Tips for Spouses That Have Different Money Philosophies
Wine and Dime welcomes back to the show Ann Arceo. Ann is here to share with us three tips for spouses that have different money philosophies.
Some of the things we hope you consider are
Discuss from a place of understanding
Goal planning - make sure you on the same page with big picture goals
Consider 2 separate personal spending accounts + general fixed spending account
Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
Amy's Wine Pick of the Week
Prejean Winery Semi-Dry Rieslng
NY - Seneca Lake
A great summertime white wine with rich, lush flavors and aromas, the perfect wine before dinner, or with spicy dishes or BBQ.
Alcohol 12.00%
A LITTLE BIT ABOUT ANN ARCEO, AAMS®…
I have been working in the financial planning industry for over 10 years. In my career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas, which caters to high-net-worth clientele. I worked with the firm’s president to develop a new method of training to help advisors learn to deliver technical financial plans in an easy, "plain English" format that clients would understand.
I then worked for LPL Financial, an independent broker dealer, where I earned my Series 7 & 66 securities licenses. I worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high-net-worth clients.
I also have a passion for writing, and my financial articles have been featured on Investopedia.com, a website which has 20 million unique visitors per month. I have also written for ReadyForZero.com, BudgetTracker.com, and have been quoted in articles for Forbes and U.S. News & World Report.
I live with my husband and two children in Fort Collins, CO, and we enjoy spending time with friends, hiking, and of course planning our financial future together!
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Three Tips to Eliminate the Emotion Behind Large Financial Decisions
In this episode of Wine and Dime we welcome back Kerrie Beene! She's here to share with us three tips to eliminate the emotion behind large financial decisions.
In this episode, you'll learn:
To Recognize the emotion
Know the Trust Cost
Know how to fund and how it affects your other goals
Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
Amy's Wine Pick of the Week
MARK WEST PINOT NOIR
TASTING NOTES
The original. Medium-bodied with black cherry, cola, strawberry, plum, and soft tannins. No wonder this Pinot is a favorite.
PAIRS PERFECTLY WITH
Pastas with light tomato-based sauces, a juicy cheeseburger, grilled salmon, roasted pork tenderloin, or if you're not a cook, drink it on its own.
WINEMAKING NOTES
We selected grapes from vineyards in the finest cool-climate regions of California in order to bring you a balanced fruit-forward Pinot Noir. After early morning harvesting, we gently crush and destem the fruit. We then ferment it in small stainless steel tanks, with daily punch-downs and pump-overs...basically, that's what we do to help get the great flavor and color you love. After a light pressing, we age the wine with French oak, then we blend it, bottle it, and you enjoy it.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
When is it Time to Offer Assistance to Parents/Grandparents?
In this episode of Wine and Dime, we ask the question, "When is it Time to Offer Assistance to Parents/Grandparents?". We welcome back our very own Becky Eason to walk us through some things to look for and ways that you can help
Becky's tips for when it's time to offer assistance to parents / grandparents
If you notice they are feeling overwhelmed with mail
If you notice more atm or cash withdrawals than normal
If you notice any late notices
Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
Amy's Wine Pick of the Week
A classic Bordeaux variety, Cabernet Franc loves this cool climate region, as proven by this award-winning wine. Enjoy with grilled steak, dishes seasoned with black pepper, or smoked cheeses.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Educating Kids on Finances
Hey Wine and Dime listeners! Welcome back to another episode! In this episode we are featuring our own Kate Welker as we talk about educating kids on finances. We think it important to get kids thinking about finances early in life and in this episode, we explore some ways to go about that.
In this episode you will learn.
When Educating Kids on Finances:
Be Transparent
Let them use money (cash)
Engage them in big family financial decisions
Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
A LITTLE ABOUT KATE WELKER, CFP®...
I enjoy helping clients understand their finances and how to use their resources to live their ideal lives. I spent years working in a world that only focused on the investments and I found myself constantly wanting to do more for my clients. The investments are a piece of your puzzle, but I want to look at the big picture made up of all the pieces.
I joined Rooted Planning Group to be able to offer comprehensive advice to my clients. Working with a team of financial planners lets me focus on building client relationships while bringing the knowledge and experience of the group to the table.
I specialize in working with small business owners as well as busy working families. I was raised by hard working parents who both owned their own businesses, so I intimately understand what that lifestyle entails, the struggles, the responsibility, and the freedom. My current life can be summarized by busy working family; balancing careers, time, finances, and children is a reality I understand. I also love to travel, get lost in books, and savor time with my family.
