Money Roots
304 episodes - English - Latest episode: 2 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
Get The Port Out - It's Tax Time
March 10, 2021 00:00 - 23 minutes - 32.2 MBHey Wine and Dime Listeners! It's tax time, and maybe, like me, it's time to go pour a Port and sip away while we work through all this. I know this isn't the greatest topic for some, but, I've come prepared with some jokes to help lighten the mood. Now we all know there are two certainties in life, death and taxes, and we would love to avoid them both! But if we have to pay taxes, we don't want to pay a penny more than we have to, and that is the gist of what we'll be talking about in t...
Financial Lessons We Can Learn by Watching Movies with Steve Juetten
March 03, 2021 06:00 - 51 minutes - 70.5 MBWelcome back to another episode of Wine and Dime! In this episode I chat with Steve Juetten. And if you recognize the last name, it’s because I’ve had his wife Nancy on a few times. Steve is a fellow financial planner who has who likes to use life experiences to relate to financial planning. Amy can bring anything back to a vineyard, and Steve can bring financial lessons from movies, TV shows, and pop culture. This was a very fun episode and I think you can learn a lot from this episode...
100 Degrees of Stephanie Skryzowski
February 19, 2021 11:00 - 40 minutes - 55.2 MBEvery week it's my goal to share a story of someone's journey through their life and financial vineyard. We take you from their roots, to the journey of their vines, and the influences in the air that have helped craft their delicious lives. Like wine, life and finances have different pellets that should be celebrated and not judged. Welcome to this edition of Wine and Dime with Amy Irvine. If you are somebody who has considered starting your own business, or if you are a business owner...
The ABC's of Asset Types
February 12, 2021 11:00 - 17 minutes - 23.4 MBWelcome back Wine and Dime listeners. I'm sure you guessed it already, but this episode is all about assets. We cover a few different types of assets and how they work and fit into your financial wellbeing. We're hoping you learned something new in this episode and can use this while assessing your financial situations in the future. If you know anyone who could use the information in this episode, please do share! Thank you for listening and look forward to seeing you back in the nex...
Up Your Assets
February 05, 2021 11:00 - 16 minutes - 23.2 MBAlthough we are a full month into 2021, I’ve heard so many people say, “it feels like an extension of 2020.” I’ve joked that 2020 was the year of Flip Flops, Crocs, and Slippers (the number of times I put on dress shoes could be counted on one hand), and it does seem that this trend is continuing thus far. What does this have to do with finance? Well nothing actually, but it seemed like a distracting lead into talking about comparing year-over-year net worth and important financial ratios...
Prepay College Tuition with a Private College 529 Plan
January 29, 2021 11:00 - 47 minutes - 65.5 MBWelcome to another episode of Wine and Dime. In this episode we welcome to the show Jonathan Sparling! The topic this week is how to utilize Private College 529 Plans to actually Prepay for your college tuition and lock in a cost regardless of tuition increases that may occur! We talk about Jonathan’s journey from a financial aid office to his current roll with Private College 529, and how the experiences have made him an expert on helping students and parents figure out the right college...
Say Bye Bye to Boring Bio's with Nancy Juetten
January 22, 2021 11:00 - 48 minutes - 66.4 MBIn this episode of Wine and Dime we welcome back to the show Nancy Juetten. If you recall, Nancy is the Author of a book called “Bye-Bye Boring Bio”. Well, this book got an update. Its still a book that “shows solopreneurs -- coaches, consultants, authors, speakers and content experts -- how to transform boring bios from wallpaper to wow to attract clients, speaking gigs, and media interviews.” Nancy shares with us what she has learned since initially writing the book, and what she has d...
Getting Organized: Spending Plans with Kerrie Beene
January 15, 2021 11:00 - 26 minutes - 36.4 MBIn this episode of Wine and Dime we welcome back our very own Rooted Planning Group Financial Planner Kerrie Beene. Kerrie is back to help us continue the theme of January of “Getting Organized”. Kerrie is a bit of an expert on spending plans, so, she is the perfect guest to have on this weeks episode. She shares her insights on her own spending plans, and what it takes to build one for your family. Don’t forget to rate and subscribe and thank you for listening!! KERRIE BEENE - CFP® ...
