What if Your Home Is Damaged and You Need Restoration
Kate Welker is back with us on this episode of Wine and Dime with Amy Irvine. Kate draws on her experience working with her father to share some tips about insurance coverage with us. Tune in and listen to a great conversation that will inform and educate you about your insurance questions.
What you'll learn:
What types of coverage you should have in your insurance policy
Dangers of DIYing water, backup, and soot repairs
Making sure your liability coverage covers your risk
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!
Hanson Vineyards - Small, family-owned winery... You'll meet Jason or Clark behind the bar in the tasting room. We grow the grapes, make the wine... family does it all at Hanson Vineyards. Marlene is around somewhere... most likely in the flower gardens or picking fruit or vegetables in season. Stop by the tasting room sometime!
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Mentioned in this episode:
Hanson Vineyards
https://www.hansonwine.com/
34948 S Barlow Road Woodburn, Oregon 97071
(971)338-9760
info@hansonvineyards.com
Considerations When Reviewing my Property and Casualty Insurance Policies
Becky Eason is back with us on this week's edition of Wine and Dime. She's here to talk about insurance policies and what you should consider while reviewing them. While this might not be the most captivating topic, it is essential to your financial plan. Becky shares her expertise and some insights on what to be looking for.
What you will learn
What are the different coverage areas of auto insurance
What are some ways to save
Tips to analyze coverage
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!
Links from the Show:
Hanson Vineyards - Small, family-owned winery... You'll meet Jason or Clark behind the bar in the tasting room. We grow the grapes, make the wine... family does it all at Hanson Vineyards. Marlene is around somewhere... most likely in the flower gardens or picking fruit or vegetables in season. Stop by the tasting room sometime!
What Issues Should I Consider when Reviewing my Property and Casualty Insurance Policies
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Mentioned in this episode:
Hanson Vineyards
https://www.hansonwine.com/
34948 S Barlow Road Woodburn, Oregon 97071
(971)338-9760
info@hansonvineyards.com
Tax Credits, Raising Kids and Helping Parents
Ann Arceo joins us on this episode of Wine and Dime! She is here to talk about tax credit, raising kids, and helping parents.
What you'll learn:
HSA, FSA, Dependent FSA, Limited Purpose FSA's defined
Work Opportunities - if one of the family members wants to stay home with the family
Caregiving for Parents: Also see our checklist - What Issues to Consider for Aging Parents.
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!
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
EMAIL: AMY@ROOTEDPG.COM
Mentioned in this episode:
Hanson Vineyards
34948 S Barlow Road Woodburn, Oregon 97071
(971)338-9760
info@hansonvineyards.com
Grandparents Helping With College Costs
Grandparents helping out with college costs through 529 plans and other savings accounts? That's what we are talking about this week on Wine and Dime. Becky Eason is back with us this week to help us wade through this topic.
In this episode you will learn:
What are the various savings vehicles for grandparents to save in
Pros and Cons of different savings types
Suggestions on how to talk to your grandkids about money
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!
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Back to School for High School and College Students
In this episode of Wine and Dime we will be focusing on back-to-school expenses for High School and College Students. Our very own Kerrie Beene has students in those age groups, so I invited her back to talk to us about what she's learned over the years!
What you'll learn:
Ideas on how to plan for the extra costs of participating in your kids' sporting events
Preparing for college dorm expenses
Talking to your high school and college kids about money
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!
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Back to School - Young Kids
Kate Welker joins us in this episode of Wine and Dime. She shares with us some back-to-school supply buying tips that every parent can appreciate. Tune in to find out some of these budgeting and money saving tips!
What you will learn:
How to budget for school supplies
How to budget for back-to-school clothes
Put a plan together to deal with the back-to-school flurry of fall activities
Planning a mental health moment for parents
How to incorporate financial lessons and teaching opportunities for your children
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!
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Journey of a Fee Only Financial Planner Jeff Dvorak
Jeff Dvorak joins me on this week's episode of Wine and Dime. Jeff shares with us his journey to being a financial planner. From his upbringing to his college days to his career, Jeff offers insights about his life as a financial planner and what drives him to help his clients. Jeff is the owner of 4D Financial Advisors who is an independent, fee-only financial advisory firm for female professional leaders.
What will you learn:
Jeff's journey to working focusing his work on female financial planners
How listening can change your perspective
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!
4D Financial Advisors
JEFF DVORAK, CFP®, CPWA®
Throughout my life, I have witnessed powerful, selfless women navigate the stressors of their life effortlessly. Standing on the sidelines, I can’t help but admire the sacrifices they have made to advance their career, raise a family and maintain a semblance of a social life, doing it all with finesse. With my guidance, and through my passion for helping others, I can provide you with a means of finding financial freedom and life balance.
