Wine and Dime Episode 51 - A Conversation with Brian and Natalie Hanks

Welcome to another episode of Wine and Dime. In this episode I chat with the husband and wife team of Brian and Natalie Hanks. We first met Brian in episode 3 and in this episode I have the pleasure of also interviewing Brians wife, Natalie. They share with us stories of their lives together, their children, and their businesses. It was truly an honor to have them on the show, and I’m sure you will love the conversation as well. So “sip on in” and enjoy the show.

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Brian Hanks - Buyer Advocate for Dentists

brian@brianhanks.com

Natalie Hanks - Book Editor

nataliehanksediting@gmail.com

About Brian.

When it comes to the financial side of finding, evaluating and owning a practice, I am your guy.

I’m Brian!

If you landed here and you made it all the way to the page about ME, you probably guessed that I know a thing or two about buying a dental practice. I help A LOT of dentists buy practices and while I’m not arrogant enough to think I know it all, I’ve seen quite a bit and can help you avoid some of the pitfalls.

I am passionate about helping dentists like you get from where you are today to ownership of your own practice. I love helping dentists understand the financial impacts of one of the biggest decisions in their life!

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Polar Passport

Valid daily: December 3, 2018 – March 31, 2019

Time: During each winery’s regular tasting room hours. See list below of participating wineries and their hours.

Price: $30.00 plus sales tax, one passport per person.  16 wineries to visit (4 have limited weekday hours)

Passports can be purchased below online and mailed directly to you 3 weeks in advance of your visit.  If you are visiting inside of 3 weeks, you should purchased directly at a participating winery.  Passports go on sale the first day they are valid, limited quantities are sold and all passport products are non-refundable.

This passport is not intended for large groups. If you are traveling in groups of 8 or more people, additional tasting fees will apply. Visit our Large Group Tours page to learn more about large groups on the Seneca Lake Wine Trail.

Visit the Trail during the best time of year: the off season! The Polar Passport gives residents and visitors alike a convenient and affordable way to enjoy many of the wineries on the Seneca Lake Wine Trail. And while many people enjoy visiting the wineries during the busy summer and autumn season, the winter season is actually the best time to visit when owners, winemakers and vineyard managers are more likely to be in the tasting room.

Passports are an especially great value for regional residents that can readily visit our Trail more than once per season, enabling them to explore the participating wineries across multiple weeks. Normal tasting fees at the wineries ranges from $3-$5 per winery for a standard flight of wine samples. One-time visitors to the region that plan on visiting at least 8 or more wineries will likely also find this product to be a good value. If your plan is to visit fewer than 8 wineries, then it is probably wise to not purchase the passport, and instead pay the incremental tasting fees that are common to most wineries in the region.

Here is how it works:  A passport is a simple document that for a set price enables an individual to enjoy a complimentary, standard flight of wines at each of the participating wineries listed in the booklet, one time each. Once you’ve purchased a passport, you can visit any of the participating wineries during their regular business hours, at your leisure. Each winery will stamp the appropriate space in your passport.  There are no blackout dates, and they are good during each wineries’ regular business hours; you may visit some wineries one day, come back at a later date and visit a few more!

Our passport products continue to feature a perk that we found to be successful and appreciated by our customers.  If you purchase at least one bottle of wine a majority of the participating wineries, make sure the winery stamps that separate designated page in your passport, mail that stamped page back to the Trail office by the due date, and you will receive a complimentary passport of the same kind, for next season!  Please review each page in the passport to learn more about the individual participating winery and any specials they may have.

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Savory World of Seneca

Kick off the year with Savory World of Seneca, our first official trail-wide event!

Riesling pairs exceptionally well with Asian cuisine. Gewürztraminer complements spice-driven meals like Indian curry. During our Savory World of Seneca, enjoy a self-guided tour around Seneca Lake while exploring the unique – and often delicious – pairings of Seneca Lake wines with foods from an amazing variety of nations and cultures at 24 participating Seneca Lake Wine Trail wineries.  Each attendee will enjoy a sample of food served by the winery, paired with 3 modest samples of wine intended to complement that dish best (designated drivers offered a non-alcoholic beverage).

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How to Fail at Almost Everything and Still Win Big: Kind of the Story of My Life - Scott Adams

Scott Adams has likely failed at more things than anyone you’ve ever met or anyone you’ve even heard of. So how did he go from hapless office worker and serial failure to the creator of Dilbert, one of the world’s most famous syndicated comic strips, in just a few years? In How to Fail at Almost Everything and Still Win Big, Adams shares the game plan he’s followed since he was a teen: invite failure in, embrace it, then pick its pocket.

No career guide can offer advice that works for everyone. As Adams explains, your best bet is to study the ways of others who made it big and try to glean some tricks and strategies that make sense for you. Adams pulls back the covers on his own unusual life and shares how he turned one failure after another—including his corporate career, his inventions, his investments, and his two restaurants—into something good and lasting. There’s a lot to learn from his personal story, and a lot of entertainment along the way. Adams discovered some unlikely truths that helped to propel him forward. For instance:

• Goals are for losers. Systems are for winners.
• “Passion” is bull. What you need is personal energy.
• A combination of mediocre skills can make you surprisingly valuable.
• You can manage your odds in a way that makes you look lucky to others.

Adams hopes you can laugh at his failures while discovering some unique and helpful ideas on your own path to personal victory. As he writes: “This is a story of one person’s unlikely success within the context of scores of embarrassing failures. Was my eventual success primarily a result of talent, luck, hard work, or an accidental just-right balance of each? All I know for sure is that I pursued a conscious strategy of managing my opportunities in a way that would make it easier for luck to find me.”

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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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 50 - Nephews in the House, with Trey and Conner

“Try orange juice with your waffle’s people” - Trey Meehan, 14 years old.

That was some of the advice we got in this episode of Wine and Dime.

I was so happy to have my nephews down for a weekend, and they were happy to be here. Not only because of the trips to the beach, and to the amusement park, but because while they were here in Florida, their parents were stuck in a snow storm in upstate NY.

While they were here, I couldn’t pass on the opportunity to have them on the show. We talked about what they wanted to be when they grew up, how school was going and they even shared what their favorite beverage was… Chocolate Milk and Gatorade.

We had a wonderful time and I can’t wait to have them down again. So sit back and enjoy the perspectives of a 14 and 11 year old on this weeks edition of Wine and Dime!

Trey

Age 14

Favorite thing to do: Play video games

When I grow up: Veterinarian

Favorite School Subject: Social Studies

Favorite Stock: Activision

Conner

Age 11

Favorite thing to do: Sports and Video Games

When I grow up: Professional Athlete

Favorite School Subject: Math

Favorite Stock: Apple

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 49 - Introducing the Strong Roots Podcast with Kerrie Beene

In this episode of Wine and Dime I chat with Kerrie Beene. Kerrie is a financial planner with us here at Rooted Planning Group. We have a nice chat about her new podcast that she is launching call “Strong Roots”. Strong Roots will be The show about strengthening our roots with discussions about health and wealth. Kerrie will cover topics ranging from gut health, to changing habits, to life insurance. We chat about what drove her to “execute” her plan to get this podcast off the ground. We look forward to hearing all that her and her guests have to say. So sip on back and enjoy this episode of Wine and Dime!

In this episode of Wine and Dime I chat with my colleague Kerrie Beene about the launch of her new podcast, Strong Roots. We talk about what drove her to start the podcast and some of the topics she would like to cover.
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A little bit about Kerrie Beene…

My own personal financial journey has taught me that while their 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 passed the CFP exam in November of 2016 and I'm currently working towards my service hours.  

