Episode 28

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Published on:

17th Aug 2018

Wine and Dime Episode 28 - Celebrating Diversity with David Bonebrake

In this episode of Wine and Dime, I had the pleasure of speaking with David Bonebrake. David is owner of Bonebrake Financial Planning and Wealth Management. David and I both have a passion of diversity and this shared interest is what made me want to have him as a guest. And, boy am I glad I went with my gut on that one. We explore diversity from a few different angles and learned a lot about the we each approach the topic. I found this topic and this episode very eye opening, and I'm sure that you as well!

Thank you for listening!

David Bonebrake

Bonebrake Financial Planning and Wealth Management

Eugene:

100 W. 13th Ave., Suite 200
Eugene, OR 97401
Phone: 541-868-3800

Toll free: 888-590-1824
Fax: 541-485-0755

Facebook -@bonebrakefinancial

Activist and promoter of engagement who seeks to enlighten and empower without guilt, shame, blame, or judgment of self or others. Carmen Xiomara Urbina has a BS in agriculture and resource economics (Oregon State University) and a master's degree in spiritual psychology (University of Santa Monica).

The Wine!

LAKEWOOK VINEYARDS HISTORY

In 1951, the Stamp family moved to Lakewood Farm, a run-down peach and apple orchard on the west side of Seneca Lake. The next spring, they started planting grapes. The original grapes were those favored by the large wineries and grape juice companies. In the mid-80’s the family diversified to add some new varieties, with the hope of someday using them to make their own wines.

In 1988, Monty and Beverly Stamp and their children pressed the grapes for their first vintage.

A Vision Realized

Lakewood Vineyards Winery opened to the public in June 1989 with 7 varieties of wine, made from estate-grown grapes from their 45 acres of vineyards.

Today, with 80 acres of vineyards and 3 Stamp family generations working together, the winery produces a diverse selection of wines. Their dedicated and talented team prides themselves on offering Finger Lakes wines of exceptional quality and value.

This diamond in the rough opens with aromas of cherry, plum and toast. The palate is soft with youthful tannins finishing warm with hints of stone fruit. Lakewood’s Pinot pairs beautifully with duck, wild game, salmon and other dishes that would ascend when matched with a beautifully crafted Pinot Noir. - Winery

FEATURED AWARDS:

SILVER MEDAL - JEFFERSON CUP INVITATIONAL2014 (2012 VINTAGE)

BRONZE MEDAL - TASTER’S GUILD WINE LOVER’S COMPETITION2015 (2012 VINTAGE)

This episode was presented

Amy Irvine

AND IN COLLABORATION

The Seneca Lake Wine Trail

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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.