Episode 22

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Published on:

6th Jul 2018

Wine and Dime Episode 22 - "Don't let money put you to work" with Sahil Vakil

In this episode of Wine and Dime, I chat with Sahil Vakil. Sahil is the President and Founder of Myra Wealth. Sahil shares his insights on the financial services of today and vision of the future. He also shares with us one of his favorite wines and some of the foods he like to pair with them. It was a truly wonderful conversation and I hope you enjoy it as much as I did!

Wine and Dime Episode 22 - "Don't Let Money Put You to Work" with Sahil Vakil

Amy Irvine

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Sahil Vakil, CFP®, CFA

HTTPS://MYRAWEALTH.COM/

HELLO@MYRAWEALTH.COM

FACEBOOK - @MYRAWEALTH

Sahil Vakil is the President & Founder of MYRA Wealth; an independent, fee-only financial planning firm located in the NY Metro Area.

Prior to founding MYRA Wealth, Sahil served as a Management Consultant to the Financial Services / Investment Management industry, advising C-Suite Executives at Fortune 500 firms on Business Strategy, Investment Management, and Financial Performance Improvement.

Sahil has an MBA from The Wharton School, is a CFA Charter holder, a CPA candidate, a CFP certificate holder, has an MS in Electrical (& Aerospace) Engineering from the University of Southern California, and a BS in Electrical (& Computer Science) Engineering from the University of Mumbai.

At MYRA Wealth, we recognize that financial planning is a dynamic process. Our client’s financial goals may evolve over the years due to shifts in their lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As they begin to consider how best to manage their financial future, our client’s feel confident knowing that with a MYRA Wealth professional, they’re working with someone committed to providing the highest standard of financial planning.

The Wine

SULA BRUT SPARKLING WINE

A complex blend of Chenin Blanc, Chardonnay, Viognier, Pinot Noir, Riesling and Shiraz. This is one of the few “Méthode Champenoise” wines in the world to be crafted from six different grapes, resulting in something remarkable. This exceptionally smooth, buttery & complex wine can be paired with fried or creamy dishes as well as lighter Asian cuisine such as dim sum and steamed food. Serve well chilled.

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

As a kid, I always liked numbers. I would spend hours creating math problems and solutions. Whenever I wanted to play math teacher, my brother was forced to be my student! Given my love of facts and figures, it’s really no surprise that I chose a career where I work with numbers.

I believe that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires. I started Rooted Planning Group because I wanted to offer financial PLANNING services. Our profession has a tendency to focus on “assets under management,” but I wanted to focus on the journey of your life (what I refer to in the podcast as your financial “vineyard”). I truly believe that, like wine, life and finances have different palettes that should be celebrated and not judged.

My journey as a business owner was not a direct path; it’s more of a long and winding road. Over the course of the past 30 years, I’ve worked in various financial services positions, but I’m most proud of the ensemble of women that I’ve brought together at Rooted Planning Group.

I am the author of Uncork Your Finances and the podcast host of Money Roots.

I also co-founded the Southern Tier Women's Financial Conference in 2014, an annual event dedicated to collaboration, networking, and financial education for women.