Episode 27

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Published on:

10th Aug 2018

Wine and Dime Episode 27 - Life After Grief with Christopher Dale

In this episode, I chat with Christopher Dale. Chris is a CFP and owner of Life After Grief Financial Planning. Chris is very compassionate and that trait is what suits him to his business specialty of "A fee only financial planning and investment management firm helping those experiencing grief". Chris and I talk about his life and what lead him to helping people in this way. We also talk about a few of our favorite wines, and I even suggest a great wine from Anthony Roadsand their red wine called Devonian. I hope you enjoy the episode as much as I enjoyed talking to Chris, and thanks for listening!

Christopher Dale, CFP®

ADDRESS

650 N. ALAFAYA TRAIL SUITE 101 #782043
ORLANDO, FL 32878

CONTACT

HELLO@LIFEAFTERGRIEFFP.COM 
407.917.1913

OUR VALUES

Our goal is to be your financial coach, and enable you to focus on healing and finding joy in life again. We take a holistic approach, focusing on helping you navigate financial matters during the hardest times. Our seven values reflect our tailored approach.

The Wineries and Wine

John and Ann Martini moved to Anthony Road in 1973 at the urging of a friend that touted the joys of grape growing in the Finger Lakes. They loaded up 2 young children and left their home in Baltimore, where John worked for WR Grace to set up their farming life on the west side of Seneca Lake. Surprisingly neither Ann nor John had an agricultural background, unless you count John’s youthful summers at his grandparent’s farm in Melvin, Illinois. But together and with the help of family and friends they planted their first 5-acres, Foch, in the summer of 1973. The vineyard grew, to 30-acres, as did the Martini family, to 4 children, but it was quickly realized that an outside job was needed to support their endeavors. John joined the staff at the Cornell’s Experiment Station in Geneva and Ann took over the day to day operations and maintenance of both the household and the vineyard.

Devonian Red

OVERVIEW

WINE INFORMATION

Sedimentary rock formed during the Devonian Period - a chapter of geological history in the Finger Lakes, is the foundation of the soils on which our grapes are grown. Year in and year out, our Devonian Red, a medium-bodied dry red, is quite delicious and a great value!

Caymus Cabernet

A dark, scarlet red color, with powerful aromas of sweet ripe cabernet grapes. Initial impressions are fantastically appealing, brooding to expansive textural sensations of finely grained cacao tannins. The whole of the wine is balanced, rich, expressive and impressively complex. The backbone of fine tannin and sweet ripeness is a carry-over from perfectly mature fruit.

Proud Supporter and Collaborator with the

Seneca Lake Wine Trail

New York State’s Largest and Most Active Wine Trail.

In 1986, the Seneca Lake Wine Trail was formed in the heart of New York State’s Finger Lakes region to attract more visitors to experience its rich history, beauty, and production of world-class wines. Today, Seneca Lake Wine Trail is the largest and most active wine trail in New York State with a community of over 30 wineries, a distillery, several breweries and hard cider producers and a meadery.

Seneca Lake’s natural combination of deep water, at 632 feet it is the deepest of the Finger Lakes, and sloping hillsides provides the ideal microclimate for grape growing. Its unique geology and topography protect the growth of hardy native grapes and premium hybrids as well as more delicate varieties such as Riesling,Chardonnay, Cabernet Franc and Pinot Noir.

We have a lot to be proud of, here on the Seneca Lake Wine Trail. But, one of our finest characteristics is that we're at the heart of a greater Finger Lakes community. The Finger Lakes are an amazing place to visit and to live, with old world-charm, beautiful food, beautiful wine, beautiful people and a beautiful way of life.

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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.