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 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.

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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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 48 - With Danna "Like Banana" Jacobs

In this episode of Wine and Dime, I have a great conversation with Danna Jacobs. Danna is a CFP and founding Partner of Legacy Care Wealth located in New Jersey. In this episode we talk about how she goes from dancing to opening a financial planning firm with her brother. We also chat about her children, husband, trips to upstate New York and of course Wine. This was a wonderful conversation and I always love the opportunity to chat with Danna Banana! So pop open a bottle of your favorite wine and enjoy this episode. I suggest the Cab Franc from Fox Run Winery, it’s oh so good!

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DANNA JACOBS, CFP®, ADPA®, MBA

Legacy Care Wealth, LLC

(Founding Partner/Managing Partner)

Prior to launching Legacy Care, Danna Jacobs was a Client Service Associate at Barclays Wealth working with the top investment advisor at the firm from January 2010 to March 2013.  Her responsibilities included responding to client inquires regarding investment management, account maintenance, tax issues, trust and estate administration,  as well as assisting the sales team with equity offerings, and marketing alternative investment opportunities. Her team raised over $1.3 billion for private equity partnerships over a three-year period.

Ms. Jacobs also has attained the CFP® and ADPA® designations granted by the Certified Financial Planner Board of Standards, Inc. In addition, she holds an MBA from New York University's Stern School of Business, an internationally renowned business school. She completed her MBA with concentrations in Finance and Entrepreneurship, which included coursework in Business Management, Accounting, Business Strategy, Corporate Finance and Business Planning. She also holds a Bachelor of Arts from Vassar College (Poughkeepsie, NY) with concentrations in Economics and Italian.

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Fox Run Winery

For Peter Bell, Fox Run’s veteran winemaker, winemaking should be approached with a deceptively simple maxim: to ‘chase deliciousness’. No matter what style of wine is being produced, Bell emphasizes that each step in the process should be aimed at making the wine increasingly delicious. That may involve leaving a wine alone for a period of time (as with barrel-fermented Chardonnay resting on its lees) or intervening on an almost daily basis (as when a 5-component bottling of Riesling needs its final blending).

It is the approach pursued by many great European and New World domains. After hand-harvesting of the grapes at their maximum maturity and sorting, handling is kept to a minimum. After pressing, wines are filtered as little as possible to allow for the true character of each grape variety to shine through. Quality is coaxed, not wrestled, out of the grapes.

Tasting Notes For Cabernet Franc, 2016

Aromas of red raspberry and plums are augmented by spice and black olive notes. Bright and lively in the mouth with sweet fruit flavors and very fine-grained tannins.

Fox Run Cabernet Franc, presents, most prominently, deep base aromas of raspberry, coffee and dark chocolate. Thyme, violet and smoke add top notes and dimension. In the mouth, this wine is fresh, soft, and satiny with abundant cherry and raspberry flavors. Notes of licorice, wood smoke and bay leaf add complexity to the bright fruit components. Fox Run Winery is situated high on Torrey Ridge, overlooking one of the deepest parts of Seneca Lake. It offers over fifty-five acres of vineyards, producing a remarkable range of fine wines. Fox Run is poised to become one of a handful of truly great producers in the Finger Lakes.

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 47 - Don't Should Yourself with Autumn Campbell

In this episode of Wine and Dime, I sit down with Autumn Campbell. Autumn is a financial planner at The Planning Center. Autumn and I discuss what led her to become a financial planner and the road she took to get there. This episode was named after some advice that Autumn likes to give her clients, so check it out! We also talk about one of my favorite wines… Malbec! And I definitely found a very nice Malbec in the Finger Lakes Region. So, sit back, relax, pop open a bottle of your favorite wine and enjoy the latest installment of Wine and Dime!

In this episode of Wine and Dime, I sit down with Autumn Campbell of The Planning Center. Autumn and I talk about her career and what led her to be come a financial planner. In this clip she shares with us some advise that gives her clients that are stuck on the "should have".

Autumn Campbell

autumn@theplanningcenter.com
Phone: 918-417-6747

My experience as a former teacher and high school counselor informs my role as a financial planner daily.  Clients come to us with life questions concerning their finances, and hope to receive thoughtful, competent, and trustworthy responses.  In many ways, a financial planner is a life coach, helping people navigate their financial planning in light of their values, hopes, and responsibilities.

Although the clients I support vary widely in their backgrounds, I find myself particularly drawn to working with entrepreneurs, educators and business owners. I love solving new, complex problems and teaching meaningful financial literacy to clients.

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Click Image to learn more about this Orginization

Thirsty Owl Wine Company

Thirsty Owl Wine Company’s story began when Ted Cupp purchased 150 acres from Robert and Mary Plane, trailblazers who implemented the Cayuga Wine Trail, on July 2, 2001. In the fall and winter of 2001/2002, construction began on both the tasting room and the wine making facility. The following spring of 2002, with Shawn Kime as its first employee, work began on the lake vineyard located between the tasting room and the lake. Cabernet Sauvignon, Syrah, Pinot Noir, and Malbec were planted here.

On September 13, 2002, The Thirsty Owl Wine Company opened its doors for the first time with Mary Dauber managing the tasting room. We had four wines and produced approximately 1,200 cases. In December 2002, Jon Cupp, an Ithaca College graduate, moved his young family from Atlanta and relocated to the Finger Lakes, joining the staff as President to provide needed leadership and to guide the company's growth.

Since 2002, we have increased production by over 1000%, and in those years, the Thirsty Owl Wine Company's name has become synonymous with award winning wines. The winery has won many prestigious awards, including the Governor's Cup and the John Rose award for their Rieslings. This past year, its Pinot Noir was the highest rated North American Pinot at the Taster's Guild International competition. We produce some of the area’s only Malbec and Syrah, along with unique blends, reds, whites and ice wines.

Since the beginning, The Thirsty Owl Wine Company and the Cupp family have prided themselves on producing quality, signature wines reflecting the unique characteristics of the Finger Lakes. We hope you’ll enjoy them as much as we’ve enjoyed making them.

Malbec

A smooth, cool-weather malbec from the New York Finger Lakes that provides a rare glimpse into what the Finger Lakes can do with another mixing grape that’s not cabernet franc or petit verdot.

Ruby-to-purple in color, this malbec has an aromatic nose of wet leaves, forest floor and black fruit including black plum, blackberry and raspberry.

The combination of fruit and secondary aromas presents for an intriguing nose.

On the palate the wine is medium in acidity and tannin with soft fruit underlying the acid and tannin.

Worth a try especially for cabernet franc enthusiasts looking for a new red varietal to try in a cool-climate region.

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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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 46 - Fashionable Finances with Katherine Clark

Hi again Wine and Dime listeners. In this episode I chat with Katherine Clark. Katherine is the Director of Advisor Consulting at First Ascent Asset Management. During the episode, we chat about life, religion, financial planning and of course wine. We dive into how Katherine took a big leap of faith when joining First Ascent, and how that risk paid off. Check out the episode with a bottle of your favorite wine and enjoy the show!!

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Katherine Clark

DIRECTOR OF ADVISOR CONSULTING

katherine@firstascentam.com

What I do here:

I work side-by-side with advisors to help them best utilize First Ascent’s strategies and services for their clients. I also collaborate with our communications team to get the word out about First Ascent and the value we bring.

Why I love my job:

I am passionate about being part of a business that makes every decision by asking, “What’s best for advisors and their clients?”  My colleagues make coming to work every day fun and intellectually stimulating, and I find great satisfaction in providing significant value to advisors and their clients all across the country.

