Money Roots artwork

Money Roots

311 episodes - English - Latest episode: 17 days ago - ★★★★★ - 10 ratings

Welcome 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.

Investing Business Education Self-Improvement
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Episodes

Now That You Graduated, How Do You Deal With Student Loans

May 11, 2022 08:00 - 21 minutes - 28.9 MB

Becky Eason is back with us for this edition of Wine and Dime. We're here to talk about student loan, with some tips to think about while paying them off. Tip #1 - Know your estimated payment! Things you'll learn: Types of loans - subsidized, unsubsidized, private, PLUS, Grad PLUS Type of Repayment Plans How Interest is calculated and capitalized FPPathfinders - Student Loan Road Map Home - Treleaven Wines - Cab Franc Don't miss out on valuable insights and empowering financial advi...

What to Know About The FAFSA Changes

May 04, 2022 08:00 - 24 minutes - 33.3 MB

Kate Welker is back with us this week to talk about some FAFSA changes. This is definitely an episode you'll want to use or share with those students or parents that will be filling out a FAFSA this year. What you will learn this episode Origination fees for student loans Interest rates on Student Loans The Changes to the FAFSA you should know Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growt...

Getting Organized: Saving for College When You Have Young Children

April 27, 2022 08:00 - 25 minutes - 35.4 MB

Welcome back Wine and Dime listeners. In this episode we welcome back to the show Ann Arceo. She is here to continue this month's theme of getting organized. This week's topic is about saving for college when you have young children. What you will learn in this episode: Ideas on how to make a plan early for education costs Ideas on how to start saving small If you are in a high deductible plan, fully fund your HSA Don't miss out on valuable insights and empowering financial advice!...

Introduction to Wine and Dime

April 25, 2022 11:00 - 1 minute - 2.66 MB

What is Wine and Dime all about you may ask? Here is a short clip on what inspired the podcast and what you will get out of each episode! 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 accessible to everyone, from beginners to seasoned experts. By subscribing, you'll stay up-to-date with each episode, gaining ...

Getting Organized For Buying a Car

April 20, 2022 08:00 - 22 minutes - 31.2 MB

Wine and Dime is here to help you get organized for buying a car. Kerrie Beene is back on the show to walk us through how she gets organized for buying a car. She walks us through a recent purchase she made for her daughter. We think there are some great tips in here to help everyone who is looking to make a car purchase. What you will learn: Getting organized to buy a vehicle Searching for the right vehicle Plot out the comparison - purpose, price, and purchase Don't miss out on val...

Organization of Financial Documents and Vacation Planning

April 13, 2022 08:00 - 21 minutes - 29.4 MB

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 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, ma...

Spring Cleaning! What Documents to Keep or Shred

April 06, 2022 08:00 - 25 minutes - 35.2 MB

Welcome back Wine and Dime listeners. Kate Welker is back on the show this week, and now that tax season is drawing to close, it's time to start talking about recovering from tax season! It's time for some spring cleaning, and we're here to help! What you will learn: Create a table of contents How long to save various documents Backing up your files Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would like answered on the sho...

HSA and 529 Tax Myths

March 30, 2022 08:00 - 28 minutes - 39.2 MB

On this episode of Wine and Dime, Kerrie Beene joins us once again. This time we are talking about HSA and 529 Myths. What you will learn   529 Myths and Facts HSA Contributions & Distribution (reminder of what they are vs FSA) Amounts you can contribute to both HSA and FSA Dependent FSA Special Purpose FSA Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg....

Money Empower with Barbara Huson

March 23, 2022 08:00 - 40 minutes - 54.9 MB

200! When I started the show, I thought it would be fun to bring my two favorite passions together - Wine and Finance. Everyone's journey in life is different, just like everyone has different palettes for wine - both should be celebrated and not judged. This week’s guest could not have been a better fit to help us celebrate our 200th episode as she is the essence of why I started this podcast. Join us for this podcast and learn about Barbara's riches to rags to riches story. Barbara is ...

Amy and Becky Talk Education, Tax Tips, and Ports

March 16, 2022 08:00 - 23 minutes - 31.7 MB

Becky Eason is back with us for this episode of Wine and Dime. She's here to talk about education, tax tips and a great Port from Lakewood vineyards. It's always a pleasure to have Becky on the show, we love her insights and knowledge that she brings to the table. What you will learn this episode Student Loan Interest Deduction American Opportunity Tax Credits Lifetime Learning Credits Refundable - AOTC up to $1,000 Non-refund - Lifetime Thanks for listening and be sure to like, rat...

