Money Roots

Wine and Dime Episode 51 - A Conversation with Brian and Natalie Hanks

Welcome to another episode of Wine and Dime. In this episode I chat with the husband and wife team of Brian and Natalie Hanks. We first met Brian in episode 3 and in this episode I have the pleasure of also interviewing Brians wife, Natalie. They share with us stories of their lives together, their children, and their businesses. It was truly an honor to have them on the show, and I’m sure you will love the conversation as well. So “sip on in” and enjoy the show.

Wine and Dime Episode 50 - Nephews in the House, with Trey and Conner

“Try orange juice with your waffle’s people” - Trey Meehan, 14 years old. That was some of the advice we got in this episode of Wine and Dime. I was so happy to have my nephews down for a weekend, and they were happy to be here. Not only because of the trips to the beach, and to the amusement park, but because while they were here in Florida, their parents were stuck in a snow storm in upstate NY. While they were here, I couldn’t pass on the opportunity to have them on the show. We talked...

Wine and Dime Episode 49 - Introducing the Strong Roots Podcast with Kerrie Beene

In this episode of Wine and Dime I chat with Kerrie Beene. Kerrie is a financial planner with us here at Rooted Planning Group. We have a nice chat about her new podcast that she is launching call “Strong Roots”. Strong Roots will be The show about strengthening our roots with discussions about health and wealth. Kerrie will cover topics ranging from gut health, to changing habits, to life insurance. We chat about what drove her to “execute” her plan to get this podcast off the ground. We lo...

Wine and Dime Episode 48 - With Danna "Like Banana" Jacobs

Wine and Dime Episode 47 - Don't Should Yourself with Autumn Campbell

In this episode of Wine and Dime, I sit down with Autumn Campbell. Autumn is a financial planner at The Planning Center. Autumn and I discuss what led her to become a financial planner and the road she took to get there. This episode was named after some advice that Autumn likes to give her clients, so check it out! We also talk about one of my favorite wines… Malbec! And I definitely found a very nice Malbec in the Finger Lakes Region. So, sit be, relax, pop open a bottle of your favorite w...

Wine and Dime Episode 46 - Fashionable Finances with Katherine Clark

Hi again Wine and Dime listeners. In this episode I chat with Katherine Clark. Katherine is the Director of Advisor Consulting at First Ascent Asset Management. During the episode, we chat about life, religion, financial planning and of course wine. We dive into how Katherine took a big leap of faith when joining First Ascent, and how that risk paid off. Check out the episode with a bottle of your favorite wine and enjoy the show!! E0046 - Fashionable Finances with Katherine Clark Amy Irvi...

Wine and Dime Episode 45 - Foster a New Way of Thinking with Justin Foster

In this episode I chat with Justin Foster of Foster Thinking and Root + River. We talk about his coaching strategies, meditation, Bourbon, and of course, Wine. Justin has a very “Zen” approach to the way he coaches and it really comes through in this conversation. Just also goes into the branding coaching they do at Root + River. It was an amazing interview that I’m sure you will enjoy. The books, podcasts, and wines recommended are listed below. So sit back, pop open a bottle of Bourbon, or...

Wine and Dime Episode 44 - From Traveling the World to Coaching the World with Mike Green (Part 2)

In this episode I talk with Performance Coach Mike Green of M. Welland Green Consultants. Mike and I are from the same home town of Hornell, and in the episode we got the chance to catch up on whats been going on in our lives. The conversation ranged from hitchhiking to Alaska (Just to prove a point), to the approach he takes when helping out a client. I think you will find this episode very entertaining! Boy, I sure did! So sit back and pop open a bottle of your favorite wine and lets enjoy...

Wine and Dime Episode 43 - From Traveling the World to Coaching the World with Mike Green (Part 1)

Welcome to another episode of Wine and Dime! In this episode I talk with Performance Coach Mike Green of M. Welland Green Consultants. Mike and I are from the same home town of Hornell, and in the episode we got the chance to catch up on whats been going on in our lives. The conversation ranged from hitchhiking to Alaska (Just to prove a point), to the approach he takes when helping out a client. I think you will find this episode very entertaining! Boy, I sure did! So sit back and pop open ...

