Money Roots

Welcome back Wine and Dime listeners. Kate Welker is back on the show this week, and now that tax season is drawing to close, it's time to start talking about recovering from tax season! It's time for some spring cleaning, and we're here to help! What you will learn: Create a table of contents How long to save various documents Backing up your files Thanks for listening and be sure to like, rate,...

On this episode of Wine and Dime, Kerrie Beene joins us once again. This time we are talking about HSA and 529 Myths. What you will learn   529 Myths and Facts HSA Contributions & Distribution (reminder of what they are vs FSA) Amounts you can contribute to both HSA and FSA Dependent FSA Special Purpose FSA Thanks for listening and be sure to like, rate, subscribe and share. If you h...

200! When I started the show, I thought it would be fun to bring my two favorite passions together - Wine and Finance. Everyone's journey in life is different, just like everyone has different palettes for wine - both should be celebrated and not judged. This week’s guest could not have been a better fit to help us celebrate our 200th episode as she is the essence of why I started this podcast. Jo...

Becky Eason is back with us for this episode of Wine and Dime. She's here to talk about education, tax tips and a great Port from Lakewood vineyards. It's always a pleasure to have Becky on the show, we love her insights and knowledge that she brings to the table. What you will learn this episode Student Loan Interest Deduction American Opportunity Tax Credits Lifetime Learning Credits Refundable...

Welcome to tax talk here at Wine and Dime. We welcome Kate Welker back to the show to share her expertise in taxes. This episode will go into some of the nuances of state and federal taxes, and what is taxed. Be sure to tune in and let us answer some of your tax questions. What you will learn in this episode Progressive versus flat tax system Self-Employment Tax Tips to check on your withholdings...

Wine and Dime welcomes back to the show Ann Arceo. Ann is here to share with us three tips for spouses that have different money philosophies. Some of the things we hope you consider are Discuss from a place of understanding Goal planning - make sure you on the same page with big picture goals Consider 2 separate personal spending accounts + general fixed spending account Thanks for listening and...

In this episode of Wine and Dime we welcome back Kerrie Beene! She's here to share with us three tips to eliminate the emotion behind large financial decisions. In this episode, you'll learn: To Recognize the emotion Know the Trust Cost Know how to fund and how it affects your other goals Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would...

In this episode of Wine and Dime, we ask the question, "When is it Time to Offer Assistance to Parents/Grandparents?". We welcome back our very own Becky Eason to walk us through some things to look for and ways that you can help Becky's tips for when it's time to offer assistance to parents / grandparents If you notice they are feeling overwhelmed with mail If you notice more atm or cash withdraw...

Hey Wine and Dime listeners! Welcome back to another episode! In this episode we are featuring our own Kate Welker as we talk about educating kids on finances. We think it important to get kids thinking about finances early in life and in this episode, we explore some ways to go about that. In this episode you will learn. When Educating Kids on Finances: Be Transparent Let them use money (cash) En...

Welcome back Wine and Dime listeners. This week we welcome back to the show our very own Becky Eason. She is here to talk about updating resolutions for the new year and some money saving tips. We call Becky our "Coupon Queen", because she is our hunter when it comes to finding all the available deals. If you're looking for some tips to save money, then you are not going to want to miss these tips...

Welcome back Wine and Dime listeners. This week we are going to try something a little different and do what we are calling a "Walkthrough". We welcome to the show my brother, T.J. Meehan. T.J. edits the podcast as a side hustle and takes care of all the show notes and making sure it gets out to you all on a weekly basis. He is planning on going on a vacation for his 20-year anniversary and we are...

In this episode of Wine and Dime, we welcome co-host Kate Welker! Kate and I are here to talk about financial "Holiday Hangover". This is all about how we go about paying off those holiday debts and the additional spending that we all inevitably have during the Holiday season. If you are looking for some help, or just want to make sure you are on the right track, then this is the episode for you!...