Stimulus and Getting Organized
January 08, 2021 11:00 - 25 minutes - 34.8 MBHappy New Years Wine and Dime listeners! In this first episode of 2021, we will be talking about the latest stimulus package and what it may mean for you, your businesses, and your finances. We also talk about getting organized in the new year, whether it be for your taxes, your finances or just in general, we explore some tactics that you can use. Thank you for your continued listenership and we look forward to hearing from you in the new year! View the entire show notes here - https:...
A Journey to Money Therapy with Jennifer Love
December 17, 2020 23:00 - 48 minutes - 66.9 MBWelcome to this edition of Wine & Dime! Today's guest is Jennifer Love. When we talk about exploring people from their roots to the celebration of their lives and all the vines in between, Jennifer has an amazing story. When you listen to her, you understand why she's so good at what she does. Jennifer and I talk about an exciting announcement! We're very excited that Rooted Planning Group will be able to offer a resident money therapy program. Jennifer will run that program and we will ...
Year End Tax Planning Strategies
December 10, 2020 11:00 - 15 minutes - 20.8 MBWelcome back Wine and Dime listeners! As 2020 is coming to an end and we are all looking forward to 2021, it probably time to start planning for year end taxes. In this episode of Wine and Dime I will be discussing just that... Tax Planning. I know its not the most glamorous subject, but it's important to be thinking about these these things, knowing your deadlines and what opportunities are out there to take advantage of. So join me with a glass of your favorite beverage and lets get do...
Holiday Savings Ideas with Amy
December 04, 2020 11:00 - 13 minutes - 18.4 MBTis the season Wine and Dime Listeners! In this episode the podcast, I go over some unique and potentially money saving ideas for the gift giving season. I think you will enjoy some of the ideas that we have picked up over the years and some of the things that we do ourselves. We hope you enjoy this episode. Don’t forget to rate and subscribe, and thank you for listening!
Equity Compensation... Don't Trust Your Google Searches
November 20, 2020 11:00 - 45 minutes - 62 MBIn this episode of Wine and Dime I welcome to the show three very special financial planners. Meg Bartelt, Chloe Moore, and Samuel Deane are all financial planners that specialize in stock options. “A stock option gives an investor the right, but not the obligation, to buy or sell a stock at an agreed upon price and date. There are two types of options: puts, which is a bet that a stock will fall, or calls, which is a bet that a stock will rise.” Sounds simple enough, right? But they a...
Aromatherapy For Stress with Sarah Song
November 12, 2020 11:00 - 57 minutes - 78.5 MBWelcome to this edition of Wine & Dime with Amy Irvine. If you are a busy, hard-working, type A personality, then this podcast is for you. We welcome Sarah Song onto the show. It is just such a pleasure and to hear her journey and how she took herself out of that crazy corporate environment and started working on her own well-being through aromatherapy. You're gonna love this story and more. We are so excited to have Sarah on the show and we think you're gonna be so excited to hear some of...
Simple Money Strategies with Justin Krane
November 05, 2020 11:00 - 42 minutes - 58.2 MBIn this episode of Wine and Dime, we welcome the show Justin Krane. Justin is a CFP who owns his own practice, has written a book, and is a fellow podcaster. Justin’s Book and podcast is called Money. “You Got This!” In both formats he really does offer simple money strategies, that can help anyone out. Be sure to tune and find out about this exceptional financial planner! https://www.rootedpg.com/podcasts
Diffusing the Legal and Estate Planning Bombs
October 29, 2020 11:00 - 26 minutes - 36.3 MBIn this episode of Wine and Dime we are again talking about Estate Planning! Specifically we are talking about avoiding the estate "Bombs" that could potentially occur. I go through some of the documents that you may be looking at when planning with us, or your financial planner. I hope you enjoy the topic and of there is anything that you would like to hear about, reach out! We would love to hear from you. Be sure to rate and subscribe, and remember, "Life is about events, supported by...
Becoming Financial Wise with Brittney Castro
October 15, 2020 11:00 - 47 minutes - 64.7 MBI'm thrilled to have on the show today Brittney Castro. Britney and I recently formed a partnership of sorts, and I'm just excited to share her journey. For those of you that don't know Brittany, she's an amazing woman. Brittany and I met a couple years ago. We've stayed in touch here and there but when she decided that she wanted to change the direction of her career... Yes, financial planners do that too. She and I started talking about ways that we could work together. She's been n...