Wine and Dime Episode 42 - Financial Planner and Professor Scott DuMond

Hello again Podcast listeners. In this episode of Wine and Dime i chat with Scott DuMond. Scott Joined Irvine Wealth Planning Strategies in 2018 and is also a Professor at Alfred State College. In this episode, we talk about what lead Scott to the financial planning field and ultimately joining the firm. We also talk about his kids as well as his faith and how that has helped guide him throughout his life. This was a very enlightening conversation that I’m sure you will enjoy!

Wine and Dime Episode 41 - Before and After with Hannah Moore

Even the planners have to plan, right Hannah? Hello, and welcome to another episode of Wine and Dime. In this episode I chat with Hannah Moore. Hannah is the owner of Guiding Wealth Management. Hannah is passionate about helping people understand their money in ways that are meaningful. She believes that financial planning done well brings clarity to a situation, provides a directional simplicity and gives confidence in decisions. In this episode, we talk about what is like to own a busine...

Wine and Dime Episode 40 - Lakewood Winery... Take Two

Hello Podcast Listeners! In this episode of Wine and Dime, I have the pleasure of talking to two people from one of my favorite wineries on Seneca Lake… Lakewood Vineyards!! I chat with Brand Manager Erin, and Partner Liz. They took the time out of their busy schedules to talk with us about their fantastic Winery. We chat about the early years and how they became involved with vineyard and about how the Vineyard has really become a family legacy. I think you will enjoy this episode as much a...

Wine and Dime Episode 39 - “Just hoping this B.S. pays off”, College Planning with Joe Messinger

Wine and Dime Episode 39 - “Just hoping this B.S. pays off”, College Planning with Joe Messinger Hello again podcast listeners!! In this episode of Wine and Dime, I sit down with Joe Messinger. Joe is a Co-Founder of both Capstone Wealth Partners and College Aid Pro. Both of these firms focus on helping college students, and their parents make sound decisions on how to plan for college. As many of you know, this is a topic near and dear to my heart. I truly enjoyed my conversation with Joe ...

Wine and Dime Episode 38 - How can we "ServU" with Nancy Williamson

Nancy Williamson In this episode of Wine and Dime I chat with Nancy Williamson. We chat about the procees of buying a car and some of the things you can do to get the best deal. It was a very informative episode and I think you will find her expertise valuable the next time you go buy that shiny new red car! Nancy became CEO for ServU Credit Union at the age of 25 and has worked at the credit union for more than 40 years. She started at the credit union in 1973 when the credit union’s asse...

Wine and Dime Episode 37 - "Make it Last" with Victor Medina

n this episode, I have the pleasure of speaking with Victor Medina. Victor is the owner of Medina Law Group, based in New Jersey. During the interview we cover Estate Planning and Elder Law. He helps us understand the importance of these services and why they are vital to any financial plan, especially when it comes to degenerative conditions such as Dementia or Alzheimer’s. So, sit back, pop open a bottle of your favorite wine, or maybe one of the recommended wines below and enjoy the epis...

Wine and Dime Episode 36 - Financial Planner and Professor Inga Chira

In this episode of Wine and Dime, I have a conversation with Inga Chira. Inga is the owner of Attainable Wealth Financial Planning, located in Los Angeles, and is also a professor at California State University, Northridge. Inga and I chat about what lead her to financial planning, her passion for teaching finance, and some of the trends she is currently seeing in the industry. I think you will enjoy the conversation as much as I did, so pop open a bottle of your favorite wine and enjoy the ...

Wine and Dime Episode 35 - For the Love of Pets with Jane Yoo

In this episode of Wine and Dime I chat with https://janefinancial.com/ (Jane Financial) founder, Jane Yoo. We talk about her path to her opening her own firm, which was unique indeed. We also chat about the love for her cat Zoe, as well as her involvement with a local shelter called Cat Town. I truly enjoyed learning more about Jane and I’m sure you will too. So sit back, pop open a nice bottle of your favorite wine and enjoy the episode!

