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
Exploring the Debt Ceiling: Impact and Implications on Personal Finance
May 24, 2023 08:00 - 11 minutes - 16.4 MBWelcome to another episode of our podcast, where we believe in blending financial acuity with the art of living well. Today, we're tackling a topic that can seem as complex and intimidating as a sommelier's wine list—the Debt Ceiling. In this session, our very own Amy Irvine, CEO and Founder of Rooted Planning Group, takes us on a guided tour of the fiscal landscape. We'll be getting to grips with the intricacies of the Debt Ceiling, its importance in the U.S. economic system, and its poten...
Economics 101: Understanding Economic Terms
May 17, 2023 08:00 - 18 minutes - 25 MBEconomics 101: Understanding Economic Terms Get ready to dive into the world of finance like you've never done before! In this episode, our financial wizard Amy Irvine takes us on a whirlwind tour, decoding complex financial jargon and making it as easy as ABC. From short selling to capital gains, Amy breaks down intricate financial terms with her knack for making tricky concepts digestible. Ever wondered what 'market capitalization' really means? Or how about the strategy behind 'dollar co...
Economics 101: Sipping on Stock Market Trends and New Mexico's Uncharted Vineyards
May 10, 2023 08:00 - 14 minutes - 20.5 MBWelcome to another exciting episode of Wine and Dime, where we blend the fascinating world of economics with the delightful flavors of wine. Today, we're diving into the intriguing depths of investor sentiment, market trends, and stock valuations, all while taking a virtual trip to the captivating wine regions of New Mexico! Sit back, pour yourself a glass of your favorite vino, and join us as we unravel the mysteries of the stock market and uncover the hidden treasures of New Mexico's rich ...
Economics 101: Understanding CPI, Unemployment, and Consumer Sentiment
May 03, 2023 08:00 - 14 minutes - 19.4 MBWelcome to another exciting episode of Wine and Dime with your host, Amy Irvine! In this episode, we'll not only dive deep into the world of economics, but also embark on a delightful exploration of the Virginia wine region. Get ready to learn about the state's rich history of wine production, the unique varietals it offers, and the beautiful landscapes where these grapes flourish. So, pour yourself a glass of your favorite Virginia wine, sit back, and join Amy as she uncorks a wealth of kno...
Economics 101: From Wine Trails to Trade Balance - A Beginner's Guide to GDP
April 26, 2023 08:00 - 10 minutes - 14 MBWelcome back, Wine and Dime listeners! In this episode, we're popping open a bottle of something special as we continue our journey through Economics 101. But before we dive into the intricacies of GDP and the trade balance, let's take a moment to savor the flavors of Michigan's wine industry. Yes, you heard me right - Michigan! From Cabernet Franc to Riesling, Michigan's wineries are producing over 3 million gallons of wine each year. And with over 200 commercial wineries in the state, ther...
Economics 101: Decoding Leading Economic Indicators and Recession Risks
April 19, 2023 08:00 - 12 minutes - 17.8 MBWelcome to another fun episode of Wine and Dime with Amy Irvine, where we chat about money matters while enjoying some fantastic wine. In today's episode, we'll explore the world of economic indicators, making it easy to understand for everyone. And what better way to learn than with a tasty glass of Airlie Winery's Rosé of Pinot Noir by our side? So, grab your favorite wine glass and join us as we dive into the world of finance with a touch of Oregon's finest wine. Get ready to learn, laugh...
Economics 101: Understanding the Importance of the Fed Funds Rate
April 12, 2023 08:00 - 17 minutes - 23.8 MBHi there, Wine and Dime listeners! Amy Irvine here, and I want to start a series on economics. I've realized that during some of my presentations, not everyone may be familiar with some of the terms I use. So, over the next six weeks, I'll be discussing various economic topics that may be new to you but are important to understand. This week, let's start with understanding the importance of the Fed Funds Rate. Don't miss out on valuable insights and empowering financial advice! Subscribe to...
