Grief, Graduation, and Mental Health
Welcome to this edition of Wine and Dime with Amy Irvine. Today's Guest is Janice Vitale. She is, if you recall, working with me on a special project for a series of Vlogs. Being that it is May and many people are graduating many students are graduating or thinking about graduating from college or high school, we really focused in on the emotional toll that Covid-19 isolation may have on them, and how to potentially cope with some of those emotions that come with it. We dig into things like how this could be grief for them and we do spend a little bit of time talking about student loans as well as just generally figuring out how to maybe be creative if you are just coming out of college and looking for jobs.
We hope that you enjoyed this version of our vlog and hop on over to our YouTube channel if you'd like to watch the two of us or pick up some additional tips, we'd love to hear your comments we'd love to hear if there's anything particular you'd like to hear about and we hope that the rest of May.
OMH Emotional Support Helpline: 1-844-863-9314
The Emotional Support Helpline provides free and confidential support, helping callers experiencing increased anxiety due to the coronavirus emergency. The Helpline is staffed by volunteers, including mental health professionals, who have received training in crisis counseling.
https://www.crisistextline.org Text 741-741
The Crisis Text Line serves anyone, in any type of crisis, providing access to free, 24/7 support via a medium people already use and trust.
https://suicidepreventionlifeline.org/ 1-800-273-8255
The Lifeline provides 24/7, free and confidential support for people in distress, prevention and crisis resources for you or your loved ones, and best practices for professionals.
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Financial Planning, The view from Echo Huang a “triple minority”
In this episode of Wine and Dime I chat with Echo Huang. The child of educators, she grew up watching Hong Kong TV via an antenna on the roof of her residence. At the age of 20, she applied to the university of Idaho in finance. Echo shares a passion for bringing more women and minorities into the profession through internships and hiring college students. She is the author of Own Your Future, which will be released next month - you can get a copy on www.echohuang.com
Echo Huang
Echo Huang is a financial planner with CFP® (Certified Financial Planner) designation and over 25 years of experience in the financial services and accounting industries. She helps executives and entrepreneurs in Minneapolis and St. Paul take the complexity out of their personal and business finances. Born and raised in China, she came to the United States with $800 in her pocket in hopes of pursuing – and achieving – the American dream. Through higher learning, continued education, and hard work, she gained valuable experience and extensive knowledge about wealth management, investment strategies, and tax planning. After years of working as an accountant, a financial advisor and partnering with other financial firms, she founded Echo Wealth Management in 2015.
MORE ACCOMPLISHMENTS
She offers in-depth financial planning and personalized investment management services for professionals, executives, and entrepreneurs. She is an expert in stock options, trading plans, and Deferred Compensation Plans. As an investment professional with CFP®, Certified Public Accountant (CPA) license and Chartered Financial Analyst (CFA) charter, she is sought after to create personalized financial plans and execute the holistic strategies. Learn more by visiting Echo Wealth Management.
@EchoHuangCFP
…..is the story of how a poor immigrant came to live the American dream and how you can too. It’s a story of dreams manifested as a result of the guidance offered by the author’s seven core principles: daring to dream, being adaptable, respecting education, setting goals, utilizing smart and deliberate planning to achieve success, seizing opportunities when they arise, and benefiting from the wisdom of others.
Based on the author’s twenty-five years of experience in the trenches, not just of investment management but also of private and public accounting, this book educates the reader about wealth management and offers useful tools that can be used to make our financial lives more organized.
Echo Huang pulls back the curtain on the wealth management profession as a whole and shows you how to make it work for you, as well as whom and what to trust, who should be on your team, and how they should be working together in a holistic way to help you reach your financial independence day.
Wine: Riesling and Mascoto (we would recommend https://prejeanwinery.com/wineshop - Semi-Dry Riesling)
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Mother’s Day Edition - Planning for Grieving Mothers with Carrie Gibson
Hello again Wine and Dime listeners! Mother’s day is a time to honor those special women in our lives that we call mom (or that feel like mom). But what if you are a mom that has lost a child? What is mother’s day like for you? Carrie and Amy explore this topic and how we can show support and friendship to those special women who are grieving and the event she is planning with another month to develop support for each other.