Wine and Dime Episode 34 - Welcome to the Team Kerrie Beene

In this Episode of Wine and Dime, I introduce a new member of Irvine Wealth Planning Strategies, Kerrie Beene. We have a nice conversation about career choices, studying for the CFP exam, college planning and of course some of our favorite wines. It was a great conversation and I know you all will love it as much as I did. Welcome to the team Kerrie!! A little bit about Kerrie Beene… My own personal financial journey has taught me that while their important, life is more than numbers. Finding...

Wine and Dime Episode 33 - In the Land of China with Chuck Donalies

In this episode of Wine and Dime, I chat with the owner of http://www.donaliesfp.com/ (Donalies Financial Planning, LLC), Chuck Donalies. We talk about his path to becoming a financial planner, his love of exercise, his family, and of course, our favorite wines. We take time to talk about his recent trip to China with his oldest daughter and some of the impressions that they came away with. It truly was a fascinating conversation that I’m sure you will enjoy. So pop open a bottle of your favo...

Wine and Dime Episode 32 - A Discussion Around Student Loans with Travis Hornsby

In this Episode of Wine and Dime I speak with Travis Hornsby. Travis is CEO & Chief student loan advisor for https://www.studentloanplanner.com/ (https://www.studentloanplanner.com/). If you’ve listened to this podcast for any amount of time, you already know how passionate I am about the Student Debt crisis that we have in the United States. During my conversation with Travis we talk about that and the some of the options you may have to pay down that debt. So sit back, pop open a bottle of ...

Wine and Dime Episode 31 - Surviving a Family Addiction with Teresa Haight

In this episode of Wine and Dime I speak with Teresa Haight. Teresa has an incredible story about her journey through the addiction of a family member and the subsequent recovery. She continued on to help build a support group in Addison, NY that helps family's that are going through some of the same things. It was an honor to speak with Teresa in this episode and I know you will find it inspiring as I did. Addiction Awareness of Steuben County FACEBOOK WEBSITE Who– We are the Addiction Aware...

Wine and Dime Episode 30 - Saving our Planet one Marine Biologist at a time with Doug Dixon

In this episode of Wine and Dime, I speak with Retired Marine Biologist, avid fisherman, and lover of wine, Doug Dixon. Doug has a PhD in Biology and we spend much of our conversation talking about how he has helped power plants maintain safe environments for wildlife. We also talk about his love for "Big, Bold, Red Wines" and we talk about a few of our favorite vineyards in the finger lakes region. I hope you enjoy my conversation with Doug as much as I did. Enjoy a glass of your favorite wi...

Wine and Dime Episode 29 - 13 and Life to Live with Donald Horack

In this episode of Wine and Dime, I had the pleasure of speaking a very astute 13 year old named Donald Horack. In some ways, Donald isn't your 13 year old kid. While he does enjoy many things a typical 13 year old enjoys, he also has interests that some adults don't have. In this interview, our conversation takes us from the G7 summit to Ronald Reagan, to his favorite Root Beer! (See below for that) I had a great time talking to Donald and I think we can learn a lot about the generation from...

Wine and Dime Episode 28 - Celebrating Diversity with David Bonebrake

In this episode of Wine and Dime, I had the pleasure of speaking with David Bonebrake. David is owner of Bonebrake Financial Planning and Wealth Management. David and I both have a passion of diversity and this shared interest is what made me want to have him as a guest. And, boy am I glad I went with my gut on that one. We explore diversity from a few different angles and learned a lot about the we each approach the topic. I found this topic and this episode very eye opening, and I'm sure th...

Wine and Dime Episode 27 - Life After Grief with Christopher Dale

In this episode, I chat with Christopher Dale. Chris is a CFP and owner of Life After Grief Financial Planning. Chris is very compassionate and that trait is what suits him to his business specialty of "A fee only financial planning and investment management firm helping those experiencing grief". Chris and I talk about his life and what lead him to helping people in this way. We also talk about a few of our favorite wines, and I even suggest a great wine from http://www.anthonyroadwine.com/ ...

