Episode 188

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Published on:

15th Dec 2021

Financial Resolutions in the New Year

Welcome to this edition of Wine and Dime!  We're so pleased that you've taken the time to join us today. This particular podcast is all about setting New Year's resolutions for financial peace.  I'm all about the journey that we're on in life. Whether it's finding that next good wine or finding that financial peace that we all want and of course, reducing our stress in the new year. 

It’s incredible that it's that time of year already!  We here at Wine and Dime and Rooted Planning Group wish you a Happy Holiday season and a great New Year!

Also included below are the documents that we talked about. Just click the provided links to download!

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

Or visit us at www.rootedpg.com/podcasts for full show notes and links!

SAMPLE BUDGET - 2022

CHOICES TO PRIORITIZE 2022

NEW YEAR’S RESOLUTIONS - FINANCE 2022


About Hinnant Family Vineyards

THE HINNANT FAMILY VINEYARDS & WINERY STORY

It all started in 1971 when the Hinnant siblings Jacqueline, Freddie, Douglas and Willard had a dream to start a vineyard in Johnston County. Freddie’s husband, Glen, had the honor of being the original vineyard manager that watched over the vineyard while the others maintained their jobs as a teacher, dentist, book keeper and carpenter. In the early years, grapes were sold to fresh markets, other vineyards, & to the public.

At the turn of the century, Williard & his son, Bob started their own quest to create wine from the family vineyard. Starting with just a few varieties of wine, the doors opened and in 2003 the first bottle was sold. The father & son pair enjoyed working side by side fine tuning their award winning wines until 2013, when Williard passed away. Bob, with his family’s reassurance, support (and secret recipe,) now operates Hinnant Family Vineyards & Winery.

Over the years, Willard & Bob acquired all of the land and holdings from Williard’s siblings. Building upon the original acreage growing to a 100 acres of grapes, the Hinnant Family Vineyards & Winery is the oldest and largest commercial Muscadine vineyard in the state of North Carolina.

 The Hinnant Family has also become experts on other native grapes. From Virginia; the Norton grape takes up approximately 2 acres and is handcrafted to produce their driest, most complex red, offering oak, vanilla and spice notes! From Texas; they have a couple acres of an American hybrid Blanc du Bois. The fruit offers intense grapefruit, pineapple, and passion fruit flavors.

From the very beginning, there has been long standing tradition to open the Vineyard to the public during the harvest season. Every September Hinnant Family Vineyards & Winery encourages the public to come out and pick their own Muscadine grapes. A large white tent marks the start of the Harvest season & stands at the front of the business to welcome customers. There you can purchase pre-picked grapes, or pick up a bucket & head out into the vineyard. We invite you to come take part in this annual Hinnant Family Tradition.

Regardless of the season, the Hinnant Family invites you to visit the vineyard to see how their dream has developed.


SNOW'D INN

This is a winter seasonal. A dry white wine infused with cranberry. Crisp & tart, and with just a hint of sweetness from the cranberries.


2016 PINOT GRIS

WA - Columbia Valley

Light, crisp dry white with subtle lemon & apple flavors & a well balance acidity.


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

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.