Jim Laughren Podcasts About Wine and Life
October 08, 2020 11:00 - 58 minutes - 80.3 MBIn this Episode of Wine and Dime, I welcome to the show Jim Laughren. Jim is “A writer, a thinker, a drinker, an author, an educator, a guy who’d like to share a glass of good wine with you…” Jim joins me as we talk about his writing, his book, life and wine! If you are a wine lover, like me, this is the episode for you! Jim Laughren FACEBOOK INSTAGRAM Jim Laughren loves wine. And has for a very long time. He is a former importer and distributor of fine wines from around the world. ...
The Life of Randy Ullom, Financing a Passion by Making it a Career
October 02, 2020 11:00 - 44 minutes - 60.7 MBWelcome to this addition of Wine and Dime where Amy talks with Randy Ullom. How does a native of Ann Arbor, Michigan who is extremely passionate about skiing become a winemaster at Kendall-Jackson? It certainly wasn't a straight and narrow path, in fact it spanned several countries! Join us for this edition where we literally dive into the path of Randy's vineyard formation. You can follow Randy on twitter (@kjwines), as well as the Kendall-Jackson winery. Kendall-Jackson Grand Reserve...
Emily Graham Shares Her Experience as a Hospice Social Worker
September 25, 2020 11:00 - 52 minutes - 72.3 MBOn this episode of Wine and Dime, we welcome to the show Emily Graham. Emily is just one of those people that grabbed my heart. She is a hospice medical social worker and as you'll hear about her story, it was a mission for her to take on this role. Now she's starting to teach others how to be more aware of what is going on in their lives. Stay tuned for the end when she mentions her task that she thinks is most meaningful to people. We hope you enjoy this show. I'm back on your favori...
Financial Autonomy Book? Yes Please! with Paul Benson
September 11, 2020 11:00 - 1 hour - 82.7 MBWelcome Wine and Dime Listeners! In this episode I welcome back to the show fellow podcaster and financial planner, Paul Benson. If you recall, Paul has a podcast called Financial Autonomy, that focuses on financial strategies to give you choice. Be sure to subscribe right after you listen to the episode! Paul is back to talk about his new book called, you guessed it, Financial Autonomy. And for a lucky listener a copy can be yours, just listen to the episode for details. But for now, ...
Career and Employee Benefits with Amy Irvine
September 04, 2020 11:00 - 27 minutes - 37.6 MBWelcome back Wine and Dime Listeners! In this episode we are talking about your career and employee benefits. I know that we’ve kinda covered this topic before, but a lot has changed in that last several months, and now is great time to make sure that we are still on track! So sit on back, grab your favorite beverage and don’t forget… “Life is about events, supported by your dollars and cents.”
Energy Healing with Isabel Restrepo
August 27, 2020 11:00 - 54 minutes - 75.3 MBIn this episode of Wine and Dime, we want to welcome Isabel Restrepo. Isabel was originally from Columbia, South America moved to Minnesota, and ended up in Los Angeles Her journey has been a windy road that has led her to what is called an energy healer. Isabel launched her new business and is now building that business on helping others recover from a loss of energy. Have you ever felt just worn out and can't figure out what's going on with you? Well, that's Isabel's super power, as I ...
Surviving Financial Infidelity
August 20, 2020 11:00 - 49 minutes - 68.1 MBEach week I open the podcast reminding people that "Like wine, life and finances have different palettes that should be celebrated and not judged." When you listen to this week's podcast, it's hard to envision any sort of "celebration" when it comes to financial infidelity, but this week's guest is on a mission to celebrate her recovery and help educate others along the way. We refer to this guest as simply "Kelly" to protect her and her family. This show was not easy for "Kelly," as you ...
The Stress of Schools Reopening
August 13, 2020 11:00 - 30 minutes - 41.5 MBWelcome to another episode of Wine and Dime! This week, we welcome back our local LCSW, Janice Vitale! And speaking of welcoming back, we are talking about the schools getting ready to welcome back students, and the stresses that can go along with that. Under normal circumstances, back to school can be stressful enough, but throw Covid into the mix and things can be much worse. This episode deals with some of the stress you may be dealing with and exploring different way for you or the s...