As a reminder, Carrie’s full story can be found in Episode #97 of Wine and Dime
My ability to adapt to different situations in life came from growing up in a professional baseball family, which made it necessary to jump in and out of schools across the country each year (sometimes 4 moves per year). I also am a mother of two boys, having lost the eldest in 2017, when he was 29 and unmarried. I was forced into learning what needed to be done to handle his finances and affairs without any guidance.
No grieving mom is ever alone in the way she feels daily. There are thousands of grieving moms who feel the same way she does. Although each person "deals" with the loss differently, we have all felt the same emotions at some point. Also, since the death of one's child affects every aspect of one's life, it is imperative that individuals who have never experienced the loss of a child understand what a grieving mom goes through emotionally and mentally. Finally, a grieving mom needs to know there are some things that need to be considered and addressed (especially when it comes to an adult child who is single) from a legal and financial perspective.
In my book, Never Alone in the Darkness The Shared Journey of Losing a Child, I write about how to handle an adult deceased child's student loan debt, taxes, paychecks, leased vehicles.
Carrie Gibson
FACEBOOK BOOK PAGE
FACEBOOK PAGE
The Shared Journey of Losing a Child was written by a grieving mother who lost her oldest child in 2017. Feeling isolated, walking on the edge between reality and insanity, she had no idea if what she was feeling was normal. Had other mothers experienced the same emotions when they went through the nightmare of their loss? Finding purpose in her pain, she put her deepest emotions into words so other mothers would always have a reference to read, at any given point in their grief, to identify with a mother who knew firsthand what they were feeling. It was her hope these grieving mothers would then never feel alone in their own journey. She also discovered her words provided a better understanding of grieving mothers to those who had never experienced the unimaginable darkness of losing a child.
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
From Math Teacher to Personal Finance author for Motley Fool Matthew Frankel
Welcome back Wine and Dime Listeners! This weeks guest is Matthew Frankel. Matt is a Certified Financial Planner based in South Carolina who has been writing for The Motley Fool since 2012. Matt and I talk about how he transitioned from a High School and College Math Teacher to a CFP® and writer for The Motley Fool, and ultimately ended up in South Carolina. We also touch base around the fear of consumers that COVID-19 has created. We wrap up this session with Matt’s the top two financial lessons he hopes everyone learns from.
Matt is a Certified Financial Planner based in South Carolina who has been writing for The Motley Fool since 2012. Matt specializes in writing about bank stocks, REITs, and personal finance, but he loves any investment at the right price. Follow him on Twitter to keep up with his latest work!
Twitter - @TMFMathGuy
There’s bourbon. And then there’s divine inspiration painstakingly crafted into a spirit so sublime you’ll want to share it with the world. We make the second one. ANGEL’S ENVY is what happens when 200 years of bourbon tradition meet an independent master craftsman’s instinct to improve. It’s a total return to the art of craft-first, hand blended batches of 8 to 12 barrels at a time.
We personally taste every barrel throughout each step of the aging process to ensure that the spirits meet our perfectionist standards. This would be enough for any other premium bourbon, but we think you deserve more. That’s why we finish every one of our whiskeys in hand-selected finishing barrels. For an added layer of flavor and complexity, our bourbon and special cask strength are finished in ruby port casks, and our rye is finished in rum barrels. There’s no set time for this process.
It’s only Angel’s Envy when we say it is.
Articles Mentioned:
The Ascent homepage: https://www.fool.com/the-ascent/
Research survey mentioned: https://www.fool.com/the-ascent/research/coronavirus-worried-money/
Financial resources: https://www.fool.com/the-ascent/research/where-find-financial-help-during-coronavirus-pandemic/
https://www.fool.com/the-ascent/research/coronavirus-worried-money/
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Lets Talk About the CARES Act
Welcome to this edition of Wine and Dime. In this episode, I felt it necessary to dig into the specifics of the CARES act, and how that information may apply to you all. The information has been out there a while, but as time goes on, we are gaining new understandings of how the act works, and how it may apply to you. Thank you for listening, stay safe, and enjoy the show.