Wine and Dime Your Way Through Small Business Tax Planning
April 05, 2023 08:00 - 35 minutes - 49 MBWelcome to Wine and Dime, the podcast that uncorks the mysteries of personal finance! Today, we're diving into the nitty-gritty of business expenses. As a solopreneur or small business owner, you want to maximize your deductions and minimize your tax bill, right? Well, buckle up, because our guest experts, Kate Welker and Amy Irvine, are ready to help you do just that. From office supplies to travel expenses, from depreciation to employee benefits, they'll guide you through the maze of IRS r...
Bank Failures and Insurance Limits
March 29, 2023 08:00 - 15 minutes - 21.8 MBBank Failures and Insurance Limits Welcome to the Wine and Dime podcast, where financial topics are uncorked and discussed like a fine bottle of wine. In today's episode, Amy talks about the recent bank failures and the insurance limits that protect your funds. Before diving into the topic, Amy mentions her wine recommendation for the day - a 2019 Bourbon Barrel Cab from Berklee Winery in Lubbock, Texas. Moving on to the topic, Amy explains the different types of insurances available, su...
Pairing Schedule 3 with the Perfect Wine: A Tax Season Guide
March 22, 2023 08:00 - 14 minutes - 20 MBPairing Schedule 3 with the Perfect Wine: A Tax Season Guide In this episode of the Wine and Dime podcast, host Amy Irvine discusses Schedule 3 of the 1040 tax form, which covers additional credits and payments. Schedule 3 of the 1040 tax form is like the third glass of wine - it's necessary to finish, but you're not sure if it's worth the headache tomorrow. Kidding aside, Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on ...
Uncorking Schedule 2: Sipping on Taxes with Amy Irvine
March 15, 2023 08:00 - 15 minutes - 20.7 MBAmy Irvine of Wine and Dime is back with another episode, and this time she's uncorking the secrets of Schedule 2 from the 1040 tax document. It may sound daunting, but Amy breaks it down like a fine wine, explaining the different types of taxes and penalties that can show up on Schedule 2. But what's a tax episode without a wine recommendation? Amy suggests pairing your tax prep with a glass of Pudding River Winery's Willamette Valley Chardonnay. This "delightful" wine is the perfect comp...
Uncorking Your Income: Making Adjustments on Schedule 1
March 08, 2023 08:00 - 16 minutes - 22.9 MBIn this episode of Wine and Dime, Amy Irvine is back to talk about the wonderful and illustrious 1040! Amy dives into Schedule 1, which is actually an extension of the front side of the 1040. Schedule 1 is all about additional income and adjustments to income. What you'll learn: Different income items included in Schedule 1 Form 4797 and Form 2550 Types of income need to be reported on Schedule 1 Pudding River Pinot Noir for International Women's Day Don't miss out on valuable insigh...
Demystifying Page 1 of the 1040 Tax Form
March 01, 2023 08:00 - 19 minutes - 27.4 MBSummary: In this episode, we break down page 1 of the 1040 tax form and explain each section in plain language. We cover everything from personal information to income sources, deductions, and tax credits, so you can better understand how to fill out this important document. Outline: Introduction Personal Information: The first section of the 1040 form requires you to provide your name, address, and Social Security number. You also need to indicate your filing status, which can be single,...
What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 2
February 22, 2023 08:00 - 15 minutes - 21.7 MBThinking about adding disability insurance or "Risk Transfer" to your financial plan? Listen to this episode of the Wine and Dime Podcast by Amy Irvine as she shares what she learned at a recent conference sponsored by LLIS. She will also share her wine pick for this month as she starts her "around the world" with her tastebuds wine tour this year. Prejean Winery, https://prejeanwinery.com/ - Riesling or Gold Finch Riesling - check out the story of this wine, talk about a life event! WHAT...