Making Mudpies with Susan Bartone
August 07, 2020 11:00 - 37 minutes - 52 MBWelcome back Wine and Dime Listeners! I sure do have a treat for you this week. And I mean that literally. This weeks guest is the owner of Mudpies, Susan Bartone. Mudpies specializes in creating custom treats just for you. Everything they make is custom made just for you! During the episode we talk about having a business during a pandemic can be stressful, and how she had to basically shut down for a period of time. But she persevered and now is back to doing what she loves. I hope...
Creating a Spending Plan
July 30, 2020 11:00 - 23 minutes - 31.7 MBWelcome back Wine and Dime listeners!! In this episode, I am here to talk to you about creating your spending plan. Scary topic, right? But it doesn’t have to be! I take you through our process of creating a spending plan that hopefully takes all the negative emotions out of it, and may even make it fun. In my book, “Uncork Your Finances”, I walk you through your plan, and even make time for wine! I think this episode is a must listen for anyone who’s been intimidated by creating a spe...
Retirement Plans and Options with Amy
July 24, 2020 11:00 - 32 minutes - 45.1 MBWelcome to this edition of Wine & Dime with Amy Irvine. As you know, every week it's my goal to talk about somebody's journey through their financial vineyard. But we're taking a little sidestep today and instead of talking to somebody we're going to be talking about something. Something along the lines of retirement accounts and the type of distributions that you can take from retirement accounts. There's some little hidden secrets in there that I can’t wait to share. I know this isn’t t...
Flipping The Switch with Barbara O'Neill
July 17, 2020 11:00 - 46 minutes - 64.4 MBWelcome back Wine and Dime listeners! We're very excited to have Dr. Barbara O'Neill back on the show. This time around we are going to be talking about her transition to self employment after 41 years of working at Rutgers. The new project that she has been working on is her new book, which is coming out very soon, called “Flipping A Switch: Your Guide to Happiness and Financial Security in Later Life”. We dive into several chapters and some very fun unique names! You have to listen in...
What is Your Zone of Genius? with Lisa Crilley Mallis
July 10, 2020 11:00 - 54 minutes - 74.6 MBEvery week it's my goal to share a story of someone's journey through their life and financial vineyard. We take you from their roots to the journey of their vines and the influences in the air that have helped craft their delicious lives. Like wine, life and finances have different palettes that should be celebrated and not judged. We welcome you to this edition of Wine and Dime where we speak with Lisa Crilley Malice. Lisa is a time strategist and lord knows we all need more time in ou...
Life Goes On Financial Road Map with Nancy Juetten
July 03, 2020 11:00 - 57 minutes - 79.4 MBNancy grew up in the shadows of her family limelight, as the daughter of an actor. She didn’t necessarily realize it, but she was seeking her own individual recognition (don’t miss the “how many likes does it take to get to the center of a tootsie pop!). She became a publicist focused on helping other people get recognized, until the great recession, this challenge forced her (or should I say dared her) to pivot and use those skills at an even grander level and she created a book about how...
Coaching for the New Modern Family with Terri DeCoster
June 26, 2020 11:00 - 57 minutes - 79.3 MBTerri DeCoster EMAIL: [email protected] WEBSITE: TERRIDECOSTER.COM FACEBOOK - @TERRIDECOSTERCOACH LINKEDIN INSTAGRAM Terri is a Master in Counseling Psychology, Family Mediator, Coach, and Facilitator specializing in supporting families in transition, in-person or online. As a certified IPEC and Better Apart coach, Terri guides individuals facing stressful family changes caused by separation, divorce, and re-partnering to a place of ease and harmony through co-parent education, c...
Identifying Anxiety in Today's World
June 19, 2020 11:00 - 31 minutes - 43.6 MBWelcome to this edition of Wine and Dime with Amy Irvine. Today's Guest is Janice Vitale. She is, if you recall, working with me on a special project for a series of vlogs. In this episode we will explore anxiety and how many people are experiencing increased levels due to Covid-19. We also discuss ways to identify and combat it. We hope that you enjoyed this version of our vlog and hop on over to our YouTube channel if you'd like to watch the two of us. Feel free to message us about any ...