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Spanish Tempranillo

Vina Alberdi

Grape

Tempranillo is a black grape variety widely grown to make full-bodied red wines in its native Spain. Its name is the diminutive of the Spanish temprano, a reference to the fact that it ripens several weeks earlier than most Spanish red grapes.

Tasting

Lively, medium depth garnet red withan intense pink rim. The nose stands out for the intensity of fresh aromas of ripe red fruit, wild strawberries, currants and raspberries, against a balsamic background with notes of vanilla, toasted caramel, bakery, coffee and sweet mints. Warm aromatic entry, with good structure and balance and soft, amiable tannins. The aromatic harmony persists on the finish, with marked freshness and balance.  Long in the mouth, it offers a magnificent expression of classic ageing.

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Earle Estates Meadery

Honey - Mother Nature's Nectar ~ The Oldest Fermented Beverage

Dating back to before 5000 BC, Honey and water were fermented into Mead – now commonly called “Honey Wine”, although some sources indicate Mead is the Oldest Fermented Beverage.

A uniquely different taste than grape wine, it can be dry, semi-sweet or sweet and is found to be refreshing and with the light aroma of honey. For over 25 years, since 1993, the family owned Earle Estates Meadery has offered Mead in many varieties and blends. Its unique nature makes it the perfect blending wine to expand its flavor and taste throughout our production of over 20 Honey wine varieties.

Uncork Your Finances

Amy Irvine

Is dealing with finances a little less stressful when you have a glass of wine by your side? This book is an extension of my Wine and Dime podcast and Monday Morning Quarter-Buck Blog - capturing some top tips from the first 27 episodes.

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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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 45 - Foster a New Way of Thinking with Justin Foster

In this episode I chat with Justin Foster of Foster Thinking and Root + River. We talk about his coaching strategies, meditation, Bourbon, and of course, Wine. Justin has a very “Zen” approach to the way he coaches and it really comes through in this conversation. Justin also goes into the brand coaching they do at Root + River. It was an amazing interview that I’m sure you will enjoy. The books, podcasts, and wines recommended are listed below. So sit back, pop open a bottle of Bourbon, or the recommended wine, and enjoy the show!

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Justin Foster

Twitter

LinkedIn

Instagram

Based in Austin, Texas, I believe that nothing matters until you know your heart. And when you know your heart, it changes how you live, lead and brand. Along a journey that started on a cattle ranch in eastern Oregon to 49 states and 6 countries, I have worked with leaders of every sector and industry to discover their truth and convert it into vibrant, relevant brands. Co-founder of the branding firm root + river, I am a relentless and optimistic advocate for unleashing the power of truth and authenticity - and the systematic elimination of all that is boring and stale in organizations.

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The Root Session

The Root Session takes you to a place you’ve been told does not matter in business — to your heart. The true heart of the matter, the heart of your people, the heart of why you exist.

Within this collective heart is a map in a bottle that leads to a brand. We smash the glass and orient the map for you.

In one day together, we will help show you the future of your brand.

The River

Once you know the root of your brand, you are ready for your message and offerings to flow out into the world. Well, almost ready.

You need a logo that is art, not an afterthought. You need a website that tells stories, that moves hearts … and products.

You need a marketing team that understands all aspects of modern marketing. Box-checkers, spend-it-because-we-have-to defeatists, agency burn-outs need not apply.

But full disclosure: we’re not going to do it for you.

Does it feel like everything around you is shifting and changing? Root + River co-founders Emily Soccorsy and Justin Foster share their insights on the natural forces that are reshaping businesses and society and how a deep root system is necessary to withstand the storms of change.
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WAKING UP PODCAST

Join Sam Harris—neuroscientist, philosopher, and best-selling author—as he explores some of the most important questions about the human mind, society, and current events.

Awareness: The Perils and Opportunities of Reality

The heart of Anthony de Mello's bestselling spiritual message is awareness. Mixing Christian spirituality, Buddhist parables, Hindu breathing exercises, and psychological insight, de Mello's words of hope come together in Awareness in a grand synthesis.

In short chapters for reading in quiet moments at home or at the office, he cajoles and challenges: We must leave this go-go-go world of illusion and become aware. And this only happens, he insists, by becoming alive to the needs and potential of others, whether at home or in the workplace.

Here, then, is a masterful book of the spirit, challenging us to wake up in every aspect of our lives.

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3 Brothers Winery

Estate Bourbon Barbera

From the owner's private stock, our Estate Reserve Barbera aged in bourbon casks for 372 days. Limited quantities available. Pick up this bottle before it's gone.

Winemaker's Tasting Notes:

On the nose- Candied toasted pecan, fresh baked pie crust, Vanilla, Maple syrup & Cherry pipe Tobacco.

On the pallet- Ripe cherries jubilee. Long persistent barrel tannins with smooth blueberries and blackcaps leading in to a faint Clove & spice finish

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 44 - From Traveling the World to Coaching the World with Mike Green (Part 2)

Welcome back for Part 2 of my interview with Mike Green! In this part, we chat about what you can expect while working with Mike.

In this episode I talk with Performance Coach Mike Green of M. Welland Green Consultants. Mike and I are from the same home town of Hornell, and in the episode we got the chance to catch up on whats been going on in our lives. The conversation ranged from hitchhiking to Alaska (Just to prove a point), to the approach he takes when helping out a client. I think you will find this episode very entertaining! Boy, I sure did! So sit back and pop open a bottle of your favorite wine and lets enjoy this journey together!

Mike shares a great analogy about how coaching will help you navigate your life!

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MEET MICHAEL GREEN

M. WELLAND GREEN CONSULTANTS

In a world where absolutes seem to be slipping away, you can count on this: Mike Green won’t ask you to do anything he wouldn’t do. That’s the good news. The bad news––or superb news, depending on your current frame of mind––is this is a guy who hitchhiked from New York to Alaska just to prove a point. “I hitchhiked to Alaska with no money or food,” Green confirms, before laughing and adding, “on purpose.”

Green’s story reads like missing pages of Hemingway, London, and Melville: a globetrotting odyssey dreamed up and lived out by a scrappy kid from western New York whose insatiable curiosity won’t let him settle for secondhand knowledge. He’s honest, resourceful, and boisterously good company, with a dogmatic belief in the essential goodness of people that’s contagious. Today, Green is also a highly sought-after business coach whose experience has included heavy hitters such as Chevron, Kellogg, Brown and Root (KBR), and others. He moves easily between vastly different arenas––from deep-water rigs to downtown corporate suites.

Over the past 20 years, Green has worked and traveled extensively throughout all seven continents and almost 60 countries, tackling a broad slate of demanding jobs along the way. He says all environments, no matter how extreme, share a fundamental need: people who are brave enough to be themselves.

Green is not just philosophizing: he’s lived his ideology in high-stakes ways. Stints as an Outward Bound instructor leading adjudicated youth through rugged terrain in the U.S, Austria, Bulgaria, Germany, Finland, and Scotland, as well as launching a program for juvenile criminals for the Russian government and teaching a college course in which he led students on an 85-day exploration of Costa Rica, Ecuador, and Peru make up his early résumé. Next, he taught global history to high school students in his hometown, and began leading big-game hunting expeditions on horseback through Alaskan mountain ranges. Positions with KBR in Iraq, working with multinational militaries, the U.S. State Department, local government officials, and many others to ensure project progress and safety followed, before working as the Lead Air Transportation and Cargo Lead for the McMurdo Station in Antarctica.

