Wine and Dime Episode 25 - Advising Physicians with Joe Matelich
In this episode of Wine and Dime I chat with Joe Matelich. Joe is a financial planner, who specializes in planning for Physicians. You can find more out about Joe's business by going to https://www.physicianadvising.com. In this episode we talk about some of the things that drove him to only working with physicians as well as some of the money "Stories" that he likes to tell. So grab a glass of your favorite wine and settle in for story time with Joe and Amy!
I hope you enjoy the conversation as much as I did and thank you for listening!
About Joe Matelich
https://www.physicianadvising.com/
Facebook - @physicianadvising
twitter - @physicianadv
Joe is a fee-only advisor and solopreneur at Physician Advising, where he provides physician-specific financial advice at a fair price. After work, Joe is typically found in the kitchen trying to match the timing of a hot meal to his wife's variable residency schedule.
Since Joe is a big fan of cooking, a fitting metaphor for Joe's work as a financial advisor is that of going to a highly recommended restaurant because the chef uses fresh ingredients and eats what he cooks. In financial planning and investment management, Joe's recommendations mirror his family's actions.
Books Mentioned on the show:
Happy Money: The Science of Smarter Spending
by elizabeth Dunn
Two professors combine their fascinating and cutting-edge research in behavioral science to explain how money can buy happiness—if you follow five core principles of smart spending.
Most people recognize that they need professional advice on how to earn, save, and invest their money. When it comes to spending that money, most people just follow their intuitions. But scientific research shows that those intuitions are often wrong.
Happy Money offers a tour of research on the science of spending, explaining how you can get more happiness for your money. Authors Elizabeth Dunn and Michael Norton have outlined five principles—from choosing experiences over stuff to spending money on others—to guide not only individuals looking for financial security, but also companies seeking to create happier employees and provide “happier products” to their customers. Dunn and Norton show how companies from Google to Pepsi to Charmin have put these ideas into action.
Along the way, Dunn and Norton explore fascinating research that reveals that luxury cars often provide no more pleasure than economy models, that commercials can actually enhance the enjoyment of watching television, and that residents of many cities frequently miss out on inexpensive pleasures in their hometowns. By the end of this “lively and engaging book” (Dan Gilbert, author of Stumbling on Happiness), you’ll be asking yourself one simple question every time you reach for your wallet: Am I getting the biggest happiness bang for my buck?
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
This episode of Wine and Dime is Sponsored by:
Seneca Lake Wine Trails
Wine and Dime Special Edition - Total Wellness and Launching a Book with Karen Creamer
In this special edition of Wine and Dime, I talk with Registered Nurse, Author, and Holistic Health Coach, Karen Creamer. Karen is launching a book called "Honor You Health", and is available on Amazon, or wherever books are sold. In the book, Karen writes about a variety of holistic therapies, so that you can explore options that may better align with your ideas of health and wellness. We talk about the relationship between traditional and holistic medicine and a whole other slew of topics. It was a great conversation that I hope you will find intriguing as well as educational.
Karen Creamer
Author, RN, Holistic Health Coach
Karen Creamer is a Registered Nurse Health Coach whose own personal experiences combined with over twenty-five years as a health care professional uniquely qualifies her to blend conventional medicine with holistic healing measures to provide an integrated approach to making health care decisions.
Honor Your Health: How to Use Holistic Healing to Create a Life of Clarity, Comfort, and Connection
Are today's doctors getting paid to heal us or to harm us?
You spend a ton of your hard-earned money to be told what to do by medical professionals who, in many cases, do not support your values and instincts. You're told that if you follow the rules, you'll feel better ... but why don't you feel better?
It's been said "The definition of insanity is doing the same thing over and expecting different results."
Maybe it's time to find a new way--time to take back control and become a full partner in managing your health.
Author Karen Creamer understands. She suffered from health issues, but she found a powerful process to restore and maintain her health. Today she helps other people do the same.
Karen speaks with authority and compassion about holistic healing methods because she has been the beneficiary of them.
In Honor Your Health, you will
- Learn about a variety of holistic therapies so that you can explore options that may better align with your ideas of health and wellness
- Identify ways you can begin using holistic healing immediately for little or no cost
- Develop your own "self-care plan" to help navigate transitions in life
Create a life of clarity, comfort, and connection today!
