Wine and Dime Episode 65 - Planning a Wedding "Becky Style" with Becky Partridge-Eason
Hello again Wine and Dime listeners! In this episode, I have the pleasure of speaking with Becky Partridge-Eason. Becky is a financial planner with us here at Rooted Planning Group and describes herself as “frugal”. During the episode we talk about the planning of her wedding, and boy did that term “frugal” help her save a ton. If you are planning a wedding or know someone who is, this episode is for you! So sit back, enjoy a nice bottle of Lakewood Abbey Rose, and enjoy the show!
Lakewood Winery History
In 1951, the Stamp family moved to Lakewood Farm, a run-down peach and apple orchard on the west side of Seneca Lake. The next spring, they started planting grapes. The original grapes were those favored by the large wineries and grape juice companies. In the mid-80’s the family diversified to add some new varieties, with the hope of someday using them to make their own wines.
In 1988, Monty and Beverly Stamp and their children pressed the grapes for their first vintage.
A Vision Realized
Lakewood Vineyards Winery opened to the public in June 1989 with 7 varieties of wine, made from estate-grown grapes from their 45 acres of vineyards.
Today, with 80 acres of vineyards and 3 Stamp family generations working together, the winery produces a diverse selection of wines. Their dedicated and talented team prides themselves on offering Finger Lakes wines of exceptional quality and value.
2017 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.
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Wine and Dime Episode 64 - Investing in Women with Jenifer Cannon
In this episode of Wine and Dime, I get the opportunity to chat with Jenifer Cannon. Jenifer is the Vice President, Business Development at Impax Asset Management. She is also a leader and champion of gender equality. You can tell throughout the conversation that she is truly passionate about the subject and it makes for an incredible talk. We also talk about some Rosé wine and she shares with us a recommendation from her neck of the wood. So sit on back and enjoy this episode of Wine and Dime
Jenifer Cannon, CAP®
Vice President, Business Development
Impax Asset Management LLC
and
Pax Ellevate Management
Jenifer Cannon is Vice President, Business Development, at Impax Asset Management LLC and Pax Ellevate Management.
She supports marketing and sales initiatives for the Pax Ellevate Global Women’s Leadership Fund, and she helps financial advisors build their practices by expanding their relationships with female clients.
Jenifer has been in the financial industry since 1994 and has been with Impax and Pax Ellevate since 2018. Prior to joining the firm, Jenifer worked for Fidelity Investments, Putnam Investments and Charles Schwab & Co., Inc. in various retail and institutional roles. She also held positions at the Boston Foundation and the New Hampshire Charitable Foundation, where she worked closely with advisors and families to design charitable giving strategies. Jenifer has helped family foundations develop strategic plans for impact giving and investing as well as multi-generational engagement. Most recently, she worked as a wealth planner/philanthropic advisor for a multi-family office.
Jenifer holds the FINRA Series 6, 63 and 65 registrations, and she’s a Chartered Advisor in Philanthropy (CAP®) as well as a 21/64 Certified Advisor.
Jenifer Cannon is a registered representative of ALPS Distributors, Inc.
Live Free Rosé
Languedoc A.O.C., France 2017New Hampshire is a diverse and beautiful land of vast lakes, White Mountains, great northern woods and scenic seacoast vistas. It's also the state with the greatest motto in the United States: Live Free or Die.
Live Free Rosé is all about the Live Free mindset and we hope with this rosé you'll enjoy a summer of live free experiences and occasions.
Tasting Notes: Refreshing aromas of strawberries, stone fruit and melon leap from the glass. Crisp and dry, yet fruity on the palate with lingering minerality. Pairs with shellfish, french fries, and beautiful summer days in New Hampshire.
$1 from every bottle sold supports the Rock On Foundation
Rock On Foundation is a 501(c)3 nonprofit that serves to increase community artistic and athletic opportunities. Rock On supports its mission through an annual grants program that benefits New Hampshire-based nonprofit organizations that provide invaluable artistic and/or athletic programming to the state. Rock On also runs a variety of community events throughout the year—including its annual Rock On Fest in Concord, NH every August.
