Episode 100

full
Published on:

7th Feb 2020

The Spark That Leads to an Entrepreneur with Lauren Zangardi Haynes

Episode 100…. 100 episodes, I can’t believe it!! When I first started Wine and Dime, I didn’t know how long it would last. And now that I’ve been doing it for a couple of years, I don’t know what I’d do without it! I’ve had incredible guests and great talks, and of course, great wine along the way. Thank you for all of your support over these 100 episodes, and here’s to 100 more! à votre santé!

In this episode of Wine and Dime I chat with someone I have a lot in common with, Lauren Zangardi Haynes. Lauren is the owner if Spark Financial Advisors. Lauren and I talk about starting our own female owned Fee Only Financial Planning Practice, where we are both passionate about helping our clients in any way that we can. We talk about some of the struggles along the way, and how we overcame those struggles to build a thriving business. I think this episode really shows the entrepreneurial spirit that is within us, and showcases the spirit that drives her.

Meet Lauren

FACEBOOK LINKEDIN TWITTER

Email: lauren@sparkfinancialadvisors.com

Phone: (804) 451-1210

Certified Financial Planner™

Certified Investment Management Analyst™

With over 14 years in the financial services industry working for U.S. Trust (Bank of America’s Private Bank) and as a Fee-Only financial planner I’ve fielded a lot of questions. My favorite is, “How do I know I’m doing the right thing with my money?”

I get it. Most of us weren’t taught about personal finance in school or at home. Yet now you find yourself responsible for managing your financial future and frankly, it’s a little bewildering.

Building strategies for myself (and now for my clients) gives me the certainty I need to make crucial decisions about saving for retirement and college, reducing our taxes, and knowing where and how to invest our money. 

The best part of my job is getting to know what my clients cherish, collaboratively building a solid financial plan that supports your best life, and seeing it put into place. It is truly an honor to walk with my clients on their financial journey.


What’s your big dream?

Let’s talk about how to get there.


Spark.png

SPARK FINANCIAL ADVISORS WORKS HARD TO BUILD A FOUNDATION FOR YOUR WEALTH:

  LIFE PLANNING PROCESS

  TAX-SAVVY SAVING & INVESTING

  FIDUCIARY ADVICE PUTS YOU FIRST

  BUILD FINANCIAL CONFIDENCE

  STICK TO YOUR PLAN

  MANAGE RISK

MORE THAN A FEE-ONLY FINANCIAL PLANNER

At Spark Financial Advisors we blend Fee-Only financial advice with life planning. Our holistic look helps your future come into sharp focus. Let’s work together to find creative ways to achieve your goals and solve problems.


red blend.png

Keuka Spring Vineyards

Epic Reserve

Epic Reserve is a rich blend of Finger Lakes Cabernet Sauvignon, Cabernet Franc and Merlot.  While fermenting, we "rack and return" the wines -- called délestage in French -- to increase oxygenation and improve extraction of color, flavor and tannin.  The result is a wine of distinction and depth with ripe berry notes that pairs beautifully with juicy meats like steaks, pork roasts or chops, pasta with white or red sauces, and other hearty dishes.  Serve at cool room temperature (60-65 F).  Bring a bottle to dinner with friends! 



THIS EPISODE WAS PRESENTED BY


Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail

Amy.jpg

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

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.