Say Bye Bye to Boring Bio's with Nancy Juetten
In this episode of Wine and Dime we welcome back to the show Nancy Juetten. If you recall, Nancy is the Author of a book called “Bye-Bye Boring Bio”. Well, this book got an update. Its still a book that “shows solopreneurs -- coaches, consultants, authors, speakers and content experts -- how to transform boring bios from wallpaper to wow to attract clients, speaking gigs, and media interviews.”
Nancy shares with us what she has learned since initially writing the book, and what she has done to update it. I just couldn’t wait to invite her back so that she could share this great book with all of you listeners out there. Check below for information on where you can pick up a copy!
If you liked this episode be sure to like, subscribe and share.
Nancy Juetten
Nancy Juetten guides families to organize their personal financial information and crucial documents before something random or crazy can stop them. The co-creator of the Life Goes On Roadmap® system for personal financial information organization, Nancy is on a mission to touch and transform a million lives by guiding them to take one of 16 essential road stops, one 20 minute segment at a time. This brings power, access and control when the moments matter the most and makes dealing with a bump in the road just a little bit softer for all. Nancy writes a column for the popular Sixty and Me blog site that serves 500,000 women aged 60 and better. Her system is sold individually to homeowners, downsizers, and families across the country from the website, and professional service providers can license and co-brand the system to share with their most valuable clients. She has addressed appreciative audiences at the Garrett Planning Network Annual Retreat, virtual women’s groups, and podcasts such as the Legacy Cafe Podcast, the Conscious Caregiver, and now – Wine and Dime.
Before starting Life Goes On Roadmap in 2018, Nancy launched and grew a successful business coaching practice to guide experts, authors, and speakers to get known and get paid for their expert status by getting ready for opportunity first. In 2009, she wrote the popular Bye-Bye Boring Bio Workbook that is still a go-to source to guide users to transform their boring bios from wallpaper to wow to attract clients now. When life hit the fan for her – with a home burglary, a move to a new city, her mom’s diagnosis with dementia, and her husband suffering a mini-stroke in the middle of the night -- Nancy’s preparation for real life paid off with less drama, trauma, and chaos in the clutch moments. With Life Goes On Roadmap®, she guides her clients to welcome those priceless benefits that are more relevant than ever in the era of the COVID 19 Pandemic. Nancy is quick to say that keeping your head in the sand is a dis-empowering place to stand. The best time to get your act together is right now.
https://getknowngetpaid.com/b4-2020-workbook/
https://www.lifegoesonroadmap.com
https://authenticvisibility.com/testdrive/
Instagram: https://www.instagram.com/nancyjuetten/
Twitter: https://twitter.com/lifegoesonRM
LinkedIn: https://www.linkedin.com/in/nancy-juetten/
Click the image to purchase your copy today!
Bye-Bye Boring Bio 2020 Workbook
The Bye-Bye Boring Bio 2020 Workbook guides speakers, experts, and authors up to big things to attract connections, clients, and cash in today's VIRTUAL world in which podcast guesting, Zoominars, and other virtual ways of showing up are more the norm than the exception.
The WORKBOOK includes access to 11 videos, 2 audios, and a bonus workbook within the workbook so you can be well equipped to pitch your message to the media that matter for your message. You'll be all set to broadcast your brilliance to podcast and broadcast hosts and influencers with the platform to take your own message far and wide.
The easy to follow templates and instructions make it fast and easy for you to create your own brilliant bios for social media, virtual speaking, podcast guesting, and more and guide you to step into your own memorable message with speed, ease, and confidence.
The full length workbook also includes examples of media one sheets, sizzling speaker sheets, and door-opening bios to help inspire your own, along with media savvy tips to be the virtual dream guest podcast and broadcast hosts can't wait to interview.
Dom Pérignon
Dom Pérignon’s commitment to vintage is absolute. Each Dom Pérignon is a true act of creation, made from only the best grapes. The champagne’s intensityis based in precision, so inviting, so mysterious. Each Vintage has three Plénitudes, and embodies the total faith in the creation that is constantlyrenewed by Chef de Cave Vincent Chaperon. Coupled with a bold sense of playfulness, Dom Pérignon inspires the greatest creators in the world.
