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In this episode of Wine and Dime, we continue with Septembers topic of insurance. In this episode we cover other types of liability insurance, and do a deep dive on Umbrella Insurance! What Is Umbrella Insurance? Umbrella insurance  is a type of personal liability insurance that can be indispensable when you find yourself liable for a claim larger than your  homeowner's insurance  o...

Welcome back Wine and Dime Listeners! This weeks topic is all about Homeowners and Renters insurance. Homeowners Insurance A homeowners insurance policy is taken out by the owner of the home. The amount of insurance generally covers both the cost to replace the home in the event of a total loss and the personal property in it, such as furniture, appliances, clothing, jewelry, and dishes. If a home...

Welcome back to another episode of Wine and Dime . We continue insurance month here at Wine and Dime, with this weeks topic being all about auto and vehicle insurances. Again, not the most glamorous topic, but oh so important. We cover why it's important to insure all types of vehicles, not just your cars, and even through a tip or two in there to potentially help lower your rates, so be sure to g...

Welcome to another episode of Wine and Dime, the podcast where we talk about personal finance and Wine. I this episode we are talking about property and personal insurance. This is a topic that isn't the most glamorous, but it's oh so important! Remember insurance is all about transferring risk and we want to make sure that you thinking about some of the gaps that might be in your insurance polici...

In this episode of Wine and Dime we cover Disaster Preparedness. This is a topic that I was thinking a lot about this week, with the flooding in my home town and the Hurricanes that some of my clients were experiencing on the east coast. I cover some things that I went through and some tips that may help during a potential financial burden. Thanks for listening and be sure to like, rate, subscribe...

In this episode of Wine and Dime Kerrie Beene guest hosts and we bring back a Webinar that Kerrie did. In it she is talking about the dynamics that come into play while dealing with loved ones when getting older. She talks about the barriers and the downfalls of not having a plan and some of things to think about. This a great episode for anyone of any generation. Winery - Living Roots Winery Livi...

In this month we are talking about all things Estate. We want to talk about the some of the important documents that you may need when dealing with your estate. We love the idea of working with an estate planner and are looking to provide you with the information and education to help you out! Provided is a Summary to keep you on track! Winery - Living Roots Winery - Living Roots is an urban winer...

August is Estate Planning month for us here at Rooted Planning Group. We couldn’t think of a better time to re-release this episode with Amy Refeca. We think there is a lot of great information here that anyone can use. In this episode of Wine and Dime, I chat with Amy Refeca.  Amy is lawyer specializing in estate planning.  In particular, estate planning for women... Mother. Wife. Chris...

This is a rebroadcast of a previous episode. With August being all about Estate Planning, we felt that it was time to revisit this episode. Mike is a wealth of knowledge and shares so much information that we wouldn't want you to miss. Enjoy! Thank you for tuning into a very special edition of Wine and Dime. In this episode I talk with Mike Martino. Mike is an attorney and partner at the firm of R...

Welcome back Wine and Dime Listeners! In this episode we are tackling two subjects, but in a lot of ways they are related, or can be related. First, we are talking about Credit Scores. We are informing what goes into how they are calculated/scored and ways to help you increase your credit scores. Second, we are talking about Student Loans. Our goal in this episode is to talk about the types of stu...

Hello Wine and Dime listeners. On this weeks episode, we step away from the monthly topic about debt, and talk about another hot topic, Burnout. Kate Lee from Brimstone Consulting Group stops by to help us discuss this topic. Kate is the Managing Director at Brimstone and has worked all around the globe and with fortune 500 companies. It's this experience that led me to talk to her about the topic...

Welcome to the month of July Wine and Dime Listeners! This month we will be turning our attention to that dreaded debt. But we're here to help with some tips to help you get that debt under control. We will providing some resources in these show notes, so be sure to check those out. We really think there are some strategies in here that can really help you pay down that debt Thanks for listening a...