Karens other books
Click to view on Amazon
Click to view on Amazon
Michele Chiarlo’s extensive vineyards stretch over more than 272 acres of Piedmont, including the hills surrounding Canelli, which offer an ideal microclimate for growing Moscato. Grapes are hand harvested from select vineyards with southern exposure and placed in pneumatic presses, followed by a slow fermentation using natural yeasts to a low level of alcohol. Unfermented Moscato grape must is then added to fine tune the sugar levels. Finally, the wine is immediately bottled in order to preserve the characteristically aromatic, sweet fruit fragrance of the Moscato Bianco grape. The result is a wine with such a delicate finesse that Michele Chiarlo named it Nivole after the Piedmontese word for clouds.
This Episode of Wine and Dime was brought to you by:
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 24 - Weightloss, Life and Style Coach, Jane Springer
In this episode of Wine and Dime, I have a conversation with Jane Springer. Jane is a Weight Loss, Style, and Life Coach. We talk about some of the things a coach can do for your professional and personal life. We didn't get a chance to talk about wine at all, but, I'm sure that you will enjoy the conversation as much as I did.
Jane Springer
Life and Wellness Coach
jane@janespringer.com
If you have the desire to embrace a new, confident attitude, transform how you present yourself to the world, and live a healthy, energized way of life at the weight you dream about, I’m here to help you make that happen…
Hi, I’m Jane Springer and I can help you get from where you are now to where you want to go in your life and your health, so that you can feel strong, energetic, beautiful, and in control of your life.
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 23 - Financial Education for Kids with Sammy Rabbit
This episode of Wine and Dime is about a topic that I am very passionate about! Financial Education for children. It was a pleasure to speak with Sam X Renick. Sam is the founder of Sammy Rabbit. Sammy was created to make learning of financial topics fun for kids and I couldn't have been more delighted to discuss this very important topic. Thanks again to Sam for coming on the show and sharing with us what him and his "Rabbit" are doing.
Sam X Renick
www.sammyrabbit.com
Facebook - @OfficialSammyRabbit
Twitter - @sammyrabbit1
Sam X Renick is the driving force behind Sammy Rabbit, the Dream Big Read and the Dream Big Club. Sam is dedicated to empowering kids' dreams and improving children’s financial literacy through the development of great habits and strategic life skills. Sam has read and sung off key with over a quarter million children around the world, encouraging them to get in the habits of saving money and reading! He writes on the subject, is quoted frequently in the media and has won numerous honors throughout his 15+ year career for his innovative strategies including the New Jersey Coalition for Financial Education's Muriel F. Siebert Lifetime Achievement Award!
Meet Sammy
Sammy is a "head, heart and hug" solution to financial literacy and great life habits!
When it comes to personal finance there is no question critical thinking and math matter. So do feelings. And that is one of many unique edges Sammy provides kids and families.
Sammy is a friend everyone loves. He is warm, smart and trustworthy. He believes the right habits make a difference, including money habits. He makes it easy for anyone to talk to and teach kids about money and habits with his head, heart, and hug approach to education. That is HIS MAGIC and one of his SUPERPOWERS. It's what makes him an effective solution to a difficult challenge.
He embodies the ‘you can do it’ spirit. He fills financial education with joy. Sammy strongly believes it is important to dream and do big, one step at a time! Dreams give us purpose. They drive behavior so we can achieve what has meaning to us.
Additional Resources -
CABERNET FRANC
Cabernet Franc, one of the three pillars of the classic Bordeaux blend, has proven itself as a solid producer in the Finger Lakes wine region of New York. A lot of wineries prefer this as their staple red vinifera due to the vines shorter ripening period and cold tolerance. The key to making a fine Cab Franc starts in the vineyard. Pick too early and the wine will have an unsavory green bell pepper characteristic; pick to late and the fruit will be unsound leaving the winemaker rushing to stabilize the wine from spoilage.
Bully Hill makes a downright tasty Cab Franc with the grapes being sourced from Seneca Lake. The current 2013 vintage was fermented in Redwood open top fermenters for maximum tannin and color extraction. Once finished and pressed off, we fill up oak casks down in the cellar to bring this fine wine to fruition. We do small lot production of 500 cases a year and thanks to our happy herd of customers this wine sells out annually!
