Money Roots

Welcome to this episode of Wine and Dime! Ann Arceo is back with us to discuss Life Insurance. She shares some of her insights and expertise into this topic that you'll want to be sure not to miss! In this episode you will learn: Types of Life Insurance How much Life Insurance Tips to Avoid Common Mistakes Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roo...

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,...

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 insura...

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. Don't miss out on valuable insight...

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 g...

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 Ta...

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 m...

Jeff Dvorak joins me on this week's episode of Wine and Dime. Jeff shares with us his journey to being a financial planner. From his upbringing to his college days to his career, Jeff offers insights about his life as a financial planner and what drives him to help his clients. Jeff is the owner of 4D Financial Advisors who is an independent, fee-only financial advisory firm for female professiona...

In this episode of Wine and Dime we wrap up Financial Independence month with our very own Ann Arceo. Ann is here to share her expertise and some things to consider on your path to financial independence. What you will learn: Thinking about the care you want Working with a planner to determine the type of “plan” that's best for you Impact of the loved ones Don't miss out on valuable insights and e...

This week on Wine and Dime, Becky Eason and I talk about the FIRE Movement. What is the FIRE Movement you may ask? FIRE stands for "Financial Independence, Retire Early" In this episode you will learn: FIRE Movement (when do you have enough) What is the FIRE movement Ways to plan to join the FIRE movement Places to do your own research Don't miss out on valuable insights and empowering financial a...

On this episode of Wine and Dime we welcome back to the pod Kerrie Beene! Kerrie is here to share some insights on how to raise independent children. What you will Learn this episode Raising Independent Children - How to avoid failure to Launch How to start early How Kerrie helped her daughter learn to budget How to work with different money personalities Don't miss out on valuable insights and em...

Kate Welker is back with us on this episode of Wine and Dime. This week we are talking about Financial Independence. Kate is here to break it down for us and ask the question, "What does financial independence mean to you?" In this episode you will learn: What is Financial Independence Explore - What does financial independence mean to you? Why would you seek financial guidance from a financial pl...

In this episode of Wine and Dime, TJ Meehan joins us to talk about cybersecurity and offer a few recommendations and best practices that can help protect you online! What is cybersecurity? Cybersecurity is the practice of protecting critical systems and sensitive information from digital attacks. Also known as information technology (IT) security, cybersecurity measures are designed to combat thre...

Retirement month continues here at Wine and Dime. Ann Arceo is back with us to talk about the impacts that your retirement savings have during a down market, like we are seeing now. What you will learn Impact on younger savers Impact on those wanting to retire soon Impact on those already retired Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today...

Kerrie is back with us in this Episode of Wine and Dime. We are talking about planning for retirement while you are in your forties. In this episode you will learn: How to map out conflicting goals Types of savings vehicles How to maximize the next 20 years Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial grow...

In this episode of Wine and Dime we continue our topic of the month, Retirement. Becky Eason is back on the show to talk about some competing prioritites. Saving for Retirement, building an emergency fund, and paying off debt In this episode you will learn: How to set priorities with small step Where to prioritize saving and how much to save How to prioritize debt repayment Element Winery Don't mi...

Wine and Dime welcomes back Kate Welker to the show. Kate is here to talk about retirement, and "Flipping the Switch" for retirement. In this episode, you will learn Steps to Prepare for Retirement Ideas on how to get comfortable with changing the frame around “income” stream Bucketing Your Assets Book Recommendation - Flipping a Switch, Barbara O'Neill Don't miss out on valuable insights and empo...

Wine and Dime Welcomes back Ann Arceo. Ann is here to talk about that first job after graduating, and how to navigate the benifits, savings, and your work-life balance. Things you'll learn in this episode Making a plan Dig into Benefit options Diversify your Savings Diversify your time Red Wines | Swedish Hill Winery  - Bourbon Barrel Red and 2016 Optimus Don't miss out on valuable insights a...

Welcome to this edition of Wine and Dime with Amy Irvine. Kerrie Beene is back to share with us some insights on saving for college for your early teenagers. What you will learn this episode How to pay for college Building Awareness on College Costs Building Savings into the Budget Home | Thirsty Owl Wine Company  - Malbec Don't miss out on valuable insights and empowering financial advice! S...

Becky Eason is back with us for this edition of Wine and Dime. We're here to talk about student loan, with some tips to think about while paying them off. Tip #1 - Know your estimated payment! Things you'll learn: Types of loans - subsidized, unsubsidized, private, PLUS, Grad PLUS Type of Repayment Plans How Interest is calculated and capitalized FPPathfinders - Student Loan Road Map Home - Trelea...

Kate Welker is back with us this week to talk about some FAFSA changes. This is definitely an episode you'll want to use or share with those students or parents that will be filling out a FAFSA this year. What you will learn this episode Origination fees for student loans Interest rates on Student Loans The Changes to the FAFSA you should know Don't miss out on valuable insights and empowering fin...

Welcome back Wine and Dime listeners. In this episode we welcome back to the show Ann Arceo. She is here to continue this month's theme of getting organized. This week's topic is about saving for college when you have young children. What you will learn in this episode: Ideas on how to make a plan early for education costs Ideas on how to start saving small If you are in a high deductible plan, fu...

What is Wine and Dime all about you may ask? Here is a short clip on what inspired the podcast and what you will get out of each episode! Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies personal finance, making it accessible to everyone, from begi...

Wine and Dime is here to help you get organized for buying a car. Kerrie Beene is back on the show to walk us through how she gets organized for buying a car. She walks us through a recent purchase she made for her daughter. We think there are some great tips in here to help everyone who is looking to make a car purchase. What you will learn: Getting organized to buy a vehicle Searching for the ri...

In this episode of Wine and Dime, we welcome back the episode Becky Eason. She's here to share tips to get your financial documents organized and even a little vacation planning. What you'll Learn: Tips to get yourself organized What can you delegate Tips Vacations Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financ...