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.
Getting Organized: Spending Plans with Kerrie Beene
In this episode of Wine and Dime we welcome back our very own Rooted Planning Group Financial Planner Kerrie Beene. Kerrie is back to help us continue the theme of January of “Getting Organized”. Kerrie is a bit of an expert on spending plans, so, she is the perfect guest to have on this weeks episode. She shares her insights on her own spending plans, and what it takes to build one for your family.
Don’t forget to rate and subscribe and thank you for listening!!
KERRIE BEENE - CFP®FINANCIAL PLANNERA little bit about Kerrie Beene, CFP®… My own personal financial journey has taught me that while they’re important, life is more than numbers. Finding joy in the journey towards personal goals is key.
A smart plan with a lot of heart goes a long way to keeping daily financial decisions in line with your long term goals. I graduated from Southeastern Oklahoma State University with a degree in Business Administration and hold a certificate in Financial Planning from Wake Forest University.
I began my career in financial planning by starting my own company, Beene Financial Planning. Having the desire to work as a team, I then joined Irvine Wealth Planning Strategies.
My roots in Southeast Oklahoma have given me great insight on the need for financial planning that is not just investment focused, but also focused on all the other financial planning decisions.
I enjoy, and work best, with those who are ready to take control of their finances and use their money to fulfill their goals and dreams. In
November of 2016 I sat for the CERTIFIED FINANCIAL PLANNER™ designation, and in May of 2019 successfully completed my experience requirements.
I am now the Director of Educational Services for Rooted Planning Group. What does that mean? In addition to working as a co-planner, I also focus on:
College Pre-Planning: Late stage (Freshman - Senior) college planning, seeking scholarships, estimating expected family contribution, assistance with FAFSA and asset utilization. Funding of education vehicles (i.e. 529 plans) and utilization recommendations. We have set the price for this service at $1,000.
College Graduate Planning: This is for the new graduate. We sit down with them to discuss budgeting, how to negotiate salary, understand employee benefits and education benefits, review of student loans and other debt, savings opportunities and large purchase planning. We have set the price for this service at $299.
We also want to continue developing the employer education services, as well as getting financial education into the schools.
Grenache (Garnacha) WineGrenache (Garnacha) is a red-wine grape grown extensively in France, Spain, Australia and the United States. It is particularly versatile both in the vineyard and the winery, which may explain why it is one of the most widely distributed grapes in the world.
Grenache is the French (and most internationally recognized) name for the grape, but it has a number of synonyms. In Spain, where it is one of the country's flagship varieties, it is known as Garnacha, and on the island of Sardinia it has been known for centuries as Cannonau. Some believe that the grape originated in Sardinia, and was taken back to Spain by the Aragonese, who occupied the island in the 14th Century.
Gnarly old Barossa Grenache vines
©Turkey Flat Vineyards
In France, Grenache is most widely planted in the southern Rhone Valley and throughout both Provence and Languedoc-Roussillon. It is most commonly found alongside Syrah and Mourvedre in the classic Southern Rhone Blend (notably in Cotes du Rhone wines), and is the main grape variety in Chateauneuf-du-Pape.
Grenache's versatility provides winemakers with all sorts of possibilities. Grenache-based rosé is one of southern France's signature wine styles. The variety is common in Cotes de Provence wines along with Cinsa
Stimulus and Getting Organized
Happy New Years Wine and Dime listeners! In this first episode of 2021, we will be talking about the latest stimulus package and what it may mean for you, your businesses, and your finances. We also talk about getting organized in the new year, whether it be for your taxes, your finances or just in general, we explore some tactics that you can use.
Thank you for your continued listenership and we look forward to hearing from you in the new year!
View the entire show notes here - https://www.rootedpg.com/podcasts/2021/1/7/stimulus-and-getting-organized
A Journey to Money Therapy with Jennifer Love
Welcome to this edition of Wine and Dime! Today's guest is Jennifer Love. When we talk about exploring people from their roots to the celebration of their lives and all the vines in between, Jennifer has an amazing story. When you listen to her, you understand why she's so good at what she does.
Jennifer and I talk about an exciting announcement! We're very excited that Rooted Planning Group will be able to offer a resident money therapy program. Jennifer will run that program and we will certainly be sending out some information for the people that want to attend.
Jennifer is an award winning, five-time career entrepreneur. She is amazing and is somebody who not only want to help other people, but has worked on her own issues in life as well.
So she's currently the visionary CEO of Living Wealthy Institute, which is helping world leaders develop a healthy relationship with wealth, free from overwhelm and anxiety.
I think you are really going to enjoy this conversation, so grab your favorite beverage and let us know what you think of the show
Don’t forget to subscribe to get the episode as soon as it goes live every week!
Have a wonderful holiday season, and we hope that 2021 brings you a wonderful year.