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Wine and Dime Episode 63 - Supporting the Apples of the World with Breanna Reish
In this episode of Wine and Dime, I chat with my dear friend Breanna Reish. Breanna is a certified financial planner with Wealth of Confidence, which is a fee only firm located in California. She also hosts her own podcast called “One Million Apples”. In this episode we talk about things we are truly passionate about… teachers! So sit on back, pop open your favorite wine and enjoy the show!
Breanna Reish
Wealth in Confidence
Facebook - @WealthofConfidence
Twitter - @BreannaReish
"My true purpose as a financial planner is to create an inviting environment where you are encouraged to discuss your money without judgment, to learn about your investments in a way you enjoy and become more comfortable managing your money with confidence"
I grew up in a family that lived with what we needed and didn't have a lot left over for luxury. At the age of 14, I realized that making money meant that I would have the opportunity to buy what I wanted and do what I wanted so I started working and saving. Knowing I had money in the bank for when I would need it gave me great confidence and provided a sense of safety and security. My passion for sharing these core principles with others led me to my role as a financial planner, but I was wearing rose-colored glasses
While I was here to guide and educate, the industry was all about selling and products. It was an experience that was miserable for a lot of people, including myself. As I watched this process I could see how many people felt that most discussions revolved around product and investments and left out true desires and goals. This was totally unacceptable to me. I knew that the financial world was confusing to navigate, left out strategy outside of investments, and felt like a used-car lot instead of a true fiduciary environment.
Wealth of Confidence was created after 9 years of working with clients. It was finally time to combine my passion for planning with my purpose to break the mold and offer a great experience for you.
One Million Apples Podcast
The Mission & The Name
Every day, across the United States, teachers are taken advantage of financially. People are using deceptive practices to work with you, the people that educate our children. They are not only going after your hard earned money they are robbing you of your trust and confidence in your overall financial well-being. This has to stop!
While we would love more regulation, it does not guarantee an overall change. As you know EDUCATION has the potential to do great things. That is how this passion project started, to teach teachers all about their money.
Heavy stuff, right?
That is why we decided to lighten it up a bit and touch on other fun topics, trends, lifestyle, career issues and more.
Why One Million Apples?
There are between 4-5 million teachers in the K-12 and higher education system across the United States. Our mission is to impact the lives of at least ONE million.
You would not be the first to think that is crazy, we are a little overwhelmed with that number as well. That is why we are asking for your help to accomplish this mission. If you hear, read or watch something helpful on this site, please tell your friends. Also, let us know that you're here; we'd love to measure our progress along the way.
Links to other things talked about in the show
403b Wise - https://403bwise.com/
Financial Literacy for the Young (and the Young at Heart) - https://403bwise.com/bookstore
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Wine and Dime Episode 62 - Coaching Women Creatives with Cassie Schmidt
In this episode of Wine and Dime, I speak with a fellow wine connoisseur and career coach, Cassie Schmidt. Cassie specializes in coaching women in creative fields to help them be successful entrepreneurs. Cassie shares with us why she chose this specialization, her coaching style, and some great tips for anyone. We also get the chance to really get into our favorite wines a little bit, and that was a very fun conversation. So sit on back, pop open a Decoy Cabernet Sauvignon, and enjoy this episode of Wine and Dime!
Cassie Schmidt
www.simplycassandrajane.com
Instagram: @simplycassandrajane
Facebook: @simplycassandrajane
Boss Babe Entrepreneur Academy
Decoy Sonoma County Cabernet Sauvignon
Since 1978, Duckhorn Vineyards has been exploring the character and complexity of Napa Valley Cabernet Sauvignon. Drawing on our winemaking team’s expertise working with this varietal, Decoy Sonoma County Cabernet Sauvignon offers a rich and appealing expression of the varietal crafted to be ready upon release.
WINE PROFILE
Production Notes
Varietal Content: 88% Cabernet Sauvignon, 8% Merlot, 2% Petit Verdot, 1% Petite Sirah, 1% Cabernet Franc; Winemaking: 90% French oak, 10% American oak, 40% New, 60% Neutral
Winemaker Notes
Displaying the lushness and balance that define great Sonoma County Cabernet Sauvignon, this inviting wine features layers of blackberry and black cherry, along with notes of mocha, star anise and spearmint. On the palate, the juicy, bright fruit flavors are framed by rich, refined tannins that carry the wine to a satisfying finish.
