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

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.