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
Getting Organized: Spending Plans with Kerrie Beene
In this episode of Wine and Dime we welcome back our very own Rooted Planning Group Financial Planner Kerrie Beene. Kerrie is back to help us continue the theme of January of “Getting Organized”. Kerrie is a bit of an expert on spending plans, so, she is the perfect guest to have on this weeks episode. She shares her insights on her own spending plans, and what it takes to build one for your family.
Don’t forget to rate and subscribe and thank you for listening!!
KERRIE BEENE - CFP®
FINANCIAL PLANNER
A little bit about Kerrie Beene, CFP®… My own personal financial journey has taught me that while they’re important, life is more than numbers. Finding joy in the journey towards personal goals is key.
A smart plan with a lot of heart goes a long way to keeping daily financial decisions in line with your long term goals. I graduated from Southeastern Oklahoma State University with a degree in Business Administration and hold a certificate in Financial Planning from Wake Forest University.
I began my career in financial planning by starting my own company, Beene Financial Planning. Having the desire to work as a team, I then joined Irvine Wealth Planning Strategies.
My roots in Southeast Oklahoma have given me great insight on the need for financial planning that is not just investment focused, but also focused on all the other financial planning decisions.
I enjoy, and work best, with those who are ready to take control of their finances and use their money to fulfill their goals and dreams. In
November of 2016 I sat for the CERTIFIED FINANCIAL PLANNER™ designation, and in May of 2019 successfully completed my experience requirements.
I am now the Director of Educational Services for Rooted Planning Group. What does that mean? In addition to working as a co-planner, I also focus on:
College Pre-Planning: Late stage (Freshman - Senior) college planning, seeking scholarships, estimating expected family contribution, assistance with FAFSA and asset utilization. Funding of education vehicles (i.e. 529 plans) and utilization recommendations. We have set the price for this service at $1,000.
College Graduate Planning: This is for the new graduate. We sit down with them to discuss budgeting, how to negotiate salary, understand employee benefits and education benefits, review of student loans and other debt, savings opportunities and large purchase planning. We have set the price for this service at $299.
We also want to continue developing the employer education services, as well as getting financial education into the schools.
Grenache (Garnacha) Wine
Grenache (Garnacha) is a red-wine grape grown extensively in France, Spain, Australia and the United States. It is particularly versatile both in the vineyard and the winery, which may explain why it is one of the most widely distributed grapes in the world.
Grenache is the French (and most internationally recognized) name for the grape, but it has a number of synonyms. In Spain, where it is one of the country's flagship varieties, it is known as Garnacha, and on the island of Sardinia it has been known for centuries as Cannonau. Some believe that the grape originated in Sardinia, and was taken back to Spain by the Aragonese, who occupied the island in the 14th Century.
Gnarly old Barossa Grenache vines
©Turkey Flat Vineyards
In France, Grenache is most widely planted in the southern Rhone Valley and throughout both Provence and Languedoc-Roussillon. It is most commonly found alongside Syrah and Mourvedre in the classic Southern Rhone Blend (notably in Cotes du Rhone wines), and is the main grape variety in Chateauneuf-du-Pape.
Grenache's versatility provides winemakers with all sorts of possibilities. Grenache-based rosé is one of southern France's signature wine styles. The variety is common in Cotes de Provence wines along with Cinsaut and Mourvedre, and the finest examples come from the towns of Tavel and Lirac. Near the border with Spain, Grenache is behind the sweet wines of Banyuls. (© Proprietary Content, Wine-Searcher)
In Spain, Garnacha is the second most-planted red-wine grape variety, surpassed only by its modern blending partner Tempranillo. It is grown in almost every area of Spain, but most notably in the north and east – it is the key constituent in the prestigious wines of Priorat. The arrival of the grapevine pest phylloxera to the Iberian Peninsula in the 19th Century brought unexpected benefits to Garnacha; as the native vines were devastated (Rioja was particularly badly affected) it was robust Garnacha that replenished the vineyards and helped to re-energize the wine industry.
In the 1980s and 1990s, Grenache's status was reduced, but it survived efforts to eradicate it, returning to international favor in the 21st Century. Emerging wine-producing nations such as China, Mexico and Israel are now cultivating this ubiquitous grape variety.
Grenache is a vigorous and hardy vine with a strong wooden frame, often grown as free-standing bush vines. It is resistant to wind and drought, making it suitable for use in arid climates in California and South Australia. Because it is often grown in hot environments, the alcohol levels of Grenache-based wines can be very high, often surpassing 15 percent ABV. Some Australian winemakers use Grenache as the base for fortified, Port-style wines, but its most common use in the country is in the GSM blend – the classic combo of Grenache – Shiraz – Mourvedre.
