Organization of Financial Documents and Vacation Planning

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

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Or visit us at www.rootedpg.com/podcasts for full show notes and links!

Wine Recommendation

Heron Hill - Products - 2018 Eclipse Red - 44% Merlot, 31% Cabernet Franc, 25% Cabernet Sauvignon.

A well-balanced red blend wih jammy flavors of black cherry and blackberries. Hints of nutmeg and licorice are in the background with soft tannins.

This episode is brought to you by Rooted Planning Group. Rooted Planning Group is a fee-only financial planning firm that specializes in working with women in their 30s and 40s who want to take control of their finances and plan for the future. Whether you're just starting out or you're looking to make a big change, Rooted Planning Group can help.

Visit www.rootedpg.com to learn more.