This Episode of Wine and Dime was brought to you by:
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 22 - "Don't let money put you to work" with Sahil Vakil
In this episode of Wine and Dime, I chat with Sahil Vakil. Sahil is the President and Founder of Myra Wealth. Sahil shares his insights on the financial services of today and vision of the future. He also shares with us one of his favorite wines and some of the foods he like to pair with them. It was a truly wonderful conversation and I hope you enjoy it as much as I did!
Sahil Vakil, CFP®, CFA
https://myrawealth.com/
Hello@MyraWealth.com
Facebook - @MyraWealth
Sahil Vakil is the President & Founder of MYRA Wealth; an independent, fee-only financial planning firm located in the NY Metro Area.
Prior to founding MYRA Wealth, Sahil served as a Management Consultant to the Financial Services / Investment Management industry, advising C-Suite Executives at Fortune 500 firms on Business Strategy, Investment Management, and Financial Performance Improvement.
Sahil has an MBA from The Wharton School, is a CFA Charter holder, a CPA candidate, a CFP certificate holder, has an MS in Electrical (& Aerospace) Engineering from the University of Southern California, and a BS in Electrical (& Computer Science) Engineering from the University of Mumbai.
At MYRA Wealth, we recognize that financial planning is a dynamic process. Our client’s financial goals may evolve over the years due to shifts in their lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As they begin to consider how best to manage their financial future, our client’s feel confident knowing that with a MYRA Wealth professional, they’re working with someone committed to providing the highest standard of financial planning.
The Wine
Sula Brut Sparkling Wine
A complex blend of Chenin Blanc, Chardonnay, Viognier, Pinot Noir, Riesling and Shiraz. This is one of the few “Méthode Champenoise” wines in the world to be crafted from six different grapes, resulting in something remarkable. This exceptionally smooth, buttery & complex wine can be paired with fried or creamy dishes as well as lighter Asian cuisine such as dim sum and steamed food. Serve well chilled.
This Episode of Wine and Dime was brought to you by:
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 21 - Life Coaching with Joanne Allen
Welcome to another episode of Wine and Dime. In this episode I chat with Certified Life Coach, Joanne Allen. Joanne is owner and opportunity of One Way Coaching. We chat about what it takes to be a coach and more importantly what it takes to be coached. We also, of course, talked about some of our favorite wines, as well as some financial topics.
Joanne Allen
http://onewaycoaching.com/
Facebook - @Onewaycoaching
onewaycoaching@gmail.com
Hi – I’m Joanne……
I am a Certified Professional Life Coach, individual coach, small business coach, Bible study teacher, faith-based jewelry designer, wife, mom and the creator of One Way Coaching, LLC. My goal is to coach individuals and small businesses toward solutions in our chaotic world. We get to these solutions by having my clients answer their own questions and see the real problem. Their answers allow them to get back into improving their business and their life. I also help individuals and businesses to “dream big” and teach them to back it up with an action plan and measure their results. Overall, I want to inspire my clients to increase their skills, throw out any and all excuses, and embrace what the future holds for them. Keeping in mind to smile and laugh each day.
Pink Moscato
A refreshing medley of candied cherries and ripe berries, Barefoot Bubbly Pink Moscato is a deliciously sweet wine that positively sparkles. Accented with a burst of zesty citrus, our Bubbly Pink Moscato pairs perfectly with everything from creamy cheeses to sweet treats like peach sorbet.
Pink Moscato Sangria
INGREDIENTS
- 750 ml bottle Pink Moscato
- 1 Orange
- 1 Lemon
- 1 Lime
- 1 Mango
- 1/2 cup Blueberries
- 3 tablespoons sugar
INSTRUCTIONS
- Thinly slice all the citrus and put into a large pitcher.
- Cut the meat of the mango from around the pit.
- Slice the fruit of the mango into chunks and add to pitcher.
- Add blueberries and sugar.
- Pour Pink Moscato over the fruit and stir.
- Chill overnight.
- Stir before serving over ice.
This Episode of Wine and Dime was brought to you by:
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 20 - Amy and Christina walk into a wine bar... with Christina Guglielmetti
Welcome to another episode of Wine and Dime. In this episode I chat with Christina Guglielmetti, owner of Future Perfect Planning. Just like myself, Christina is a fee-only adviser, who offers reliable financial services to everyone. Christina is also a part owner of a wine bar in the Brooklyn, NY called "The Owl's Head"
We talk about what it takes to run a financial planning business as well as being a part owner of a bar. It was a great conversations with topics ranging from great unique wines, the foods that pair with them and of course a slew of financial topics. I hope you all enjoy the conversatio as much as I did and thanks for listening!
