200 episodes

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

    • Business
    • 5.0 • 10 Ratings

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.

    What to Do When You Have a Blended Family

    What to Do When You Have a Blended Family

    On this episode of Wine and Dime, we wrap up our monthly topic about estate planning. Kerrie Beene joins me this week as we talk about what to do when you have a blended family. Tune in to learn more!
    What you'll learn:
    What to do when you have a blended familyTalking to your Teenage KidsThings to consider when naming your Executor/ix and Trustee
    Thanks for listening and be sure to like, rate, subscribe and share.
    If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
    Or visit us at www.rootedpg.com/podcasts for full show notes and links!
    Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did!
    THIS EPISODE WAS PRESENTED BY
    AMY IRVINE
    ROOTED PLANNING GROUP
    10 EAST MARKET STREET
    CORNING NY 14830
    WWW.ROOTEDPG.COM
    EMAIL: AMY@ROOTEDPG.COM

    • 20 min
    How to Support Parents Aging in Place When You Live Afar

    How to Support Parents Aging in Place When You Live Afar

    Ann Arceo joins us on this episode of Wine and Dime! She is here to talk about how to support your aging parents while living afar. Ann shares some insights into the situation, along with plans, and things to think about. Tune in to learn more!
    Things you will learn:
    Helping them make connectionsImportant Estate Planning DocumentsBuilding an Emergency Plan for You
    Thanks for listening and be sure to like, rate, subscribe and share.
    If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
    Or visit us at www.rootedpg.com/podcasts for full show notes and links!
    Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did!
    THIS EPISODE WAS PRESENTED BY
    AMY IRVINE
    ROOTED PLANNING GROUP
    10 EAST MARKET STREET
    CORNING NY 14830
    WWW.ROOTEDPG.COM
    EMAIL: AMY@ROOTEDPG.COM

    • 19 min
    Estate Planning for Parents with Middle School Kids

    Estate Planning for Parents with Middle School Kids

    Welcome back Wine and Dime listeners. In this episode, Kate Welker is here again to talk about November's topic of Estate Planning! This time, centering around parents with middle school kids. Kate shares her experiences and insights into some of the things you need to be aware of as your children start to get older.
    What you'll learn:
    Planning for yourself during those yearsKnowing your state laws around privacy policiesDocuments needed by your 18 year old
    Thanks for listening and be sure to like, rate, subscribe and share.
    If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
    Or visit us at www.rootedpg.com/podcasts for full show notes and links!
    Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did!
    THIS EPISODE WAS PRESENTED BY
    AMY IRVINE
    ROOTED PLANNING GROUP
    10 EAST MARKET STREET
    CORNING NY 14830
    WWW.ROOTEDPG.COM
    EMAIL: AMY@ROOTEDPG.COM

    • 18 min
    Estate Planning for New Parents

    Estate Planning for New Parents

    On this episode of Wine and Dime, Becky Eason joins us once again. This time to talk about estate planning for new parents. As a soon to be new parent, Becky shares some insights into the topic and some things she learned along the way.
    In this episode you will learn:
    Documents to put in place and keep family involved"What-if" talks you should haveFinding a safe place to plan
    Thanks for listening and be sure to like, rate, subscribe and share.
    If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
    Or visit us at www.rootedpg.com/podcasts for full show notes and links!
    Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did!
    THIS EPISODE WAS PRESENTED BY
    AMY IRVINE
    ROOTED PLANNING GROUP
    10 EAST MARKET STREET
    CORNING NY 14830
    WWW.ROOTEDPG.COM
    EMAIL: AMY@ROOTEDPG.COM

    • 18 min
    What If This Is Your First Job?

    What If This Is Your First Job?

    Welcome back Wine and Dime listeners! This week we welcome back Kerrie Beene. Kerrie is here to share with us some things to be thinking about "If this is your first job".
    What you will learn:
    What benefits should you be looking for?What should I be thinking about in the event of a recessionHow to prepare for holiday spendingIdeas around protecting your online presence
    Thanks for listening and be sure to like, rate, subscribe and share.
    If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
    Or visit us at www.rootedpg.com/podcasts for full show notes and links!
    Pudding River Wine Cellars 2015 Willamette Valley Chardonnay - Toasty, oaky and tropical on the palate laden with pineapple, passion fruit and guava. Rich mid palate but maintains a bright citrus finish.Pudding River Wine Cellars 2015 Walla Walla Valley Syrah Dessert (Port Style) - Leads with complex aromas of roasted coffee bean, mocha, and black pepper that meld seamlessly into flavors of dark chocolate, macerated blackberry and black cherry cordial on the palate with a concentrated earthy, rich finish.Pudding River Wine Cellars Boutique-styled wines from Oregon - Boutique Winery, Vineyard, Tasting Room, Custom Crush
    We are located in the heart of Oregon’s idyllic east Willamette Valley at the foothills of the Cascade Mountains and about an hour’s drive south from Portland. Once a poultry farm, our property sits along the banks of the Pudding River, a 62-mile tributary in the valley fed from the Cascade Range.
    We planted our vines in 2004 and yielded our first commercial vintage in 2006. Our dedication to producing world-class wine in the classic Oregon style while using sustainable methods, has been recognized by the Wine Spectator and Wine Enthusiast with a growing accumulation of accolades from wine and food competitions in the region. Recently, our wines scored high marks at the acclaimed San Francisco International Wine Competition.
    THIS EPISODE WAS PRESENTED BY
    AMY IRVINE
    ROOTED PLANNING GROUP
    10 EAST MARKET STREET
    CORNING NY 14830
    WWW.ROOTEDPG.COM
    EMAIL: AMY@ROOTEDPG.COM

    • 23 min
    Benefits You Might Be Missing Out On

    Benefits You Might Be Missing Out On

    Open enrollment month continues this week on Wine and Dime. Ann Arceo is back with us to discuss some benefits that you might be missing out on! Be sure to tune in to find out if there are any benefits that you might have forgotten about.
    What you'll learn:
    Review your list of benefitsDon’t set and forgetThink about what next year might bring you and adjust your benefits
    Thanks for listening and be sure to like, rate, subscribe and share.
    If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
    Or visit us at www.rootedpg.com/podcasts for full show notes and links!
    Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did!
    THIS EPISODE WAS PRESENTED BY
    AMY IRVINE
    ROOTED PLANNING GROUP
    10 EAST MARKET STREET
    CORNING NY 14830
    WWW.ROOTEDPG.COM
    EMAIL: AMY@ROOTEDPG.COM

    • 12 min

Customer Reviews

5.0 out of 5
10 Ratings

10 Ratings

NancyJuetten ,

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.

Boomer83)29392 ,

Great Content!!!

Making finance easy to talking about!!!

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