Money Roots
311 episodes - English - Latest episode: 17 days ago - ★★★★★ - 10 ratingsWelcome to "Money Roots," the podcast where personal finance becomes personal. Join host Amy Irvine, CEO of Rooted Planning Group, as she demystifies the world of finance and makes it approachable for everyone, from beginners to financial experts.
In each episode, Amy and her guests dig deep into the financial soil, planting the seeds of financial knowledge and helping you nurture your financial future. Whether you're looking to build a solid budget, invest wisely, or plan for retirement, "Money Roots" has you covered.
Get ready to explore practical advice, inspiring stories, and expert insights that will empower you to take control of your financial destiny. It's time to grow your money roots and thrive financially!
Subscribe to "Money Roots" now and join Amy on this exciting journey to financial empowerment. Let's put down some roots and flourish together.
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Episodes
Stress and Gratitude: A Conversation with Dr. Laura Carapella
June 26, 2024 08:00 - 32 minutes - 45 MBAbout the Guest(s): Dr. Laura Carapella earned her doctorate degree at Columbia University and has achieved tenure at two colleges in New York state. With over 25 years of experience teaching health behavior and human dynamics, she has also conducted over 200 leadership workshops, retreats, and keynotes. Dr. Carapella is known for her passion for helping individuals feel seen, heard, and understood, especially during periods of transition. She is a member of the LGBTQ+ community, a mother o...
Crafting Your Financial Story: Be the Hero of Your Life
June 19, 2024 08:00 - 9 minutes - 13.7 MBAbout the Guest(s): Amy Irvine is a financial expert who is passionate about helping individuals take control of their financial well-being. With extensive experience in financial planning and coaching, Amy empowers her clients to write their own financial stories and achieve their goals. She is known for her innovative and personalized approach to financial advice, emphasizing the alignment of values with spending habits to create lasting financial stability. Episode Summary: In this epi...
Facing Financial Fears: Strategies for Overcoming Money Anxiety
June 12, 2024 08:00 - 21 minutes - 28.9 MBAbout the Guest(s): Kate Welker is a seasoned financial planner with a passion for helping individuals overcome financial stress and anxiety. With a background in empowering clients to take control of their money management, Kate is dedicated to providing actionable steps to improve financial well-being. Her expertise lies in debt management, reducing spending, preparing for emergencies, and setting realistic financial goals. Episode Summary: In this insightful episode of "Money Roots," K...
Reducing Stress and Anxiety Around Money: Tips for Taking Control
June 05, 2024 08:00 - 21 minutes - 29.7 MBAbout the Guest(s): Kate Welker is a CERTIFIED FINANCIAL PLANNER™ at Rooted Planning Group. With years of experience in the financial industry, Kate is passionate about helping individuals reduce stress and anxiety around money. She believes in empowering her clients by providing them with the knowledge and tools they need to take control of their finances. Kate's expertise lies in budgeting, debt management, and retirement planning. Episode Summary: In this episode of Money Roots, Kate W...
The Importance of a Home Inspector: Answering Common Questions
May 29, 2024 08:00 - 16 minutes - 22.8 MBAbout the Guest(s): Liz Zemak is an experienced financial advisor and homeowner. With a background in personal finance and a passion for helping others, Liz has dedicated her career to educating individuals on the importance of financial planning and homeownership. She has successfully navigated the challenges, providing them with expert guidance and support. Liz is known for her attention to detail and commitment to ensuring her clients make informed decisions. With a deep understanding of...
Creating a Home Management Binder for Effective Household Organization
May 22, 2024 08:00 - 19 minutes - 26.4 MBAbout the Guest(s): Liz Zemak is a homeowner and home management expert. With years of experience in maintaining and managing her own home, Liz has developed effective strategies and systems to keep her house in order. She is passionate about helping others create a well-organized and efficient home management system. Liz shares her knowledge and tips through her podcast, Money Roots, where she provides valuable insights on various aspects of homeownership and home management. Episode Summ...
Creating a Personal Property Inventory for Homeowners: Tips and Benefits
May 15, 2024 08:00 - 20 minutes - 28.4 MBAbout the Guest(s): Liz Zemak is an experienced financial advisor and homeowner. With a background in personal finance and a passion for helping others, Liz has dedicated her career to educating individuals on the importance of financial planning and homeownership. She has successfully navigated the challenges of building a home and has firsthand experience with needing a personal property inventory. Liz is committed to empowering others to take control of their finances and protect their a...
