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


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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.