Wine and Dime Episode 26 - Career Coaching with Carla Sessions

In this episode of Wine and Dime, I had the pleasure of speaking to Career Coach, Carla Sessions. Carla's story of becoming a career coach is an interesting journey. We talk about that, Fruit infused Teas, and a handful of other topics that will help you understand what makes Carla an incredible Career Coach. This is an episode that I'm certain that you will enjoy! So sit back, enjoy a glass of http://www.ravineswine.com/?method=blog.blogDrilldown&blogEntryID=D679DA8B-064A-BC4C-7F60-35C88676A...

Wine and Dime Episode 25 - Advising Physicians with Joe Matelich

In this episode of Wine and Dime I chat with Joe Matelich. Joe is a financial planner, who specializes in planning for Physicians. You can find more out about Joe's business by going to https://www.physicianadvising.com/ (https://www.physicianadvising.com). In this episode we talk about some of the things that drove him to only working with physicians as well as some of the money "Stories" that he likes to tell. So grab a glass of your favorite wine and settle in for story time with Joe and A...

Wine and Dime Special Edition - Total Wellness and Launching a Book with Karen Creamer

In this special edition of Wine and Dime, I talk with Registered Nurse, Author, and Holistic Health Coach, Karen Creamer. Karen is launching a book called https://www.amazon.com/Honor-Your-Health-Holistic-Connection/dp/164085276X/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr= ("Honor You Health"), and is available on https://www.amazon.com/Honor-Your-Health-Holistic-Connection/dp/164085276X/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr= (Amazon), or wherever books are sold. In the book, Karen wri...

Wine and Dime Episode 24 - Weightloss, Life and Style Coach, Jane Springer

In this episode of Wine and Dime, I have a conversation with Jane Springer. Jane is a Weight Loss, Style, and Life Coach. We talk about some of the things a coach can do for your professional and personal life. We didn't get a chance to talk about wine at all, but, I'm sure that you will enjoy the conversation as much as I did. Jane Springer LIFE AND WELLNESS COACH http://www.janespringer.com/ (www.janespringer.com) [email protected] If you have the desire to embrace a new, confident att...

Wine and Dime Episode 23 - Financial Education for Kids with Sammy Rabbit

Wine and Dime Episode 22 - "Don't let money put you to work" with Sahil Vakil

In this episode of Wine and Dime, I chat with Sahil Vakil. Sahil is the President and Founder of Myra Wealth. Sahil shares his insights on the financial services of today and vision of the future. He also shares with us one of his favorite wines and some of the foods he like to pair with them. It was a truly wonderful conversation and I hope you enjoy it as much as I did! Wine and Dime Episode 22 - "Don't Let Money Put You to Work" with Sahil Vakil Amy Irvine Download Sahil Vakil, CFP®, CFA H...

Wine and Dime Episode 21 - Life Coaching with Joanne Allen

Welcome to another episode of Wine and Dime. In this episode I chat with Certified Life Coach, Joanne Allen. Joanne is owner and opportunity of http://onewaycoaching.com/ (One Way Coaching). We chat about what it takes to be a coach and more importantly what it takes to be coached. We also, of course, talked about some of our favorite wines, as well as some financial topics. Joanne Allen HTTP://ONEWAYCOACHING.COM/ FACEBOOK - https://www.facebook.com/pg/Onewaycoaching/posts/?ref=page_internal#...

Wine and Dime Episode 20 - Amy and Christina walk into a wine bar... with Christina Guglielmetti

Welcome to another episode of Wine and Dime. In this episode I chat with Christina Guglielmetti, owner of Future Perfect Planning. Just like myself, Christina is a fee-only adviser, who offers reliable financial services to everyone. Christina is also a part owner of a wine bar in the Brooklyn, NY called "The Owl's Head" We talk about what it takes to run a financial planning business as well as being a part owner of a bar. It was a great conversations with topics ranging from great unique wi...

Wine and Dime Special Edition - New York 23rd Candidate, Tracy Mitrano

In this special edition of Wine and Dime, I had the opportunity to speak with New York 23rd district candidate for Congress, Tracy Mitrano. We talked about financial issues, such as student load debt and medical expenses. Tracy shared with us her concern about these topics, and her plans to help New Yorkers in the 23rd District. And this wouldn't be "Wine and Dime" if we didn't talk about or favorite wines and the foods that we like paired with them... so we did that too. It was a pleasure to...

