Money Roots

Exploring What It's Like to be a Woman with Jodi Flynn

Welcome 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

Hey 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

Every 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

Every 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

Welcome 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

In 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

Hello 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...

Easy Lives Lead to Unremarkable People with Pearl Galbraith

We are thrilled to share this edition of Wine and Dime with you where we talk with Peal Galbraith, who shares my mission to empower women to live their best lives and feel empowered about money. Pearl was raised on a Canadian wheat farm, which gave her the grit necessary to pivot and become a lemon crusher when life handed her lemons. Don't miss the nuggets we share about Pearl's book! Better yet, be the first to comment in Twitter or Facebook and we will give you a copy of her book.P.S. ...

The Spark That Leads to an Entrepreneur with Lauren Zangardi Haynes

Episode 100…. 100 episodes, I can’t believe it!! When I first started Wine and Dime, I didn’t know how long it would last. And now that I’ve been doing it for a couple of years, I don’t know what I’d do without it! I’ve had incredible guests and great talks, and of course, great wine along the way. Thank you for all of your support over these 100 episodes, and here’s to 100 more! à votre santé! In this episode of Wine and Dime I chat with someone I have a lot in common with, Lauren...

House Hacking with Kelly Skeval

In this episode of Wine and Dime, I sit down with Kelly Skeval. Kelly is a NYS Licensed Real Estate Associate. In this episode, you can see that Kelly is very driven and takes that drive to make a good revenue stream for her and her family. We go through her beginnings in this field and she shares how she built up her rental units and took that into a career in real estate. It was a fantastic conversation that shows where a strong entrepreneurial can lead you. About Kelly Skeval FACE...

Retirement and 401k Education Experts Tina Kilroy and Sarah Holden

In this episode of Wine and Dime, I have the pleasure of talking to Tina Kilroy and Sarah Holden. Tina and Sarah work for the Investment Company Institute(ICI), and specialize in retirement planning and 401k education. We chat about all things related to the education of your different retirement options. The two are very passionate about what they do, and you can really tell in this episode. Check out the ICIEF website for countless resources to help you make educated discussions when ...

A Grieving Mom is Never Alone with Carrie Gibson

Welcome back Wine and Dime listeners. This was a very different kind of episode than we normally have. I had the distinct pleasure of chatting with Carrie Gibson. Carrie is the Author of NEVER ALONE IN THE DARKNESS: The Shared Journey of Losing a Child. The book tells Carrie’s story of what no Mother should ever have to go through, the death of a child. In this episode we talk about the grieving process, and the support systems to help people get through these traumatic events. We a...

Shifting the Mindset of Senior Living with Jill Vitale-Aussem

In this episode, I chat with Jill Vitale-Aussem. Jill is the author of Disrupting the Status Quo of Senior Living: A Mindshift and the President and CEO of The Eden Alternative. Jill has a deep passion about impacting the field of elder care with honesty and authenticity about the mistakes she’s made and what she’s learned along the way. The fact that she loves to do public speaking and writing helps bring her ideas to people. Negative views of aging are all around us (and in our own h...

The Journey to "Financial Autonomy" with Paul Benson

Welcome to the first episode of 2020 Wine and Dime listeners!! This is part two of the podcast with fellow podcaster and financial planner, Paul Benson. Paul has a podcast called Financial Autonomy, that focuses on financial strategies to give you choice. Each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals. In part two of this podcast, we dive into Paul’s journey into starting his own practice and his own...

The Birth of Rooted Planning Group

Happy Holidays Wine and Dime listeners! This is part one of a two part podcast with fellow podcaster and financial planner, Paul Benson. Paul has a podcast called Financial Autonomy, that focuses on financial strategies to give you choice. Each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals. In part one of this podcast, Paul more or less interviews me about what led me to start my planning firm which is n...

Fiduciary Cyber Security Expert, Steve Ryder

Welcome back Wine and Dime listeners. In this day and age of all things online, cyber security is of the utmost importance! That’s why this weeks episode is so important. Steve Ryder is the owner of a Cyber Security company called True North Networks. True North Networks provides IT Support, such as technical helpdesk support, computer support, and consulting to small and medium-sized businesses.  It's always been their goal to provide enterprise-level IT practices and solutions to the s...