From NFL Player to Money Coach with Jedidiah Collins
June 12, 2020 11:00 - 58 minutes - 80.8 MBWelcome to this edition of Wine and Dime with Amy Irvine. In this episode, I have the pleasure of chatting with Jedidiah Collins. Jed grew up in a household of three brothers and one sister. He then became an NFL player, and was traded 12-times during that journey. Luckily, it was early on in his career he realized that he needed to Pivot his Relationship with Money. This journey then led him to becoming a financial planner and attain his CERTIFIED FINANCIAL PLANNER Designation. Jed an...
The Intersection of Wine, Integrative Medicine, and Finance with Nancy Stabins
June 05, 2020 11:00 - 58 minutes - 79.6 MBIn the episode of Wine and Dime I chat with Nancy Stabins. Nancy is the Regional Vice President of the American Wine Society. Is it any surprise that I asked her to be on the show?! Talk about doing what you love and love what you do...Nancy and her husband (a wine judge) have explored the world through their passion for wine. Although Nancy and I geek out about wine, we also explore how Nancy, who is an RN, turned her son’s diagnosis at a young age into a successful integrative medicin...
Wine, Cookies, and Finance...What if you Fly?
May 29, 2020 11:00 - 57 minutes - 79.4 MBWelcome to this edition of Wine and Dine with Amy Irvine. In this edition, you will hear some really unique combinations that are taking place out of a new business idea by somebody I met in a Facebook group that I belong to. Krystina Benedetti is amazing in what she is starting in her particular experience through Covid-19. The dream that has become very clear to her and how she's taking a normally hands-on experience, and taking it virtually. Be sure to listen all the way to the end wher...
Grief, Graduation, and Mental Health
May 22, 2020 11:00 - 45 minutes - 62.4 MBWelcome to this edition of Wine and Dime with Amy Irvine. Today's Guest is Janice Vitale. She is, if you recall, working with me on a special project for a series of Vlogs. Being that it is May and many people are graduating many students are graduating or thinking about graduating from college or high school, we really focused in on the emotional toll that Covid-19 isolation may have on them, and how to potentially cope with some of those emotions that come with it. We dig into things li...
Financial Planning, The view from Echo Huang a “triple minority”
May 15, 2020 11:00 - 52 minutes - 71.6 MBIn this episode of Wine and Dime I chat with Echo Huang. The child of educators, she grew up watching Hong Kong TV via an antenna on the roof of her residence. At the age of 20, she applied to the university of Idaho in finance. Echo shares a passion for bringing more women and minorities into the profession through internships and hiring college students. She is the author of Own Your Future, which will be released next month - you can get a copy on www.echohuang.com About Echo. @ECHOHUAN...
Mother’s Day Edition - Planning for Grieving Mothers with Carrie Gibson
May 08, 2020 11:00 - 56 minutes - 76.9 MBHello again Wine and Dime listeners! Mother’s day is a time to honor those special women in our lives that we call mom (or that feel like mom). But what if you are a mom that has lost a child? What is mother’s day like for you? Carrie and Amy explore this topic and how we can show support and friendship to those special women who are grieving and the event she is planning with another month to develop support for each other. As a reminder, Carrie’s full story can be found in Episode #97...
From Math Teacher to Personal Finance author for Motley Fool, Matthew Frankel
May 01, 2020 11:00 - 43 minutes - 59.9 MBWelcome 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 financi...
Lets Talk About the CARES Act
April 24, 2020 11:00 - 20 minutes - 28.5 MBWelcome to this edition of Wine and Dime. In this episode, I felt it necessary to dig into the specifics of the CARES act, and how that information may apply to you all. The information has been out there a while, but as time goes on, we are gaining new understandings of how the act works, and how it may apply to you. Thank you for listening, stay safe, and enjoy the show. For more information on the CARES act, visit our Covid-19 section here on this website. THIS EPISODE WAS PRESENTED...
Meditation to Ease Stress with Janice Vitale
April 17, 2020 11:00 - 20 minutes - 28 MBEvery week it's my goal to share a story of someone's journey through their life and financial vineyard. We take you from their roots, to the journey of their vines and the influences in the air that have helped craft their delicious lives. Like wine, life and finances have different palettes, that should be celebrated and not judged. Welcome to this edition of Wine and Dime. We are going to be talking to Janice once again. This time about different strategies to deal with stress. We eve...