Wine and Dime Episode 19 - Estate Planning with Tony Ford

Tony Ford FORD LAW 256 W 93RD ST, NEW YORK, NY 10025 212-799-0631 [email protected] Tony Ford founded Ford Law to guide other New Yorkers in crafting comprehensive yet affordable estate plans. Prior to founding Ford Law, Tony practiced law for six years at large firms in Manhattan and for three years at a financial services firm. Tony lives with his wife and two boys in Manhattan's Upper West Side. His wife, Julie, is the founder of http://www.fordfinancialsolutions.com/ (Ford Finan...

Wine and Dime Episode 18 - Estate Planning with Amy Refeca

Amy Refeca FACEBOOK @ATLWILLSANDTRUSTSLAWGROUP TWITTER @ATLWILLS_TRUSTS 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 A Will or a Trust. We share financial stories and of course, talk about our favorite wines, or wine blends as it may be. One thing that I found very inte...

Wine and Dime Episode 17 - Mental Health Stigma with Raquel Hinman

Raquel Hinman WEBSITE:  HTTP://HINMANFP.COM/ EMAIL:  [email protected] FACEBOOK:  @HINMANFP TWITTER:  @RAQUELHINMAN In this episode of Wine and Dime, I chat with Raquel Hinman of Hinman Financial Planning. Her practice is best described as... well, I'll let you tell her herself... "At Hinman Financial Planning, Inc., I strive to help busy individuals and families who are committed to creating better financial lives for themselves.  By blending the art and science of financial planning with lo...

Wine and Dime Episode 16 - Insurance Expert with Jeff Ryan

Jeff Ryan THE RYAN AGENCY 57 BROADWAY MALL HORNELL, NY 14843 Telephone: 607-324-7500 E-mail: [email protected] In this episode of Wine and Dime, I pulled an old interview out of the archive.  I sat down with Jeff Ryan of The Ryan Agency, to chat about Insurance and the important roll it plays in our financial lives.  Jeff is the owner of The Ryan Agency located in Hornell NY, with offices also in Jasper and Wellsville, NY.   The Ryan Agency is an Independent Insurance Agency that represe...

Wine and Dime Episode 15 - Finding Financial Planning for a Disability with Gretchen Cladwell

Gretchen CaldwellIn this episode of Wine and Dime, I talk to Gretchen Caldwell.  As an Advisor at EP Wealth Gretchen focuses on helping people navigate financial transitions in their life including retirement, career changes, divorce and the death of a partner or spouse. She has her series 65 license, a certificate in Financial Planning from Santa Clara University and has passed the Certified Financial Planner® exam. Prior to joining EP Wealth Advisors, Gretchen ran her own RIA, Pure Planning...

Wine and Dime Episode 14 - First Ascent CEO Scott MacKillop

In this episode of Wine and Dime, I chat with the CEO of First Ascent Asset Management, Scott MacKillop.  We chat about our favorite wines, “Flat Fee” asset management and much more! Thanks for checking out the show, and if you’re not already subscribe, please do so at the links below!   Wine and Dime Website - https://goo.gl/oqh8sP Itunes - https://goo.gl/JZE7GV Google Play - https://goo.gl/GH2NY1   Scott MacKillopChief Executive Officer [email protected] 720.465.7893   Featuring a fla...

Wine and Dime Episode 13 - The Six Letter "B" Word with the "Money Honey"

Wine and Dime Episode 12 - Common Cents with Jennifer and Laura

In this episode of Wine and Dime, I will be chatting with Jennifer Harper and Laura Coleman from Common Cents Financial Literacy, Inc.   “Common Cents is a 501(c)(3) nonprofit organization that has been providing practical financial education since 2005. They typically focus on students aged 16-22, a critical time for developing positive financial habits. Being able to successfully manage personal finances is a critical skill that affects everyone, regardless of income. Unfortunately, it is r...

