Episode 125

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Published on:

30th Jul 2020

Creating a Spending Plan

Welcome 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 spending plan, or a budget. And remember, Life is about events, supported by your dollars and cents!






Uncork Your Finances

Is dealing with finances a little less stressful when you have a glass of wine by your side? This book is an extension of my Wine and Dime podcast and Monday Morning Quarter-Buck Blog - capturing some top tips from the first 27 episodes.





2017 Chardonnay Barrel Select

NY - Finger Lakes

100% Chardonnay, 100% Finger Lakes terroir selection sourced from a single vineyard site. Aged 11 months in French oak barrels with weekly stirring of the lees (bâtonnage sur lies).

Alcohol 12.00%



Resources From Episode

SPENDING SPREADSHEET

CASH FLOW & NET WORTH ISSUES

CASH FLOW AND NET WORTH DISCUSSION CHECKLIST


This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail



AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL:  AMY@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

Profile picture for Amy Irvine

Amy Irvine

As a kid, I always liked numbers. I would spend hours creating math problems and solutions. Whenever I wanted to play math teacher, my brother was forced to be my student! Given my love of facts and figures, it’s really no surprise that I chose a career where I work with numbers.

I believe that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires. I started Rooted Planning Group because I wanted to offer financial PLANNING services. Our profession has a tendency to focus on “assets under management,” but I wanted to focus on the journey of your life (what I refer to in the podcast as your financial “vineyard”). I truly believe that, like wine, life and finances have different palettes that should be celebrated and not judged.

My journey as a business owner was not a direct path; it’s more of a long and winding road. Over the course of the past 30 years, I’ve worked in various financial services positions, but I’m most proud of the ensemble of women that I’ve brought together at Rooted Planning Group.

I am the author of Uncork Your Finances and the podcast host of Money Roots.

I also co-founded the Southern Tier Women's Financial Conference in 2014, an annual event dedicated to collaboration, networking, and financial education for women.