For more information on the CARES act, visit our Covid-19 section here on this website.
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Meditation to Ease Stress with Janice Vitale
Janice Vitale Counciling
14 East Market Street
Corning , New York
Call (607) 414-0640
Every week it's my goal to share a story of someone's journey through their life and financial vineyard. We take you from their roots, to the journey of their vines and the influences in the air that have helped craft their delicious lives. Like wine, life and finances have different palettes, that should be celebrated and not judged.
Welcome to this edition of Wine and Dime. We are going to be talking to Janice once again. This time about different strategies to deal with stress. We even do a quick breathing meditation exercise. These strategies are important with all of the stress surrounding Covid-19. Thank you for listening, and hope this helps you during these difficult times.
So sit on back, and enjoy your favorite beverage with Janice Vital and Amy Irvine.
A NY state of mind
New York has been hit hard by the current global crisis. In partnership with Governor Cuomo, Headspace wants to be here for you — to help you find some time and space as you weather this storm.
From Buffalo to Long Island, Albany to the Lower East Side, this special NY collection of meditation, sleep, and movement exercises are here to support you through stressful and challenging times. Helping you — and your fellow New Yorkers — stay strong and be kind to yourselves, with a New York state of mind.
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Live with Plum founder Justine Chan
Welcome to this edition of Wine and Dime with Amy Irvine. I'm thrilled to have another woman who is involved with finance on the show today but in a different way. Justine Chan is going to be talking to us about a new website that she's created called “Live With Plum”.
She was a first-time home buyer, she muddled through the process and she loved learning more and more about it. Five years, four apartments and one license later, she's much more knowledgeable and here to share her knowledge with you. We hope you enjoy the show, so, sit on back, sip your favorite beverage and enjoy!
Justine Chan
It all started in 2014, when I bought my first apartment in New York City. I was 25 and eager to lay down some roots but felt utterly confused by the convoluted process of buying a home.
To begin, I met with multiple real estate agents and ultimately ended up using one (whom I liked by the way!) but I barely knew this person so why would I blindly entrust him with such a big and important purchase? And so, I embarked on a personal education campaign…
I searched online endlessly but the information was fragmented, contradictory and oftentimes trying to sell me a mortgage product I didn’t need yet. I then tried buying books, thinking that the information would at least have credibility, and while more helpful than online listicles, the books were not updated as frequently as needed in today’s rapidly changing real estate landscape.
Eventually, I did find and buy a teeny tiny 350 sqft studio apartment I loved… but frankly, I abhorred the process of getting there. It felt like I researched and had more control over my skincare regime than I did with my first home purchase!
Fast forward 5 years later, I go on to purchase 3 more apartment units in the NY/NJ area and earn my real estate license while working full-time. Now, I want to use my experience and knowledge to help and empower other women towards achieving their homebuying dreams.
Live With Plum
Twitter - @livewithplum
Facebook - @livewithplum
Instagram - @livewithplum
Live With Plum is the homebuying guide for the modern woman
From its humble Swedish roots, Rekorderlig has retained its dependable honesty to become a much-loved, fourth generation family-brewed cider.
Stocked in a range of the American favourite bars and supermarkets, Rekorderlig continues to launch in new countries while strongly maintaining its proud Swedish heritage.
Rekorderlig is a dependable and premium cider that you can rely on and trust. With a typically Swedish fusion of high-end, premium design and modesty, it has a clear identity that sets it apart from others.
Enjoyed by those who yearn for something refreshingly different, join Rekorderlig on a journey of exploration, innovation and invigoration.
Rekorderlig Pear Cider
Sweden- Pear Cider- Made with the purest Swedish spring water blended with 100% European pears, resulting in a refreshingly delicious, perfectly tart and sweetened pear cider. Enjoy chilled with a zesty lemon wedge for an incredibly crisp finish.
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Exploring What It's Like to be a Woman with Jodi Flynn
Welcome to this edition of Wine & Dime with Amy Irvine. I'm thrilled to have Jodi Flynn as our guest today. Jodi is the author of the book, “Accomplished: How to go From Dreaming To Doing.” She runs a podcast called “Women Taking The Lead,” and she's a coach and her company is called Women Taking The Lead.