Wine and Dime Episode 11 - Career Changing with Linden Cornett

In this episode of Wine and Dime, I will be chatting with Linden Cornett.  Linden founded Seagrass Financial (https://www.seagrassfinancial.com/ (https://www.seagrassfinancial.com/)) … Seagrass Financial is a fee-only financial planning and portfolio management firm.  The mission of Seagrass Financial is to provide unbiased financial advice and portfolio management services at a fair price. https://www.seagrassfinancial.com/contact (https://www.seagrassfinancial.com/contact) https://www.linke...

Wine and Dime Episode 10 - Special Needs Planning with Todd Sensing

In this episode, I chat with Todd Sensing.  As a father of two sons on the autism spectrum, FamilyVest’s founder Todd Sensing has a passion for helping families with special needs. After the birth of his boys, he quickly realized just how little guidance and how few resources there are for families like his. This added anxiety to what is already a challenging situation. Italian Red Wines https://www.winescholarguild.org/blog/top-ten-italian-red-wines-beginner-guide.html (https://www.wineschol...

Wine and Dime Episode 9 - Welcome to the Clan with Kate Welker

In this episode of Wine and Dime, I welcome the newest member of Irvine Wealth Planning Strategies, Katie Welker!  Katie is joining the team as our newest financial planner that has a specialty in taxes.   Website info: https://www.irvineadvise.com/kates-bio/ (https://www.irvineadvise.com/kates-bio/) The Wine: Bully Hill - Merlot - Blackberry aromas and plum flavors rest on a medium bodied frame of cedar and firm tannins. https://www.bullyhillvineyards.com/wine/3/love-my-goat-2/ (https://www....

Wine and Dime Episode 8 - Career Coaching with Ray Giese

In this episode of Wine and Dime, I will be conversing with Financial Coach, Ray Giese.  After a corporate career of 30+ years, Ray has devoted his "encore career" to passing on what he has learned and utilized in order to help people realize financial freedom. He specializes in career coaching and how to translate human capital (your ability to work and earn money) into long-term financial capital (utilizing best practice investing methods) - allowing a person to achieve financial freedom. H...

Wine and Dime Episode 7 - Planning for College with Nannette Kamien

In this episode of Wine and Dime, I will be chatting with Nannette Kamien.  Nannette founded Inspiration Financial Planning after a 15-year career in business and information technology, because she loves personal finance and helping others find their financial inspiration.     More information is available at https://www.irvineadvise.com/college-planning/ (https://www.irvineadvise.com/college-planning/),  http://www.inspirationplanning.com/college (www.inspirationplanning.com/college) and yo...

Wine and Dime Episode 6 - In the Wine Cellar with Jim Caron

In this episode of Wine and Dime, I will be talking to the Jim Caron.  Jim is a Cellar Master at Bully Hill Vineyards, located in Hammondsport, NY, overlooking Keuka Lake.   We talk about the wines, and how the wine industry impacts the local economy.  We hope you enjoy this episode.  You can find out more about Bully Hill by checking out their website at https://www.bullyhillvineyards.com/ (https://www.bullyhillvineyards.com/)   The Wine:   https://www.bullyhillvineyards.com/wine/52/ol-misch...

Wine and Dime Episode 5 - Financial Fitness with Mark Struthers

In this episode of Wine and Dime I will be chatting with Mark Struthers.  Mark is a Gen X father that loves using his 14 years of experience, his education, and the freedom to act as a fiduciary to help families build and preserve wealth. He specializes in planning for and paying for college, while still helping families succeed.   The Wine:     Pinot Noir by Lakewood Vineyards:  A classic garnet color suggests the feminine elegance and youth of this wine. Aromas of cherry, plum and toast pre...

Wine and Dime Episode 4 - Protecting your Business and You

In this episode of Wine and Dime I will be chatting with Aaron T. Alsheimer.  Aaron is an attorney with Sayles & Evans, which is located in Elmira, NY.  His practice focuses on business and estate matters.  We will be talking about the benefits of LLC’s and protecting yourself and your business.     Wine Recommendation - Salmon Run Chardonnay Riesling -- Medium intensity with fresh fruit dominant characters of sweet citrus, honeydew melon, subtle violet and bright pineapple notes. The blend’s...