What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 1
February 15, 2023 11:00 - 16 minutes - 22.3 MBThinking about adding life insurance to your financial plan? Listen to this episode of the Wine and Dime Podcast by Amy Irvine as she shares what she learned at a recent conference sponsored by LLIS. She will also share her wine pick for this month as she starts her "around the world" with her tastebuds wine tour this year. Prejean Winery, https://prejeanwinery.com/ - 2016 Bosun's Mate - check out the story of this wine, talk about a life event! What is LLIS you may be asking? As an ex...
Amy's February 2023 Market and Economic Reports
February 08, 2023 11:00 - 15 minutes - 21.5 MBThis week's episode of Wine and Dime is a crossover episode from our YouTube channel. In this episode we discuss the Market and Economic Reports so far this year. You can listen to the episode here or check the show notes below for the links to the 2 video's that go along with it. You will learn what the GDP and labor numbers are telling us. Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth a...
Fiscal Feminist Kimberlee Davis
February 01, 2023 08:00 - 43 minutes - 59.2 MBWe are excited to welcome Kimberlee Davis the Fiscal Feminist to this weeks episode of Wine and Dime. Kimberlee Davis is a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is also a Certified Divorce Financial Analyst. Kimberlee is a professional woman, a mother and a daughter of elderly parents. Her career began as a Wall Street corporate lawyer. She then transitioned into investment banking, ...
Secure Act 2.0 - 2024 Provisions - Part 3
January 25, 2023 08:00 - 19 minutes - 26.5 MBWelcome to Part 3 of the Wine and Dime podcast about the SECURE Act 2.0. In this episode we will be discussing provisions that go into effect in 2024. There's a big one regarding Roth Provisions, so be sure to tune in and learn more! What you will learn: Roth Provisions and eligibility requirements IRA catch-up will be indexed for inflation Hardship Distribution Emergency Savings Account Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" t...
Secure Act 2.0 - New Provisions - Part 2
January 18, 2023 08:00 - 16 minutes - 22.7 MBWelcome to Part 2 of the Wine and Dime episode about the SECURE Act 2.0. In this episode we'll be covering some the new provisions that are effective for 2023. Buckle up, because there is a lot of information in this one! What you will learn: Roth SEP and Roth Simple IRA's for small businesses Roth IRA employer contributions Moving 529 money to a Roth IRA for beneficiary Hardship Distributions Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Ro...
Secure Act 2.0 - Rules on RMDs - Part 1
January 11, 2023 11:00 - 15 minutes - 20.6 MBWelcome back Wine and Dime listeners. These next three episodes will be focusing on the SECURE Act 2.0. On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023, which included the SECURE Act 2.0, which was part of the 2023 Omnibus Spending Bill. It made for good reading over the past week. For those inquiring minds that want to know what “SECURE” stands for, it is “Setting Every Community Up for Retirement Enhancement.” This is going to focus only on the SECURE...
Positively Productive With Lisa Zawrotny
January 04, 2023 08:00 - 41 minutes - 57.2 MBHappy New Year Wine and Dime listeners! This first episode of 2023 is a special one. We welcome to the show Lisa Zawrotny. Lisa found herself sandwiched between "raising parents" and raising kids. She got lost in who she was and used her process to find herself and declutter her life to start a new path, a new business. Check out Lisa's Podcast "The Positively Living podcast" Lisa shares the following tips: Learn who you are Learn how you work best Learn how to lean into your stren...
Wine and Dime Year End Conversation Part 2
December 14, 2022 08:00 - 20 minutes - 27.5 MBWelcome to part 2 of the last episode of Wine and Dime for 2022. It's been a great year and I thought it would be great to invite team on this episode to share some year ending financial insights. We want to thank you all for subscribing and being part of the show. 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 finance, making it ...
Wine and Dime Year End Conversation Part 1
December 07, 2022 08:00 - 22 minutes - 31.1 MBWelcome to part 1 of the last episode of Wine and Dime for 2022. It's been a great year and I thought it would be great to invite team on this episode to share some year ending financial insights. We want to thank you all for subscribing and being part of the show. 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 finance, making...