Exploring Home Improvements vs. Buying a New Home in Today's Market
May 08, 2024 08:00 - 13 minutes - 18 MBAbout the Guest(s): Liz Zemak is a financial planner and this weeks host of the Money Roots podcast. With years of experience in the financial industry, Liz helps individuals and families make informed decisions about their money and investments. She is passionate about helping people create a comfortable and enjoyable living space without breaking the bank. Through her podcast and articles, Liz provides valuable insights and tips on home improvements, budgeting, and financial planning. Ep...
Multi-generational Living: The Importance of Starting the Conversation Early
May 01, 2024 08:00 - 57 minutes - 79.1 MBAbout the Guest(s): John Graham: John is an author and professor who has taught international marketing for 40 years at USC and UCI. He co-authored the book "Under One Roof: Creating Harmony for Multi-Generational Living" with his sister Sharon and daughter Emily. John brings his expertise in marketing and his personal experience with multi-generational living to the book. Emily Graham: Emily is the daughter of John Graham and co-author of "Under One Roof." She has a background in palliati...
The Pros and Cons of Taking Out a 401K Loan
April 24, 2024 08:00 - 11 minutes - 15.9 MBAbout the Guest(s): Kerrie Beene is a certified financial planner and the Chief Investment Officer at Rooted Planning Group. With years of experience in the financial industry, Kerrie has helped numerous clients navigate their financial journeys and make informed decisions about their investments. She specializes in retirement planning and is passionate about helping individuals achieve their long-term financial goals. Episode Summary: In this episode of Money Roots, Kerrie Beene, a certi...
Slow and Steady Wins the Race: Lessons in Financial Planning
April 17, 2024 08:00 - 11 minutes - 16 MBAbout the Guest(s): Kerrie Beene is a certified financial planner and the Chief Investment Officer at Rooted Planning Group. With years of experience in the financial industry, Kerrie is dedicated to helping individuals achieve their long-term financial goals through strategic planning and disciplined investing. She is known for her expertise in investment management and her ability to guide clients towards financial success. Kerrie's passion for educating others about personal finance has ...
Understanding Your Tax Return: A Line-by-Line Guide
April 10, 2024 08:00 - 29 minutes - 40.9 MBAbout the Guest(s): Kerrie Beene: Certified Financial Planner at Rooted Planning Group. Kate Welker: Certified Financial Planner at Rooted Planning Group. Episode Summary: In this episode, certified financial planners Kerrie Beene and Kate Welker from Rooted Planning Group dive into the details of the 1040 tax return form. They discuss each line item and explain what it means for taxpayers. From reporting income to deductions and credits, Kerrie and Kate provide valuable insights into ho...
Understanding the Tax Bucket Strategy for Retirement Planning
April 03, 2024 08:00 - 11 minutes - 15.5 MBAbout the Guest(s): Kerrie Beene is a certified financial planner and the chief investment officer at Rooted Planning Group. With years of experience in the financial planning industry, Kerrie is well-versed in helping clients navigate the complexities of taxes, investments, and retirement planning. She is dedicated to educating individuals on the tax bucket strategy and providing them with the tools and knowledge to make informed financial decisions. Episode Summary: In this episode, Ker...
Spring Cleaning Your Finances
March 27, 2024 08:00 - 15 minutes - 21.9 MBAbout the Guest(s): Amy Irvine is the CEO and founder of Rooted Planning Group. With years of experience in the financial planning industry, Amy is dedicated to helping individuals and families achieve their financial goals. She is known for her expertise in tax planning, retirement planning, and estate planning. Amy is passionate about educating her clients and providing them with the tools and resources they need to make informed financial decisions. Episode Summary: In this episode, Am...
Saving for College and Other Priorities: Insights from a Parent
March 20, 2024 08:00 - 20 minutes - 28.7 MBAs parents, we often find ourselves juggling multiple financial goals, from saving for our children's education to providing them with vehicles and ensuring our own long-term financial security. In this article, we will explore the insights and experiences of a parent who has successfully navigated these competing priorities. In this episode, Becky Eason interviews Kerrie Beene, a parent who has successfully saved for her children's education while managing other financial priorities. Kerri...
Navigating Competing Goals and Priorities in Personal Finances
March 13, 2024 08:00 - 14 minutes - 20.2 MBAbout the Guest(s): Becky Eason is a financial planner at Rooted Planning Group. With a background in finance and a passion for helping clients navigate their financial goals, Becky brings a wealth of knowledge and expertise to her role. She has experience working with clients at various stages of life, from early career professionals to those in retirement. Becky understands the challenges of balancing competing goals and priorities and is dedicated to helping her clients create a financia...
