Episode 121

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Published on:

3rd Jul 2020

Life Goes On Financial Road Map with Nancy Juetten

Nancy grew up in the shadows of her family limelight, as the daughter of an actor.  She didn’t necessarily realize it, but she was seeking her own individual recognition (don’t miss the “how many likes does it take to get to the center of a tootsie pop!).

She became a publicist focused on helping other people get recognized, until the great recession, this challenge forced her (or should I say dared her) to pivot and use those skills at an even grander level and she created a book about how to change bio’s (Bye-Bye Boring Bio Workbook).

This was just the launching pad, including her Life Goes On Road Trip organization program that makes organizing your finances a bit like a treasure hunt, adding an element of fun.

Nancy Juetten

https://www.facebook.com/groups/lifegoesonroadtrippers/  

https://www.lifegoesonroadmap.com

https://authenticvisibility.com/testdrive/

Instagram: https://www.instagram.com/nancyjuetten/

Twitter: https://twitter.com/lifegoesonRM

LinkedIn: https://www.linkedin.com/in/nancy-juetten/

BIO

Nancy Juetten guides families to organize their personal financial information and crucial documents before something random or crazy can stop them.  The co-creator of the Life Goes On Roadmap® system for personal financial information organization, Nancy is on a mission to touch and transform a million lives by guiding them to take one of 16 essential road stops, one 20 minute segment at a time.  This brings power, access and control when the moments matter the most and makes dealing with a bump in the road just a little bit softer for all. Nancy writes a column for the popular Sixty and Me blog site that serves 500,000 women aged 60 and better. Her system is sold individually to homeowners, downsizers, and families across the country from the website, and professional service providers can license and co-brand the system to share with their most valuable clients. She has addressed appreciative audiences at the Garrett Planning Network Annual Retreat, virtual women’s groups, and podcasts such as the Legacy Cafe Podcast, the Conscious Caregiver, and now – Wine and Dime

Before starting Life Goes On Roadmap in 2018, Nancy launched and grew a successful business coaching practice to guide experts, authors, and speakers to get known and get paid for their expert status by getting ready for opportunity first. In 2009, she  wrote the popular Bye-Bye Boring Bio Workbook that is still a go-to source to guide users to transform their boring bios from wallpaper to wow to attract clients now.  When life hit the fan for her – with a home burglary, a move to a new city, her mom’s diagnosis with dementia, and her husband suffering a mini-stroke in the middle of the night -- Nancy’s preparation for real life paid off with less drama, trauma, and chaos in the clutch moments. With Life Goes On Roadmap®, she guides her clients to welcome those priceless benefits that are more relevant than ever in the era of the COVID 19 Pandemic. Nancy is quick to say that keeping your head in the sand is a dis-empowering place to stand. The best time to get your act together is right now.




One Hope Wine

From humble beginnings and a lofty vision, our founders started selling wine on a mission to change the world. Since then, they have helped thousands to do the same by creating a career opportunity that provides a sense of purpose through sharing wine and raising money for causes closest to them.



Learn more about ONEHOPE's story and mission to make the world better through memorable wines and experiences.



Prejean Merlot


We’ve grown Merlot since 1988 and produce two styles of wine. In 1992 we produced what was probably the first White Merlot in the US. We also make a varietal merlot and blend it with our other Bordeaux varieties.

100 % Estate Grown

Fermented in Stainless Steel

Aged in French and American Oak for 9 months

Blend: 76% Merlot, 24% Cabernet Sauvignon

A wine with mocha and spice aromas and cranberry flavors with a warm, toasty finish.



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

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.