Episode 131

full
Published on:

11th Sep 2020

Financial Autonomy Book? Yes Please! with Paul Benson

Welcome Wine and Dime Listeners! In this episode I welcome back to the show fellow podcaster and financial planner, Paul Benson. If you recall, Paul has a podcast called Financial Autonomy, that focuses on financial strategies to give you choice. Be sure to subscribe right after you listen to the episode! Paul is back to talk about his new book called, you guessed it, Financial Autonomy. And for a lucky listener a copy can be yours, just listen to the episode for details. But for now, grab your favorite beverage, sit on back and enjoy the show!


Paul Benson

HI, I’M PAUL

I help people like you gain choice in life through our proven Financial Autonomy framework.

My focus is on providing helpful and actionable information and advice so you can set effective goals, optimise your cash flow, develop an investment strategy, and stretch your entrepreneurial wings.I’m directly involved in the management of approximately $90million for my clients . I contribute articles to the likes of the Sydney Morning Herald, The Age, Entrepreneur.com, and have appeared on ABC Radio National’s Life Matters program.


Financial Autonomy

Financial Autonomy, by Melbourne financial planning expert Paul Benson is about money. But, unlike most money books, it's not focused on making you the richest person in your street, or worse, the richest person in the cemetery. Instead, the focus of this book is on gaining choice.

Have you ever listened to a guest on a radio program or a speaker at an event talking about some amazing experience they've had? Perhaps it was travelling through Tibet in a beaten-up Land Rover, sailing around the world, jumping out of planes in a wing suit, or starting a business or charity of their own, driven by a magnitude 10 passion to make an impact.

When you listened to these inspiring stories, did you ever wonder how they managed to organize their life so that it was possible? Do you wish you could organize your life to do what's important to you?

Financial Autonomy is a book about money but it's equally about gaining choice. If you get the money side of your life right, you will have the choice to pursue maximum happiness in all the other aspects of your life.

Personal finance expert Paul Benson believes there are three vehicles to create enough wealth to have the choices you desire are:

(1) Investing in shares;

(2) Investing in property; and

(3) Working for yourself (starting a side hustle or small business).

He explores these in detail, as well budgeting and saving - and as you'd expect, he gives readers a choice of strategies they can adopt to succeed in these areas.


BROKEN SHACKLES LAGER

A CRISP LAGER THAT EXHIBITS A BALANCE OF HOP NOTES WITH AN UNCOMPLICATED, CLEAN FINISH

TASTING NOTES

A crisp lager that exhibits a balance of subtle herbaceous hop notes with a refreshingly uncomplicated clean finish. Brewed using pale and munich malts combined with noble Hallertau Mittelfruh hops, this brew is a quality quencher.

THE STORY

James Squire fought his way to freedom, taking plenty of risks and finally breaking the shackles of his seven year sentence to set up Australia’s first brewery.



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

Show artwork for Money Roots

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

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.