Episode 9

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Published on:

2nd Feb 2018

Wine and Dime Episode 9 - Welcome to the Clan with Kate Welker

In this episode of Wine and Dime, I welcome the newest member of Irvine Wealth Planning Strategies, Katie Welker!  Katie is joining the team as our newest financial planner that has a specialty in taxes.  

Website info: https://www.irvineadvise.com/kates-bio/

The Wine:

Bully Hill - Merlot - Blackberry aromas and plum flavors rest on a medium bodied frame of cedar and firm tannins.

https://www.bullyhillvineyards.com/wine/3/love-my-goat-2/

About Kate

Kate@irvineadvise.com

607-438-3204

Puzzles always intrigued me. Crosswords, logic puzzles, whatever the sort of puzzle I love taking little pieces of information and putting them together to solve a problem.

I was a student at Alfred State College majoring in Humanities and planning on transferring to a law program when a mentor suggested I go talk to someone in the business department about the financial planning program. When I learned what financial planning was I knew it was the right choice for me.

I obtained my first job in the financial services industry in 2005 with a large insurance company.  The position involved heavy sales and little planning. I quickly learned what type of financial advisor I was not meant to be and left to join a financial planning firm working under a CFP. I enjoyed working with clients, doing supervisory work, and creating financial plans.

In 2009 I transitioned to focusing on income tax planning and preparation. I had interned at Alsheimer & Evarts Tax Accounting in college and fell in love with taxes and planning. Since that time I had always worked doing income tax preparation during the tax season, but transitioned to a full time career at Alsheimer & Evarts. I continue to hold this position and love meeting new clients, developing relationships that stretch over years, and facing a new situation every day.

I missed being able to handle the investment piece for clients and I was able to become an independent registered representative in 2011. I ran my own small financial business alongside my position at Alsheimer & Evarts.

My goal in financial planning had been to transition to fee only and I was researching how to transition my business and what direction to take. I had met Amy Irvine in college and considered her a dear friend and mentor, I had been thinking of reaching out to her when I ran into her at a football game. We began a conversation and in 2018 I joined Irvine Wealth Planning Strategies.

My husband Paul and I have two children who keep us very entertained. I am a youth leader at Alfred Almond Bible Church, a Cub Scout den leader, and assist my husband in managing the Hornell Dodgers as part of the New York Collegiate Baseball League.

Amy Irvine of 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

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.