Grenache berries have thin skin and ripen late in the growing season. Acid and tannins can be variable depending on growing conditions and cropping levels, but tend towards the low-medium end of the spectrum. However, old-vine Grenache grown in schist or stone, such as in Priorat and Chateauneuf-du-Pape, can produce profoundly concentrated wines capable of aging over many decades.
Produced as varietal wine, Grenache exhibits rich, spicy, berry flavors, particularly raspberry.
Synonyms include: Grenache Noir, Garnacha Tinta, Garnatxa, Lladoner, Tinto Aragones, Cannonau, Alicante, Granaccia, Tocai Rosso.
Food matches for Grenache include:
Roasted squab (pigeon) with quince purée
Spicy lamb meatballs in a tomato and cilantro sauce
Beef, potato and cheese stew (locro)
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
Stimulus and Getting Organized
Happy New Years Wine and Dime listeners! In this first episode of 2021, we will be talking about the latest stimulus package and what it may mean for you, your businesses, and your finances. We also talk about getting organized in the new year, whether it be for your taxes, your finances or just in general, we explore some tactics that you can use.
Thank you for your continued listenership and we look forward to hearing from you in the new year!
Click the links below to download the documents that I discuss in the episode
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
A Journey to Money Therapy with Jennifer Love
Welcome to this edition of Wine & Dime! Today's guest is Jennifer Love. When we talk about exploring people from their roots to the celebration of their lives and all the vines in between, Jennifer has an amazing story. When you listen to her, you understand why she's so good at what she does.
Jennifer and I talk about an exciting announcement! We're very excited that Rooted Planning Group will be able to offer a resident money therapy program. Jennifer will run that program and we will certainly be sending out some information for the people that want to attend.
Jennifer is an award winning, five-time career entrepreneur. She is amazing and is somebody who not only want to help other people, but has worked on her own issues in life as well.
So she's currently the visionary CEO of Living Wealthy Institute, which is helping world leaders develop a healthy relationship with wealth, free from overwhelm and anxiety.
I think you are really going to enjoy this conversation, so grab your favorite beverage and let us know what you think of the show
Don’t forget to subscribe to get the episode as soon as it goes live every week!
Have a wonderful holiday season, and we hope that 2021 brings you a wonderful year.
![Jennifer Love One More Woman Santa Barbara Miranda Kelton Photography Personal Branding-11[1].jpg](https://images.squarespace-cdn.com/content/v1/5884eaf446c3c44ae817722a/1608249656613-S5Y2IDJMA0UYW0K9GSF8/Jennifer+Love+One+More+Woman+Santa+Barbara+Miranda+Kelton+Photography+Personal+Branding-11%5B1%5D.jpg)
ABOUT JENNIFER LOVE
Instagram: @theJenniferLove
Facebook: /TheJenniferLove
LinkedIn: /in/TheJenniferLove
CEO. Entrepreneur. Advisor. Speaker. Contributing Writer.
Jennifer Love is the CEO of One More Woman – a fast-track, high-performance educational and advisory community helping women entrepreneurs take the stress out of the money equation so they can effectively raise, make, manage, and give money.
She is a nationally-acclaimed mentor, international business strategist, speaker, and successful thought leader who has guided thousands of entrepreneurs to position their businesses for long-term, sustainable growth.
A Serial Entrepreneur…
Jennifer combines 17+ years’ experience building and working with consumer packaged goods (CPG) and tech companies. Collectively, she has raised, participated in, or advised in the raising of over $100M+.
Under Jennifer’s leadership as a co-founder and former CEO, NibMor went from a kitchen concept to an award-winning wholesale chocolate company, with its products distributed in thousands of locations within five years. NibMor’s impressive growth has been acknowledged by the press many times over including media like the, The Wall Street Journal.
Jennifer’s ‘Sweet Success’ was featured on the cover of Small Business Digest in July 2014. In 2015, Jennifer helped one of the brands she advises get funded on Shark Tank, successfully closing out a $1.1M funding round.
On stage…
Jennifer is a motivating force with an uncanny ability to simplify complicated concepts with her own unique brand of pizazz and sense of humor. Audiences walk away empowered with a newfound enthusiasm and willingness to go beyond what they had ever thought possible.