Navigating Competing Goals: Tips for Managing Finances in 2024
March 06, 2024 08:00 - 21 minutes - 30 MBHow to Manage Competing Goals: Insights from Rooted Planning Group About the Guest(s): Becky Eason is a long-term team member of Rooted Planning Group. With her extensive experience in financial planning, Becky has helped numerous clients navigate competing goals and make informed decisions about their finances. She specializes in providing guidance on interest rates, credit card debt, and finding ways to save money while achieving financial goals. Episode Summary: In this episode, Amy I...
Under One Roof: A Guide to Multigenerational Living and Care
February 28, 2024 08:00 - 33 minutes - 45.5 MBAbout the Guest(s): Emily Graham is a co-author of the book "Under One Roof: Creating Harmony for Multigenerational Living." She has a decade of experience working in home health, palliative, and hospice care. Emily's expertise in the field, combined with her personal experience of caring for her family members, has shaped her understanding of the challenges and benefits of multigenerational living. She brings a unique perspective to the topic and offers practical advice for families consid...
From Anxiety to Action: Transforming Your Money Conversations
February 21, 2024 08:00 - 25 minutes - 35.2 MBNavigating Money and Relationships: Insights from a Licensed Clinical Social Worker About the Guest(s): Sheila Nissim is a licensed clinical social worker with extensive experience in psychotherapy. She works with individuals of all ages, helping them navigate various emotional and relational issues. Sheila has a particular interest in the intersection of money and relationships, and she helps clients explore their beliefs, anxieties, and experiences related to money. Through her work, she...
Teaching Children Money Skills: A Guide for Parents
February 14, 2024 08:00 - 22 minutes - 30.5 MBIn this episode, financial planner Kate Welker discusses the importance of teaching children about money and shares her own experiences and strategies for instilling good money management skills. She emphasizes the value of open communication about finances, introducing children to tangible money, allowing them to make reasonable mistakes, and gradually introducing them to digital payment systems. Kate also highlights the significance of savings accounts and the lessons they teach about budg...
Navigating Couples and Money: Tips for Building Financial Harmony
February 07, 2024 08:00 - 29 minutes - 40.7 MBEpisode Summary: In this episode, Amy Irvine and Kate Welker discuss the integration of money within relationships, specifically focusing on couples. They provide tips and suggestions for having open and productive conversations about money, even when one partner may be hesitant. The hosts emphasize the importance of setting regular "money dates" to review finances, celebrate wins, and address any concerns. They also explore the psychology of money within relationships, highlighting how dif...
Tips for Managing Finances After Losing Your Job
January 31, 2024 08:00 - 15 minutes - 21.2 MBIn this episode, Amy Irvine, CEO and founder of Rooted Planning Group, discusses the financial issues to consider when facing job loss. She provides valuable tips and insights to help individuals navigate through this challenging period. Amy covers topics such as cash flow management, health insurance options, debt management, retirement accounts, and tax planning. She emphasizes the importance of reviewing budgets, exploring available resources, and seeking assistance when needed. Listeners...
Financial Wellness: Tips for a Successful Year
January 24, 2024 08:00 - 16 minutes - 22.2 MBFinancial Wellness: Tips for a Successful Year As we enter a new year, many of us have resolutions and goals in mind, but sometimes it can be challenging to find the momentum to get started. In this article, we will explore some financial tips and ideas to help you kickstart your journey towards financial wellness. Whether you are already on track or looking to make changes, evaluating your current situation and aligning your values with your financial goals are essential steps to take. Let...
The Journey of First-Time Moms: Health and Financial Tips
January 17, 2024 08:00 - 18 minutes - 25.5 MBAs first-time moms, Becky Eason and Liz Zemak have embarked on a journey filled with joy, challenges, and learning experiences. In this episode, we will delve into their insights and tips on how to navigate the world of motherhood while also taking care of their health and finances. Both Becky and Liz are members of the Rooted Planning Group, a women-owned financial planning group that empowers women to take control of their financial futures. Let's explore the main themes they discussed and...
