2.0. In this episode we will be discussing provisions that go into effect in 2024. There's a big one regarding Roth Provisions, so be sure to tune in and learn more!
What you will learn:
Roth Provisions and eligibility requirements
IRA catch-up will be indexed for inflation
Hardship Distribution
Emergency Savings 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!
Pudding River Wine Cellars 2015 Willamette Valley Chardonnay - Toasty, oaky and tropical on the palate laden with pineapple, passion fruit and guava. Rich mid palate but maintains a bright citrus finish.
Pudding River Wine Cellars 2015 Walla Walla Valley Syrah Dessert (Port Style) - Leads with complex aromas of roasted coffee bean, mocha, and black pepper that meld seamlessly into flavors of dark chocolate, macerated blackberry and black cherry cordial on the palate with a concentrated earthy, rich finish.
Pudding River Wine Cellars Boutique-styled wines from Oregon - Boutique Winery, Vineyard, Tasting Room, Custom Crush We are located in the heart of Oregon’s idyllic east Willamette Valley at the foothills of the Cascade Mountains and about an hour’s drive south from Portland. Once a poultry farm, our property sits along the banks of the Pudding River, a 62-mile tributary in the valley fed from the Cascade Range. We planted our vines in 2004 and yielded our first commercial vintage in 2006. Our dedication to producing world-class wine in the classic Oregon style while using sustainable methods, has been recognized by the Wine Spectator and Wine Enthusiast with a growing accumulation of accolades from wine and food competitions in the region. Recently, our wines scored high marks at the acclaimed San Francisco International Wine Competition.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
Secure Act 2.0 - New Provisions - Part 2
Welcome to Part 2 of the Wine and Dime episode about the SECURE Act 2.0. In this episode we'll be covering some the new provisions that are effective for 2023. Buckle up, because there is a lot of information in this one!
What you will learn:
Roth SEP and Roth Simple IRA's for small businesses
Roth IRA employer contributions
Moving 529 money to a Roth IRA for beneficiary
Hardship Distributions
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!
Show Note Links
Pudding River Wine Cellars Boutique-styled wines from Oregon - Boutique Winery, Vineyard, Tasting Room, Custom Crush We are located in the heart of Oregon’s idyllic east Willamette Valley at the foothills of the Cascade Mountains and about an hour’s drive south from Portland. Once a poultry farm, our property sits along the banks of the Pudding River, a 62-mile tributary in the valley fed from the Cascade Range. We planted our vines in 2004 and yielded our first commercial vintage in 2006. Our dedication to producing world-class wine in the classic Oregon style while using sustainable methods, has been recognized by the Wine Spectator and Wine Enthusiast with a growing accumulation of accolades from wine and food competitions in the region. Recently, our wines scored high marks at the acclaimed San Francisco International Wine Competition.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
Secure Act 2.0 - Rules on RMDs - Part 1
Welcome back Wine and Dime listeners. These next three episodes will be focusing on the SECURE Act 2.0.
On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023, which included the SECURE Act 2.0, which was part of the 2023 Omnibus Spending Bill. It made for good reading over the past week. For those inquiring minds that want to know what “SECURE” stands for, it is “Setting Every Community Up for Retirement Enhancement.”
This is going to focus only on the SECURE Act provisions, but there is soooooo much more! Here is a link to the actual bill if you have trouble sleeping some night: BILLS-117hr2617enr.pdf (congress.gov)
In part 1, you will learn about:
What's an RMD
What are the new rules for RMD's
How those changes may affect you or someone you know
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!
