Episode 46

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Published on:

3rd Jan 2019

Wine and Dime Episode 46 - Fashionable Finances with Katherine Clark

Hi again Wine and Dime listeners. In this episode I chat with Katherine Clark. Katherine is the Director of Advisor Consulting at First Ascent Asset Management. During the episode, we chat about life, religion, financial planning and of course wine. We dive into how Katherine took a big leap of faith when joining First Ascent, and how that risk paid off. Check out the episode with a bottle of your favorite wine and enjoy the show!!

E0046 - Fashionable Finances with Katherine Clark

Amy Irvine

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Katherine Clark

DIRECTOR OF ADVISOR CONSULTING

KATHERINE@FIRSTASCENTAM.COM

WHAT I DO HERE:

I work side-by-side with advisors to help them best utilize First Ascent’s strategies and services for their clients. I also collaborate with our communications team to get the word out about First Ascent and the value we bring.

WHY I LOVE MY JOB:

I am passionate about being part of a business that makes every decision by asking, “What’s best for advisors and their clients?” My colleagues make coming to work every day fun and intellectually stimulating, and I find great satisfaction in providing significant value to advisors and their clients all across the country.

Spanish Tempranillo

Vina Alberdi

GRAPE

Tempranillo is a black grape variety widely grown to make full-bodied red wines in its native Spain. Its name is the diminutive of the Spanish temprano, a reference to the fact that it ripens several weeks earlier than most Spanish red grapes.

TASTING

Lively, medium depth garnet red withan intense pink rim. The nose stands out for the intensity of fresh aromas of ripe red fruit, wild strawberries, currants and raspberries, against a balsamic background with notes of vanilla, toasted caramel, bakery, coffee and sweet mints. Warm aromatic entry, with good structure and balance and soft, amiable tannins. The aromatic harmony persists on the finish, with marked freshness and balance. Long in the mouth, it offers a magnificent expression of classic ageing.

Earle Estates Meadery

HONEY - MOTHER NATURE'S NECTAR ~ THE OLDEST FERMENTED BEVERAGE

Dating back to before 5000 BC, Honey and water were fermented into Mead – now commonly called “Honey Wine”, although some sources indicate Mead is the Oldest Fermented Beverage.

A uniquely different taste than grape wine, it can be dry, semi-sweet or sweet and is found to be refreshing and with the light aroma of honey. For over 25 years, since 1993, the family owned Earle Estates Meadery has offered Mead in many varieties and blends. Its unique nature makes it the perfect blending wine to expand its flavor and taste throughout our production of over 20 Honey wine varieties.

Uncork Your Finances

AMY IRVINE

Is dealing with finances a little less stressful when you have a glass of wine by your side? This book is an extension of my Wine and Dime podcast and Monday Morning Quarter-Buck Blog - capturing some top tips from the first 27 episodes.

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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.