Episode 192

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Published on:

26th Jan 2022

The Walkthrough - Vacation Planning

Welcome back Wine and Dime listeners. This week we are going to try something a little different and do what we are calling a "Walkthrough". We welcome to the show my brother, T.J. Meehan. T.J. edits the podcast as a side hustle and takes care of all the show notes and making sure it gets out to you all on a weekly basis. He is planning on going on a vacation for his 20-year anniversary and we are here to help. We go through some places to find cheap flights, to making sure your passport is in order, to thinking about trip insurance. If you're thinking of taking a vacation than there may be something in this episode for you.

Feel free to download this checklist, it covers a lot of the stuff we talked about during this episode!

Money Sprouts Checklist

Thanks for listening and be sure to like, rate, subscribe and share.

If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com

Or visit us at www.rootedpg.com/podcasts for full show notes and links!

Lakewood - Abby Rose

Our best-selling sweet wine, this long-time favorite is named after our winemaker’s oldest daughter Abby. A fun, fruity wine, Abby Rose is also a great base for sangria.

Allagash White

Witbier With Balanced Citrus And Spice

Our award-winning interpretation of a Belgian-style wheat beer is brewed with oats, malted wheat, and raw wheat for a hazy “white” appearance. Spiced with our own special blend of coriander and Curaçao orange peel, Allagash White upholds the Belgian tradition of beers that are both complex and refreshing.

THIS EPISODE WAS PRESENTED BY

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.