Christina Guglielmetti
Future Perfect Planning
cristina@futureperfect.nyc
Facebook: @futureperfectnyc
Twitter: @gugliecristina
Mission
Bringing affordable, fee-only, reliable financial planning services to everyone.
The Wines
Nebbiolo Wines - Wines made from Nebbiolo are characterized by their ample amounts of acidity and tannin. Most examples are wines built for aging and some of the highest quality vintages need significant age (at least a decade or more) before they are palatable to many wine drinkers and can continue to improve in the bottle for upward of 30 years. As Nebbiolo ages, the bouquet becomes more complex and appealing with aromas of tar and roses being the two most common notes. Other aromas associated with Nebbiolo include dried fruit, damsons, leather, licorice, mulberries, spice as well dried and fresh herbs. While Barolo & Barbaresco tend to be the heaviest and most in need of aging, wines made in the modernist style are becoming more approachable at a young age. Lighter styles from Carema, Langhe and Gattinara tend to be ready drink within a few years of vintage. Nebbiolo from California and Australia will vary from producer and quality of vineyard.
Mexican Wine - La Santa comes from centenarian, own-rooted Rosa del Peru (Moscatel Negro) vines grown at 2,400 ft elevation on sandy loam and granite soils in Tecate. The grapes were hand-harvested, de-stemmed, and fermented without temperature control in 450 liter concrete tinajas with 45 days of maceration. The wine was then raised for 3 months in ½ stainless steel vats and ½ older barrels. A lively and vertical vin de soif, La Santa is almost rosé colored in the glass, delicately floral, with red and dark fruits and juicy acidity. A lovely red wine to serve chilled with charcuterie and cheeses.
This Episode of Wine and Dime was brought to you by:
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Special Edition - New York 23rd Candidate, Tracy Mitrano
In this special edition of Wine and Dime, I had the opportunity to speak with New York 23rd district candidate for Congress, Tracy Mitrano. We talked about financial issues, such as student load debt and medical expenses. Tracy shared with us her concern about these topics, and her plans to help New Yorkers in the 23rd District. And this wouldn't be "Wine and Dime" if we didn't talk about or favorite wines and the foods that we like paired with them... so we did that too.
It was a pleasure to speak with Tracy on a variety of topics and get a little insight on a few topics she is passionate about. As with any election, I like to look at all the candidates and decide who is a right fit for me and my family. I encourage everybody to take a look at all the candidates and decide on your own. When people ask me my political affiliation I often respond with, "I'm not a Democrat... I'm not a Republican... I'm an American"
Tracy Mitrano
New York 23rd District Democratic primary Candidate for Congress
https://tracymitranoforcongress.com/
Tracy's Twitter
Tracy's Facebook
Tracy's Instagram
Tracy's Youtube
"I'm running to put people first again by fighting to bring economic opportunity to NY-23. It's not about Republican or Democrat. It's about working and middle class people. It's about our children and grandchildren. It's about what we need, what we want, and what we deserve. It's about uniting around our common values and making NY-23's rural communities, towns, and cities a great place to live, work and raise a family."
Democratic Primary Election Day is
Tuesday 6/26,
polls are open 12pm - 9pm
The Wine... In this case, the Wineries
Tracy has incredible knowledge of the local wineries, so much so, that we couldn't possibly list all the wines that were mentioned. So we'll list the wineries instead and you can go take a look at their selections!
McGregor Vineyard
Welcome to one of the oldest wineries in the Finger Lakes featuring estate grown and bottled vinifera wines. We invite you to sample these exquisite wines in our seated tasting room while enjoying the most spectacular views of Keuka Lake.
Fox Run Vineyards
Fox Run Vineyards breaks down the barriers to the wine experience. We offer in-depth tours of the vineyard and winemaking facility, a friendly and knowledgeable staff, and a Café that features a fully house-made menu with produce from our garden. Fox Run Vineyards is family-owned, and has been making estate wines since 1989.
