Wine and Dime

Amy Irvine

A podcast that combines two of my passions... Wine and financial planning. Subscribe to Wine and Dime with Amy Irvine. Each week, Amy sips one of her favorite wines, carefully paired with financial planning advice.

What to Do When You Have a Blended Family
Yesterday
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 familyTalking to your Teenage KidsThings to consider when naming your Executor/ix and TrusteeThanks 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.comOr 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 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM
How to Support Parents Aging in Place When You Live Afar
Nov 23 2022
How to Support Parents Aging in Place When You Live Afar
Ann Arceo joins us on this episode of Wine and Dime! She is here to talk about how to support your aging parents while living afar. Ann shares some insights into the situation, along with plans, and things to think about. Tune in to learn more!Things you will learn:Helping them make connectionsImportant Estate Planning DocumentsBuilding an Emergency Plan for YouThanks 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.comOr 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 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM
Estate Planning for Parents with Middle School Kids
Nov 16 2022
Estate Planning for Parents with Middle School Kids
Welcome back Wine and Dime listeners. In this episode, Kate Welker is here again to talk about November's topic of Estate Planning! This time, centering around parents with middle school kids. Kate shares her experiences and insights into some of the things you need to be aware of as your children start to get older.What you'll learn:Planning for yourself during those yearsKnowing your state laws around privacy policiesDocuments needed by your 18 year oldThanks 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.comOr 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 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM
Estate Planning for New Parents
Nov 9 2022
Estate Planning for New Parents
On this episode of Wine and Dime, Becky Eason joins us once again. This time to talk about estate planning for new parents. As a soon to be new parent, Becky shares some insights into the topic and some things she learned along the way.In this episode you will learn:Documents to put in place and keep family involved"What-if" talks you should haveFinding a safe place to planThanks 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.comOr 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 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM
What If This Is Your First Job?
Nov 2 2022
What If This Is Your First Job?
Welcome back Wine and Dime listeners! This week we welcome back Kerrie Beene. Kerrie is here to share with us some things to be thinking about "If this is your first job". What you will learn:What benefits should you be looking for?What should I be thinking about in the event of a recessionHow to prepare for holiday spendingIdeas around protecting your online presenceThanks 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.comOr 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 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM
Benefits You Might Be Missing Out On
Oct 26 2022
Benefits You Might Be Missing Out On
Open enrollment month continues this week on Wine and Dime. Ann Arceo is back with us to discuss some benefits that you might be missing out on! Be sure to tune in to find out if there are any benefits that you might have forgotten about.What you'll learn:Review your list of benefitsDon’t set and forgetThink about what next year might bring you and adjust your benefitsThanks 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.comOr 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 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM
Analyze If Your Benefits Are Enough
Oct 19 2022
Analyze If Your Benefits Are Enough
It wouldn't be October around here if we weren't talking about Open Enrollment. That's why Becky Eason is back with us on this episode of Wine and Dime! She's here to help you make sure that you aren't leaving any benefits "on the table"! Tune in to learn moreWhat you'll learn:Do you need moreWhere to GoAnalyze if your benefits are enoughThanks 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.comOr 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 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM
Let's Talk About Open Enrollment
Oct 12 2022
Let's Talk About Open Enrollment
We welcome Kate Welker back on this episode of Wine and Dime. It's October, and you know what that means. Time to be thinking about Open Enrollment! And Kate is here to walk us through some things to be thinking about to help you plan for your upcoming open enrollment planning!What you'll learn: What might be available during open enrollmentAnalyzing if your benefits are enoughDo you need more - where to goThanks 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.comOr 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 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM
Journey of a Fee Only Financial Planner Jeff Dvorak
Aug 10 2022
Journey of a Fee Only Financial Planner Jeff Dvorak
