Episode 109

full
Published on:

10th Apr 2020

Live With Plum Founder Justine Chan

Welcome to this edition of Wine and Dime with Amy Irvine.  I'm thrilled to have another woman who is involved with finance on the show today but in a different way. Justine Chan is going to be talking to us about a new website that she's created called “Live With Plum”. 

She was a first-time home buyer, she muddled through the process and she loved learning more and more about it.  Five years, four apartments and one license later, she's much more knowledgeable and here to share her knowledge with you. We hope you enjoy the show, so, sit on back, sip your favorite beverage and enjoy!

Justine Chan

Live With Plum

TWITTER - @LIVEWITHPLUM

FACEBOOK - @LIVEWITHPLUM

INSTAGRAM - @LIVEWITHPLUM

LIVE WITH PLUM IS THE HOMEBUYING GUIDE FOR THE MODERN WOMAN.

It all started in 2014, when I bought my first apartment in New York City. I was 25 and eager to lay down some roots but felt utterly confused by the convoluted process of buying a home.

To begin, I met with multiple real estate agents and ultimately ended up using one (whom I liked by the way!) but I barely knew this person so why would I blindly entrust him with such a big and important purchase? And so, I embarked on a personal education campaign…

I searched online endlessly but the information was fragmented, contradictory and oftentimes trying to sell me a mortgage product I didn’t need yet. I then tried buying books, thinking that the information would at least have credibility, and while more helpful than online listicles, the books were not updated as frequently as needed in today’s rapidly changing real estate landscape.

Eventually, I did find and buy a teeny tiny 350 sqft studio apartment I loved… but frankly, I abhorred the process of getting there. It felt like I researched and had more control over my skincare regime than I did with my first home purchase!

Fast forward 5 years later, I go on to purchase 3 more apartment units in the NY/NJ area and earn my real estate license while working full-time. Now, I want to use my experience and knowledge to help and empower other women towards achieving their homebuying dreams.


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Rekorderlig Cider

ABOUT

From its humble Swedish roots, Rekorderlig has retained its dependable honesty to become a much-loved, fourth generation family-brewed cider.

Stocked in a range of the American favourite bars and supermarkets, Rekorderlig continues to launch in new countries while strongly maintaining its proud Swedish heritage.

Rekorderlig is a dependable and premium cider that you can rely on and trust. With a typically Swedish fusion of high-end, premium design and modesty, it has a clear identity that sets it apart from others.

Enjoyed by those who yearn for something refreshingly different, join Rekorderlig on a journey of exploration, innovation and invigoration.

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REKORDERLIG PEAR CIDER

Sweden- Pear Cider- Made with the purest Swedish spring water blended with 100% European pears, resulting in a refreshingly delicious, perfectly tart and sweetened pear cider. Enjoy chilled with a zesty lemon wedge for an incredibly crisp finish.



THIS EPISODE WAS PRESENTED BY


Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail

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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.