She is beloved by clients because she gets results. As one client once said, “With Jennifer, the only possible outcome is success.”
Off stage…
On a given day, Jennifer may be found serving as a judge for events like Startup Weekend, on stage speaking to a variety of audiences, advising and educating communities of entrepreneurs on and off-line, advising a client behind the scenes of Biz Fix with Marcus Lemonis, meeting with community leaders and government officials, negotiating with investors, or training entrepreneurs on both mindset and tactical skills.
Jennifer is a contributing writer for the Huffington Post focusing on entrepreneurship, fundraising, and gender disparity in the investment community. She holds a Master’s in Organizational Behavior, a Bachelor’s in Psychology, and is a Certified Health Coach.
An eternal optimist who is also grounded in hard analytics, Jennifer adamantly believes that the future will be led by entrepreneurs that place as much importance on social impact as they do on financial health.
She lives in NYC with her adorable dog, Maggie, who also serves as the company mascot at One More Woman.
Dom Pérignon
Dom Pérignon’s commitment to vintage is absolute. Each Dom Pérignon is a true act of creation, made from only the best grapes. The champagne’s intensityis based in precision, so inviting, so mysterious. Each Vintage has three Plénitudes, and embodies the total faith in the creation that is constantlyrenewed by Chef de Cave Vincent Chaperon. Coupled with a bold sense of playfulness, Dom Pérignon inspires the greatest creators in the world.
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
Year End Tax Planning Strategies
Welcome back Wine and Dime listeners! As 2020 is coming to an end and we are all looking forward to 2021, it probably time to start planning for year end taxes. In this episode of Wine and Dime I will be discussing just that... Tax Planning. I know its not the most glamorous subject, but it's important to be thinking about these these things, knowing your deadlines and what opportunities are out there to take advantage of. So join me with a glass of your favorite beverage and lets get down to business!
And be sure to check out the Money Minute links below for the documents that I discussed!
Thank you for listening and be sure to rate and subscribe to get all the latest Wine and Dime information!
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
Holiday Savings Ideas with Amy
Tis the season Wine and Dime Listeners! In this episode the podcast, I go over some unique and potentially money saving ideas for the gift giving season. I think you will enjoy some of the ideas that we have picked up over the years and some of the things that we do ourselves. We hope you enjoy this episode. Don’t forget to rate and subscribe, and thank you for listening!
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
Equity Compensation... Don't Trust Your Google Searches
In this episode of Wine and Dime I welcome to the show three very special financial planners. Meg Bartelt, Chloe Moore, and Samuel Deane are all financial planners that specialize in stock options.
“A stock option gives an investor the right, but not the obligation, to buy or sell a stock at an agreed upon price and date. There are two types of options: puts, which is a bet that a stock will fall, or calls, which is a bet that a stock will rise.”
Sounds simple enough, right? Not so fast, they are much more complicated than that! And these three guests are experts on this topic, and go through some of the things to think about while thinking about these investments.
Sit on back, grab your favorite beverage and enjoy the company, the wine, and the conversation!
Meg Bartelt
Flow Financial Planning
Before Flow, I worked for fee-only Registered Investment Advisors in southeastern Virginia. In search of a home better suited to us, we moved to the Bellingham, WA. (I can see Canada from my front porch!) So many of my interests—hiking, biking, cooking, yoga, never-ending kale—are part of the fabric of life here. And for those blessed times when the children go to bed without a fight, I indulge in books about European royal history, sci-fi/fantasy, and Anything Russia.
Prior to becoming a financial planner, I worked as a technical writer for 10 years in the San Francisco Bay Area, mostly in the software-security sector. There I was often the only woman in the engineering group. I even met my husband at one such job. He worked for over 20 years in software until early 2016, when he transitioned to stay-at-home parent so I could launch this firm.
I grew up in coastal Virginia, where the biscuits are delicious but the summers are horrid. I fled north to Wellesley College in Massachusetts, where I majored in Economics, had an ill-fated one-semester experiment with the crew team, and learned how to banish writer’s block. Ultimately, I followed the herds to Silicon Valley after graduation in 1998 to get a job in the tech industry.
I am a Certified Financial Planner™ professional and a member of the XY Planning Network and the Financial Planning Association.
