Money Roots

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...

Wine and Dime Episode 3 - Dentists need Financial Planners Too

In this edition of “Wine and Dime”, we will be talking to Brian Hanks.  Brian is an MBA and CFP, and currently lives in Idaho.  After earning his undergraduate degree in business from Brigham Young University, Brian worked in several companies including Cain, Watters and Associates where he first learned how fun working with Dentists could be. He earned his MBA from the University of Michigan and worked on Wall Street for Goldman Sachs, and Bank of America. He left the world of corporate advi...

Wine and Dime - Special Edition - Impress the Ivies with Jessica Yeager

Wine and Dime Episode 2 - Planning for Pets

Wine and Dime Episode 1 - Interview with my Mom