In 2007, Green began his performance coaching career on land rigs in Arkansas––a rough-and-tumble environment in which he excelled. He was called in to work with crews recently hit by time-lost injuries or death. It became his job to help everyone, from the top down, realize why such a costly mistake had occurred, and to recondition the atmosphere and patterns that had allowed it. Success led him to launch his own company, and then, he went off shore. New assignments took him to ultra deep water wells and new challenges.

Green’s unique personal history has shaped his dramatically effective coaching philosophy and practice. A firm believer in the idea that people are capable of so much more than they’ve even imagined, he eschews traditional executive coaching in favor of exhuming each individual’s natural motivators and connecting them to their talents and already finely honed skills in order to achieve new highs. He’s skeptical of one-size-fits-all coaching models, and instead, tailors each engagement to the person at the center of it. Together, Green and his clients examine individual values, abilities, and goals with the overarching aim of creating new, lasting leadership habits. When he takes on a new client, he asks them to take risks, from personal stretching to investing in the coaching relationship, and to accept the unease that comes inherently with growth. “We get wound up in our day-to-day lives and forget who we are sometimes,” he says. “People want to be brave––many of them just don’t know how. It’s my passion to help them find the courage to believe in themselves.”

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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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 43 - From Traveling the World to Coaching the World with Mike Green (Part 1)

Welcome to another episode of Wine and Dime! In this episode I talk with Performance Coach Mike Green of M. Welland Green Consultants. Mike and I are from the same home town of Hornell, and in the episode we got the chance to catch up on whats been going on in our lives. The conversation ranged from hitchhiking to Alaska (Just to prove a point), to the approach he takes when helping out a client. I think you will find this episode very entertaining! Boy, I sure did! So sit back and pop open a bottle of your favorite wine and lets enjoy this journey together!

Mike-face-landscape-300x300.jpeg

MEET MICHAEL GREEN

M. Welland Green Consultants

In a world where absolutes seem to be slipping away, you can count on this: Mike Green won’t ask you to do anything he wouldn’t do. That’s the good news. The bad news––or superb news, depending on your current frame of mind––is this is a guy who hitchhiked from New York to Alaska just to prove a point. “I hitchhiked to Alaska with no money or food,” Green confirms, before laughing and adding, “on purpose.”

Green’s story reads like missing pages of Hemingway, London, and Melville: a globetrotting odyssey dreamed up and lived out by a scrappy kid from western New York whose insatiable curiosity won’t let him settle for secondhand knowledge. He’s honest, resourceful, and boisterously good company, with a dogmatic belief in the essential goodness of people that’s contagious. Today, Green is also a highly sought-after business coach whose experience has included heavy hitters such as Chevron, Kellogg, Brown and Root (KBR), and others. He moves easily between vastly different arenas––from deep-water rigs to downtown corporate suites.

Over the past 20 years, Green has worked and traveled extensively throughout all seven continents and almost 60 countries, tackling a broad slate of demanding jobs along the way. He says all environments, no matter how extreme, share a fundamental need: people who are brave enough to be themselves.

Green is not just philosophizing: he’s lived his ideology in high-stakes ways. Stints as an Outward Bound instructor leading adjudicated youth through rugged terrain in the U.S, Austria, Bulgaria, Germany, Finland, and Scotland, as well as launching a program for juvenile criminals for the Russian government and teaching a college course in which he led students on an 85-day exploration of Costa Rica, Ecuador, and Peru make up his early résumé. Next, he taught global history to high school students in his hometown, and began leading big-game hunting expeditions on horseback through Alaskan mountain ranges. Positions with KBR in Iraq, working with multinational militaries, the U.S. State Department, local government officials, and many others to ensure project progress and safety followed, before working as the Lead Air Transportation and Cargo Lead for the McMurdo Station in Antarctica.

In 2007, Green began his performance coaching career on land rigs in Arkansas––a rough-and-tumble environment in which he excelled. He was called in to work with crews recently hit by time-lost injuries or death. It became his job to help everyone, from the top down, realize why such a costly mistake had occurred, and to recondition the atmosphere and patterns that had allowed it. Success led him to launch his own company, and then, he went off shore. New assignments took him to ultra deep water wells and new challenges.

Green’s unique personal history has shaped his dramatically effective coaching philosophy and practice. A firm believer in the idea that people are capable of so much more than they’ve even imagined, he eschews traditional executive coaching in favor of exhuming each individual’s natural motivators and connecting them to their talents and already finely honed skills in order to achieve new highs. He’s skeptical of one-size-fits-all coaching models, and instead, tailors each engagement to the person at the center of it. Together, Green and his clients examine individual values, abilities, and goals with the overarching aim of creating new, lasting leadership habits. When he takes on a new client, he asks them to take risks, from personal stretching to investing in the coaching relationship, and to accept the unease that comes inherently with growth. “We get wound up in our day-to-day lives and forget who we are sometimes,” he says. “People want to be brave––many of them just don’t know how. It’s my passion to help them find the courage to believe in themselves.”

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Featured Winery Chateau LaFayette Reneau

For over 30 years, Chateau LaFayette Reneau has produced estate-grown vinifera wines. Our 110-acre estate provides optimal sun exposure and air flow for consistently aromatic white wines and rich, full-bodied red wines. An award winning winery, we are home to three highly acclaimed Governor's Cup Awards and five Jefferson Cups. Our commitment to quality and integrity in grape growing and winemaking results in the finest Finger Lakes wines.  

The Chateau LaFayette Reneau tasting room is situated in a fully-restored, century old barn nestled on the southeast side of Seneca Lake in the Finger Lakes. The stony shale soil and rolling slopes of Seneca Lake--the deepest of the glacier-cut Finger Lakes--are ideally suited for growing cool-climate grapes.   

We invite you to come for a visit. Our knowledgeable tasting room staff looks forward to pouring for you. Drink in our breathtaking views and savor our fine wines, all inspired by nature.

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Bully Hill Merlot

Blackberry aromas and plum flavors rest on a medium bodied frame of cedar and firm tannins.

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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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 42 - Financial Planner and Professor Scott DuMond

Hello again Podcast listeners. In this episode of Wine and Dime i chat with Scott DuMond. Scott Joined Irvine Wealth Planning Strategies in 2018 and is also a Professor at Alfred State College. In this episode, we talk about what lead Scott to the financial planning field and ultimately joining the firm. We also talk about his kids as well as his faith and how that has helped guide him throughout his life. This was a very enlightening conversation that I’m sure you will enjoy!

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About Scott

I graduated from SUNY Geneseo with a Bachelor's Degree in Psychology in 1990 and in 2011, completed my Master’s Degree in Financial Services from The American College.  

For over twenty years, I worked for TIAA-CREF, where I helped numerous people achieve their financial goals and retire well.  

In 2015, I moved into the role of a college professor teaching financial planning at Alfred State College.

I joined Irvine Wealth Planning Strategies in 2018, and look forward to working as a planner again while continuing to teach the next generation of CERTIFIED FINANCIAL PLANNER™ professionals.

I feel I am an expert with the New York State retirement system and the collegiate community.  

Outside of work, one can most often find me enjoying time with my wife and two teenage sons, at church or a church event, or reading my Kindle in a comfortable chair.

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Caywood Vinyards

Visit Caywood

CAYWOOD VINEYARDS
Tasting and retail sales facility
9666 Route 414 | Lodi, NY 14860
607.582.7230

We invite you to visit Caywood Vineyards our historic farm winery overlooking Seneca Lake in New York’s Finger Lakes region.

Caywood Vineyards is steps from the spectacular Finger Lakes National Forest.

Our unique tasting room features a redwood and oak bar handcrafted from recycled wine tanks and a 3-story fireplace made from native stone.