BREAD & BUTTER CALIFORNIA CABERNET SAUVIGNON
A ripe and robust Cabernet Sauvignon that charms with layers of mocha, fresh berries, blackcurrant and subtle black pepper, toasted oak and rich vanilla. Round and luscious with a hint of spice, soft tannins weave into a smooth and lingering finish.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Coupon Queen Becky Eason
Welcome back Wine and Dime listeners. This week we welcome back to the show our very own Becky Eason. She is here to talk about updating resolutions for the new year and some money saving tips. We call Becky our "Coupon Queen", because she is our hunter when it comes to finding all the available deals. If you're looking for some tips to save money, then you are not going to want to miss these tips!
Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
A LITTLE BIT ABOUT BECKY EASON, CFP®
From the time I was a child I knew I wanted a career in business. I’ve grown up in the business environment and have always loved it. In high school I took every business class that was offered and fell in love with accounting. After high school, I initially enrolled in the business administration program at Alfred State College. A year into the program I was directed to the financial planning program and instantly knew that was the right choice. Financial planning is a perfect fit for me, as I can work with numbers and help people achieve their financial goals at the same time. In my spare time I enjoy running, camping and bowling.
LAKEWOOD - 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.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
The Walkthrough - Vacation Planning
Welcome back Wine and Dime listeners. This week we are going to try something a little different and do what we are calling a "Walkthrough". We welcome to the show my brother, T.J. Meehan. T.J. edits the podcast as a side hustle and takes care of all the show notes and making sure it gets out to you all on a weekly basis. He is planning on going on a vacation for his 20-year anniversary and we are here to help. We go through some places to find cheap flights, to making sure your passport is in order, to thinking about trip insurance. If you're thinking of taking a vacation than there may be something in this episode for you.
Feel free to download this checklist, it covers a lot of the stuff we talked about during this episode!
Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
Lakewood - 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.
Allagash White
Witbier With Balanced Citrus And Spice
Our award-winning interpretation of a Belgian-style wheat beer is brewed with oats, malted wheat, and raw wheat for a hazy “white” appearance. Spiced with our own special blend of coriander and Curaçao orange peel, Allagash White upholds the Belgian tradition of beers that are both complex and refreshing.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Financial Holiday Hangover
In this episode of Wine and Dime, we welcome co-host Kate Welker! Kate and I are here to talk about financial "Holiday Hangover". This is all about how we go about paying off those holiday debts and the additional spending that we all inevitably have during the Holiday season. If you are looking for some help, or just want to make sure you are on the right track, then this is the episode for you!
Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
KATE WELKER - CFP®
FINANCIAL PLANNER
I enjoy helping clients understand their finances and how to use their resources to live their ideal lives. I spent years working in a world that only focused on the investments and I found myself constantly wanting to do more for my clients. The investments are a piece of your puzzle, but I want to look at the big picture made up of all the pieces.
I joined Rooted Planning Group to be able to offer comprehensive advice to my clients. Working with a team of financial planners lets me focus on building client relationships while bringing the knowledge and experience of the group to the table.
I specialize in working with small business owners as well as busy working families. I was raised by hard working parents who both owned their own businesses, so I intimately understand what that lifestyle entails, the struggles, the responsibility, and the freedom. My current life can be summarized by busy working family; balancing careers, time, finances, and children is a reality I understand. I also love to travel, get lost in books, and savor time with my family.
Californian Red Blend
California
Some of the greatest wines in California are a blend of various red grapes. The most successful blends follow the Cabernet Sauvignon and Merlot recipes of Bordeaux, but with even more intensity.
These wines are typically luscious and strong with lots of ripe blackberry, black currant, and vanilla flavors.
The warm days and cool nights of the Napa Valley in Northern California make it the ideal place to make Bordeaux-style red wines. Although the wines of Bordeaux have historically been considered the best wines of the world, the bolder, richer, and more fruit-forward wines of California are now just as respected.
Just like Bordeaux, California's dominant grape is Cabernet Sauvignon with its rich blackberry flavors. Merlot is added to soften the edges and add red fruit flavors. Cabernet Franc and Petite Verdot are even added at times for complexity. These California blends are very balanced and are great when they are young, but they can also age for decades.
Another popular blend is made from Grenache and Syrah. This style is a fuller and richer version of the wines of France's Rhône Valley.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Setting Short and Long-Term Goals with Amy and Kerrie
Welcome back Wine and Dime listeners. We welcome back to the show Kerrie Beene. For those of you who aren't familiar with Kerrie, she is a Financial Planner with us here at Rooted Planning Group. Her roots in Southeast Oklahoma have given her great insight on the need for financial planning that is not just investment focused, but also focused on all the other financial planning decisions.