What to Do When You Have a Blended Family
November 30, 2022 08:00 - 21 minutes - 29.5 MBOn this episode of Wine and Dime, we wrap up our monthly topic about estate planning. Kerrie Beene joins me this week as we talk about what to do when you have a blended family. Tune in to learn more! What you'll learn: What to do when you have a blended family Talking to your Teenage Kids Things to consider when naming your Executor/ix and Trustee Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial ...
How to Support Parents Aging in Place When You Live Afar
November 23, 2022 08:00 - 20 minutes - 28.5 MBAnn Arceo joins us on this episode of Wine and Dime! She is here to talk about how to support your aging parents while living afar. Ann shares some insights into the situation, along with plans, and things to think about. Tune in to learn more! Things you will learn: Helping them make connections Important Estate Planning Documents Building an Emergency Plan for You Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a jo...
Estate Planning for Parents with Middle School Kids
November 16, 2022 08:00 - 19 minutes - 26.9 MBWelcome back Wine and Dime listeners. In this episode, Kate Welker is here again to talk about November's topic of Estate Planning! This time, centering around parents with middle school kids. Kate shares her experiences and insights into some of the things you need to be aware of as your children start to get older. What you'll learn: Planning for yourself during those years Knowing your state laws around privacy policies Documents needed by your 18 year old Don't miss out on valuab...
Estate Planning for New Parents
November 09, 2022 08:00 - 19 minutes - 26.6 MBOn this episode of Wine and Dime, Becky Eason joins us once again. This time to talk about estate planning for new parents. As a soon to be new parent, Becky shares some insights into the topic and some things she learned along the way. In this episode you will learn: Documents to put in place and keep family involved "What-if" talks you should have Finding a safe place to plan Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to emb...
What If This Is Your First Job?
November 02, 2022 08:00 - 24 minutes - 33.3 MBWelcome back Wine and Dime listeners! This week we welcome back Kerrie Beene. Kerrie is here to share with us some things to be thinking about "If this is your first job". What you will learn: What benefits should you be looking for? What should I be thinking about in the event of a recession How to prepare for holiday spending Ideas around protecting your online presence Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark ...
Benefits You Might Be Missing Out On
October 26, 2022 08:00 - 13 minutes - 18.1 MBOpen enrollment month continues this week on Wine and Dime. Ann Arceo is back with us to discuss some benefits that you might be missing out on! Be sure to tune in to find out if there are any benefits that you might have forgotten about. What you'll learn: Review your list of benefits Don’t set and forget Think about what next year might bring you and adjust your benefits Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark o...
Analyze If Your Benefits Are Enough
October 19, 2022 08:00 - 23 minutes - 32.9 MBIt wouldn't be October around here if we weren't talking about Open Enrollment. That's why Becky Eason is back with us on this episode of Wine and Dime! She's here to help you make sure that you aren't leaving any benefits "on the table"! Tune in to learn more What you'll learn: Do you need more Where to Go Analyze if your benefits are enough Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growt...
Let's Talk About Open Enrollment
October 12, 2022 08:00 - 24 minutes - 34.1 MBWe welcome Kate Welker back on this episode of Wine and Dime. It's October, and you know what that means. Time to be thinking about Open Enrollment! And Kate is here to walk us through some things to be thinking about to help you plan for your upcoming open enrollment planning! What you'll learn: What might be available during open enrollment Analyzing if your benefits are enough Do you need more - where to go Don't miss out on valuable insights and empowering financial advice! Sub...
What Should I Consider When Purchasing a Life Insurance Policy
October 05, 2022 08:00 - 24 minutes - 33.6 MBWelcome to this episode of Wine and Dime! Ann Arceo is back with us to discuss Life Insurance. She shares some of her insights and expertise into this topic that you'll want to be sure not to miss! In this episode you will learn: Types of Life Insurance How much Life Insurance Tips to Avoid Common Mistakes 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...
