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A podcast that combines two of my passions... Wine and financial planning. Subscribe to Wine and Dime with Amy Irvine. Each week, Amy sips one of her favorite wines, carefully paired with financial planning advice.

Wine and Dime Amy Irvine

    • Investering

A podcast that combines two of my passions... Wine and financial planning. Subscribe to Wine and Dime with Amy Irvine. Each week, Amy sips one of her favorite wines, carefully paired with financial planning advice.

    Retirement and 401k Education Experts Tina Kilroy and Sarah Holden

    Retirement and 401k Education Experts Tina Kilroy and Sarah Holden

    In this episode of Wine and Dime, I have the pleasure of talking to Tina Kilroy and Sarah Holden. Tina and Sarah work for the Investment Company Institute(ICI), and specialize in retirement planning and 401k education. We chat about all things related to the education of your different retirement options. The two are very passionate about what they do, and you can really tell in this episode. Check out the ICIEF website for countless resources to help you make educated discussions when it comes to retirement an investments. We even get around to talking about some of our favorite wines. Check the notes below for that recommendation. So sit on back, pop open a bottle of your favorite vino and enjoy this conversation!

    • 51 min
    A Grieving Mom is Never Alone with Carrie Gibson

    A Grieving Mom is Never Alone with Carrie Gibson

    Welcome back Wine and Dime listeners. This was a very different kind of episode than we normally have. I had the distinct pleasure of chatting with Carrie Gibson. Carrie is the Author of NEVER ALONE IN THE DARKNESS: The Shared Journey of Losing a Child. The book tells Carrie’s story of what no Mother should ever have to go through, the death of a child.

    In this episode we talk about the grieving process, and the support systems to help people get through these traumatic events. We also talk about some of the financial situations that arose since that day, and continue to present themselves. This book and this episode is very emotional. So stop on in and listen to this incredible story of sadness and resiliency.

    • 1 tim. 10 min
    Shifting the Mindset of Senior Living with Jill Vitale-Aussem

    Shifting the Mindset of Senior Living with Jill Vitale-Aussem

    In this episode, I chat with Jill Vitale-Aussem. Jill is the author of Disrupting the Status Quo of Senior Living: A Mindshift and the President and CEO of The Eden Alternative. Jill has a deep passion about impacting the field of elder care with honesty and authenticity about the mistakes she’s made and what she’s learned along the way. The fact that she loves to do public speaking and writing helps bring her ideas to people. Negative views of aging are all around us (and in our own heads). It is causing incredible harm to each of us and our society. There are some simple things we can do to change that! It starts with each of us. If you are in need of a little direction for yourself or your loved ones, this is the episode for you. Be sure to rate and subscribe, and enjoy the show!

    • 45 min
    The Journey to "Financial Autonomy" with Paul Benson

    The Journey to "Financial Autonomy" with Paul Benson

    Welcome to the first episode of 2020 Wine and Dime listeners!! This is part two of the podcast with fellow podcaster and financial planner, Paul Benson. Paul has a podcast called Financial Autonomy, that focuses on financial strategies to give you choice. Each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals. In part two of this podcast, we dive into Paul’s journey into starting his own practice and his own podcast. It was a wonderful conversation, that I’m sure you will all enjoy. If you enjoyed this episode, please rate and subscribe to the show. And be sure to check out Paul’s Podcast at the links listed below!

    • 37 min
    The Birth of Rooted Planning Group

    The Birth of Rooted Planning Group

    Happy Holidays Wine and Dime listeners! This is part one of a two part podcast with fellow podcaster and financial planner, Paul Benson. Paul has a podcast called Financial Autonomy, that focuses on financial strategies to give you choice. Each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals. In part one of this podcast, Paul more or less interviews me about what led me to start my planning firm which is now Rooted planning Group. Part two covers Paul’s journey into starting his own practice. It was a wonderful conversation, that I’m sure you will all enjoy. If you enjoyed this episode, please rate and subscribe to the show. And be sure to check out Paul’s Podcast at the links listed below!

    • 34 min
    Fiduciary Cyber Security Expert, Steve Ryder

    Fiduciary Cyber Security Expert, Steve Ryder

    Welcome back Wine and Dime listeners. In this day and age of all things online, cyber security is of the utmost importance! That’s why this weeks episode is so important. Steve Ryder is the owner of a Cyber Security company called True North Networks. True North Networks provides IT Support, such as technical helpdesk support, computer support, and consulting to small and medium-sized businesses. It's always been their goal to provide enterprise-level IT practices and solutions to the small business sector, with small business prices. Their experience has allowed them to build and develop the infrastructure needed to keep prices affordable and their clients up and running. Steve also shares some great tips to help keep your accounts secure online. So sit on back and pop open a open a bottle of your favorite beverage and enjoy this episode.

    • 51 min

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