Episode 14

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Published on:

30th Mar 2018

Wine and Dime Episode 14 - First Ascent CEO Scott MacKillop

In this episode of Wine and Dime, I chat with the CEO of First Ascent Asset Management, Scott MacKillop.  We chat about our favorite wines, “Flat Fee” asset management and much more! Thanks for checking out the show, and if you’re not already subscribe, please do so at the links below!

 

Wine and Dime Website - https://goo.gl/oqh8sP

Itunes - https://goo.gl/JZE7GV

Google Play - https://goo.gl/GH2NY1


 

Scott MacKillop

Chief Executive Officer

scott@firstascentam.com

720.465.7893

 

Featuring a flat-fee structure and simply elegant portfolios, First Ascent is an investment firm where clients truly do come first.

What I do here:

I imagine how we can become more useful to the financial advisors and clients we work for and encourage my teammates to do the same.  Then I guide the process of turning those ideas into reality. When I close my door and roll up my sleeves, I am most likely to be working on educational material for our clients or communicating with advisors about what we do, and how and why we do it.

Why I love my job:

After 40 years in the financial services industry, I want to see if I can do things better. I think we can create better portfolios for long-term investors through improvements in the processes and practices commonly used in the construction and management of such portfolios. We can help individuals become more successful investors by increasing their confidence and understanding of investment fundamentals through clear, concise communications. We can offer low fees for high quality investment management services and put a cap on the amount a client pays annually.  If we do all that, we will make a difference in the industry and in the lives of the advisors and clients we work with.


 

The Wine

In most red Châteauneuf-du-Pape, Grenache noir is the most common variety, although some producers use a higher proportion of Mourvèdre. Grenache produces a sweet juice that can have almost a jam-like consistency when very ripe. Syrah is typically blended to provide color and spice, while Mourvèdre can add elegance and structure to the wine. Some estates produce varietal (100%) Grenache noir, while a few producers insist on using at least a token amount of all thirteen originally permitted varieties in their blend. One of the only estates to grow all these varieties and use them consistently in a blend is Château de Beaucastel

Châteauneuf-du-Pape red wines are often described as earthy with gamy flavors that have hints of tar and leather. The wines are considered tough and tannic in their youth but maintain their rich spiciness as they age. The wines often exhibit aromas of dried herbs common in Provence under the name of garrigue. Châteauneuf-du-Pape dominated by Mourvèdre tend to be higher in tannin and requiring longer cellaring before being approachable.

In most red Châteauneuf-du-Pape, Grenache noir is the most common variety, although some producers use a higher proportion of Mourvèdre. Grenache produces a sweet juice that can have almost a jam-like consistency when very ripe. Syrah is typically blended to provide color and spice, while Mourvèdre can add elegance and structure to the wine.  Some estates produce varietal (100%) Grenache noir, while a few producers insist on using at least a token amount of all thirteen originally permitted varieties in their blend. One of the only estates to grow all these varieties and use them consistently in a blend is Château de Beaucastel.

Châteauneuf-du-Pape red wines are often described as earthy with gamy flavors that have hints of tar and leather. The wines are considered tough and tannic in their youth but maintain their rich spiciness as they age. The wines often exhibit aromas of dried herbs common in Provence under the name of garrigue. Châteauneuf-du-Pape dominated by Mourvèdre tend to be higher in tannin and requiring longer cellaring before being approachable.


 

Amy Irvine of Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830

www.irvineadvise.com

email:  amy@irvineadvise.com

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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.

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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.