Episode 215

What is Financial Independence

Published on: 6th July, 2022

Kate Welker is back with us on this episode of Wine and Dime. This week we are talking about Financial Independence. Kate is here to break it down for us and ask the question, "What does financial independence mean to you?"

In this episode you will learn:

  • What is Financial Independence
  • Explore - What does financial independence mean to you?
  • Why would you seek financial guidance from a financial planner to help you seek your financial independence?
  • Be open to finding alternative strategies.

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!

  • St. Innocent Winery | Willamette Valley Oregon | Mark Vlossak, vintner - St. Innocent began as an idea conceived in a moment of passion and inspiration in 1983. Mark Vlossak spent the next five years studying, taking classes, and apprenticing with Oregon wine pioneer, Fred Arterberry. In 1988, St. Innocent Winery was founded. Our goal is to produce wines that respect the quality and tradition of the Old World in one of the newest and most exciting wine growing regions on the planet: Oregon's Willamette Valley.

THIS EPISODE WAS PRESENTED BY

AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL: AMY@ROOTEDPG.COM

Mentioned in this episode:

Hanson Vineyards

Hanson Vineyards https://www.hansonwine.com/ 34948 S Barlow Road Woodburn, Oregon 97071 (971)338-9760 info@hansonvineyards.com

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About the Podcast

Wine and Dime
Wine and Dime with Amy Irvine
A podcast that combines two of my passions... Wine and financial planning. Subscribe to Wine and Dime with Amy Irvine. Each week, Amy sips one of her favorite wines, carefully paired with financial planning advice.

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.