We have been looking forward to this one Wine and Dime listeners! In this episode I invite Dr. Katherine Larson onto the show. Katherine is Curator of Ancient Glass at the Corning Museum of Glass. She joins us to talk about her Special Exhibit that Explores the Ways Wine and Glass Have Been Deeply Entwined for Centuries, Around the World and in the Finger Lakes Wine Country. You know we had to inv...

We continue to talk about retirement on this weeks Wine and Dime. As the title suggests, we are offering strategies to retire for less. There are a lot of different things that you can do retire for less, and we are here to help. We think this is a great episode to get you thinking about these sort of things. Thanks for listening and be sure to like, rate, subscribe and share. If you have any ques...

Welcome back Wine and Dime Listeners! This month, we are going to be talking a little bit about retirement. In this episode we will focus on Generation X and their concerns about retirement. We offer some strategies that they, or anyone can utilize to help reach their retirement goals. As a Generation Xer myself, I can relate to some of the concerns that we are hearing out there, and I don't think...

In this episode of Wine and Dime we go back to mailbag to answer a couple of questions that came in recently. With the hype around cryptocurrency, we got a couple questions about whether we invest in them, and if we advise to invest in them. I give my opinion on the issue and offer some advise, should you choose to get into one of the many crypto's out there. Also, we talk about what medical costs...

In this episode of Wine and Dime, I get the opportunity to chat with Jenifer Cannon. Jenifer is the Vice President, Business Development at Impax Asset Management. She is also a leader and champion of gender equality. Although she is still a champion of gender equality, this time around we chat about matching your spending with your income. She takes the lead in this and does a really nice present...

Wine and Dime podcast is back to talk about personal protection. More specifically, disability. We are going to walk you through various things to be thinking about when you have a disability happen. Be sure to check out the show notes on the website to have access to the worksheets that are mentioned in the show. This weeks featured wine is a Finger Lakes wine from Domaine LeSeurre Winery , and t...

Welcome back Wine and Dime listeners. We had so many questions about investing that we just had to make a part 2. Here are the questions that you have been asking the most 1. What is the best place/way to save when you are young? 2. Are there any tools for investing in general?    -  https://www.finra.org/investors/learn-to-invest 3. How can one grow economi...

In this episode of Wine and Dime I sit down with Andrea Bullard. Results-driven entrepreneurs love working with Andrea Bullard, describing her as dynamic, energetic, driven, and captivating. Her ‘Play to Win’ attitude, sharp business sense, and dynamic coaching methods have allowed many of her clients to catapult to multiple 6 and 7 figure business success … while gaining more time freedom and per...

In this episode of Wine and Dime we will be reaching into the mailbag to answer your questions about Investing! These were some questions that we've been hearing and since this month has been all about investing, we figured we'd take this opportunity to answer them. If you have any questions that you would like answered on the show, don't hesitate to contact us. We would love to hear from you!

Welcome to this edition of Wine and Dime with Amy Irvine! Today's guest is Joanne Williams and I think you're gonna love the conversation of where about to have! Because if 2020 brought us anything, it was certainly anxiety. Joanne is a 30 year Veteran Mental Health Professional and has a podcast called "Anxiety Simplified". It is a podcast that "is here to help offer a Self Help Podcast for Simpl...

Welcome to this edition of Wine and Dime with Amy Irvine. Once again, this month, we are talking about investment terminology. That's the journey that we're taking, to help keep you up to speed on investments strategies that may contribute to your financial plan. So pop open a bottle of your favorite beverage and enjoy the show. And don't forget to like, rate, subscribe and share!

Welcome to this edition of Wine and Dime with Amy Irvine. Today, we're not actually having a guest speaker, but we are discussing a topic that has been brought up by some of the listeners. And that is, "what's the difference between active and passive income?" But before we get into that, we're going to talk about the topic of the month, which is investment. This month, we're going to dive pretty...

In this episode I welcome back a person who actually likes taxes more that me, Kate Welker! As the title suggests we will be discussing the latest stimulus bill and many of the nuances that are in it. You do not want to miss this! View the entire show notes here https://www.rootedpg.com/podcasts/2021/3/23/amy-and-kate-jam-about-the-stimulus