Production
The 2016 growing season began with generous winter rains, followed by a spring and summer marked by moderate temperatures and abundant sunshine. Like several recent vintages, the 2016 harvest came early, delivering exquisite quality grapes. After the modest size crop of 2015, 2016 saw a welcome return to average yields. Overall, the 2016 whites show an ideal combination of lovely richness and excellent natural acidity, while the reds are lush and complex, with beautiful color and concentration.
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Wine and Dime Episode 61 - Earth Day Made Easy with Anna Reger
In honor of Earth Day, I had the opportunity to speak with Anna Reger. Anna is a professor at Alfred State College, and teaches accounting, which is near and dear to my heart. In this episode of Wine and Dime, Anna and I explore different ways to be more eco-friendly and she shares her husbands Gluten Free Pizza recipe (Full recipe below). This was a great conversation and some great tips. So pop open a bottle of your favorite wine and enjoy this fantastic episode.
Lakewood Full Monty Riesling
While the nose is subdued, the palate of this semidry Riesling offers loads of fresh peach and yellow-cherry flavors. It's crisply balanced with fresh lime acidity and a brisk revitalizing finish.
Riesling Wine
Riesling is a light-skinned, aromatic grape of German origin which is – if the majority of top wine critics are to be believed – the world's finest white wine grape variety.
For many, the claim above may seem at odds with the sea of chaptalized, low-quality wine exported from Germany in the late 20th Century. In truth, very little of that infamous wine was Riesling at all, but instead higher-yielding grapes such as Müller-Thurgau and Silvaner), but the reputation has nonetheless stuck. Riesling has also been stereotyped as just a sweet grape, used only to make sticky wines. But while botrytized Rieslings are among the finest sweet wines in the world, the majority of global Riesling wines are either dry or off-dry.
McCarthy’s Gluten Free Pizza
Preheat oven to 450 degrees.
Mix your warm water, sugar, and yeast. Let it sit for a minute to dissolve.
In a separate bowl, mix together flour and salt. Next add the olive oil, egg, vinegar, and yeast mixture. You can use an electric mixer, but we just have a hand mixer and that works fine.
Mix on low for 1 minute.
Oil your spatula and hands, then use them to get the dough in to a ball.
Spread the dough on to an oiled heavy duty cookie sheet.
Bake for 8 minutes or so, long enough for the dough to be firm, but not golden brown.
Remove the sheet from the oven and add your toppings. Then bake it for another 8 minutes (or until its crispy to your liking.)
Pour a glass of wine and enjoy!
Notes:
-The dough is sticky, make sure your hands are oiled when handling the dough and oil the cookie sheet first.
-The Bob’s Red Mill Gluten Free 1-to-1 is key! This is a flour blend that can be used as a flour replacement in just about any recipe. (Don’t confuse this flour with Bob’s Red Mill Gluten Free General Purpose flour, it’s not the same thing.) We use it for pizza, cookies, and pancakes – anything!
-We have tried both a thin crust and a thicker crust – both work well.
Ingredients:
¾ cup warm water
1 tablespoon of sugar
1 packet of yeast
2 cups of Bob’s Red Mill Gluten Free 1-to 1 flour (this flour is the KEY!)
1 teaspoon of salt
1 large egg
1 tablespoon of olive oil
1 teaspoon of apple cider vinegar ( we use Bragg’s)
(Recipe originally adapted from one we found at https://www.glutenfreepalate.com/gluten-free-pizza-9-ingredients/ )
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 60 - Faith in Action Executive Director, Dick Russell
This weeks guest, Dick Russell, is a long time friend as well as the director of one of my passion "projects" - Faith-in-Action. I first met Dick in 2005 when I found out about the organization and wanted to help in the cause to keep people in their home for as long as possible. Many people have to move out of their long-term home simply because they could no longer drive, and this organization is helping to combat this.