Keuka Spring Vineyards
For 30 years, Keuka Spring has been consistently recognized for excellence. Our friendly and knowledgeable staff looks forward to guiding you through a tasting of our award-winning wines. Our wine list includes wines for every taste, handcrafted from vineyard to bottle. We have one of the best selections of red and white wines in the Finger Lakes.
Anthony Road
John and Ann Martini moved to Anthony Road in 1973 at the urging of a friend that touted the joys of grape growing in the Finger Lakes. They loaded up 2 young children and left their home in Baltimore, where John worked for WR Grace to set up their farming life on the west side of Seneca Lake. Surprisingly neither Ann nor John had an agricultural background, unless you count John’s youthful summers at his grandparent’s farm in Melvin, Illinois. But together and with the help of family and friends they planted their first 5-acres, Foch, in the summer of 1973. The vineyard grew, to 30-acres, as did the Martini family, to 4 children, but it was quickly realized that an outside job was needed to support their endeavors. John joined the staff at the Cornell’s Experiment Station in Geneva and Ann took over the day to day operations and maintenance of both the household and the vineyard.
This Episode of Wine and Dime was brought to you by:
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 19 - Estate Planning with Tony Ford
Tony Ford
Ford Law
256 W 93rd St, New York, NY 10025
212-799-0631
hello@fordlegalplanning.com
Tony Ford founded Ford Law to guide other New Yorkers in crafting comprehensive yet affordable estate plans. Prior to founding Ford Law, Tony practiced law for six years at large firms in Manhattan and for three years at a financial services firm.
Tony lives with his wife and two boys in Manhattan's Upper West Side. His wife, Julie, is the founder of Ford Financial Solutions, LLC, a fee-only financial planning practice in New York City. Tony can often be found playing baseball in Riverside Park with his boys.
The Scotch
Highland Park Scotch
MADE WITH PRIDE ON ORKNEY
Our whisky, like our island home, is shaped by a wild climate and stormy seas, and by the Vikings who settled here over 1,000 years ago, leaving their mark on our people and our culture.
Compass Box Whiskey
Glasgow Blend
Blended Scotch Whisky
The second permanent whisky in the Great King Street range is full, rich and smoky on the palate with notes of baking spices and sherry wine notes.
The Wine
Bota Box Cabernet
Bota Box Cabernet Sauvignon offers aromas of black cherry and blackberry with a touch of violet and black peppercorn. Medium in body, this wine is supple and juicy with rich flavors of red currant, black fruit compote and spice on the finish.
Black Box Malbec
Luscious violet and blackberry aromas, with juicy plum flavors and hints of leather and chocolate. Black Box Wines Malbec has an earthy structure and balanced acidity that lead to a complex, velvety finish.
Chianti Classico
What Makes it Chianti?
Chianti Classico is a DOCG wine and shows unique peculiarities and characteristics. Simply said, it is not enough to be produced in within the Chianti region to be called a "Classico". In fact Classico wine has to respect specific rules. Its blend is 80% of Sangiovese, the red grape typical of this area, 20% of other grapes which include native grapes such as Canaiolo and Colorino, as well as other international varieties such as Cabernet Sauvignon and Merlot.
Its characteristics are a limpid ruby red color, floral notes for its odor and a harmonious, dry and sapid flavor with a good level of tannin. The minimum alcohol level should be 12 degrees.
This Episode of Wine and Dime was brought to you by:
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 18 - Estate Planning with Amy Refeca
Amy Refeca
@atlwillsandtrustslawgroup
@atlwills_trusts
In this episode of Wine and Dime, I chat with Amy Refeca. Amy is lawyer specializing in estate planning. In particular, estate planning for women...
Mother. Wife. Christian. Business owner. Attorney. Cardinals Fan. Lover of MLB. Helping Women Protect What They Love With A Will or a Trust.
We share financial stories and of course, talk about our favorite wines, or wine blends as it may be.
One thing that I found very interesting is what Any calls "The Six D's of Estate Planning. And these center around life events that may trigger an Estate Plan, or a need to revisit the Plan.
- Death
- Divorce/Marriage
- Birth Day
- Disabled or Illness
- Dividend or Income
- Distance. If you or someone moves a distance near or far away.
The Wine
Malbec sangria
Sangria is an alcoholic beverage of Spanish origin. A punch, the sangria traditionally consists of red wine and chopped fruit, often with other ingredients such as orange juice or brandy.
This Episode of Wine and Dime was brought to you by:
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
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