ABOUT https://jenniferlove.com/about/ (JENNIFER LOVE)Instagram: https://www.instagram.com/thejenniferlove/ (@theJenniferLove)
Facebook: https://www.facebook.com/TheJenniferLove/ (/TheJenniferLove)
LinkedIn: https://www.linkedin.com/in/thejenniferlove/ (/in/TheJenniferLove)
CEO. Entrepreneur. Advisor. Speaker. Contributing Writer.
Jennifer Love is the CEO of One More Woman – a fast-track, high-performance educational and advisory community helping women entrepreneurs take the stress out of the money equation so they can effectively raise, make, manage, and give money.
She is a nationally-acclaimed mentor, international business strategist, speaker, and successful thought leader who has guided thousands of entrepreneurs to position their businesses for long-term, sustainable growth.
A SERIAL ENTREPRENEUR…Jennifer combines 17+ years’ experience building and working with consumer packaged goods (CPG) and tech companies. Collectively, she has raised, participated in, or advised in the raising of over $100M+.
Under Jennifer’s leadership as a co-founder and former CEO, NibMor went from a kitchen concept to an award-winning wholesale chocolate company, with its products distributed in thousands of locations within five years. NibMor’s impressive growth has been acknowledged by the press many times over including media like the, The Wall Street Journal.
Jennifer’s ‘Sweet Success’ was featured on the cover of Small Business Digest in July 2014. In 2015, Jennifer helped one of the brands she advises get funded on Shark Tank, successfully closing out a $1.1M funding round.
ON STAGE…Jennifer is a motivating force with an uncanny ability to simplify complicated concepts with her own unique brand of pizazz and sense of humor. Audiences walk away empowered with a newfound enthusiasm and willingness to go beyond what they had ever thought possible.
She is beloved by clients because she gets results. As one client once said, “With Jennifer, the only possible outcome is success.”
OFF STAGE…On a given day, Jennifer may be found serving as a judge for events like Startup Weekend, on stage speaking to a variety of audiences, advising and educating communities of entrepreneurs on and off-line, advising a client behind the scenes of Biz Fix with Marcus Lemonis, meeting with community leaders and government officials, negotiating with investors, or training entrepreneurs on both mindset and tactical skills.
Jennifer is a contributing writer for the Huffington Post focusing on entrepreneurship, fundraising, and gender disparity in the investment community. She holds a Master’s in Organizational Behavior, a B
Year End Tax Planning Strategies
Welcome back Wine and Dime listeners! As 2020 is coming to an end and we are all looking forward to 2021, it probably time to start planning for year end taxes. In this episode of Wine and Dime I will be discussing just that... Tax Planning. I know its not the most glamorous subject, but it's important to be thinking about these these things, knowing your deadlines and what opportunities are out there to take advantage of. So join me with a glass of your favorite beverage and lets get down to business!
And be sure to check out the Money Minute links below for the documents that I discussed!
Thank you for listening and be sure to rate and subscribe to get all the latest Wine and Dime information!
Full show notes: https://www.rootedpg.com/podcasts/2020/12/10/year-end-tax-planning-strategies
Holiday Savings Ideas with Amy
Tis the season Wine and Dime Listeners! In this episode the podcast, I go over some unique and potentially money saving ideas for the gift giving season. I think you will enjoy some of the ideas that we have picked up over the years and some of the things that we do ourselves. We hope you enjoy this episode. Don’t forget to rate and subscribe, and thank you for listening!
Equity Compensation... Don't Trust Your Google Searches
In this episode of Wine and Dime I welcome to the show three very special financial planners. https://flowfp.com/about/ (Meg Bartelt), https://www.financialstaples.com/who-we-are/ (Chloe Moore), and https://deanefinancial.com/about/ (Samuel Deane) are all financial planners that specialize in stock options.
“A stock option gives an investor the right, but not the obligation, to buy or sell a stock at an agreed upon price and date. There are two types of options: puts, which is a bet that a stock will fall, or calls, which is a bet that a stock will rise.”
Sounds simple enough, right? But they are much more complicated than that! And these three guests are experts on this topic, and go through some of the things to think about while thinking about these investments.
Sit on back, grab your favorite beverage and enjoy the company, the wine, and the conversation!
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Amy's Passion for Wine, Finance and Interesting Guests Shines Through
Listening to Wine and Dime is like cozying up with smart, savvy friends over virtual wine to learn something new, gain inspiration for success, and pause to consider how the bends in the road and turns of the vine in life can be catalysts for learning, growth, and opportunity. Amy is a gracious host who does her homework on every guest and asks eye-opening questions. It's always fun and fruitful to tune in. Thank you!
Pairing fine wine with fine stories.
I enjoy how Amy pairs a fine wine with a fine story. Every vineyard and every life has a story and it’s from stories that we are inspired. Each week is a new journey. Thanks Amy.
Making finance easy to talking about!!!