Talking Taxes and Tips with Amy and Kate

March 09, 2022 08:00 - 25 minutes - 35.1 MB

Welcome to tax talk here at Wine and Dime. We welcome Kate Welker back to the show to share her expertise in taxes. This episode will go into some of the nuances of state and federal taxes, and what is taxed. Be sure to tune in and let us answer some of your tax questions. What you will learn in this episode Progressive versus flat tax system Self-Employment Tax Tips to check on your withholdings Thanks for listening and be sure to like, rate, subscribe and share. If you have any ...

Tips for Spouses That Have Different Money Philosophies

March 02, 2022 08:00 - 23 minutes - 31.9 MB

Wine and Dime welcomes back to the show Ann Arceo. Ann is here to share with us three tips for spouses that have different money philosophies. Some of the things we hope you consider are Discuss from a place of understanding Goal planning - make sure you on the same page with big picture goals Consider 2 separate personal spending accounts + general fixed spending account Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would li...

Three Tips to Eliminate the Emotion Behind Large Financial Decisions

February 23, 2022 08:00 - 23 minutes - 32.6 MB

In this episode of Wine and Dime we welcome back Kerrie Beene! She's here to share with us three tips to eliminate the emotion behind large financial decisions. In this episode, you'll learn: To Recognize the emotion Know the Trust Cost Know how to fund and how it affects your other goals Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would like answered on the show, feel free to email us at [email protected] Or visit us at...

When is it Time to Offer Assistance to Parents/Grandparents?

February 16, 2022 11:00 - 21 minutes - 29.8 MB

In this episode of Wine and Dime, we ask the question, "When is it Time to Offer Assistance to Parents/Grandparents?". We welcome back our very own Becky Eason to walk us through some things to look for and ways that you can help Becky's tips for when it's time to offer assistance to parents / grandparents If you notice they are feeling overwhelmed with mail If you notice more atm or cash withdrawals than normal If you notice any late notices Thanks for listening and be sure to like, r...

Educating Kids on Finances

February 09, 2022 08:00 - 25 minutes - 35 MB

Hey Wine and Dime listeners! Welcome back to another episode! In this episode we are featuring our own Kate Welker as we talk about educating kids on finances. We think it important to get kids thinking about finances early in life and in this episode, we explore some ways to go about that. In this episode you will learn. When Educating Kids on Finances: Be Transparent Let them use money (cash) Engage them in big family financial decisions Thanks for listening and be sure to like,...

Coupon Queen Becky Eason

February 02, 2022 08:00 - 24 minutes - 33.2 MB

Welcome back Wine and Dime listeners. This week we welcome back to the show our very own Becky Eason. She is here to talk about updating resolutions for the new year and some money saving tips. We call Becky our "Coupon Queen", because she is our hunter when it comes to finding all the available deals. If you're looking for some tips to save money, then you are not going to want to miss these tips! Thanks for listening and be sure to like, rate, subscribe and share. If you have any q...

The Walkthrough - Vacation Planning

January 26, 2022 08:00 - 30 minutes - 42.4 MB

Welcome back Wine and Dime listeners. This week we are going to try something a little different and do what we are calling a "Walkthrough". We welcome to the show my brother, T.J. Meehan. T.J. edits the podcast as a side hustle and takes care of all the show notes and making sure it gets out to you all on a weekly basis. He is planning on going on a vacation for his 20-year anniversary and we are here to help. We go through some places to find cheap flights, to making sure your passpor...

Financial Holiday Hangover

January 19, 2022 08:00 - 23 minutes - 32 MB

In this episode of Wine and Dime, we welcome co-host Kate Welker! Kate and I are here to talk about financial "Holiday Hangover". This is all about how we go about paying off those holiday debts and the additional spending that we all inevitably have during the Holiday season. If you are looking for some help, or just want to make sure you are on the right track, then this is the episode for you! Thanks for listening and be sure to like, rate, subscribe and share. If you have any ques...

Setting Short and Long-Term Goals with Amy and Kerrie

January 12, 2022 08:00 - 34 minutes - 46.9 MB

Welcome back Wine and Dime listeners. We welcome back to the show Kerrie Beene. For those of you who aren't familiar with Kerrie, she is a Financial Planner with us here at Rooted Planning Group. Her roots in Southeast Oklahoma have given her great insight on the need for financial planning that is not just investment focused, but also focused on all the other financial planning decisions. In this episode we have a really great jam session about short and long-term goals. We go through ...

Budget Master Ann Arceo

January 05, 2022 08:00 - 26 minutes - 36.8 MB

Hello Wine and Dime listeners! We are excited to be back for 2022! And to start off the year we are going to be talking all about budgets. I couldn't think of a better guest to have on other than our own "Budget Master", Ann Arceo. Ann is a financial planner here at Rooted Planning Group and we sure are lucky to have her. Her expertise and input will surely be a benefit to anyone tuning into today! Thanks for listening and be sure to like, rate, subscribe and share. If you have any ...