Talking About Mortgages and Millennials with Lindsey Johnson

Welcome back Wine and Dime Listeners! In this episode I have the distinct pleasure of talking to UMSI President Lindsey Johnson. Lindsey and I chatted about range of topics such as the 20% down payment myth, the housing market crash, her time working on Senate Banking Committee’s National Security and International Trade and Finance (NSITF)Subcommittee, and as the title of the show suggests, millennials and mortgages. We even got around to talking about one of her favorite wines. Check o...

Don't "Crush It", Ferment It!!

In this episode of Wine and Dime, I discuss a phrase that is going around… “Crushing It”. I know crushing it is supposed to be a good thing, but from my perspective, I think the more appropriate term is “Fermenting It” Join me in this episode, where I explore that topic and share some ups and downs for 2019, and some ways that we are going to “Ferment It” in 2020.

"The Boss Lady", Krista Goodrich

Hello again Wine and Dime listeners! In this episode I get to talk to “The Boss Lady” herself, Krista Goodrich. Krista is the Author of a fantastic book called The Boss Lady Investor: You Don't Need a D!*k to Understand Money. She takes through her life and helps us see why this is such a great book. We talk about Wine, Marriage (and Divorce), along with a whole heap of other topics. So pop open a bottle of your favorite wine and enjoy this chat with an incredible woman!  THE ORIGINAL ...

Talking About Elder Law with Mike Martino

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 special emphasis on the area of law known as Elder Law, including Medicaid Planning, Long Term Care Planning, Asset Protection and related Nursing Home issues. Mike offers his Elder Law clients a variety of strategies including asset protection ...

Small Steps to Health and Wealth with Dr. Barbara O'Neill

In this episode of Wine and Dime, I have the pleasure of speaking with Rutgers Professor, Dr. Barbara O’Neill. Barbara will be a guest speaker at this years Southern Tier Women’s Financial Conference, and we couldn’t be more excited. There is still time to get your tickets! See the links below for more details. This episode of Wine and Dime focus’s on how your finances can have effect on your health. We also cover topics around money decisions, money mistakes, and money advise. So sit ...

Nerding Out On Student Debt, With Ryan Inman

In this episode of Wine and Dime I chat with self proclaimed nerd, Ryan Inman. Ryan is a very driven individual who keeps himself very busy with many different endeavors! He owns a fee only financial planning practice specializing in Doctors called Physician Wealth Services, has a podcast called Financial Residency, and helped launch an online student loan helper called Loan Buddy. Ryan is truly passionate about helping people with their Student Loan Debt, and I guess that’s why we get al...

Wine and Dime Episode 86 - Community Over Competition with Elizabeth Hill

n this episode of Wine and Dime I have a great conversation with someone who like me has two passions in life. Where mine is Personal Finance and Wine, hers is Law and Wine. My guest, Elizabeth Hill, has her own law practice in Texas, and also owns her own Winery called Burklee Hill Vineyards. We had a wonderful talk about the complexity of owning your own law practice, owning your own vineyard, and raising a family. So, sit on back, pop open a bottle of your favorite wine and enjoy the show.

Wine and Dime Episode 85 - Financial Planning and Family, with Taylor Anderson

Wine and Dime Episode 84 - Stop Treating Your Benefits Like Products - Tips for Open Enrollment

Wine and Dime Episode 83 - Coaching to Your Best Life with Judy Rowe

Wine and Dime Episode 82 - Mindfulness with Krista Inochovsky

Wine and Dime Episode 81 - From Active Duty to Financial Planner with Scott Vance

Wine and Dime Episode 80 - Live at FinCon with Elder Laywer, Cathy Sikorski

Wine and Dime Episode 79 - Changing Mindset with Holly Segur

Wine and Dime Episode 78 - Planning for Retirement - Annuity Myths with Robert Barnes

Do you hate annuities? In this episode of Wine and Dime, I chat with Robert Barnes, and he’s here to talk about the facts about annuities! Robert is the President of Integrated Insurance Consulting. They partner with advisors to help them serve their client protection needs, and offer support with basic insurance, business, and estate planning. Roberts years of experience led to a great conversations with lots of stories that gives him great insight. This was a great conversation that gets y...