Caywood is a proud member of the Pleasant Valley Wine Company family of businesses. Pleasant Valley, based in Hammondsport, is U.S. Bonded Winery No. 1 and the home of Great Western Champagnes.

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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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 41 - Before and After with Hannah Moore

Even the planners have to plan, right Hannah?

Hello, and welcome to another episode of Wine and Dime. In this episode I chat with Hannah Moore. Hannah is the owner of Guiding Wealth Management. Hannah is passionate about helping people understand their money in ways that are meaningful. She believes that financial planning done well brings clarity to a situation, provides a directional simplicity and gives confidence in decisions.

In this episode, we talk about what is like to own a business, before and after having a baby. Hannah offers some great insights on working with her clients and how she planned things out so that she could step away for a few months and spend time with her newborn daughter.

This was fun conversation that I’m sure you will enjoy, and thank you for listening!

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Hannah Moore, CFP®

Facebook - @guidingwealth

Twitter - @GuidingWealth

Hannah is a Certified Financial Planner™ and owner of Guiding Wealth Management. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management. Hannah was voted one of D Magazines 2015, 2016 and 2017 Best Financial Planners in Dallas and was awarded the Young Gun’s Award by the Dallas/Fort Worth Financial Planning Association. She was named to the 2017 Investment News 40 Under 40 list. She helped start the Dallas-Fort Worth Financial Planning Association’s NexGen program and mentors younger financial planners. Hannah is the 2017 facilitator for the NexGen Gathering, and has sat on the Task Force for the national 2016, 2017 and 2018 FPA Retreat, which is largely viewed as the leading financial planning conference in the country.

Hannah is passionate about helping people understand their money in ways that are meaningful. She believes that financial planning done well brings clarity to a situation, provides a directional simplicity and gives confidence in decisions.

In her spare time, Hannah can be found spending time with her husband Charlie, quilting, getting a good cup of coffee with friends, researching and writing financial planning articles or cheering on the Baylor Bears.

You can connect with Hannah on LinkedIn, Facebook, Twitter or by sending her an email at hannah@guidingwealth.com. Read more of her personal story here.

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As often happens with a winery, someone starts with a dream, and for James and Elizabeth Prejean that dream began in California. Jim was born in Carencro, LA and ended up in California the hard way, wounded in a hospital. The USS Cushing, his previous home, was sunk in WWII in the Battle of Guadalcanal and he was severely wounded. After college, he began his career in labor relations. Jim and Elizabeth met on an airplane where Elizabeth worked as a flight attendant and Jim was traveling on business. They married not long after and lived in San Francisco. The short ride from San Francisco to wine country kindled the dream. Jim’s career with American Can took them far away from wine country and brought them eventually to Connecticut in 1974. Jim discovered the Finger Lakes wine industry during business trips to the Finger Lakes and the dream was rekindled. Jim and Elizabeth decided to “retire” to a winery. In 1978, they purchased 53 acres and planted the first 13 in 1979. Traveling from Connecticut on the weekends, they worked the farm for 6 years until, in 1985 they took up permanent residence and built the winery. Prejean winery opened officially in 1986. Sadly, Jim died suddenly in 1989, but he was fortunate enough to see his dream realized. He was quite proud of their accomplishments, and even though he only lived for three years after the winery’s opening, he touched many people. Tom, his wife Amy and Elizabeth and our friendly, knowledgeable tasting room staff are running the winery now and, hopefully, maintaining Jim Prejean’s passion.


This international bestseller has inspired millions to overcome the limiting beliefs and fears that inhibit the creative process.

First published twenty-five years ago, The Artist's Way is the seminal book on the subject of creativity. Perhaps even more vital in today's cultural climate than when it was first published, The Artist's Way is a powerfully provocative and inspiring work. In it, Julia Cameron takes readers on an amazing twelve-week journey to discover the inextricable link between their spiritual and creative selves. This groundbreaking program includes:

-  Introductions to two of Cameron's most vital tools for creative recovery--The Morning Pages and The Artist Date
-  Hundreds of highly effective exercises and activities
-  Guidance on starting a "Creative Cluster" of fellow artists who will support you in your creative endeavors

A revolutionary program for artistic renewal from the world's foremost authority on the creative process, The Artist's Way is a life-changing book.

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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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 40 - Lakewood Winery... Take Two

Hello Podcast Listeners! In this episode of Wine and Dime, I have the pleasure of talking to two people from one of my favorite wineries on Seneca Lake… Lakewood Vineyards!! I chat with Brand Manager Erin, and Partner Liz. They took the time out of their busy schedules to talk with us about their fantastic Winery. We chat about the early years and how they became involved with vineyard and about how the Vineyard has really become a family legacy. I think you will enjoy this episode as much as I enjoyed talking to them. So sit back, uncork a bottle of your favorite Lakewood Wine, and enjoy the show!

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Lakewood Vineyards

Facebook - @lakewoodvineyardsny

Twitter - @LakewoodWines

Lakewood Vineyards
4024 NY State Route 14
Watkins Glen, NY 14891

Phone: (607) 535-9252
Toll-free: (877) 535-9252

Our 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.

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Lakewood Vineyards

3Generations Riesling

Bracingly dry, yet dancing with sweet aromas of peach, pear and lime peel. This wine was grown, fermented and blended by 3 generations of the Stamp family working together.

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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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 39 - “Just hoping this B.S. pays off”, College Planning with Joe Messinger

Hello again podcast listeners!! In this episode of Wine and Dime, I sit down with Joe Messinger. Joe is a Co-Founder of both Capstone Wealth Partners and College Aid Pro. Both of these firms focus on helping college students, and their parents make sound decisions on how to plan for college. As many of you know, this is a topic near and dear to my heart. I truly enjoyed my conversation with Joe and I think you all can get a lot out of this episode. So sit back with you favorite Cab Franc and enjoy the episode!

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Joe Messinger, CFP®, ChFC®, CLU®

Co-founder & Director of College Planning

Professional Bio:

  • 16 years of financial services experience

  • B.S. from Penn State in 2000

  • Certified Financial Planner (CFP®) in 2014

  • Chartered Financial Consultant (ChFC®) in 2011

  • Member of FPA (Financial Planning Association)

  • Columbus Business First “Forty Under 40” Class of 2013

Joe is a leading authority on late-stage college funding. He frequently speaks to organizations and parent groups such as BMI Credit Union, Westerville City Schools, At the Core, Collegewise, and I Know I Can, among others. He is also a highly regarded thought leader in the financial planning community, frequently speaking at industry conferences about his College Pre-Approval™ process. In addition, he regularly provides continuing education for Certified Public Accountants and Certified Financial Planners™ through the Financial Planning Association, XY Planning Network, and Ohio Society of Certified Public Accountants. He has also been published in the Journal for Financial Planning.

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Capstone Wealth Partners

The Millennium
6037 Frantz Rd. – Ste 104
Dublin, OH 43017

Phone: 614.754.7805
Email: info@capstonewealthpartners.com

We chose the name “Capstone” to reflect our firm’s focus on college planning (“capstone” refers to a student’s final course of subject mastery in a higher education setting). We included “Partners” in the name to signify our intent with client relationships – that is, a real partnership built on trust and not just a one-time sales transaction.

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College Aid Pro™

College Funding Services (CFS) and Capstone College Partners have joined to create a brand-new college planning software for financial advisors, College Aid Pro™. As thought-leaders in the neglected area of helping families navigate the college-funding maze, CFS and Capstone College Partners are both dedicated to raising the bar in college funding advice.