I think you're gonna just enjoy the conversation that the two of us have around insecurities, around self-doubt, around ways that we can get together and talk about and overcome those items. She works with a lot of women like me who are Type A and have gotten so wrapped up in what they're doing and accomplishing that they don't know who they are anymore.
We hope you enjoy this edition of another strong woman for women's history month. Where we explore what it's like to be a woman, enjoy privileges that we now have,thank those that have come before us, and get to stand on their shoulders.
Sit back, sip your favorite glass of wine and enjoy this episode with Jody Flynn.
Jodi Flynn
I help my driven, high performing clients achieve their biggest goals with ease by identifying and overcoming the obstacles that are getting in their way. I LOVE working with my clients. I’ve been coaching long enough to know who my ideal clients are and because of that, when we work together, we both get energized.
I specialize in working with Type A women because I am one myself. If you aren’t sure if you’re Type A listen to these two episodes of Women Taking the Lead (if you are Type A you’re going to gasp and laugh along with me):
Decoding What It Means to Be Type A
Being a Psychology major in college gave me the human insight needed as an executive in mutual fund operations; I found I flourished in the areas of supervising, mentoring, project management and team building.
There I discovered my personal mission – to listen for, bring out and nurture other’s strengths so they could use them to their advantage. In 2010, I seized the opportunity to train as a Professional Coach through the Institute of Professional Excellence in Coaching (iPEC).
Taking pride in ‘walking my talk’, I take on challenges that push me outside of my own comfort zone – from following my passion for a career that moved me away from my family and friends to a new state, running a marathon, starting a business, launching the Women Taking the Lead Podcast and writing a book.
I feel the same fear others do when “putting myself out there” but I know that is the path to living full-out, and I love to encourage others to overcome their fears and do the same.
Today, as the Founder of Women Taking the Lead, I coach, facilitate workshops, host the Women Taking the Lead podcast and lead a thriving community of women in leadership. I am also the President of the Board for The Maine Women’s Conference and a member of Business Networking International (BNI).
Women Taking the Lead Podcast
Launched in 2015, the Women Taking the Lead podcast grew quickly and shot to the #1 position in iTunes New and Noteworthy in three categories: Business, Careers, and Society and Culture.
The podcast was named by Forbes Magazine as one of The Top 18 Women-Led Podcasts You Need To Download Now, and The Best Podcasts For Female Entrepreneurs.
Entrepreneur Magazine named Women Taking the Lead one of 24 Exceptional Women-Hosted Podcasts for Entrepreneurs.
The podcast was also listed in Patrick Bet-David’s, The Top Blogs And Podcasts For Female Entrepreneurs.
Created for women looking to make an impact, the goal of Women Taking the Lead is to inspire ambitious, go-getting women to overcome self-doubt so they can lead with confidence, integrity and a sense of humor.
Listen to the interviews, on-air coaching calls, or 100% Jodi episodes to get motivated and in-action toward your goals.
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Why Amy Thinks The Economy Will Recover
Hey Wine and Dime listeners this episode is a bit different. This past week was full of both fiscal and monetary economic policy efforts to assist our economy during these unique circumstances. On Thursday night, we participated in a live Wine and Dime Virtual session that explained the actions of both federal reserve and the government, and why I think the economy will recover in time. We wish you all health and safety and hope you get to kick back with your favorite "wine" and listen or watch the show.
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Women Empowerment with Janice and Amy
Janice Vitale Counciling
14 East Market Street
Corning , New York
Call (607) 414-0640
Every week it's my goal to share a story of someone's journey through their life and financial vineyard. We take you from their roots, to the journey of their vines and the influences in the air that have helped craft their delicious lives. Like wine, life and finances have different palettes, that should be celebrated and not judged.
Welcome to this edition of Wine and Dime. We are going to be talking to Janice once again about how women, empowerment and the two come together. We really spent a lot of time talking about, almost a identity crisis for many women who have worked their way into a leadership position.
So sit on back, and enjoy your favorite beverage with Janice Vital and Amy Irvine.
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
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