Live With Plum Founder Justine Chan
April 10, 2020 11:00 - 38 minutes - 52.3 MBWelcome to this edition of Wine and Dime with Amy Irvine. I'm thrilled to have another woman who is involved with finance on the show today but in a different way. Justine Chan is going to be talking to us about a new website that she's created called “Live With Plum”. She was a first-time home buyer, she muddled through the process and she loved learning more and more about it. Five years, four apartments and one license later, she's much more knowledgeable and here to share her knowled...
Exploring What It's Like to be a Woman with Jodi Flynn
April 03, 2020 11:00 - 1 hour - 86 MBWelcome to this edition of Wine & Dime with Amy Irvine. I'm thrilled to have Jodi Flynn as our guest today. Jodi is the author of the book, “Accomplished: How to go From Dreaming To Doing”. She runs a podcast called “Women Taking The Lead” and she's a coach and her company is called Women Taking The Lead. I think you're gonna just enjoy the conversation that the two of us have around insecurities, around self-doubt, around ways that we can get together and talk about and overcome those ite...
Why Amy Thinks The Economy Will Recover
March 27, 2020 11:00 - 53 minutes - 72.9 MBHey Wine and Dime listeners this episode is a bit different. This past week was full of both fiscal and monetary economic policy efforts to assist our economy during these unique circumstances. On Thursday night, we participated in a live Wine and Dime Virtual session that explained the actions of both federal reserve and the government, and why I think the economy will recover in time. We wish you all health and safety and hope you get to kick back with your favorite "wine" and listen or wa...
Women Empowerment with Janice and Amy
March 20, 2020 11:00 - 25 minutes - 34.5 MBEvery week it's my goal to share a story of someone's journey through their life and financial vineyard. We take you from their roots, to the journey of their vines and the influences in the air that have helped craft their delicious lives. Like wine, life and finances have different palettes, that should be celebrated and not judged. Welcome to this edition of Wine and Dime. We are going to be talking to Janice once again about how women, empowerment and the two come together. We really s...
Another Awesome Tip From Patty Hamilton Rodgers
March 13, 2020 11:00 - 55 minutes - 76.8 MBEvery week it's my goal to share a story of someone's journey through their life and financial vineyard. We take you from their roots, to the journey of their vines, and the influences in the air that helped craft their delicious lives. Like wine, life and finances have different palettes that should be celebrated and not judged. We hope that you enjoy today's show with Patty Hamilton Rogers, who is a blast from the past and then some. Patty is at the core of my vineyard formation and ...
Talking About An Actual Vineyard with Winery Owner Margie Keller
March 06, 2020 11:00 - 45 minutes - 62.6 MBWelcome back Wine and Dime listeners! In this episode I sit down with Margie Keller of Woody Lodge Winery located in Ashville, PA. As you all know by now, I use the vineyard metaphor all the time! Well in this episode, I get to actually talk about a Vineyard, and Wine making! Margie shares with us her extraordinary journey to becoming a wine maker, from her humble beginnings to an award winning wine maker. She even sent me a bottle of their wine to enjoy while recording the show. Mar...
Is Gen X the Forgotten Generation with Tina Kilroy and Sarah Holden
February 28, 2020 11:00 - 57 minutes - 79.1 MBIn this episode of Wine and Dime, welcome back Tina Kilroy and Sarah Holden. If you don’t recall, Tina and Sarah work for the Investment Company Institute(ICI), and specialize in retirement planning and 401k education. It seems that everyone always talks about the “Baby Boomer”, and “Millennial”, but what about Gen X, or what I like to call them, the forgotten generation. But now with that generation in the 40’s and 50’s, retirement planning is a very pressing topic. Join us, as we dis...
The Psychology of Change with Janice Vitale
February 21, 2020 11:00 - 21 minutes - 29.6 MBHello again Wine and Dime listeners. This episode is also a video that we have posted on Facebook and YouTube. Janice Vitale is a LCSW located in Corning, NY, and she joins me to talk about the psychology of change. We talk about how change can be a very scary thing, and how when you recognize that fear, you can overcome it and embrace that change. We talk about how that fear was a factor when we opened our own businesses. This was great conversation, and please check out the video, or...