Episode 98

full
Published on:

24th Jan 2020

Retirement and 401k Education Experts Tina Kilroy and Sarah Holden

In this episode of Wine and Dime, I have the pleasure of talking to Tina Kilroy and Sarah Holden. Tina and Sarah work for the Investment Company Institute(ICI), and specialize in retirement planning and 401k education. We chat about all things related to the education of your different retirement options. The two are very passionate about what they do, and you can really tell in this episode. Check out the ICIEF website for countless resources to help you make educated discussions when it comes to retirement an investments. We even get around to talking about some of our favorite wines. Check the notes below for that recommendation. So sit on back, pop open a bottle of your favorite vino and enjoy this conversation!

BIOGRAPHY

Sarah Holden is Senior Director of Retirement& Investor Research at the Investment Company Institute (ICI), the leading association representing regulated funds globally, including US mutual funds and exchange-traded funds (ETFs). Sarah has a PhD in economics and has studied retirement trends and policy, as well as the behavior of investors, for decades. She uses humor and plain English to make retirement and investment concepts clear.

Tina Kilroy.jpg

Christina“Tina”Kilroy is vice president of the ICI Education Foundation (ICIEF), leading the efforts of the Investment Company Institute to develop and deepen investor education resources and to partner with ICI members and other organizations to enhance financial literacy. Tina has a great understanding of the best financial education resources available, and can offer listeners insights based on their needs.



icief.png

About the Investment Company Institute Education Foundation

Formed in 1989, the ICI Education Foundation (ICIEF) is the educational affiliate of the Investment Company Institute, the leading global association of regulated funds. ICIEF partners with government agencies and other nonprofit organizations to develop, deliver, and promote investment education programs to a variety of specific audiences. The foundation also participates in financial education advocacy coalitions, conferences, and initiatives that promote saving and investing nationwide.

Since 2010, ICIEF has partnered with Junior Achievement of Greater Washington (JA) through its Finance Park program for middle-school students. ICIEF’s contribution includes an educational exhibit and interactive game at Finance Park locations in Fairfax County, VA, and in Montgomery County and Prince George’s County, MD. Learn more about ICIEF’s partnership with JA.

For more information about ICIEF, please contact Tina Kilroy, vice president, or Mike McNamee, president, and follow ICIEF on Twitter, Facebook, and LinkedIn.


veritas.jpg

Veritas Vineyards and Winery

began in 1999 when Andrew and Patricia Hodson planted 5 acres of grapes as a passion project. Over the past two decades, Veritas has grown to include over 50 acres of vineyards and has succeeded in consistently producing a range of complex and elegant wines.


Viognier. Veritas. Virginia.

Viognier is our specialty white wine and the declared white wine of Virginia. We love Viognier made in a style that emphasizes the unique aromatic complexity of the grape. Pale gold in color, delicate orange blossom precedes aromas of ripe peach, apricots and orange zest. Deliciously opulent, the uplifting rush of apricot and peach are embedded in a rich mouthfeel that gradually fades into a tantalizingly long finish.

PAIRINGS: Peaches, Lobster, Shrimp and Grits, Thai Food



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


Next Episode All Episodes Previous Episode

Listen for free

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.