ABOUT 4D
AS A PROFESSIONAL WOMAN AND LEADER, YOU REGULARLY PRIORITIZE, DELEGATE, AND MANAGE BOTH AT WORK AND AT HOME. YOU KNOW HOW IMPORTANT IT IS TO HAVE A RELIABLE TEAM IN PLACE TO HELP YOU RUN THINGS MORE SMOOTHLY. A TRUSTED FINANCIAL PARTNER IS ONE PIECE OF THAT TEAM, ESPECIALLY ONE WHO KNOWS HOW TO GROW WITH YOU AND YOUR CAREER. THAT'S WHERE 4D COMES IN. WE BRING YEARS OF EXPERIENCE AND PERSPECTIVE TO OUR RELATIONSHIP, AS BOTH FINANCIAL ADVISORS AND PEERS WHO ALSO BALANCE THE WORK/LIFE JOURNEY. THAT'S WHY WE'RE CONFIDENT WE CAN HELP YOU DESIGN THE LIFE YOU WANT TO LIVE.
WHO WE ARE: We are an independent, fee-only financial advisory firm for female professional leaders.
WHAT WE DO: We make the complex, simple. We put everything into terms you understand and then give you advice, allowing you to make the best choices with all the information you need.
WHAT WE STAND FOR: The power of education, the importance of a clear perspective, and the impact of intentional choice.
WHY WE ARE DIFFERENT: We truly care about you, not just your finances. We're real people! We have families and strive to help our communities.
WHY THAT MATTERS: Owning your decisions today will impact your tomorrow--and will give you confidence in achieving the future you imagine.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
Financially Independent with Ann
In this episode of Wine and Dime we wrap up Financial Independence month with our very own Ann Arceo. Ann is here to share her expertise and some things to consider on your path to financial independence.
What you will learn:
Thinking about the care you want
Working with a planner to determine the type of “plan” that's best for you
Impact of the loved ones
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!
Oregon Wine | Oregon Wine Board
A diverse region ripe for adventure. Oregon wears its wild, audacious heart on its sleeve. From coastal mountains to valley slopes to river gorges, once you’re here, there’s no going back without part of its wonder alive inside you.
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 Independence, Retire Early - FIRE Movement
This week on Wine and Dime, Becky Eason and I talk about the FIRE Movement. What is the FIRE Movement you may ask? FIRE stands for "Financial Independence, Retire Early"
In this episode you will learn:
FIRE Movement (when do you have enough)
What is the FIRE movement
Ways to plan to join the FIRE movement
Places to do your own research
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!
FIRE movement - Wikipedia
The FIRE (Financial Independence, Retire Early) movement is a lifestyle movement with the goal of gaining financial independence and retiring early. Those seeking to attain FIRE intentionally maximize their savings rate by finding ways to increase income and/or decrease expenses, along with aggressive investments that again increases their wealth and/or income. The objective is to accumulate assets until the resulting passive income provides enough money for living expenses throughout one's retirement years. Many proponents of the FIRE movement suggest the 4% rule as a rough withdrawal guideline, thus setting a goal of at least 25 times one's estimated annual living expenses. Upon reaching financial independence, paid work becomes optional, allowing for retirement from traditional work decades earlier than the standard retirement age.
The Comprehensive Guide to Pinot Noir | Wine Folly
Pinot Noir is the world’s most popular light-bodied red wine. It’s loved for its red fruit, flower, and spice aromas that are accentuated by a long, smooth 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
Raising Independent Children - How to avoid failure to Launch
On this episode of Wine and Dime we welcome back to the pod Kerrie Beene! Kerrie is here to share some insights on how to raise independent children.
What you will Learn this episode
Raising Independent Children - How to avoid failure to Launch
How to start early
How Kerrie helped her daughter learn to budget
How to work with different money personalities
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!
High Noon | Sun Sips
HOW IS HIGH NOON DIFFERENT FROM OTHER HARD SELTZERS? HARD SELTZERS CAN BE MADE FROM JUST ABOUT ANY MIXTURE OF SODA WATER AND ALCOHOL. OTHER BRANDS USE MALT LIQUORS AND SUGAR TO FLAVOR THEIR DRINKS, WHILE HIGH NOON USES REAL VODKA AND REAL FRUIT JUICE FOR 100 CALORIES OF EASY-DRINKING, TAKE-ANYWHERE DELICIOUSNESS.
THIS EPISODE WAS PRESENTED BY
AMY IRVINE
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM
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