Wine and Dime Episode 77 - YWCA Elmira CEO Serving in Life with Michele Johnson

On this episode of Wine and Dime, I get the opportunity to sit down Michele Johnson. Michele serves as the CEO of the YWCA of Elmira. We have a great conversation about the organization, how she became a part of it, what the do, and how you can help. So have a listen to this episode about a very passionate women, who seeks to empower women of any age, race, or situation!

Wine and Dime Episode 76 - CARE About Education with Judge John

Welcome back Wine and Dime listeners. In this episode I welcome the honorable Judge John Ninfo II. Judge John is a retired bankruptcy judge who also founded CARE (Credit Assistance Resistance Education). In this episode John shares some great stories about the importance of personal finance education, the founding of CARE, and even we even talk about the wines that he like and his true enjoyment of a good scotch. You can read some of Judge Johns weekly columns at mpnnow.com, just search for ...

Wine and Dime Episode 75 - Couples and Money

Welcome back to another episode of Wine and Dime. This week we welcome back Strong Roots host and colleague Kerrie Beene. Kerrie and I have a great conversation about couple and money. We discuss how financial stress can be a primary reason some couple argue, and can be a major factor in why some couple divorce. We discuss some strategies to be more open and transparent about money decisions that may lead to a better relationship. So sit on back, pop open a bottle of your favorite vino and e...

Wine and Dime Episode 74 - LoanBuddy Alex Bottom

Hey there Wine and Dime listeners! We’re back with another topic you know I’m passionate about… Student Loans…! I know what a surprise! Well, this weeks guest is the one of the co-founders of LoanBuddy, Alex Bottom. LoanBuddy is a new financial technology platform, with a focus on providing solutions for advisors who are student loan planning for their clients. Alex and I had a great conversation about what led him into helping people get their student loan debt under control. This is a grea...

Wine and Dime Episode 73 - with Whealthcare Planning Co-Founder Chris Heye

In this episode of Wine and Dime, I get the opportunity to sit down with a co-founder of Whealtcare Planning, Chris Heye. We had a great conversation about the cost of health care and the impact it can have on your wealth, especially as you age. The inspiration that led him to being a part of this organization, and the passion he has is not something you want to miss. So, pop open a bottle of your favorite wine, or a nice Red Bordeaux, as Chris suggests, and enjoy the show!!

Wine and Dime Episode 72 - Forward Thinking with Sue Gruber

Hey Wine and Dime listeners, welcome back for another episode, and thank you for listening. Today’s guest is Sue Gruber. Sue is a retired teacher who has started a new business called Forward Thinking Home Solutions. Forward thinking was born out of the struggles that she came across while remodeling her home, and thinking about her future. When you listen to how Sue became a certified aging specialist you’ll really respect the time and commitment that she has put into this encore career. So...

Wine and Dime Episode 71 - Tax Planning for Retirement

Hey Wine and Dime listeners today’s episode is a little different then past podcasts. Today it is just me, Amy Irvine. A few weeks ago I presented at a community event about taxes and retirement planning; the feedback I received was that they wanted to hear the presentation all over again to pick out different parts of the content. So, I decided to record some of the information. If you are in your mid to late 40’s or older, this is an important episode for you. What should you can expect to...

Wine and Dime Episode 70 - Psychology of Money

In this episode of Wine and Dime, I again chat with Kerrie Beene. Kerrie and I talk about the psychology of money, how affects our decisions and the impact it has on our mental health. I think that this was a facinating topic that I think all of our listeners can enjoy. So sit on back, sip your favorite wine, and enjoy the show.

Wine and Dime Episode 69 - Coaching for Fiscal Fitness with Kerrie and Amy

In this episode of Wine and Dime, I got to travel down to Oklahoma to visit one of our financial planners, Kerrie Beene. While here we were able to celebrate Kerrie getting her CFP and visit a great winery here in Oklahoma, “Girls gone Wine”. We also jumped in our affiliation with Fiscal Fitness Club, and how the coaching goes on there. It was a great talk, and if you are wondering what the Fiscal Fitness Club was all about, than this is the podcast for you! Be sure to rate and subscribe and...

