Episode 183

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Published on:

3rd Nov 2021

Year End Tax Dance

Welcome back Wine and Dime listeners. In this episode we begin thinking about year end tax planning. We're here to help you brush up on your year end tax dance steps. We don't want you to miss out on any tax savings that may be able to you. Be sure to tune in and hear how we can help you!

Thanks for listening and be sure to like, rate, subscribe and share.

If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com

To get the links mentioned on the show, visit the show notes on our website at

Year End Tax Dance — Rooted Planning Group (rootedpg.com)

BULLY HILL CHARDONNAY RIESLING FUSION

DESCRIPTION

With fresh notes of ripe, juicy melon, zesty citrus, and crisp apple, Bully Hill Chardonnay Riesling Fusion, brings out the best of two classic white wine grapes. This semi-dry wine pairs perfectly with lighter fare and spicy foods. Bully Hill fate was set into motion almost 100 years before its inception when founder Walter S. Taylor grandfather started the Taylor Wine Company on the very same plot of land Bully Hill stands on today. After relocating to Pleasant Valley, NY and surviving prohibition the Taylor Wine Company became a leader of the New York Wine Industry. It has carried itscontrol quality throughout the years to produce the best tasting wine and preserves the honest family philosophy on which the winery was founded.

THIS EPISODE WAS PRESENTED BY AMY IRVINE

AND IN COLLABORATION WITH

THE SENECA LAKE WINE TRAIL

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL: AMY@ROOTEDPG.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

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.