Jeff Dvorak joins me on this week's episode of Wine and Dime. Jeff shares with us his journey to being a financial planner. From his upbringing to his college days to his career, Jeff offers insights about his life as a financial planner and what drives him to help his clients. Jeff is the owner of 4D Financial Advisors who is an independent, fee-only financial advisory firm for female professional leaders.What will you learn:Jeff's journey to working focusing his work on female financial plannersHow listening can change your perspectiveThanks 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.comOr visit us at www.rootedpg.com/podcasts for full show notes and links!4D Financial Advisors - JEFF DVORAK, CFP®, CPWA® Throughout my life, I have witnessed powerful, selfless women navigate the stressors of their life effortlessly. Standing on the sidelines, I can’t help but admire the sacrifices they have made to advance their career, raise a family and maintain a semblance of a social life, doing it all with finesse. With my guidance, and through my passion for helping others, I can provide you with a means of finding financial freedom and life balance. ABOUT 4D AS A PROFESSIONAL WOMAN AND LEADER, YOU REGULARLY PRIORITIZE, DELEGATE, AND MANAGE BOTH AT WORK AND AT HOME. YOU KNOW HOW IMPORTANT IT IS TO HAVE A RELIABLE TEAM IN PLACE TO HELP YOU RUN THINGS MORE SMOOTHLY. A TRUSTED FINANCIAL PARTNER IS ONE PIECE OF THAT TEAM, ESPECIALLY ONE WHO KNOWS HOW TO GROW WITH YOU AND YOUR CAREER. THAT'S WHERE 4D COMES IN. WE BRING YEARS OF EXPERIENCE AND PERSPECTIVE TO OUR RELATIONSHIP, AS BOTH FINANCIAL ADVISORS AND PEERS WHO ALSO BALANCE THE WORK/LIFE JOURNEY. THAT'S WHY WE'RE CONFIDENT WE CAN HELP YOU DESIGN THE LIFE YOU WANT TO LIVE. WHO WE ARE: We are an independent, fee-only financial advisory firm for female professional leaders. WHAT WE DO: We make the complex, simple. We put everything into terms you understand and then give you advice, allowing you to make the best choices with all the information you need. WHAT WE STAND FOR: The power of education, the importance of a clear perspective, and the impact of intentional choice. WHY WE ARE DIFFERENT: We truly care about you, not just your finances. We're real people! We have families and strive to help our communities. WHY THAT MATTERS: Owning your decisions today will impact your tomorrow--and will give you confidence in achieving the future you imagine.Kunde Family Winery - Sonoma Estate WineryJacuzzi Wines - DolcettoTHIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM Mentioned in this episode:Hanson VineyardsHanson Vineyards S Barlow Road Woodburn, Oregon 97071 (971)338-9760 info@hansonvineyards.com
Financial Independence, Retire Early - FIRE Movement
Jul 20 2022
Financial Independence, Retire Early - FIRE Movement
This week on Wine and Dime, Becky Eason and I talk about the FIRE Movement. What is the FIRE Movement you may ask? FIRE stands for "Financial Independence, Retire Early"In this episode you will learn:FIRE Movement (when do you have enough)What is the FIRE movementWays to plan to join the FIRE movementPlaces to do your own researchThanks 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.comOr visit us at www.rootedpg.com/podcasts for full show notes and links!The Comprehensive Guide to Pinot Noir | Wine FollyFIRE movement - Wikipedia - The FIRE (Financial Independence, Retire Early) movement is a lifestyle movement with the goal of gaining financial independence and retiring early. The model became particularly popular among millennials in the 2010s, gaining traction through online communities via information shared in blogs, podcasts, and online discussion forums. Those seeking to attain FIRE intentionally maximize their savings rate by finding ways to increase income and/or decrease expenses, along with aggressive investments that again increases their wealth and/or income. The objective is to accumulate assets until the resulting passive income provides enough money for living expenses throughout one's retirement years. Many proponents of the FIRE movement suggest the 4% rule as a rough withdrawal guideline, thus setting a goal of at least 25 times one's estimated annual living expenses. Upon reaching financial independence, paid work becomes optional, allowing for retirement from traditional work decades earlier than the standard retirement age.THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM Mentioned in this episode:Hanson VineyardsHanson Vineyards S Barlow Road Woodburn, Oregon 97071 (971)338-9760 info@hansonvineyards.com
What is Financial Independence
Jul 6 2022
What is Financial Independence
Kate Welker is back with us on this episode of Wine and Dime. This week we are talking about Financial Independence. Kate is here to break it down for us and ask the question, "What does financial independence mean to you?"In this episode you will learn:What is Financial IndependenceExplore - What does financial independence mean to you?Why would you seek financial guidance from a financial planner to help you seek your financial independence?Be open to finding alternative strategies.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.comOr visit us at www.rootedpg.com/podcasts for full show notes and links!St. Innocent Winery | Willamette Valley Oregon | Mark Vlossak, vintner - St. Innocent began as an idea conceived in a moment of passion and inspiration in 1983. Mark Vlossak spent the next five years studying, taking classes, and apprenticing with Oregon wine pioneer, Fred Arterberry. In 1988, St. Innocent Winery was founded. Our goal is to produce wines that respect the quality and tradition of the Old World in one of the newest and most exciting wine growing regions on the planet: Oregon's Willamette 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 Mentioned in this episode:Hanson VineyardsHanson Vineyards S Barlow Road Woodburn, Oregon 97071 (971)338-9760 info@hansonvineyards.com