Wine and Dime Episode 68 - "Throwing Light" on Brandy with Brandy Walker

Hello again Wine and Dime listeners. Today’s episode is one in which is a little deeper than usual. I had the opportunity to sit down with Brandy Walker. Brandy is young woman who shares her story of strength and how she recovered from abuse. She shares in how it influenced her life with a decision to become a therapist, to be able to help others overcome their own similar struggles. Brandy also has her own incredible podcast called “Throwing Light”… hence the name of the episode. So sit on ...

Wine and Dime Episode 67 - The ABC's of Medicare with Kim Anderson

Hello again podcast listeners. If you are a regular to the show, you know that June is a month I want to talk about aging and some of the concerns that go with that. That’s why I’m siting down with Kim Anderson. Kim is one of my Medicare experts. In this episode we talk about Medicare and Social Security and some strategies that may be available to you. I think this was a very informative episode that I’m sure you will enjoy. So “sip” on back and enjoy the show!

Wine and Dime Episode 66 - Planning for Your Care Needs with Jill MacNeil

Hello again Wine and Dime listeners! In this episode, I had the opportunity to speak with Jill MacNeil. And we talked about Risk… more specifically the transferring of Risk. Jill is the Long Term Care Specialist with LLIS, which objective is to recommend the best solutions for your clients based on their individual needs, using low-load permanent life insurance and annuities when possible. I’ve often used LLIS when recommending coverage for a client of mine. This was an informative episode t...

Wine and Dime Episode 65 - Planning a Wedding "Becky Style" with Becky Partridge-Eason

Hello again Wine and Dime listeners! In this episode, I have the pleasure of speaking with Becky Partridge-Eason. Becky is a financial planner with us here at Rooted Planning Group and describes herself as “frugal”. During the episode we talk about the planning of her wedding, and boy did that term “frugal” help her save a ton. If you are planning a wedding or know someone who is, this episode is for you! So sit back, enjoy a nice bottle of Lakewood Abbey Rose, and enjoy the show!

Wine and Dime Episode 64 - Investing in Women with Jenifer Cannon

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. You can tell throughout the conversation that she is truly passionate about the subject and it makes for an incredible talk. We also talk about some Rosé wine and she shares with us a recommendation from her neck of the wood. So sit on back and enjoy this episode of Wine and Dime

Wine and Dime Episode 63 - Supporting the Apples of the World with Breanna Reish

In this episode of Wine and Dime, I chat with my dear friend Breanna Reish. Breanna is a certified financial planner with Wealth of Confidence, which is a fee only firm located in California. She also hosts her own podcast called “One Million Apples”. In this episode we talk about things we are truly passionate about… teachers! So sit on back, pop open your favorite wine and enjoy the show! Breanna Reish WEALTH IN CONFIDENCE FACEBOOK - @WEALTHOFCONFIDENCE TWITTER - @BREANNAREISH LINKEDI...

Wine and Dime Episode 62 - Coaching Women Creatives with Cassie Schmidt

In this episode of Wine and Dime, I speak with a fellow wine connoisseur and career coach, Cassie Schmidt. Cassie specializes in coaching women in creative fields to help them be successful entrepreneurs. Cassie shares with us why she chose this specialization, her coaching style, and some great tips for anyone. We also get the chance to really get into our favorite wines a little bit, and that was a very fun conversation. So sit on back, pop open a Decoy Cabernet Sauvignon, and enjoy this e...

Wine and Dime Episode 61 - Earth Day Made Easy with Anna Reger

Wine and Dime Episode 60 - Faith in Action Executive Director, Dick Russell

This weeks guest, Dick Russell, is a long time friend as well as the director of one of my passion "projects" - Faith-in-Action. I first met Dick in 2005 when I found out about the organization and wanted to help in the cause to keep people in their home for as long as possible. Many people have to move out of their long-term home simply because they could no longer drive, and this organization is helping to combat this. As you will hear, Dick, and his family, are givers; the true meaning o...

Wine and Dime Episode 59 - From Teacher to Financial Planner with Ryan Frailich

In this episode of Wine and Dime I chat with Ryan Frailich of Deliberate Finances. Ryan’s life has been a journey… going from a teacher to a financial planner specializing in young couples and educators. This episode was also a journey, as we explore what lead Ryan to helping teachers. This was a great conversation that I’m sure you will enjoy!