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 if Your Home Is Damaged and You Need Restoration

    What if Your Home Is Damaged and You Need Restoration

    Kate Welker is back with us on this episode of Wine and Dime with Amy Irvine. Kate draws on her experience working with her father to share some tips about insurance coverage with us. Tune in and listen to a great conversation that will inform and educate you about your insurance questions.
    What you'll learn:
    What types of coverage you should have in your insurance policy
    Dangers of DIYing water, backup, and soot repairs
    Making sure your liability coverage covers your risk

    Thanks for listening and be sure to like, rate, subscribe and share.
    If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
    Or visit us at www.rootedpg.com/podcasts for full show notes and links!
    https://www.hansonwine.com/ (Hanson Vineyards) - Small, family-owned winery... You'll meet Jason or Clark behind the bar in the tasting room. We grow the grapes, make the wine... family does it all at Hanson Vineyards. Marlene is around somewhere... most likely in the flower gardens or picking fruit or vegetables in season. Stop by the tasting room sometime!

    THIS EPISODE WAS PRESENTED BY
    AMY IRVINE
    ROOTED PLANNING GROUP
    10 EAST MARKET STREET
    CORNING NY 14830
    https://www.rootedpg.com/ (WWW.ROOTEDPG.COM)
    EMAIL: AMY@ROOTEDPG.COM

    Mentioned in this episode:
    Hanson Vineyards
    Hanson Vineyards
    https://www.hansonwine.com/
    34948 S Barlow Road
    Woodburn, Oregon 97071
    (971)338-9760
    info@hansonvineyards.com

    • 24 min
    Considerations When Reviewing my Property and Casualty Insurance Policies

    Considerations When Reviewing my Property and Casualty Insurance Policies

    Becky Eason is back with us on this week's edition of Wine and Dime. She's here to talk about insurance policies and what you should consider while reviewing them. While this might not be the most captivating topic, it is essential to your financial plan. Becky shares her expertise and some insights on what to be looking for.
    What you will learn
    What are the different coverage areas of auto insurance
    What are some ways to save
    Tips to analyze coverage

    Thanks for listening and be sure to like, rate, subscribe and share.
    If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
    Or visit us at www.rootedpg.com/podcasts for full show notes and links!
    https://www.hansonwine.com/ (Hanson Vineyards) - Small, family-owned winery... You'll meet Jason or Clark behind the bar in the tasting room. We grow the grapes, make the wine... family does it all at Hanson Vineyards. Marlene is around somewhere... most likely in the flower gardens or picking fruit or vegetables in season. Stop by the tasting room sometime!
    https://static1.squarespace.com/static/5884eaf446c3c44ae817722a/t/63209bd92792d74dc3adbd2f/1663081433706/What-Issues-Should-I-Consider-When-Reviewing-My-Health-And-Life-Insurance-Policies-2022.pdf (What Issues Should I Consider when Reviewing my Property and Casualty Insurance Policies)

    THIS EPISODE WAS PRESENTED BY
    AMY IRVINE
    ROOTED PLANNING GROUP
    10 EAST MARKET STREET
    CORNING NY 14830
    https://www.rootedpg.com/ (WWW.ROOTEDPG.COM)
    EMAIL: AMY@ROOTEDPG.COM

    Mentioned in this episode:
    Hanson Vineyards
    Hanson Vineyards
    https://www.hansonwine.com/
    34948 S Barlow Road
    Woodburn, Oregon 97071
    (971)338-9760
    info@hansonvineyards.com

    • 23 min
    Tax Credits, Raising Kids and Helping Parents

    Tax Credits, Raising Kids and Helping Parents

    Ann Arceo joins us on this episode of Wine and Dime! She is here to talk about tax credit, raising kids, and helping parents.
    What you'll learn:
    HSA, FSA, Dependent FSA, Limited Purpose FSA's defined
    Work Opportunities - if one of the family members wants to stay home with the family
    Caregiving for Parents: See below for What Issues to Consider for Aging Parents.