Gen X parents will tell you their number one financial concern is paying for their children’s college, but financial advisors aren’t trained to help families effectively in this area. College Aid Pro™ was developed the make creating a detailed college plan for your clients easier, leading to better financial outcomes.

With the changing college-funding landscape, financial professionals can no longer simply tell families to save more. Helping financial advisors end the student loan crisis one family at a time, College Aid Pro is the premier tool for serving Gen X clients in a more effective and holistic way. You’ll soon find yourself working faster and with a more thorough college plan than ever before.

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ABOUT THE WILLAMETTE VALLEY

The Willamette Valley, Oregon’s leading wine region, has two-thirds of the state’s wineries and vineyards and is home to more than 500 wineries. It is recognized as one of the premier Pinot noir producing areas in the world.

The Willamette Valley is a huge and varied appellation that includes six sub-appellations: Chehalem Mountains, Dundee Hills, Eola-Amity Hills, McMinnville, Ribbon Ridge and Yamhill-Carlton.

Buffered from Pacific storms on the west by the Coast Range, the valley follows the Willamette River north to south for more than a hundred miles from the Columbia River near Portland to just south of Eugene. To the east, the Cascade Range draws the boundary between the Willamette Valley’s misty, cool climate and the drier, more extreme climate of eastern Oregon.

At its widest point, this long, broad valley spans sixty miles. Overall, the climate boasts a long, gentle growing season – warm summers with cool evenings; bursts of Indian summer into fall; mild winters followed by long springs. In ideal years the maritime climate provides the best conditions possible for growing the cool-climate grape variety for which Oregon is best known: Pinot noir. In lesser years, fall weather can be tricky, causing winemakers to pull their hair. By this measure the Willamette Valley compares favorably with the Burgundy and Alsace regions of France. And, like it or not, the often finicky Willamette Valley climate is the promised land for Pinot noir in America. Wineries also produce Pinot gris, Pinot blanc, Chardonnay, Riesling, Melon, Gewürztraminer, sparkling wine, Sauvignon Blanc and some Syrah, Cabernet, and Merlot among other lesser-known varieties.

The Willamette Valley wineries are a popular tourist destination, with the area boasting a luxury destination resort, several high-end inns and many delightful bed & breakfasts. The valley also offers a long list of fine dining restaurants. An additional advantage for the wine tourist is the proximity of the wineries to Portland. From Portland, tourists can visit the Willamette Valley winery of their choice in anywhere from 45 minutes to two hours.

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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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 38 - How can we "ServU" with Nancy Williamson

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Nancy Williamson

In this episode of Wine and Dime I chat with Nancy Williamson. We chat about the procees of buying a car and some of the things you can do to get the best deal. It was a very informative episode and I think you will find her expertise valuable the next time you go buy that shiny new red car!

Nancy became CEO for ServU Credit Union at the age of 25 and has worked at the credit union for more than 40 years. She started at the credit union in 1973 when the credit union’s assets totaled $500,000 with two part-time employees. Today ServU has greater than $265 million in assets with 108 employees and seven branch offices.

With her “free” time, Nancy volunteers for the VITA (Volunteer Income Tax Program of the IRS), preparing income tax for low/medium income families annually. She has been actively involved in numerous speaking engagements across the state informing the public on financial protection and fraud prevention. She has also served on a number of nonprofit boards, including Family Services Society of Corning and the Corning Community College Development Foundation.

Nancy is married to Paul and has two sons, Mark and Scott. She will say she is known to have held many titles: CEO, treasurer, volunteer, speaker, friend, wife, mother... with her most cherished title that of “Grandma.”

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About

ServU Federal Credit Union is a full service financial alternative to a bank. As a member owned financial cooperative, credit unions are not-for-profit. They function to serve their membership. As a result, credit unions are able to pay back higher dividends on savings and charge lower interest on loans. Money that is made by the credit union after overhead is returned to the members as dividends and other financial services. The Credit Union is overseen by a volunteer Board of Directors. These Board members are elected each year by the credit union membership.

Today over 35,000 people in Steuben, Schuyler, Yates and Allegany counties enjoy the benefits of ServU Credit Union membership. We invite you to join these members today - see how you can join!

Tools mentioned in this episode

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 37 - "Make it Last" with Victor Medina

In this episode, I have the pleasure of speaking with Victor Medina. Victor is the owner of Medina Law Group, based in New Jersey. During the interview we cover Estate Planning and Elder Law. He helps us understand the importance of these services and why they are vital to any financial plan, especially when it comes to degenerative conditions such as Dementia or Alzheimer’s.

So, sit back, pop open a bottle of your favorite wine, or maybe one of the recommended wines below and enjoy the episode. Victor and I had a fantastic conversation and I’m sure you will find his insight into this topic engaging and informative. And thank you for listening!

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Victor Medina

Medina Law Group

Facebook - @NewJerseyEstatePlanning

Victor J. Medina is a nationally-recognized estate planning and elder law attorney, focusing on traditional planning, asset protection, retirement distribution planning, and proactive income tax planning. Victor has been featured on national television, The Wall Street Journal, The Huffington Post, and U.S. News & World Report.

Victor is the founder of Medina Law Group, and brings a family-centered approach to planning, with a focus on practical solutions for families and high-net worth individuals. He is the past president of the American Association of Trust, Estate, and Elder Law Attorneys and a frequent speaker to public and private groups on issues of estate planning, elder law, asset protection planning, and retirement planning.

Victors Medina’s Books and Podcast

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Make It Last is a radio show/podcast

hosted by Victor Medina, an estate and elder law attorney, and Certified Financial Planner. Make It Last discusses issues related to retirement, legal planning, estate planning, financial matters, and taxes. But seriously, it's fun.

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Make It Last: Ensuring Your Nest Egg Is Around as Long As You Are

Make It Last: Ensuring Your Nest Egg Is Around As Long as You Are is a practical guide for retirees, and pre-retirees, navigating a new financial world. Drawing from his years of experience in practice as an estate planning lawyer, Attorney and Advisor Victor J. Medina shares the tools to build a "Make It Last" plan. This book was written with the benefit of having counseled thousands of clients going through retirement and seeing what worked, and what didn't. Victor J. Medina is the founder of Medina Law Group, a law firm focusing on estate planning and elder law, and the president of Private Client Capital Group, a registered investment advisory firm. Mr. Medina holds a distinct dual designation as a fiduciary in law and financial matters.

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Make It Last: How To Get, and Keep, Your Legal Ducks in a Row

Whether you’re just starting out with young children, or you’re getting ready for retirement, have more money or less money, it’s never too late to protect your assets and your loved ones.This book will surely help you to understand the importance of getting and keeping your legal ducks in a row. Do you have a will? Do you have a trust? Did you know that 55% of Americans die without a will or estate plan? Are you are ready to take care of this too-often avoided task, and put your legal ducks in a row? Using a breezy, jargon-free style, this book is written in a way that everyone can understand many of the important principles of getting and keeping your legal ducks in a row. In this book you will learn how to avoid some of the pitfalls involved in putting together a working estate plan.

The Wines and Wineries

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Catherine Valley Winery

At Catharine Valley Winery, located on the southeastern shore of Seneca Lake in the heart of the Finger Lakes Wine Region of New York State, we strive to create an environment that welcomes all. 
The winery overlooks scenic vineyards that gently slope through the Seneca Lake mesoclimate.  Our wines, like our name, pay tribute to the local history of the area and are all produced and bottled on site.  All of our bottles depict colorful names inspired by local lore and invite eclectic tastes for all palettes.

