Episode 172

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Published on:

18th Aug 2021

Between Generations - The Cost of Silence

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 hometown] and a not-so-urban winery in the Adelaide Hills region of South Australia [Sebastian’s hometown].

Though Living Roots was founded in 2016, our legacy began six generations back with Thomas Hardy, Seb’s great-great-great grandfather. In 1850, at the age of 20, Thomas immigrated to the new British colony, Australia, and jumpstarted 150+ years of family winemaking. Seb grew up in his dad’s vineyards, particularly in the Kuitpo subregion of the Adelaide Hills, got a degree in Viticulture and Oenology in Adelaide, with an exchange in California, and worked vintages all over the world. 

On the other side of the world, Colleen grew up in Rochester, New York [spending time around the Finger Lakes region], studied marketing, worked in corporate America, and headed to Adelaide for the 2014 vintage at Hardy’s Tintara Winery when she was ready for a new adventure.

We established Living Roots in 2016, and started splitting our time between South Australia and New York, doing two harvests each year. We source grapes from different vineyards and growers, including from both of our families, and some wines are made year-to-year while others are one-offs. In the Finger Lakes, our focus is on rich whites and sparklings, and in South Australia, it’s vibrant, medium-bodied reds. Each vintage is an opportunity to explore new vineyards and varieties, and our aim is to highlight the terroir and natural strengths of these diverse regions, making wines with wild ferments, minimal inputs and maximum deliciousness.

We opened the Living Roots urban winery and tasting room in Rochester, New York in 2017, bringing our Finger Lakes and South Australian wines to the Upstate New York market first. Now, we’re putting more emphasis on Living Roots’s presence in Australia, expanding distribution and setting up a cellar door with tastings by appointment in Kuitpo where we have our small winery. Stay tuned for what’s next!


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.com

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About the Podcast

Money Roots
Money Roots with Amy Irvine
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.

About your host

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Amy Irvine

Uncorking Amy Irvine!!

If any of you have ever met Amy, you know she is passionate about
three things. Family, Finances, and WINE! This comes through in all
that she does and all that she is. When asked to describe herself she first and foremost states, “I am a wife, a daughter, and hopefully a good friend, who happens to also be a financial planner.” Amy holds a Master’s Degree in financial planning and is a Certified Financial Planner TM , Enrolled Agent, Certified College Financial Consultant, and a Financial Wellness Coach with over 25 years of financial planning and industry experience. She is the Founder and owner of Rooted Planning Group, (Formerly known as Irvine Wealth Planning Strategies LLC), which started in 2016 and has grown to include 6 other planners and 2 part-time staff members. Amy is definitely “doing it her way” and has been recognized by her financial planning colleagues as being a “disrupter,” a title she holds close to her heart and is proud of.

Uniquely, at the age of 44, she decided to not only start her only company, but to act on what she defined as her perfect life and she splits her time between Parrish, Florida and Jasper, New York.
On her website it states, “I love what I do, but I also very much enjoy warmth, good
conversation, wine tastings, and volunteering. New York is extraordinary in the summer and fall, but so is Florida in the winter.”
In 2018, she decided it was time to take the stigma out of finances by combining her passion for finances and wine. She started a podcast called “Wine and Dime,” which highlights a different wine and financial topic each week, and she released her book combining those same two passions, titled, “Uncork Your Finances.”
Many of you may know her as one of the co-founders of the Southern Tier Women’s Financial Conference – a day of collaboration and financial education, which will be hosting it’s sixth year!
To round out her volunteering passion, she often provides financial education to the
community through the financial management program of Cornell Cooperative Extension of Steuben County, she serves on the board of Faith-in-Action of Steuben County, volunteers for various Fund For Women of the Southern Tier events, works with the finance committee of the Arts Council of the Southern Finger Lakes, and serves on the board for the Corning Painted Post Historical Society (also known as Heritage Village).
In her downtime, you’re likely to find her with a glass of red wine from one of the many Keuka or Seneca Lake wineries that she highlights in her Wine and Dime Podcast.