    Thanks for listening and be sure to like, rate, subscribe and share.
    If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
    Or visit us at www.rootedpg.com/podcasts for full show notes and links!
    THIS EPISODE WAS PRESENTED BY
    AMY IRVINE
    ROOTED PLANNING GROUP
    10 EAST MARKET STREET
    CORNING NY 14830
    https://www.rootedpg.com/ (WWW.ROOTEDPG.COM)
    EMAIL: AMY@ROOTEDPG.COM

    Mentioned in this episode:
    Hanson Vineyards
    Hanson Vineyards
    https://www.hansonwine.com/
    34948 S Barlow Road
    Woodburn, Oregon 97071
    (971)338-9760
    info@hansonvineyards.com

    • 28 min
    Grandparents Helping with College Costs

    Grandparents Helping with College Costs

    Grandparents helping out with college costs through 529 plans and other savings accounts? That's what we are talking about this week on Wine and Dime. Becky Eason is back with us this week to help us wade through this topic.
    In this episode you will learn:
    What are the various savings vehicles for grandparents to save in
    Pros and Cons of different savings types
    Suggestions on how to talk to your grandkids about money

    Thanks for listening and be sure to like, rate, subscribe and share.
    If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
    Or visit us at www.rootedpg.com/podcasts for full show notes and links!
    THIS EPISODE WAS PRESENTED BY
    AMY IRVINE
    ROOTED PLANNING GROUP
    10 EAST MARKET STREET
    CORNING NY 14830
    https://www.rootedpg.com/ (WWW.ROOTEDPG.COM)
    EMAIL: AMY@ROOTEDPG.COM

    Mentioned in this episode:
    Hanson Vineyards
    Hanson Vineyards
    https://www.hansonwine.com/
    34948 S Barlow Road
    Woodburn, Oregon 97071
    (971)338-9760
    info@hansonvineyards.com

    • 26 min
    Back to School for High School and College Students

    Back to School for High School and College Students

    In this episode of Wine and Dime we will be focusing on back-to-school expenses for High School and College Students. Our very own Kerrie Beene has students in those age groups, so I invited her back to talk to us about what she's learned over the years!
    What you'll learn:
    Ideas on how to plan for the extra costs of participating in your kids' sporting events
    Preparing for college dorm expenses
    Talking to your high school and college kids about money

    Thanks for listening and be sure to like, rate, subscribe and share.
    If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
    Or visit us at www.rootedpg.com/podcasts for full show notes and links!
    THIS EPISODE WAS PRESENTED BY
    AMY IRVINE
    ROOTED PLANNING GROUP
    10 EAST MARKET STREET
    CORNING NY 14830
    https://www.rootedpg.com/ (WWW.ROOTEDPG.COM)
    EMAIL: AMY@ROOTEDPG.COM

    Mentioned in this episode:
    Hanson Vineyards
    Hanson Vineyards
    https://www.hansonwine.com/
    34948 S Barlow Road
    Woodburn, Oregon 97071
    (971)338-9760
    info@hansonvineyards.com

    • 20 min
    Back to School - Young Kids

    Back to School - Young Kids

    Kate Welker joins us in this episode of Wine and Dime. She shares with us some back-to-school supply buying tips that every parent can appreciate. Tune in to find out some of these budgeting and money saving tips!
    What you will learn:
    How to budget for school supplies
    How to budget for back-to-school clothes
    Put a plan together to deal with the back-to-school flurry of fall activities
    Planning a mental health moment for parents
    How to incorporate financial lessons and teaching opportunities for your children

    Thanks for listening and be sure to like, rate, subscribe and share.
    If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com
    Or visit us at www.rootedpg.com/podcasts for full show notes and links!
    THIS EPISODE WAS PRESENTED BY
    AMY IRVINE
    ROOTED PLANNING GROUP
    10 EAST MARKET STREET
    CORNING NY 14830
    https://www.rootedpg.com/ (WWW.ROOTEDPG.COM)
    EMAIL: AMY@ROOTEDPG.COM

    Mentioned in this episode:
    Hanson Vineyards
    Hanson Vineyards
    https://www.hansonwine.com/
    34948 S Barlow Road
    Woodburn, Oregon 97071
    (971)338-9760
    info@hansonvineyards.com

    • 24 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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