The Connection Between Nutrition and Financial Planning
January 10, 2024 08:00 - 19 minutes - 26.9 MBAs we enter a new year, many of us have set resolutions to improve our health and financial well-being. It's no secret that nutrition and financial planning are both important aspects of our lives, but have you ever considered the similarities between the two? In this edition of Money Roots, we explore the connection between nutrition and financial planning and how they can impact our overall well-being. Don't miss out on valuable insights and empowering financial advice! Subscribe to "Mone...
Happiness Coach Sandra Miller Shares Tips for Finding Authentic Joy
January 03, 2024 08:00 - 33 minutes - 45.8 MBLive Like an Otter: Finding Happiness in Everyday Moments Welcome to the first episode of Money Roots, where we explore the intersection of personal finance and personal growth. Today, I am thrilled to have Sandra Miller, a happiness coach and host of the sassy podcast "A Sassy Little Podcast," as our guest. Sandra has embarked on a journey to find happiness and has now become a happiness coach herself. In this episode, we delve into Sandra's personal journey, the concept of happiness coach...
Money Roots: A New Direction for Wine and Dime
December 13, 2023 08:00 - 18 minutes - 25.7 MBWelcome to the final edition of Wine and Dime for 2023! As we wrap up the year, I am thrilled to have the whole team here today to share our favorite financial tips. But before we dive into that, I want to make a special announcement. In 2024, we will be rebranding the podcast as Money Roots. This exciting change will bring a fresh perspective and allow us to explore a wider range of topics related to personal finance. So, stay tuned for an even more engaging and informative podcast next yea...
Navigating Family Finances During the Holidays: Tips and Insights
December 06, 2023 08:00 - 16 minutes - 22 MBAs the year comes to a close, it's natural for us to reflect on our experiences and prepare for the holiday season. However, for many families, this time of year can also stir up a mix of emotions, particularly when it comes to finances. In this podcast episode, we delve into the complex dynamics of family, finance, and the emotional impact it can have during the holidays. Key Takeaways: Families can have different approaches to money, even if they were raised under the same roof. Underst...
What Issues Should I Consider Before the End of the Year?
November 29, 2023 08:00 - 14 minutes - 20.1 MBAmy Irvine discusses important financial considerations to keep in mind before the end of the year. She covers topics such as unrealized investment losses, capital gain distributions, required minimum distributions (RMDs), qualified charitable distributions (QCDs), income and tax planning, capital gains, thresholds for tax brackets and Medicare premiums, business expenses, retirement plans, changes in marital status, maximizing health savings accounts (HSAs), insurance planning, estate plann...
The Sandwich Generation: Navigating the Challenges of Aging Parents
November 15, 2023 08:00 - 11 minutes - 15.4 MBIn this episode, Amy Irvine continues the conversation on the challenges faced by the sandwich generation, those who are simultaneously caring for their aging parents and their own children. She provides practical advice on various aspects of caregiving, including healthcare plans, transportation options, community involvement, hiring a fiduciary, and backing up important documents. Amy also discusses the benefits of considering a continuing care retirement community and emphasizes the impor...
Caring for Aging Parents: The Sandwich Generation Struggle
November 08, 2023 08:00 - 14 minutes - 19.8 MBAs we approach the end of the year, many of us find ourselves reflecting on the challenges and joys of the past months. For some, this reflection includes the realization that they are part of the "sandwich generation" - a group of individuals who are caught between the responsibilities of caring for their aging parents and raising their own children. This delicate balancing act can be emotionally and physically draining, leaving individuals feeling torn between their parents, their children...
Considering the Financial and Emotional Factors of Buying a Home
November 01, 2023 08:00 - 10 minutes - 14.2 MBAs the fall season approaches in upstate New York, I find myself drawn to the local wineries, indulging in the flavors and experiences they offer. Recently, I discovered a new winery called Billsboro, located in Geneva. Their Pinot Noir and unique blended rose caught my attention. If you're looking for a wine adventure, I highly recommend checking out their website and exploring their offerings. But today, I want to shift gears and discuss a topic that has been on many people's minds lately:...
Exploring Financial Information Sources with Liz Zemak
October 25, 2023 08:00 - 18 minutes - 25.7 MBIn this episode of the Wine and Dime podcast, host Amy Irvine welcomes Liz Zemak, a financial planner and tax professional. They discuss various sources of financial information that people can explore to enhance their financial knowledge. They highlight The Morning Brew, Wall Street Journal, CNBC, Bloomberg, Yahoo Finance, The Balance, Nerd Wallet, and Finra.org as reliable sources for financial news and education. Liz also mentions Student Loan Planner as a valuable resource for individual...
