Episode 17

full
Published on:

11th May 2018

Wine and Dime Episode 17 - Mental Health Stigma with Raquel Hinman

Raquel Hinman

WEBSITE:  HTTP://HINMANFP.COM/
EMAIL:  INFO@HINMANFP.COM
FACEBOOK:  @HINMANFP
TWITTER:  @RAQUELHINMAN

In this episode of Wine and Dime, I chat with Raquel Hinman of Hinman Financial Planning. Her practice is best described as... well, I'll let you tell her herself...

"At Hinman Financial Planning, Inc., I strive to help busy individuals and families who are committed to creating better financial lives for themselves.  By blending the art and science of financial planning with low-cost, diversified portfolios, we move beyond crunching numbers to connect your money with your values."

The Wine... Or in this case, the Tequila!!

DELEÓN® TEQUILA

Made from the finest 100% Highland Blue Weber agave sourced from the rich earth of the Los Altos region of Jalisco. DeLeón® achieves astonishing depth of flavor in just two distillations – allowing the tequila to retain the unique character acquired during the fermentation process. Our master distiller artfully cuts the beginning and end of the distillation, allowing only the absolute best portion, or Corazon, to find its way into every bottle, creating a subtle taste profile with unrivaled smoothness.

Displayed in a stunning bespoke bottle made from highest-quality fragrance-grade glass and boldly tattooed with the distinguishing mark of DeLeón®, each expression in the ultra-premium and luxury collections is strikingly defined.

Transcript

01:59 - Favorite Wine and Why?
Tequilla, Dark Beer, and then Wine

Dark Beer - Vanilla Stout
- Sweet Potato Stout

03:30 - Who is Raquel Hinman?

05:55 - Mental Health Partners Board information?

12:10 - What the organization does for people with mental health problems?

15:50 - How does serving on the board help in your financial planning practice?

18:45 - What do you find rewarding about serving for a cheritable organization?

21:20 - Raquel talks about her own firm and what led her to starting her own business

24:00 - Chatting about the clients and how they helped them achieve goals.

26:00 - Drawing parelles between mental health and financial wellness.

27:00 - State of Health Care in the United States.

28:40 - How health care affects your financial plan.

31:00 - Chat about the study group.

32:00 - My 7 years on this board has boiled down to "X"...

34:15 - Where can listeners find more information on mental health?

36:00 - How do you know the signs of mental health illness?

39:00 - Were you included in any money conversations as a child?

40:20 - Money Mistakes?

41:00 - What are your biggest financial concerns?

42:00 - Best and worst financial advice you ever recieved?

43:40 - Favorite Tequila? Puff Daddy Tequila, Silver Tequila.

45:15 - What's your defination of success?

46:50 - What feeds your soul?

48:30 - What is the one piece of advice that you can give to the listeners?

50:20 - What food pairing do you like with you tequila?

This Episode of Wine and Dime was brought to you by:

AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL:  AMY@IRVINEADVISE.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.