What if Your Home Is Damaged and You Need Restoration
September 28, 2022 08:00 - 21 minutes - 29.3 MBKate Welker is back with us on this episode of Wine and Dime with Amy Irvine. Kate draws on her experience working with her father to share some tips about insurance coverage with us. Tune in and listen to a great conversation that will inform and educate you about your insurance questions. What you'll learn: What types of coverage you should have in your insurance policy Dangers of DIYing water, backup, and soot repairs Making sure your liability coverage covers your risk Don't miss...
Considerations When Reviewing my Property and Casualty Insurance Policies
September 21, 2022 08:00 - 21 minutes - 29.1 MBBecky Eason is back with us on this week's edition of Wine and Dime. She's here to talk about insurance policies and what you should consider while reviewing them. While this might not be the most captivating topic, it is essential to your financial plan. Becky shares her expertise and some insights on what to be looking for. What you will learn What are the different coverage areas of auto insurance What are some ways to save Tips to analyze coverage Don't miss out on valuable insig...
Tax Credits, Raising Kids and Helping Parents
September 14, 2022 08:00 - 25 minutes - 34.9 MBAnn Arceo joins us on this episode of Wine and Dime! She is here to talk about tax credit, raising kids, and helping parents. What you'll learn: HSA, FSA, Dependent FSA, Limited Purpose FSA's defined Work Opportunities - if one of the family members wants to stay home with the family Caregiving for Parents: See below for What Issues to Consider for Aging Parents. Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journ...
Grandparents Helping with College Costs
August 31, 2022 08:00 - 23 minutes - 32.4 MBGrandparents helping out with college costs through 529 plans and other savings accounts? That's what we are talking about this week on Wine and Dime. Becky Eason is back with us this week to help us wade through this topic. In this episode you will learn: What are the various savings vehicles for grandparents to save in Pros and Cons of different savings types Suggestions on how to talk to your grandkids about money Don't miss out on valuable insights and empowering financial advic...
Back to School for High School and College Students
August 24, 2022 08:00 - 17 minutes - 24 MBIn this episode of Wine and Dime we will be focusing on back-to-school expenses for High School and College Students. Our very own Kerrie Beene has students in those age groups, so I invited her back to talk to us about what she's learned over the years! What you'll learn: Ideas on how to plan for the extra costs of participating in your kids' sporting events Preparing for college dorm expenses Talking to your high school and college kids about money Don't miss out on valuable insigh...
Back to School - Young Kids
August 17, 2022 08:00 - 21 minutes - 29.3 MBKate Welker joins us in this episode of Wine and Dime. She shares with us some back-to-school supply buying tips that every parent can appreciate. Tune in to find out some of these budgeting and money saving tips! What you will learn: How to budget for school supplies How to budget for back-to-school clothes Put a plan together to deal with the back-to-school flurry of fall activities Planning a mental health moment for parents How to incorporate financial lessons and teaching opport...
Journey of a Fee Only Financial Planner Jeff Dvorak
August 10, 2022 11:00 - 57 minutes - 78.9 MBJeff Dvorak joins me on this week's episode of Wine and Dime. Jeff shares with us his journey to being a financial planner. From his upbringing to his college days to his career, Jeff offers insights about his life as a financial planner and what drives him to help his clients. Jeff is the owner of 4D Financial Advisors who is an independent, fee-only financial advisory firm for female professional leaders. What will you learn: Jeff's journey to working focusing his work on female finan...
Financially Independent with Ann
August 03, 2022 11:00 - 29 minutes - 33.3 MBIn this episode of Wine and Dime we wrap up Financial Independence month with our very own Ann Arceo. Ann is here to share her expertise and some things to consider on your path to financial independence. What you will learn: Thinking about the care you want Working with a planner to determine the type of “plan” that's best for you Impact of the loved ones Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of fin...
Financial Independence, Retire Early - FIRE Movement
July 20, 2022 08:00 - 20 minutes - 28 MBThis week on Wine and Dime, Becky Eason and I talk about the FIRE Movement. What is the FIRE Movement you may ask? FIRE stands for "Financial Independence, Retire Early" In this episode you will learn: FIRE Movement (when do you have enough) What is the FIRE movement Ways to plan to join the FIRE movement Places to do your own research 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 e...