Financial Resolutions in the New Year

December 15, 2021 08:00 - 20 minutes - 28.7 MB

Welcome to this edition of Wine and Dime!  We're so pleased that you've taken the time to join us today. This particular podcast is all about setting New Year's resolutions for financial peace.  I'm all about the journey that we're on in life. Whether it's finding that next good wine or finding that financial peace that we all want and of course, reducing our stress in the new year.  It’s incredible that it's that time of year already!  We here at Wine and Dime and Rooted Planning Group wis...

Financial Stress and Your Health

December 08, 2021 08:00 - 15 minutes - 21.7 MB

Welcome back Wine and Dime listeners. This week and this month's topic will be all about reducing stress, especially as we head into the holidays. One of the things that we know contributes to that stress is finances. Stay tuned for the rest of this podcast to where we dig into this a little bit more. Also included below are the documents that we talked about. Just click the provided links to download! Thanks for listening and be sure to like, rate, subscribe and share. If you have...

Dealing with Grief Featuring Chris Dale

December 01, 2021 08:00 - 1 hour - 84.2 MB

Welcome to this edition of Wine and Dime with Amy Irvine. We are excited to have Chris Dell back with us. Chris and I talk about grief and loss and ways to help others cope. We hope that as we enter into the end of 2021, you and your family are able to spend some time to celebrate with each other. We truly hope that those of you that have experienced loss this year understand that we are here for you, we can share your pain, and we are here to listen. Chris has started his own podcast ...

Retirement, Your Longest Vacation

November 17, 2021 08:00 - 21 minutes - 30 MB

Just like you would plan for a vacation, you have to plan for retirement. In this weeks episode of Wine and Dime we explore what retirement really is... "Your Longest Vacation." We talk about the necessity of being willing to plan for your retirement, in order to enjoy it to its fullest! Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would like answered on the show, feel free to email us at [email protected] Finger Lakes Wine Co...

Year End Last Tango and Goals

November 10, 2021 07:00 - 9 minutes - 13.2 MB

In this episode of Wine and Dime, we are looking to set you up for success in 2022, by reviewing your 2021 goals. This all about "Tangoing" with your 2021 goals and ensuring that you are on track. We want to make sure that stay on track during this busy time of year! Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would like answered on the show, feel free to email us at [email protected] Hector Wine Company Inspired Winemaking...

Year End Tax Dance

November 03, 2021 04:15 - 12 minutes - 17 MB

Welcome back Wine and Dime listeners. In this episode we begin thinking about year end tax planning. We're here to help you brush up on your year end tax dance steps. We don't want you to miss out on any tax savings that may be able to you. Be sure to tune in and hear how we can help you! Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would like answered on the show, feel free to email us at [email protected] To get the links ...

Long Term Care, Life, and Disability Insurance

October 27, 2021 04:15 - 13 minutes - 19.1 MB

Welcome to this edition of Wine and Dime with Amy Irvine. This week we will be talking about long term care, life insurance and disability insurance. We know that this isn't the most glamorous topic, but we want to make sure that people understand these important topics. we want to make sure you get the most out of your employment benefits and to help you solve those financial difficulties that might come up. Thanks for listening and be sure to like, rate, subscribe and share. If yo...

Exploring Medical Benefits and Health Plans

October 20, 2021 04:15 - 18 minutes - 25.6 MB

Welcome back Wine and Dime listeners. We continue our October focus on Employee benefits and open enrollment with this weeks topic being all about Medical Benefits and Health Plans. We go over some real life examples of things to be thinking about that could save you a bunch of money. We also look at another Cabernet Franc, this time from the Domaine LeSeurre Winery located in Hammondsport, NY Thanks for listening and be sure to like, rate, subscribe and share. If you have any quest...

Open Enrollment and Employee Benefits

October 13, 2021 04:15 - 22 minutes - 30.5 MB

October and November are known in financial planning circles as Open Enrollment season. What does that mean for you? It means that its time to again to take a look at those employee benefits and see if its time to make some changes. This episode of Wine and Dime will tackle those issues and some of things that you should be considering when looking through your employee benefit packages Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that...

Talking About Grit with Elin Barton

October 06, 2021 09:00 - 40 minutes - 55.6 MB

Welcome back Wine and Dime Listeners! This week it was my pleasure to talk to fellow entrepreneur Elin Barton. In this episode we talk about Grit. The grit it takes to open you own business, is a characteristic that Elin and I share. We talk about what it takes to be a business owner, female business owner and plenty of other topics. We dig into Elin book, "Ready, Set, Grit: Three Steps To Success in Life, Business & The Pursuit of Happiness". We think you will enjoy the conversation, ...