In this episode we have a really great jam session about short and long-term goals. We go through a lot of the things that our clients are talking to us about and share some insights that we hope you find helpful while setting your goals!
We hope you enjoy! Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
KNOTTED ROPE WINERY
The latest winery to open in Hochatown, Oklahoma. Knotted Rope Winery offers a selection of wines, red & white ranging from sweet to dry.
ADDRESS
83 North Lukfata Trail Rd.
Broken Bow, OK 74728
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Budget Master Ann Arceo
Hello Wine and Dime listeners! We are excited to be back for 2022! And to start off the year we are going to be talking all about budgets. I couldn't think of a better guest to have on, other than our own "Budget Master", Ann Arceo. Ann is a financial planner here at Rooted Planning Group and we are very lucky to have her. Her expertise and input will surely be a benefit to anyone tuning into today!
Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
ANN ARCEO - AAMS®
FINANCIAL PLANNER
I have been working in the financial planning industry for over 10 years. In my career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas, which caters to high-net-worth clientele. I worked with the firm’s president to develop a new method of training to help advisors learn to deliver technical financial plans in an easy, "plain English" format that clients would understand.
I then worked for LPL Financial, an independent broker dealer, where I earned my Series 7 & 66 securities licenses. I worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high-net-worth clients.
I also have a passion for writing, and my financial articles have been featured on Investopedia.com, a website which has 20 million unique visitors per month. I have also written for ReadyForZero.com, BudgetTracker.com, and have been quoted in articles for Forbes and U.S. News & World Report.
I live with her husband and two children in Fort Collins, CO, and we enjoy spending time with friends, hiking, and of course planning our financial future together!
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Financial Resolutions in the New Year
Welcome to this edition of Wine and Dime! We're so pleased that you've taken the time to join us today. This particular podcast is all about setting New Year's resolutions for financial peace. I'm all about the journey that we're on in life. Whether it's finding that next good wine or finding that financial peace that we all want and of course, reducing our stress in the new year.
It’s incredible that it's that time of year already! We here at Wine and Dime and Rooted Planning Group wish you a Happy Holiday season and a great New Year!
Also included below are the documents that we talked about. Just click the provided links to download!
Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
About Hinnant Family Vineyards
The Hinnant Family Vineyards & Winery Story
It all started in 1971 when the Hinnant siblings Jacqueline, Freddie, Douglas and Willard had a dream to start a vineyard in Johnston County. Freddie’s husband, Glen, had the honor of being the original vineyard manager that watched over the vineyard while the others maintained their jobs as a teacher, dentist, book keeper and carpenter. In the early years, grapes were sold to fresh markets, other vineyards, & to the public.
At the turn of the century, Williard & his son, Bob started their own quest to create wine from the family vineyard. Starting with just a few varieties of wine, the doors opened and in 2003 the first bottle was sold. The father & son pair enjoyed working side by side fine tuning their award winning wines until 2013, when Williard passed away. Bob, with his family’s reassurance, support (and secret recipe,) now operates Hinnant Family Vineyards & Winery.
Over the years, Willard & Bob acquired all of the land and holdings from Williard’s siblings. Building upon the original acreage growing to a 100 acres of grapes, the Hinnant Family Vineyards & Winery is the oldest and largest commercial Muscadine vineyard in the state of North Carolina.
The Hinnant Family has also become experts on other native grapes. From Virginia; the Norton grape takes up approximately 2 acres and is handcrafted to produce their driest, most complex red, offering oak, vanilla and spice notes! From Texas; they have a couple acres of an American hybrid Blanc du Bois. The fruit offers intense grapefruit, pineapple, and passion fruit flavors.
From the very beginning, there has been long standing tradition to open the Vineyard to the public during the harvest season. Every September Hinnant Family Vineyards & Winery encourages the public to come out and pick their own Muscadine grapes. A large white tent marks the start of the Harvest season & stands at the front of the business to welcome customers. There you can purchase pre-picked grapes, or pick up a bucket & head out into the vineyard. We invite you to come take part in this annual Hinnant Family Tradition.
Regardless of the season, the Hinnant Family invites you to visit the vineyard to see how their dream has developed.
Snow'd Inn
This is a winter seasonal. A dry white wine infused with cranberry. Crisp & tart, and with just a hint of sweetness from the cranberries.
2016 Pinot Gris
WA - Columbia Valley
Light, crisp dry white with subtle lemon & apple flavors & a well balance acidity.
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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