Episode 95

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Published on:

3rd Jan 2020

The Journey to "Financial Autonomy" with Paul Benson

Welcome to the first episode of 2020 Wine and Dime listeners!! This is part two of the podcast with fellow podcaster and financial planner, Paul Benson. Paul has a podcast called Financial Autonomy, that focuses on financial strategies to give you choice. Each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals. In part two of this podcast, we dive into Paul’s journey into starting his own practice and his own podcast. It was a wonderful conversation, that I’m sure you will all enjoy. If you enjoyed this episode, please rate and subscribe to the show. And be sure to check out Paul’s Podcast at the links listed below!

Paul Benson

Paul Benson

PODCAST - FINANCIAL AUTONOMY

GUIDANCE FINANCIAL SERVICES

LINKED IN

ABOUT

If your goal is to work 9-5, 5 days per week, for 40 odd years, and then retire at 60 or 65 and start living life, then I'm not the financial planner for you.

But if instead, you're looking to gain choice in life, to embrace the amazing possibilities that now exist for a varied working life, and are keen to enjoy the journey, not put everything off until "retirement", then we should talk.


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Financial Autonomy is an audio blog focused on financial strategies to give you choice. Hosted by Certified Financial Planner Paul Benson, each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals.



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

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.