As you will hear, Dick, and his family, are givers; the true meaning of givers in fact. They have served their communities in so many ways and continue to do so. If you are interested in getting involved in this organization go to http://www.fiasteuben.org/ or call @ (607) 324-1138
What you will learn from this episode:
What to expect when volunteering
Areas that are serviced
Ways to donate
The history of this great organization
Faith in Action of Steuben County
Facebook - @fiasteuben
WHO WE ARE
At a time when our need to reach out to each other is greatest, Faith in Action Steuben County, an interfaith volunteer care-giving program, stands ready to help in the Steuben County Area. Our trained volunteers provide supportive services to the elderly at no charge.
OUR MISSION
Faith in Action Steuben County is a coalition of congregations, civic groups, and communities united to serve the elderly, assisting them to continue to live independently. We seek to augment, not replace, the individual's existing care structure. This support is provided at no cost to the recipients, by selfless volunteers who give care to people in need.
Dr. Konstantin Frank Winery
The Generational Approach
Our approach to great winemaking is generational with each Frank family member building upon the foundation that Dr. Konstantin Frank built over fifty years ago. Continuing this legacy means producing the highest quality wines from the highest quality grapes.
Video: Terroir at Dr. Konstantin Frank Winery
We believe that quality starts in the vineyards with careful attention to detail and nurturing of our old vine vineyards first planted by Konstantin in 1958. These old vine vineyards are among the oldest in the United States. While they produce fewer grapes, the quality of the fruit results in more complex wines.
Over the years, we have discovered that the northern European grape varieties are most well suited for our region and have made it our passion to champion these varieties at our winery. Varieties such as Riesling, Gewürztraminer, Pinot Noir and most recently, Grüner Veltliner are among the most prized and beloved at our winery.
Our world class team of winemakers are a huge piece of the puzzle here. The team consists of winemakers from New York, California, Australia and Germany. Each team member contributes expertise from their respective region, adhering to the Frank family tradition of excellence.
Continuing Konstantin's legacy also means continuing to spread the word about the quality of Finger Lakes wines. We do this by entering wine competitions all over the world. Customers can also find our wines in many different states. Experience has taught us over the past fifty years that our wine region is and can become one of the most prestigious in the world.
Overview -
Dr. Konstantin Frank Riesling, Dry (2017)
Composition:
100% Riesling
Vinification:
The grapes were picked in the early morning to retain freshness, de-stemmed, and pressed immediately. Once pressed, the grapes were fermented in stainless steel tanks at low temperatures to preserve the more delicate characteristics and freshness. The wine rests on its fine lees for 5 months before bottling.
The Wine:
An expressive style with dominant characters of minerality, grapefruit, lime and soft apricot. The crisp lime-driven acidity enhances the distinct Keuka Lake minerality, rounded by stone fruit and ginger. Our Riesling finishes long and mouthwatering balanced perfectly with a slightly weighty texture.
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 59 - From Teacher to Financial Planner with Ryan Frailich
In this episode of Wine and Dime I chat with Ryan Frailich of Deliberate Finances. Ryan’s life has been a journey… going from a teacher to a financial planner specializing in young couples and educators. This episode was also a journey, as we explore what lead Ryan to helping teachers. This was a great conversation that I’m sure you will enjoy!
Ryan Frailich
Deliberate Finances
Facebook - @DeliberateFinances
Twitter - @RFrailich
504-264-2385
Ryan@deliberatefinances.com
Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off:
Too many people feel overwhelmed with their finances, always wondering if they're making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions.
I changed careers, earned a certificate in financial planning from L.S.U., became a CFP® professional, and started Deliberate Finances.
When not working, I’m exploring New Orleans with my wife & young son, running or biking around the city, or watching way too many hours of tragic Minnesota sports teams.
Buffalo Trace Whiskey
Ancient buffalo carved paths through the wilderness that led American pioneers and explorers to new frontiers. One such trail led to the banks of the Kentucky River where Buffalo Trace Distillery has been making bourbon whiskey the same way for more than 200 years. In tribute to the mighty buffalo and the rugged, independent spirit of the pioneers who followed them, we created our signature Buffalo Trace Kentucky Straight Bourbon Whiskey.