Pet Insurance

September 29, 2021 10:00 - 14 minutes - 20 MB

In the final insurance topic of the month, we discuss Pet insurance! Yes, those "fur babies" might need a little planning too. Vet bills can be a costly expense, and planning for those expenses with insurance just might be the answer you are looking for. In this episode of Wine and Dime we discuss just that, along with some other money saving tricks when it comes to your pets! Be sure to curl up with your favorite bottle of wine, and your little fur baby and enjoy the show! Thanks for l...

Other Types of Liability Insurance

September 22, 2021 09:00 - 15 minutes - 21.5 MB

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 or auto insurance will cover. If you own a boat, umbrella insurance will also pick up where your watercraft's l...

Homeowners and Renters Insurance

September 15, 2021 08:00 - 21 minutes - 29.8 MB

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 costs $200,000 to rebuild and the items inside the home cost $150,000 to replace, a homeowne...

Auto and Other Vehicle Insurances

September 08, 2021 08:00 - 19 minutes - 27.3 MB

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 give it a listen! Thanks for listening and be sure to like, rate, subscribe and share. If y...

Guide to Insurance Basics

September 01, 2021 08:00 - 18 minutes - 25.1 MB

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 policies. Thanks for listening and be sure to like, rate, subscribe and share. If you have any ...

Disaster Preparedness

August 25, 2021 08:00 - 17 minutes - 24.2 MB

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 and share. If you have any questions that you would like answered on the show, feel free...

Between Generations - The Cost of Silence

August 18, 2021 09:00 - 10 minutes - 13.7 MB

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 Living Roots is an urban winery in the Finger Lakes region of Upstate New York [Colleen’s hom...

Using Legal Documents to Protect Your Finances

August 11, 2021 09:00 - 30 minutes - 42.4 MB

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 winery in the Finger Lakes region of Upstate New York [Colleen’s hometown] and a not-so-urban win...

Revisiting The Six D’s of Estate Planning with Any Refeca

August 04, 2021 09:00 - 59 minutes - 81.7 MB

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. Christian. Business owner. Attorney. Cardinals Fan. Lover of MLB. Helping Women Protect What They Love With...

Lets Revisit Talking About Elder Law with Mike Martino

July 29, 2021 09:00 - 1 hour - 94.7 MB

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 Rossettie Rosettie & Martino. His practice is primarily a Trusts and Estates practice with...

Credit Scores and Student Loans

July 25, 2021 11:00 - 28 minutes - 39.4 MB

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 student loans and some of the programs that are available to you. In the links below we sup...

Talking About Burnout with Kate Lee

July 18, 2021 11:00 - 50 minutes - 68.9 MB

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 of Burnout. During the past 6-8 months we've been hearing a lot about this topic and fel...

To Be Debt Free

July 07, 2021 11:00 - 15 minutes - 21.9 MB

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 and be sure to like, rate, subscribe and share. If you have any questions that you would ...

Fire and Vine with Dr Katherine Larson

June 30, 2021 11:00 - 39 minutes - 54.3 MB

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 invite her on to talk about the exhibit, wine, wine glasses and the museum. You don't want to ...

Retirement - Strategies To Retire For Less

June 23, 2021 08:00 - 13 minutes - 18 MB

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 questions that you would like answered on the show, feel free to email us at [email protected]...

Retirement - Gen X Concerns

June 16, 2021 08:00 - 24 minutes - 33.7 MB

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 you want to miss this one! Thanks for listening and be sure to like, rate, subscribe and s...

Q and A with Amy - Cryptocurrency and Medical Costs in Retirement

May 26, 2021 02:00 - 17 minutes - 23.6 MB

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 retirement look like. I talk about what it looks like in your retirement plans and how...

Matching Your Income With Your Spending with Jennifer Cannon

May 19, 2021 08:00 - 41 minutes - 57.3 MB

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 presentation. Check out the video that we put out last week if you’d like to follow along! So sit on ...

Personal Protection 101 - Disability

May 12, 2021 11:00 - 20 minutes - 27.5 MB

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 they have a wonderful Cabernet Franc Barrel Select that we just love here at the show. We t...

More Investing Mailbag Questions

May 05, 2021 04:10 - 21 minutes - 28.9 MB

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 economic growth without being able to save out of each paycheck? 4. How much money is the average for retirement? 5. What benefits can ...

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1 Episode

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