Show Note Links:
Pudding River Wine Cellars Boutique-styled wines from Oregon - Boutique Winery, Vineyard, Tasting Room, Custom Crush We are located in the heart of Oregon’s idyllic east Willamette Valley at the foothills of the Cascade Mountains and about an hour’s drive south from Portland. Once a poultry farm, our property sits along the banks of the Pudding River, a 62-mile tributary in the valley fed from the Cascade Range. We planted our vines in 2004 and yielded our first commercial vintage in 2006. Our dedication to producing world-class wine in the classic Oregon style while using sustainable methods, has been recognized by the Wine Spectator and Wine Enthusiast with a growing accumulation of accolades from wine and food competitions in the region. Recently, our wines scored high marks at the acclaimed San Francisco International Wine Competition.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
Positively Productive With Lisa Zawrotny
Happy New Year Wine and Dime listeners! This first episode of 2023 is a special one. We welcome to the show Lisa Zawrotny. Lisa found herself sandwiched between "raising parents" and raising kids. She got lost in who she was and used her process to find herself and declutter her life to start a new path, a new business.
Check out Lisa's Podcast "The Positively Living podcast"
Lisa shares the following tips:
Learn who you are
Learn how you work best
Learn how to lean into your strengths
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!
Show Links
About Positively Lisa Zawrotny -
I’m the founder of Positively Productive Systems and the host of the Positively Living Podcast. After experiencing a deeply overwhelming time in my life juggling multiple roles as a caregiver, wife, mother, and business owner, I am now a Productivity + Accountability Coach certified in time and stress management helping other multi-passionate entrepreneurs who struggle to balance business and family. Through my podcast, online programs, and coaching, I show you how to boost productivity and avoid burnout while making it feel simple and sustainable. When I’m not sharing about the wonders of simplicity, self-care, and systems, I’m playing music (lately it’s self-taught guitar or I’m cranking up classic rock), drinking coffee (iced or hot), and watching movies with my husband and kiddos…or reading while trapped under a cat. Your path to productivity requires productivity tools to match you, your personality, and your passions.
Positively Productive Systems Links
Positively Productive Podcast -
The Positively Living podcast is a self-improvement podcast with specially curated content to support multi-passionate creatives and entrepreneurs. If you want to prioritize your passions and discover ways to achieve more while doing less, then join host Lisa and her guests as they cover topics relating to productivity, self-awareness and development, entrepreneurship, habits and systems, organizing, and more. You’ll find actionable advice, wrapped in humor and hope, dedicated to helping you do less, live more, and breathe easier.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
Wine and Dime Year End Conversation Part 2
Welcome to part 2 of the last episode of Wine and Dime for 2022. It's been a great year and I thought it would be great to invite team on this episode to share some year ending financial insights. We want to thank you all for subscribing and being part of the show.
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!
Whiskey Hill Winery & Postlewait's Vineyards - We’re a micro, all family run, Estate Winery & Vineyard specializing in Pinot Noir, Pinot Noir Rosé & White Pinot Noir. We’re located in the heart of the World-Famous Willamette Valley AVA on some of the world’s most fertile farm ground. We make both the Postlewait’s & Whiskey Hill labels. Postlewait’s is the name of the Wedding Venue which was established in 2001 & Whiskey Hill Winery is named after the area we’re located in, Whiskey Hill.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
Wine and Dime Year End Conversation Part 1
Welcome to part 1 of the last episode of Wine and Dime for 2022. It's been a great year and I thought it would be great to invite team on this episode to share some year ending financial insights. We want to thank you all for subscribing and being part of the show.
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!
Whiskey Hill Winery & Postlewait's Vineyards - We’re a micro, all family run, Estate Winery & Vineyard specializing in Pinot Noir, Pinot Noir Rosé & White Pinot Noir. We’re located in the heart of the World-Famous Willamette Valley AVA on some of the world’s most fertile farm ground. We make both the Postlewait’s & Whiskey Hill labels. Postlewait’s is the name of the Wedding Venue which was established in 2001 & Whiskey Hill Winery is named after the area we’re located in, Whiskey Hill.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
What to Do When You Have a Blended Family
On this episode of Wine and Dime, we wrap up our monthly topic about estate planning. Kerrie Beene joins me this week as we talk about what to do when you have a blended family. Tune in to learn more!
What you'll learn:
What to do when you have a blended family
Talking to your Teenage Kids
Things to consider when naming your Executor/ix and Trustee
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!
Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did!
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
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