Episode 88

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Published on:

8th Nov 2019

Small Steps to Health and Wealth with Dr. Barbara O'Neill

In this episode of Wine and Dime, I have the pleasure of speaking with Rutgers Professor, Dr. Barbara O’Neill. Barbara will be a guest speaker at this years Southern Tier Women’s Financial Conference, and we couldn’t be more excited. There is still time to get your tickets! See the links below for more details. This episode of Wine and Dime focus’s on how your finances can have effect on your health. We also cover topics around money decisions, money mistakes, and money advise. So sit on back and enjoy the episode, and remember, Life is about events, supported by dollars and cents!

Dr. Barbara M. O'Neill

TWITTER - @MONEYTALK1

EXTENSION SPECIALIST IN FINANCIAL RESOURCE MANAGEMENT

Phone: 848-932-9126

Fax: 732-932-8887

Email: oneill@njaes.rutgers.edu

Expertise: Financial Resources Management

Dr. Barbara O’Neill is a Distinguished Professor at the Rutgers School of Environmental and Biological Sciences, and is Rutgers Cooperative Extension’s Extension Specialist in Financial Resource Management. From August 1978 to June 2004, she was Family and Consumer Sciences Educator in Sussex County, N.J. and taught over 1,100 classes and speaking engagements to over 24,000 adult learners. She is also project director for the national Cooperative Extension basic investing program, Investing for Your Future. Dr. O’Neill is a prolific writer and has written over 1,500 consumer newspaper articles and over 100 articles for academic journals, conference proceedings, and other professional publications. She is a certified financial planner (CFP), chartered retirement planning counselor (CRPC), accredited financial counselor (AFC), certified housing counselor (CHC), and certified in family and consumer sciences (CFCS). Dr. O’Neill has held various leadership roles in state and national professional associations and served as president of the Association for Financial Counseling and Planning Education (AFCPE) in 2003. She is the author of two trade books, Saving on a Shoestring and Investing on a Shoestring, and co-author of Money Talk: A Financial Guide for Women. She has also written three financial case study textbooks, an online Guidebook to Help Late Savers Prepare for Retirement, and six book chapters. Dr. O’Neill received her Ph.D. in family financial management in 1995 from Virginia Tech and holds a master’s degree in consumer economics from Cornell University and a B.S. in home economics education from the State University of New York at Oneonta.

Small Steps to Health and Wealth™

Rutgers New Jersey Agricultural Experiment Station (NJAES) Cooperative Extension's major health finance initiative is Small Steps to Health and Wealth™. This program is designed to motivate consumers to implement behavior change strategies that simultaneously improve their health and personal finances.


Personal Finance

PROGRAMS

  1. The Financial Aspects of Health
  2. Investing For Your Future (home study course)
  3. Small Steps to Health and Wealth

CONSUMER TO CONSUMER VIDEO SERIES

  1. Good Ideas for Tough Times
  2. Money Management
  3. Expense Reduction
  4. Shopping
  5. Bartering
  6. Do It Yourself
  7. Housing
  8. Outreach
  9. Savings
  10. Credit
  11. Final Words


Money isn’t one of those warm, fuzzy topics people like to think about. But the truth is, managing your money is critical for financial success. Statistics show that many times, women are responsible for managing the money in a household.


If you would like to spend a fun and educational ladies day out updating yourself on different aspects of money, join us:


6th Annual Southern Tier Financial Conference

Financial Education for Women by Women

November 16, 2019

8:00am - 3:30pm

Watson Homestead Conference & Retreat Center

Painted Post, NY


It will be a great way to join other women as we learn how to improve our mind, body, and checkbook!


The hot topics that will be covered during the event include:


-Ins and Outs of New Financial Products- Nancy Williamson, CEO, ServU Credit Union

-Investing and What It Means To You - Caitlin Fuller CFP®

-Essential Oils - Mary Beth Combs, Manager, Essential Oil Discovery

-Tidying Up - Nancy Reigelsperger Cornell Cooperative Extension of Steuben County, Financial Educator

-Whealth Care - Amy Irvine CFP®, EA, MPAS℠ Irvine Wealth Planning Strategies LLC

-A topic on Medical Forms -TBA


The cost of $25 per person for ages 16 and older includes lunch, networking, the conference and the conference book. The day will include door prizes and other vendors and exhibitors. After September 15, 2019, the cost will be $35 per person. After November 10, 2019 and at the door the cost will be $40 per person.


Registration and pre-payment can be sent to Cornell Cooperative Extension of Steuben County, 20 East Morris Street, Bath, NY or purchased online at bit.ly/womensfinanceconf19. For more details, call 607-664-2300 or visit http://putknowledgetowork.org/annual-events/so-tier-womens-financial-conference


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.