Chloe Moore
Financial Staples
I’ve had the privilege of helping people realize their potential and live the life of their dreams for over a decade. I’ve also been fortunate to work with a wide range of clients from multi-generational high net worth families to recent college graduates. With each relationship, I gain more insight into how much our emotions and our history with money has an impact on our financial decisions. When my clients experience life transitions, their investment portfolios are the last thing on their minds. They are more concerned about navigating through big life decisions or having a plan in place in anticipation of a major event. In being there for my clients, I’ve seen firsthand the benefits of going beyond investment management and developing a deeper relationship.
As a woman of color in the financial services industry, I understand the unique challenges and opportunities that come with being the only one in the room. Approximately 23% of CERTIFIED FINANCIAL PLANNER™ professionals in the United States are women, and approximately 1.5% are black. The statistics are similar for underrepresented and underserved populations in tech (women, people of color, the LGBTQ community). I’ve built my firm to address the needs of these populations. In addition to helping you grow financially, I can help you gain clarity around your ideal life, build a network of professionals who can work together to help you achieve your goals, and point you to resources that can help further your career.
Why Financial Staples? In addition to being the financial expert among my friends, I’m the go-to person for all things culinary. I love to entertain and, with my well-stocked kitchen, I’m always prepared to whip up a seated dinner for 8 at a moment’s notice. I also believe in the power of a recipe, but I know how to improvise if needed. This easily translates to a person’s financial world. With staples (good financial habits) and a recipe (financial plan), anything is possible!
When I’m not working, you can find me exploring new restaurants, trying new recipes, listening to live music, or traveling. Every Saturday in the fall, I’m either glued to a television or in a stadium watching college football. My favorite team is my alma mater, The University of Alabama.
Samuel Deane
Deane Financial Partners
Samuel Deane, a financial planner, and entrepreneur, is the founder of Deane Financial Partners, Inc., an independent investment advisory firm for Millennials in technology.
After spending some time working in an industry traditionally reserved for wealthy baby boomers, Samuel realized that he could provide wealth management and financial planning services more efficiently for his generation. With a passion for improving the lives of those around him, Samuel is dedicated to providing both practical and relatable financial advice to startup founders and hard-working young professionals in the tech industry.
Samuel has become a financial expert and a go-to resource for national media outlets. He’s been mentioned in Forbes, CNBC, Huffington Post, Investment News, and more. Samuel is also a coveted speaker and loves spreading his wisdom on entrepreneurship, personal finance, and smart investing to his community.
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
Aromatherapy For Stress with Sarah Song
Welcome to this edition of Wine & Dime with Amy Irvine. If you are a busy, hard-working, type A personality, then this podcast is for you. We welcome Sarah Song onto the show. It is just such a pleasure and to hear her journey and how she took herself out of that crazy corporate environment and started working on her own well-being through aromatherapy. You're gonna love this story and more. We are so excited to have Sarah on the show and we think you're gonna be so excited to hear some of the information about how aromatherapy can actually help with stress and well-being.
So sit on back, grab your favorite beverage and enjoy the show.
Sarah Song
Love Your Limbic
Meet Sarah
Sarah Song is a certified aromatherapist, neuroscience enthusiast, and advocate for workplace well-being based in Los Angeles, California. She founded Love Your Limbic in 2018 to bring her passion for the beauty and biology of self-care to a platform to help people with stress management. Having worked within fast-paced corporate environments in the beauty industry while juggling the ups and downs of everyday life, she struggled with burnout on more than one occasion. She came to value the importance of building a toolbox of self-care practices that could be used in and out of the workplace. Sarah’s personal journey led her here, to create Love Your Limbic to connect with a community of people who are also on the path to well-being.
Sarah is super passionate about the art and science of how we thrive, starting with understanding emotional balance. Always curious and forever learning, Sarah studies the research on a variety of topics within neuroscience, well-being, aromatherapy, and productivity. She empowers her clients to find their own recipe for balance by sharing a diversity of information and practical tools that anyone can use.
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
Simple Money Strategies with Justin Krane
In this episode of Wine and Dime, we welcome the show Justin Krane. Justin is a CFP who owns his own practice, has written a book, and is a fellow podcaster. Justin’s Book and podcast is called Money. “You Got This!” In both formats he really does offer simple money strategies, that can help anyone out. Be sure to tune and find out about this exceptional financial planner
Justin Krane
info@kranefinancialsolutions.com
Justin Krane, a CERTIFIED FINANCIAL PLANNER (TM) professional, is the founder of Krane Financial Solutions. Known for his savvy, holistic approach to financial planning, he advises his clients on how to unite their money with their lives and businesses.
