Episode 19

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Published on:

8th Jun 2018

Wine and Dime Episode 19 - Estate Planning with Tony Ford

Tony Ford

FORD LAW
256 W 93RD ST, NEW YORK, NY 10025

212-799-0631

HELLO@FORDLEGALPLANNING.COM

Tony Ford founded Ford Law to guide other New Yorkers in crafting comprehensive yet affordable estate plans. Prior to founding Ford Law, Tony practiced law for six years at large firms in Manhattan and for three years at a financial services firm.

Tony lives with his wife and two boys in Manhattan's Upper West Side. His wife, Julie, is the founder of Ford Financial Solutions, LLC, a fee-only financial planning practice in New York City. Tony can often be found playing baseball in Riverside Park with his boys.

The Scotch

HIGHLAND PARK SCOTCH

MADE WITH PRIDE ON ORKNEY

Our whisky, like our island home, is shaped by a wild climate and stormy seas, and by the Vikings who settled here over 1,000 years ago, leaving their mark on our people and our culture.

COMPASS BOX WHISKEY

GLASGOW BLEND

BLENDED SCOTCH WHISKY

The second permanent whisky in the Great King Street range is full, rich and smoky on the palate with notes of baking spices and sherry wine notes.

The Wine

BOTA BOX CABERNET

Bota Box Cabernet Sauvignon offers aromas of black cherry and blackberry with a touch of violet and black peppercorn. Medium in body, this wine is supple and juicy with rich flavors of red currant, black fruit compote and spice on the finish.

BLACK BOX MALBEC

Luscious violet and blackberry aromas, with juicy plum flavors and hints of leather and chocolate. Black Box Wines Malbec has an earthy structure and balanced acidity that lead to a complex, velvety finish.

CHIANTI CLASSICO

WHAT MAKES IT CHIANTI?

Chianti Classico is a DOCG wine and shows unique peculiarities and characteristics. Simply said, it is not enough to be produced in within the Chianti region to be called a "Classico". In fact Classico wine has to respect specific rules. Its blend is 80% of Sangiovese, the red grape typical of this area, 20% of other grapes which include native grapes such as Canaiolo and Colorino, as well as other international varieties such as Cabernet Sauvignon and Merlot.

Its characteristics are a limpid ruby red color, floral notes for its odor and a harmonious, dry and sapid flavor with a good level of tannin. The minimum alcohol level should be 12 degrees.

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

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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.