Green and Red Vineyard

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2015 ZINFANDEL “CHILES CANYON VINEYARDS”
ESTATE GROWN AND BOTTLED

Tasting Notes:
A zesty blend from our three mountain vineyards at 1000 to 1700 ft overlooking Chiles Canyon. Dark cherry and raspberry flavors with tinges of bay leaf and clove. Accompanies wood grilled vegetables and marbled meats.

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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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 36 - Financial Planner and Professor Inga Chira

In this episode of Wine and Dime, I have a conversation with Inga Chira. Inga is the owner of Attainable Wealth Financial Planning, located in Los Angeles, and is also a professor at California State University, Northridge. Inga and I chat about what lead her to financial planning, her passion for teaching finance, and some of the trends she is currently seeing in the industry. I think you will enjoy the conversation as much as I did, so pop open a bottle of your favorite wine and enjoy the show!

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Inga Chira

Attainable Wealth Financial Planning

Facebook - @AttainableWealth

inga@attainablewealthfp.com

Before pursuing a Ph.D. in finance, I worked in benefits administration dealing with issues such as setting up medical plans and understanding the tax implications of life insurance.  Currently, I teach finance and financial planning, I do financial plans, I answer all kinds of finance related questions, and I manage money. I also do research about what motivates people to save for retirement, how financial planners can help in that quest and the link between money and happiness. Recently, I wrote a fun book about personal finances. You can find it here:  Mastering Money – A Simple Guide to Achieving Financial Success

Inga joined the faculty at CSUN in 2015 as an Assistant Professor of Finance and Financial Planning. She has a Ph.D. in Finance from Florida Atlantic University and is a Certified Financial Planner (CFP®). Inga's research is mostly concentrated around two fields: corporate finance and financial planning. Her current projects explore the use and perceptions individuals have about the financial planning profession and the drivers that motivate people to save. One of her main goals at CSUN is to increase student interest in the financial planning profession.

Seneca Lake Wine Trail - Polar Passport

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Valid daily: December 3, 2018 – March 31, 2019

Time: During each winery’s regular tasting room hours. See list below of participating wineries and their hours.

Price: $30.00 plus sales tax, one passport per person.  16 wineries to visit (4 have limited weekday hours)

Visit the Trail during the best time of year: the off season! The Polar Passport gives residents and visitors alike a convenient and affordable way to enjoy many of the wineries on the Seneca Lake Wine Trail. And while many people enjoy visiting the wineries during the busy summer and autumn season, the winter season is actually the best time to visit when owners, winemakers and vineyard managers are more likely to be in the tasting room.

Passports are an especially great value for regional residents that can readily visit our Trail more than once per season, enabling them to explore the participating wineries across multiple weeks. Normal tasting fees at the wineries ranges from $3-$5 per winery for a standard flight of wine samples. One-time visitors to the region that plan on visiting at least 8 or more wineries will likely also find this product to be a good value. If your plan is to visit fewer than 8 wineries, then it is probably wise to not purchase the passport, and instead pay the incremental tasting fees that are common to most wineries in the region.

Here is how it works:  A passport is a simple document that for a set price enables an individual to enjoy a complimentary, standard flight of wines at each of the participating wineries listed in the booklet, one time each. Once you’ve purchased a passport, you can visit any of the participating wineries during their regular business hours, at your leisure. Each winery will stamp the appropriate space in your passport.  There are no blackout dates, and they are good during each wineries’ regular business hours; you may visit some wineries one day, come back at a later date and visit a few more!

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 35 - For the Love of Pets with Jane Yoo

In this episode of Wine and Dime I chat with Jane Financial founder, Jane Yoo. We talk about her path to the opening of her own firm, which was unique indeed. We also chat about the love for her cat Zoe, as well as her involvement with a local shelter called Cat Town. I truly enjoyed learning more about Jane and I’m sure you will too. So sit back, pop open a nice bottle of your favorite wine and enjoy the episode!

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Jane Yoo

Jane Financial

Facebook - @janefinancial

jane@janefinancial.com

ABOUT ME

I’m based in sunny Oakland, CA. Before moving to the San Francisco Bay Area, I built my financial planning chops at the Social Security Administration and Vanguard, and I got my MBA from the University of Chicago Booth School of Business. In 2012, I started a financial planning residency program at Aspiriant, one of the largest independent wealth management firms in the US. In my four years there, I worked closely with high net worth families, particularly corporate executives who were preparing for retirement and/or needed help with their company stock options and RSUs. I’ve invested many years in my professional training, and I offer this expertise and commitment to you. 

I’m a proud aunt, and I’m grateful that my nieces are nearby. As a Chicago native, I’m still giddy about the Cubs’ 2016 World Series victory. My cat, Zoe, is the apple of my eye. Community service is important to me, and I volunteer for Cat Town, a cat rescue group that helps stressed, sick, and senior cats get ready for their forever homes. I also provide pro bono financial planning through the Financial Planning Association. I enjoy Star Wars books and animation as I impatiently wait for the next film. Finally, incorporating mindfulness into my life helps me become a better financial planner, friend, sister, and aunt. 


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Cat Town


Cat Town was founded by Ann Dunn while she was a volunteer at Oakland Animal Services, Oakland’s municipal shelter. Ann saw the challenges faced by the severely under resourced shelter to adequately care for the number of animals it receives each year, and the specific difficulties cats face in a shelter environment. Ann was quickly joined by other shelter volunteers to create an alternative to the shelter for the cats who are at greatest risk for euthanasia.

Part of what makes Cat Town unique is that several members of our core team are still volunteers at OAS and work closely with the cats there. This helps us identify the cats who most need our help. And, while we are fully independent of OAS, we work in close collaboration with shelter staff and consider supporting that shelter to be integral to our mission.

Cats Adopted by Year from Cat Town

Starting with a foster-based program in 2011, we now have a network of more than 50 foster homes in and around Oakland.  We reserve the foster homes for the cats who most need a calm, quiet environment to thrive. Generally these are cats who are more sensitive to change, such as older cats, cats who don’t do well with other cats and/or cats with special needs. Potential adopters meet these cats in their foster home, where they are most relaxed and able to show their true personalities.

In 2014, we launched Cat Town Cafe (now Cat Town Cafe and Adoption Center) in collaboration with Adam Myatt — aka the Cat Man of West Oakland. Today, our adoption center allows us to give cats a place to socialize, learning from other more confident cats how to interact with humans. In our free-roaming space, guests and cats alike can enjoy a relaxed environment and get to know one another without the stress of the shelter, reducing the barriers to the adoption process.

In 2017, we expanded our adoption center and opened The Studios at Cat Town, where Oakland's most difficult to place shelter cats can get dedicated attention from our staff and volunteers, while being afforded greater opportunities for adoption. Visitors to Cat Town can ask to see the expanded space and visit with approved cats.

Cat Town is a 501(c)(3) nonprofit corporation, and all donations are tax-deductible. Our tax ID is 27-3838132.

The Wine and Wineries

Schransberg Sparkling Wines

Schramsberg’s founders, Jack and Jamie Davies were determined to seek out a simpler, more meaningful life. In 1965, after a yearlong search, they discovered a run-down winery on the mountainside above St. Helena. The 19th century Victorian mansion presided over the tangled remains of once stately gardens and underground cellars. The historic Schramsberg property had been abandoned for years, but the Davies were looking for a challenge. On that day they decided Schramsberg would be brought back to life.

The Davies had an ambition to make wine, but not just any wine. They were setting out to produce a world-class sparkling wine, and it was a lofty goal. Later that year, the 1965 Blanc de Blancs came to be, and would be the first commercial use of Chardonnay in American sparkling wine.