Using a unique system developed from his studies of financial psychology, Justin partners with entrepreneurs to identify, clarify and meet goals for increasing their business revenue. He works with entrepreneurs to create a bigger vision for their business with education and financial modeling.
He holds a Bachelor of Arts degree in Finance from University of Colorado, Boulder, graduating in 1994. Prior to founding Krane Financial Solutions, Justin was a Vice President, Investments, and Sales Manager at UBS Financial Services Inc., for 12 years, in Beverly Hills, California.
Justin received his Certified Investment Management AnalystSM (CIMA®) designation from Investment Management Consultants Association and in conjunction with The Wharton School of Business at the University of Pennsylvania.
He is married and lives with his wife and three children in Calabasas, California. Justin is an accomplished athlete and was a former junior ranked tennis player in Los Angeles. He loves to cook, travel, speak Italian, and spend time with his family.
MONEY. YOU GOT THIS!
Dealing with your money can be overwhelming and stressful. Especially when you don’t understand all of the financial mumbo.
Justin Krane takes everyday funny life experiences – and turns them into simple money strategies.
You wont be bored reading these short stories. You’ll feel empowered and have some money clarity. You’ll be ready to take your financial life to the next level.
It’s time to cuddle with your money life.
MONEY. YOU GOT THIS.
What’s Your Return on Your Life? Like are you Financially Happy?
It’s Time to Merge Your Money with your Life.
Whether you are a business owner, or an employee.
Rosso di Montalcino D.O.C.
Our 2018 Rosso was aged for 12 months in 500L French oak barrels. Just like our Brunello, our Rosso is made with the same vinification process and incredibly low yields at harvest. Very concentrated (especially for a Rosso), this wine boasts lots of black currant & dark cherry flavors. Great with antipasti, pizza, or even on its own.
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
Diffusing the Legal and Estate Planning "Bombs"
In this episode of Wine and Dime we are again talking about Estate Planning! Specifically we are talking about avoiding the estate "Bombs" that could potentially occur. I go through some of the documents that you may be looking at when planning with us, or your financial planner. I hope you enjoy the topic and of there is anything that you would like to hear about, reach out! We would love to hear from you. Be sure to rate and subscribe, and remember, "Life is about events, supported by dollars and cents!"
Financial Fitness Clubs
Our Content Philosophy
Fiscal Fitness Clubs of America believes that the purpose of money is to first create financial security and then to accomplish your goals, while matching your values. We believe that joy in life can’t be separated from money, and that reducing financial stress through the management of cash flow and assets can add more joy to your life than owning “stuff,” or buying experiences at the expense of your financial security. We also believe that “knowing” and “doing” are not the same. Our goal is to provide the knowledge and tools to manage your financial life, so you get what you want from your labor and money. We are all about empowering you. At the end of learning how to do these tasks and use the resources,, you will have confidence in your financial path and feel comfortable knowing what you need to do to manage your financial resources and advisors. That doesn’t mean you might not prefer to delegate some or all of the tasks to – someone else such as a planner. Our goal is that you will have confidence in your ability to make informed decisions.
There is an important consequence of this philosophy. You will be committing your time and energy on a regular basis to:
Gathering and organizing sharing your data
Completing assignments, such organizing the information needed to get quotes on homeowners, umbrella and auto insurance or deciding what type of lifestyle you would want in retirement and what it would cost
Committing to becoming comfortable with technology as a tool to manage your finances
How We Are Different
Difference #1
Our classes are FUN! Changing financial habits doesn’t have to be boring and painful. Just like exercise can be fun with the right buddies and venue, learning to take control of your finances can be an enjoyable venture. We work hard to make your experience easy!
Difference #2
There are many financial education programs available, but they assume that KNOWING is all that is necessary for DOING! If that were true, we would all have the perfect combination of diet and exercise! Fiscal Fitness Clubs provides the knowledge, coaching through assignments, and group support required for true lasting change.
Difference #3
While many firms focus on an age group, a wealth level, or some other demographic, our focus is on people who want to take control of their money and are willing to put the time and energy in learning and doing what it takes to develop their life-long financial management skills. This is our way of implementing our fiduciary duty of putting your interests first.
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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