Raising Independent Children - How to avoid failure to Launch
July 13, 2022 08:00 - 21 minutes - 29.4 MBOn this episode of Wine and Dime we welcome back to the pod Kerrie Beene! Kerrie is here to share some insights on how to raise independent children. What you will Learn this episode Raising Independent Children - How to avoid failure to Launch How to start early How Kerrie helped her daughter learn to budget How to work with different money personalities Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of fi...
What is Financial Independence
July 06, 2022 08:00 - 27 minutes - 38.2 MBKate Welker is back with us on this episode of Wine and Dime. This week we are talking about Financial Independence. Kate is here to break it down for us and ask the question, "What does financial independence mean to you?" In this episode you will learn: What is Financial Independence Explore - What does financial independence mean to you? Why would you seek financial guidance from a financial planner to help you seek your financial independence? Be open to finding alternative strate...
Talking Cybersecurity
June 29, 2022 08:00 - 46 minutes - 64.1 MBIn this episode of Wine and Dime, TJ Meehan joins us to talk about cybersecurity and offer a few recommendations and best practices that can help protect you online! What is cybersecurity? Cybersecurity is the practice of protecting critical systems and sensitive information from digital attacks. Also known as information technology (IT) security, cybersecurity measures are designed to combat threats against networked systems and applications, whether those threats originate from inside or...
A Down Market and Its Impact on Retirement Savings
June 22, 2022 08:00 - 29 minutes - 39.8 MBRetirement month continues here at Wine and Dime. Ann Arceo is back with us to talk about the impacts that your retirement savings have during a down market, like we are seeing now. What you will learn Impact on younger savers Impact on those wanting to retire soon Impact on those already retired 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 ...
Planning For Retirement When You're in Your 40s
June 15, 2022 08:00 - 27 minutes - 38.1 MBKerrie is back with us in this Episode of Wine and Dime. We are talking about planning for retirement while you are in your forties. In this episode you will learn: How to map out conflicting goals Types of savings vehicles How to maximize the next 20 years 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 finance, making it acc...
Competing Priorities: Saving For Retirement, Building An Emergency Fund, And Paying Off Debt
June 08, 2022 11:00 - 25 minutes - 35.6 MBIn this episode of Wine and Dime we continue our topic of the month, Retirement. Becky Eason is back on the show to talk about some competing prioritites. Saving for Retirement, building an emergency fund, and paying off debt In this episode you will learn: How to set priorities with small step Where to prioritize saving and how much to save How to prioritize debt repayment Element Winery Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" ...
Retirement, Flipping the Switch
June 01, 2022 11:00 - 17 minutes - 23.6 MBWine and Dime welcomes back Kate Welker to the show. Kate is here to talk about retirement, and "Flipping the Switch" for retirement. In this episode, you will learn Steps to Prepare for Retirement Ideas on how to get comfortable with changing the frame around “income” stream Bucketing Your Assets Book Recommendation - Flipping a Switch, Barbara O'Neill Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of fi...
Now That You’ve Graduated, How Do You Navigate Your First Job?
May 25, 2022 08:00 - 24 minutes - 34 MBWine and Dime Welcomes back Ann Arceo. Ann is here to talk about that first job after graduating, and how to navigate the benifits, savings, and your work-life balance. Things you'll learn in this episode Making a plan Dig into Benefit options Diversify your Savings Diversify your time Red Wines | Swedish Hill Winery - Bourbon Barrel Red and 2016 Optimus Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of fin...
Saving for College - Early Teens Edition
May 18, 2022 08:00 - 19 minutes - 26.5 MBWelcome to this edition of Wine and Dime with Amy Irvine. Kerrie Beene is back to share with us some insights on saving for college for your early teenagers. What you will learn this episode How to pay for college Building Awareness on College Costs Building Savings into the Budget Home | Thirsty Owl Wine Company - Malbec 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. Joi...