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Castel Grisch Winery

"Growing Vine by Vine For Over 30 Years". Established in 1983 by a Swiss German couple, Castel Grisch has been devoted to providing the best experience and wine for its visitors. Castel Grisch sets on a gorgeous site with breathtaking views of Seneca Lake. The vineyard at Castel Grisch is home to 40 acres of vines ranging from native varieties, to Vinifera varieties. We utilize the freshest, and best quality grapes to craft our wines, and it truly shows in the quality. Since our founding in 1983, we've striven to produce the most consistent, and best quality wine, vintage to vintage.  Our wines are created to appeal to a whole variety of tastes, shaped to your liking. So why drink our wine? Because we make it for you. 

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail 

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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 34 - Welcome to the Team Kerrie Beene

In this Episode of Wine and Dime, I introduce a new member of Irvine Wealth Planning Strategies, Kerrie Beene. We have a nice conversation about career choices, studying for the CFP exam, college planning and of course some of our favorite wines. It was a great conversation and I know you all will love it as much as I did. Welcome to the team Kerrie!!

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A little bit about Kerrie Beene…

My own personal financial journey has taught me that while their 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 passed the CFP exam in November of 2016 and I'm currently working towards my service hours.  

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 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.

The Wines and Wineries

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Girls Gone Wine

Three girlfriends in Hochatown, Okla., decided that a winery would be a fun gathering place for groups of friends.

They created Girls Gone Wine to be more than just a tasting room—it is a fun boutique winery with a funky, awesome gift shop. Though there is no vineyard, all the wine is fermented and produced on site--their slogan is "Girls Gone Wine...not Girls Gone Farming!"

You can enjoy a complimentary tasting, great shopping, gather with your friends on the patio to enjoy a glass or even make a custom batch of wine to give as gifts to your business clients, as wedding party favors or just for your own cellar.

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Twisted Sisters

The pomegranate's earthy, rich juice balances with the slightly spicy, robust zinfandel-like grapes creating a delicate sweetness that has a particular uniqueness on the first sip and leaves you wanting more..

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Friends 4 Life

A refreshing, easy-drinking wine. The white merlot style wine is enhanced by ripe strawberries.

Friends 4 Life began while our friend and fellow wine girl, Shawn Hutchings, was battling breast cancer. Shawn assisted in the design of the label. She is the cute one with the on her t-shirt. The SOS on our T-shirts stands for "Sisters of Shawn", which symbolizes our bond as wine sisters forever!

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Boundary Breaks Vineyard

About
We are off the main road, so do not expect to find crowds and buses at Boundary Breaks. We focus on the vineyard and on making wines that score 90 points and higher. Located just north of Lodi Point State Park, we offer world-class Rieslings and the best views on Seneca Lake.

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 33 - In the Land of China with Chuck Donalies

In this episode of Wine and Dime, I chat with the owner of Donalies Financial Planning, LLC, Chuck Donalies. We talk about his path to becoming a financial planner, his love of exercise, his family, and of course, our favorite wines. We take time to talk about his recent trip to China with his oldest daughter and some of the impressions that they came away with. It truly was a fascinating conversation that I’m sure you will enjoy. So pop open a bottle of your favorite wine and enjoy the episode!

The Firm

Donalies Financial Planning, LLC was founded in 2012 with the goal of providing fee-only financial planning and investment management advice to anyone in need of assistance. While DFP works with clients of all ages, the majority of our clients are between the ages of 35 and 60.

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Chuck Donalies, CFP®

Website - http://www.donaliesfp.com/

Facebook - @frugalplanner

Twitter - @frugalplanner

Art Website - https://www.8bitart.com/

Chuck lives in Washington, D.C. with his wife and two little girls.  When he’s not trying to keep up with the kids, he devotes time to other passions: CrossFit, creating artwork inspired by video games, playing video games (to research new painting ideas!), and reading/watching bad sci-fi (well, there's almost no such thing as bad sci-fi).

Chuck’s academic background includes a Master of Business Administration from Johns Hopkins University in Baltimore, MD and a Bachelor of Science in Kinesiology from The University of Maryland at College Park in College Park, MD.  He also holds the CERTIFIED FINANCIAL PLANNER™ designation, which requires hundreds of hours of study and completion of a rigorous exam.  In addition, he’s a member of The National Association of Personal Financial Advisors (NAPFA)The XY Planning Network and the Financial Planning Association.

The Wines

Chuck’s Pick

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Aslina Wines - Chardonnay

A complex fruity chardonnay, creamy and full. Partial wooding gives this wine the edge and to show the beautiful tropical fruit and limy character.  Good acidity balancing the fruit and wood.12% of the wine was in barrels for 12 months while the rest was on the lees in the tank.

Amy’s Pick

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Belhurst Estate - Pinot Grigio

Pinot Grigio is the Italian name for Pinot Gris, a white mutation of the Pinot family which shares its genetic fingerprint with Pinot Noir, Pinot Blanc et al. The term Pinot Grigio has become strongly associated with lighter wines produced in great quantities, particularly in northern Italy.

The refreshing Pinot Grigio style has enjoyed great success in various countries, most recently the United States, (where it is fondly nicknamed "Greej") and Australia. The most common descriptors of the style are "light", "crisp" and "dry". These characteristics are complemented by aroma notes citing lemon, green apple and blossoms.

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 32 - A Discussion Around Student Loans with Travis Hornsby

In this Episode of Wine and Dime I speak with Travis Hornsby. Travis is CEO & Chief student loan advisor for https://www.studentloanplanner.com/. If you’ve listened to this podcast for any amount of time, you already know how passionate I am about the Student Debt crisis that we have in the United States. During my conversation with Travis we talk about that and the some of the options you may have to pay down that debt. So sit back, pop open a bottle of your favorite wine and enjoy the episode!

Travis Hornsby

Travis Hornsby

www.studentloanplanner.com

Facebook: @StudentLoanPlan

Twitter: @StudentLoanTrav

HOW STUDENT LOAN PLANNER GOT STARTED

I should introduce myself. I’m Travis Hornsby, and I’m the chief student loan planner around here.

I started Student Loan Planner in October 2016 after helping my wife and her friends figure out their six figure student loans.

I used to be a bond trader, so I took my excel heavy skill set and built models for how to save money paying back student debt.

When my wife and I tackled her debt from med school, there were not a lot of resources out there for professionals like her. Most of the sites that did exist just wanted us to refinance so they could earn a commission.

All of our team members either hold the Chartered Financial Analyst (CFA) or Certified Financial Planner™ (CFP®) designations.

We all have a passion for conquering debt's hold on your life and mental energy.

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Belhurst Castle 

is a former private residence on the shores of Seneca Lake in Geneva, New York. It was designed by architects Fuller & Wheeler and built between 1885 and 1889. The three-story, nine bay wide Romanesque Revival style mansion is constructed of Medina sandstone. It has a slate gable roof, one-story solarium, and four rectangular stone chimneys. It features projecting porches, bays, towers with conical and pyramidal roofs, eyebrow windows, and a porte cochere with Syrian arch.

Supplemented by modern facilities, Belhurst Castle has been adapted for hotel and retail uses. It holds a hotel with three choices of lodging (Vinifera Inn, Chambers in the Castle, and White Springs Manor); two ballrooms to host weddings, two restaurants (Edgar's Restaurant and Stonecutters); spa, and a winery.

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Belhurst Pinot Noir

Intense blueberry and blackberry notes penetrate through this fruity, forward Pinot Noir. Hints of savory herbs add elegance to an otherwise one-dimensional palate that finishes with big, coarse tannins.

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