Episode 186

full
Published on:

1st Dec 2021

Dealing with Grief Featuring Chris Dale

Welcome to this edition of Wine and Dime with Amy Irvine. We are excited to have Chris Dell back with us. Chris and I talk about grief and loss and ways to help others cope. We hope that as we enter into the end of 2021, you and your family are able to spend some time to celebrate with each other. We truly hope that those of you that have experienced loss this year understand that we are here for you, we can share your pain, and we are here to listen.

Chris has started his own podcast and we have a fantastic crossover episode that we want to share with you, so stay tuned for more information from Chris as you listen to this episode. We hope you enjoy the show.

Chris's Podcast - Real Talk With Life After Grief Chris

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

About Chris Dale

It All Started…

In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.

I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTIFIED FINANCIAL PLANNER™ to better help families in need. 

My personal experiences and knowledge of grief and loss of loved ones helps me to understand and assist families enduring similar situations. I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones.

I Truly Look At My Experiences In Life As Gifts I Can Use To Help Others.

I have an Elementary of Education degree from the University of Florida and a minor in Business Administration; I also specialized in Psychology.

As a result of my experiences with grief, many financial advisors have asked me for support in working with their own grieving clients. In such, I’ve created an online course and resources to help as many advisors as possible to understand grief and how to better serve their clients’ needs.

Even if you’re not a financial advisor, this course will help you understand grief and how to work with grieving clients. I’ve had many professionals take the course as well, such as tax and insurance advisors, even attorneys. 

THIS EPISODE WAS PRESENTED BY AMY IRVINE

AND IN COLLABORATION WITH

THE SENECA LAKE WINE TRAIL

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

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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.