Investment Long Game: Why Staying in Stocks Pays Off
October 18, 2023 08:00 - 14 minutes - 19.7 MBAmy Irvine and Kate Welker discuss whether people should be pulling money out of the stock market and putting it into cash. They explain that while cash may currently be yielding a high rate of return, historically, a stock market-based portfolio will provide a higher rate of return over the long term. They also discuss the concept of the yield curve and how it affects different investment options. Additionally, they provide tips for saving on taxes at the end of the year, such as maximizing...
Budgeting Tips and Tricks for a Successful Spending Plan
October 11, 2023 08:00 - 20 minutes - 28 MBWine and Dime is back with a new episode... Budgeting. The mere mention of the word can send shivers down the spine of even the most financially savvy individuals. It's a topic that often elicits feelings of overwhelm and anxiety. But fear not, for today we have the wonderful Becky Eason, a financial planner with Rooted Planning Group, here to share her expertise and shed some light on the art of budgeting. About The Guest(s): Becky Eason is a financial planner at Rooted Planning Group. S...
Understanding Asset Allocation: A Simplified Guide for Investors
October 04, 2023 08:00 - 25 minutes - 35.3 MBHello, everyone! Welcome to another episode of the Wine and Dime Podcast! In this episode, I have the pleasure of chatting with Kerrie Beene about a topic that sometimes gets a bad rap: asset allocation. Kerrie isn’t a fan of the term, explaining that it can be somewhat intimidating and confusing for clients. Together, we delve into the critical importance of comprehending asset allocation, especially regarding its relation to risk tolerance and investment goals. We also explore the intrigui...
How to Sell Yourself at a Job Interview, Without Sounding Like a Jerk With Sarah Connors
September 20, 2023 08:00 - 36 minutes - 50 MBAs the job market continues to evolve and adapt, it is essential for individuals to approach their career transitions with confidence and purpose. Whether you are seeking a new opportunity or have been displaced from your current position, understanding the recruitment process and effectively positioning yourself in the market is crucial. In this article, we will explore the insights and expertise of Sarah Connors, a seasoned recruitment professional, as she shares her knowledge on navigatin...
To Divorce or Not To Divorce: Moving Gracefully Through Your Journey with Paula Lesso
September 13, 2023 08:00 - 36 minutes - 49.9 MBHello, dear listeners! In this special episode of the "Wine and Dime" podcast, we are venturing into a topic that intertwines personal growth and financial wisdom - navigating the complex journey of divorce. I am thrilled to introduce you to the remarkable Paula Lesso, a seasoned divorce coach and author, who has transformed her personal experiences into a beacon of support and guidance for many women. And here's a little sprinkle of excitement - Paula has a heartwarming exclusive offer just...
Diving into the 529 Plan: College Savings and Strategies
September 06, 2023 08:00 - 12 minutes - 17.3 MBWelcome back Wine and Dime listeners! As the CEO and founder of Rooted Planning Group, I am fervent about assisting families in steering through the intricate world of college planning. This episode will dissect the nuances of 529 plans, a favored college savings avenue. We will scrutinize the advantages and considerations of these plans, coupled with shedding light on other savings prospects and strategies. So, pour yourself a glass of wine and accompany me as we venture into college planni...
Exploring the Changes in FAFSA: A Comprehensive Guide
August 30, 2023 08:00 - 15 minutes - 21.4 MBWelcome back, Wine and Dime listeners! In this four-part series on college planning, we have been discussing the major changes coming to the Free Application for Federal Student Aid (FAFSA). In part one, we explored college savings options, and in part two, we delved into ten changes to the FAFSA. Today, in part three, we will continue our discussion on the FAFSA changes, focusing on income and other factors that will impact students and their families. But before we dive into the details, ...
Top 10 Changes to the FAFSA for the 2023 - 2024 FAFSA Season
August 23, 2023 08:00 - 14 minutes - 19.5 MBWelcome back to another episode of Wine and Dine! In today's discussion, we will be diving into the changes in the Free Application for Federal Student Aid (FAFSA). As a financial planner, it is my goal to provide you with valuable information that can help you navigate the complexities of college planning. So grab a glass of wine, sit back, and let's explore the recent updates to the FAFSA. Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" toda...