Welcome back Wine and Dime listeners. We welcome back to the show Kerrie Beene. For those of you who aren't familiar with Kerrie, she is a Financial Planner with us here at Rooted Planning Group. Her roots in Southeast Oklahoma have given her great insight on the need for financial planning that is not just investment focused, but also focused on all the other financial planning decisions. In this...

Hello Wine and Dime listeners! We are excited to be back for 2022! And to start off the year we are going to be talking all about budgets. I couldn't think of a better guest to have on other than our own "Budget Master", Ann Arceo. Ann is a financial planner here at Rooted Planning Group and we sure are lucky to have her. Her expertise and input will surely be a benefit to anyone tuning into today...

Welcome to this edition of Wine and Dime!  We're so pleased that you've taken the time to join us today. This particular podcast is all about setting New Year's resolutions for financial peace.  I'm all about the journey that we're on in life. Whether it's finding that next good wine or finding that financial peace that we all want and of course, reducing our stress in the new year.&nbsp...

Welcome back Wine and Dime listeners. This week and this month's topic will be all about reducing stress, especially as we head into the holidays. One of the things that we know contributes to that stress is finances. Stay tuned for the rest of this podcast to where we dig into this a little bit more. Also included below are the documents that we talked about. Just click the provided links to down...

Welcome to this edition of Wine and Dime with Amy Irvine. We are excited to have Chris Dell back with us. Chris and I talk about grief and loss and ways to help others cope. We hope that as we enter into the end of 2021, you and your family are able to spend some time to celebrate with each other. We truly hope that those of you that have experienced loss this year understand that we are here for...

Just like you would plan for a vacation, you have to plan for retirement. In this weeks episode of Wine and Dime we explore what retirement really is... "Your Longest Vacation." We talk about the necessity of being willing to plan for your retirement, in order to enjoy it to its fullest! Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would l...

In this episode of Wine and Dime, we are looking to set you up for success in 2022, by reviewing your 2021 goals. This all about "Tangoing" with your 2021 goals and ensuring that you are on track. We want to make sure that stay on track during this busy time of year! Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would like answered on the s...

Welcome back Wine and Dime listeners. In this episode we begin thinking about year end tax planning. We're here to help you brush up on your year end tax dance steps. We don't want you to miss out on any tax savings that may be able to you. Be sure to tune in and hear how we can help you! Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would...

Welcome to this edition of Wine and Dime with Amy Irvine. This week we will be talking about long term care, life insurance and disability insurance. We know that this isn't the most glamorous topic, but we want to make sure that people understand these important topics. we want to make sure you get the most out of your employment benefits and to help you solve those financial difficulties that mi...

Welcome back Wine and Dime listeners. We continue our October focus on Employee benefits and open enrollment with this weeks topic being all about Medical Benefits and Health Plans. We go over some real life examples of things to be thinking about that could save you a bunch of money. We also look at another Cabernet Franc, this time from the Domaine LeSeurre Winery located in Hammondsport, NY Tha...

October and November are known in financial planning circles as Open Enrollment season. What does that mean for you? It means that its time to again to take a look at those employee benefits and see if its time to make some changes. This episode of Wine and Dime will tackle those issues and some of things that you should be considering when looking through your employee benefit packages Thanks for...

Welcome back Wine and Dime Listeners! This week it was my pleasure to talk to fellow entrepreneur Elin Barton. In this episode we talk about Grit. The grit it takes to open you own business, is a characteristic that Elin and I share. We talk about what it takes to be a business owner, female business owner and plenty of other topics. We dig into Elin book, " Ready, Set, Grit: Three Steps To Succes...

In the final insurance topic of the month, we discuss Pet insurance! Yes, those "fur babies" might need a little planning too. Vet bills can be a costly expense, and planning for those expenses with insurance just might be the answer you are looking for. In this episode of Wine and Dime we discuss just that, along with some other money saving tricks when it comes to your pets! Be sure to curl up w...