Welcome back Wine and Dime Listeners! This weeks guest is Matthew Frankel. Matt is a Certified Financial Planner based in South Carolina who has been writing for The Motley Fool since 2012. Matt and I talk about how he transitioned from a High School and College Math Teacher to a CFP® and writer for The Motley Fool, and ultimately ended up in South Carolina.  We also touch base around the fear of consumers that COVID-19 has created.  We wrap up this session with Matt’s the top two financial lessons he hopes everyone learns from.





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Matthew Frankel, CFPTwitter - @TMFMathGuy

Matt is a Certified Financial Planner based in South Carolina who has been writing for The Motley Fool since 2012. Matt specializes in writing about bank stocks, REITs, and personal finance, but he loves any investment at the right price. Follow him on Twitter to keep up with his latest work!



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Angel’s Envy

There’s bourbon. And then there’s divine inspiration painstakingly crafted into a spirit so sublime you’ll want to share it with the world. We make the second one. ANGEL’S ENVY is what happens when 200 years of bourbon tradition meet an independent master craftsman’s instinct to improve. It’s a total return to the art of craft-first, hand blended batches of 8 to 12 barrels at a time.

We personally taste every barrel throughout each step of the aging process to ensure that the spirits meet our perfectionist standards. This would be enough for any other premium bourbon, but we think you deserve more. That’s why we finish every one of our whiskeys in hand-selected finishing barrels. For an added layer of flavor and complexity, our bourbon and special cask strength are finished in ruby port casks, and our rye is finished in rum barrels. There’s no set time for this process.

It’s only Angel’s Envy when we say it is. 



ARTICLES MENTIONED: The Ascent homepage: https://www.fool.com/the-ascent/Research survey mentioned: https://www.fool.com/the-ascent/research/coronavirus-worried-money/Financial resources: https://www.fool.com/the-ascent/research/where-find-financial-help-during-coronavirus-pandemic/ https://www.fool.com/the-ascent/research/coronavirus-worried-money/

THIS EPISODE WAS PRESENTED BY


Amy Irvine AND IN COLLABORATION WITH The Seneca Lake Wine Trail

l

AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830

Welcome back Wine and Dime Listeners! This weeks guest is Matthew Frankel. Matt is a Certified Financial Planner based in South Carolina who has been writing for The Motley Fool since 2012. Matt and I talk about how he transitioned from a High School and College Math Teacher to a CFP® and writer for The Motley Fool, and ultimately ended up in South Carolina.  We also touch base around the fear of consumers that COVID-19 has created.  We wrap up this session with Matt’s the top two financial lessons he hopes everyone learns from.





W

Matthew Frankel, CFPTwitter - @TMFMathGuy

Matt is a Certified Financial Planner based in South Carolina who has been writing for The Motley Fool since 2012. Matt specializes in writing about bank stocks, REITs, and personal finance, but he loves any investment at the right price. Follow him on Twitter to keep up with his latest work!



e

Angel’s Envy

There’s bourbon. And then there’s divine inspiration painstakingly crafted into a spirit so sublime you’ll want to share it with the world. We make the second one. ANGEL’S ENVY is what happens when 200 years of bourbon tradition meet an independent master craftsman’s instinct to improve. It’s a total return to the art of craft-first, hand blended batches of 8 to 12 barrels at a time.

We personally taste every barrel throughout each step of the aging process to ensure that the spirits meet our perfectionist standards. This would be enough for any other premium bourbon, but we think you deserve more. That’s why we finish every one of our whiskeys in hand-selected finishing barrels. For an added layer of flavor and complexity, our bourbon and special cask strength are finished in ruby port casks, and our rye is finished in rum barrels. There’s no set time for this process.

It’s only Angel’s Envy when we say it is. 



ARTICLES MENTIONED: The Ascent homepage: https://www.fool.com/the-ascent/Research survey mentioned: https://www.fool.com/the-ascent/research/coronavirus-worried-money/Financial resources: https://www.fool.com/the-ascent/research/where-find-financial-help-during-coronavirus-pandemic/ https://www.fool.com/the-ascent/research/coronavirus-worried-money/

THIS EPISODE WAS PRESENTED BY


Amy Irvine AND IN COLLABORATION WITH The Seneca Lake Wine Trail

l

AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: [email protected]

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