TASTING NOTES:
This deep amber whiskey has a complex aroma of vanilla, mint and molasses. Pleasantly sweet to the taste with notes of brown sugar and spice that give way to oak, toffee, dark fruit and anise. This whiskey finishes long and smooth with serious depth.
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 58 - Friend, Educator, and Woman Extraordinaire, Courtney Berry
Welcome to another edition of Wine and Dime! In this episode i talk to a woman I call “Woman Extraordinaire”, Courtney Berry. Courtney is a teacher in the Corning-Painted Post School District. Prior to becoming a teacher, she worked in the "business" world in a variety of roles, including compliance, marketing and customer service. She and her husband are raising their adorable son and working toward their own financial independence. You will see in this episode, just how passionate she is about teaching, and I truly believe you will find this episode an inspiration!!
HISTORY
Founded 2009
J.R. Dill got his start 15 years ago in his parents basement making wine. Since then J.R. Dill has been perfecting his craft and will see his 8th harvest of commercial wine production this year. The winery continues to grow its production while still being completely hands on. There is a strong passion for wine and Seneca Lake, as J.R. Dill lived here since the beginning.
FAMILY
All the way
It is a family affair at J.R. Dill. Whether those involved are family or friends, they all help out where ever needed with the same passion as J.R. Dill.
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
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 57 - Strong Roots Crossover with Wendy Young
Hello again Wine and Dime listeners!. In this episode, you wont hear a lot from me. Instead, I turn the show over to my colleague and Strong Roots Podcast host, Kerrie Beene. In this episode Kerrie sits down with Wendy Young. When Wendy isn’t training for 5ks and marathons or doing some personal training, she is a middle school teacher at Valliant Middle School in Valliant Oklahoma. Kerrie and and Wendy talk a lot about changing habits to reach the goals that you set for yourself. Its a great interview that I’m sure everyone will enjoy!
Wendy Young
Facebook - https://www.facebook.com/wendy.m.young.5
Instagram - https://www.instagram.com/wy2777yahoocom/?hl=en
Watkins Glen State Park is the most famous of the Finger Lakes State Parks, with a reputation for leaving visitors spellbound. Within two miles, the glen's stream descends 400 feet past 200-foot cliffs, generating 19 waterfalls along its course. The gorge path winds over and under waterfalls and through the spray of Cavern Cascade. Rim trails overlook the gorge. Campers and day-visitors can enjoy the Olympic-size pool, scheduled summer tours through the gorge, tent and trailer campsites, picnic facilities and excellent fishing in nearby Seneca Lake or Catherine Creek, which is renowned for its annual spring run of rainbow trout.
In 2015, the park was chosen from more than 6,000 state parks across the nation as a nominee in the USA TODAY Readers' Choice Poll for Best State Park in the United States, and won third place!
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
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 56 - Michelle Vandebogart of Valley Point Services
In this episode of Wine and Dime, I chat with a woman that I’ve known for a while and brought her on the show to talk about her “Side Hustle”. Valley Point Services is a career coaching service offered by Michelle VanDeBogart. Her mission is “assisting individuals to pursue a career that they can be passionate about, in turn bringing happiness into their lives.” She offers services such as Resume Development, Cover Letter Creation, Job Searching Assistance, Mock Interviewing, Skills Assessment, Networking, and Job Seeking Strategies. It was a lot of fun chatting Michelle and I think you’ll see how much she has to offer!
Glenora Wine Cellars
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.
The thirty room Inn offers stunning views and an atmosphere of simple elegance that make your stay a perfect soothing getaway. Beyond wine, you can enjoy regional cuisine, featuring seasonal, locally sourced menus, at Veraisons Restaurant, located at the Inn.
If you’re looking for the complete Finger Lakes experience, plan your trip to Glenora Wine Cellars. Find out more & book your stay today online or by calling 800-243-5513.
Cabernet Franc
Aged in French oak, this wine is satiny and smooth from start to finish!
Tasting Notes
Our 2016 Cabernet Franc is a full-bodied, rich red wine, with lingering finish and gentle tannins.
Winemaker NotesThis wine is made from grapes in specially selected vineyards in the Finger Lakes appellation.
Food Pairing NotesBest served with red meats, cheese and grilled vegetables.
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
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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