College Planning Fundamentals: Terminology and Financial Aid Tips
August 09, 2023 08:00 - 16 minutes - 22 MBWelcome to Wine and Dime, where we explore the intersection of wine and finances. In this series on college planning fundamentals, we will delve into the terminology and strategies that can help you navigate the complex world of college planning. Just like a fine wine, college planning requires careful consideration and aging to achieve the desired outcome. So, grab a glass of your favorite vintage and join me on this journey of financial education. Don't miss out on valuable insights and e...
Special Needs Trusts: A Guide to Protecting Your Loved Ones
August 02, 2023 08:00 - 10 minutes - 14.6 MBSpecial Needs Trusts: A Guide to Protecting Your Loved Ones Welcome back to another estate planning edition of Wine and Dime. In this episode, we will be delving into the topic of special needs trusts. As the CEO and founder of Rooted Planning Group, I have had the privilege of gaining valuable insights from the Encore Estate's Team, who have provided me with guidance and educational language on this subject. Before we dive in, I would also like to highlight a winery that I recently visited...
Understanding the Five Wishes: A Comprehensive Guide to End-of-Life Planning
July 26, 2023 08:00 - 15 minutes - 21.2 MBHello, Wine and Dime listeners! Thank you once again for joining the show. Today, we are diving into a topic that is often overlooked but incredibly important in estate planning: The Five Wishes. This document, created by the organization Five Wishes, is the first living will that addresses not only your medical wishes but also your personal, emotional, and spiritual needs. It allows you to choose the person who will make healthcare decisions for you if you are unable to do so yourself. Key...
Power of Attorney: Your Financial Lifeline in a Bottle
July 20, 2023 11:00 - 12 minutes - 17.5 MBHey there, wine enthusiasts and financial aficionados! In this episode of "Wine and Dime," I'm thrilled to uncork the complex topic of Power of Attorney in Estate Planning. We'll pour out the details, swirl them around, and give you a taste of why this legal document is a crucial part of your financial vineyard. So, grab your favorite glass, sit back, and let's dive into the world of Power of Attorney, one sip at a time. Don't miss out on valuable insights and empowering financial advice! S...
Supreme Decisions: The Impact on Student Loans
July 05, 2023 11:00 - 15 minutes - 20.7 MBWelcome to another illuminating episode of Wine and Dime, where we explore and demystify financial landscapes while celebrating life's finer things. This week's episode is packed with insightful discussions, unraveling the latest updates on student loan repayments following a recent Supreme Court ruling. Hosted by Amy Irvine, CEO and Owner of Rooted Planning Group, this episode will guide you through this complex situation, equipping you with knowledge to navigate the shifting sands of stud...
Healthcare Proxies & Your Comprehensive Estate Plan
June 28, 2023 08:00 - 12 minutes - 17 MBWelcome back to Wine and Dime, where we delve into the rich nuances of financial planning, just as one might explore the complexities of a fine wine. In this episode, Amy Irvine, CEO and Founder of Rooted Planning Group, uncorks the topic of healthcare proxies in estate planning. 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 fina...
"Trust" Me, You Need to Listen to This Episode on Estate Planning
June 21, 2023 08:00 - 12 minutes - 16.8 MBHey there Wine and Dime listener! Are you ready to dive into the world of estate planning with me? In this episode, we're going to talk about trusts - and trust me, it's not as complicated as you might think! First, I'll give you an overview of the different types of trusts, including testamentary trusts, living trusts, and irrevocable trusts. We'll also dive into specific types of irrevocable trusts, like irrevocable life insurance trusts and charitable remainder trusts. Don't worry, I'll...
Simplifying Wealth Transfer: The Power of Trusts in Estate Planning
June 14, 2023 08:00 - 18 minutes - 25.2 MBHey there, folks! I'm excited to share with you this episode of Wine and Dime, where I talk about the significance of estate planning. Trust me, it's a topic that you don't want to miss out on! During this episode, I stress the importance of reviewing beneficiaries annually and provide some helpful tips, such as creating a spreadsheet or list of all accounts with named beneficiaries. I also explain the probate process and how it varies by state. Furthermore, I dive into the importance of h...
Estate Planning: Why It's Essential and How to Get Started - Part 1 of a Comprehensive Series
June 07, 2023 08:00 - 16 minutes - 22.9 MBHey there! Welcome to this episode of Wine and Dime, where I am going to introduce you to a new series on estate planning. Trust me, it's going to be a blast! So, let's dive right in! Estate planning is an important process that involves making some major decisions. And, if you're wondering why you need an estate plan, let me tell you, there are three basic reasons - privacy, protection of loved ones, and peace of mind. Now, let's talk about the five components of estate planning. First up...