Wine and Dime Episode 24 - Weightloss, Life and Style Coach, Jane Springer

In this episode of Wine and Dime, I have a conversation with Jane Springer.  Jane is a Weight Loss, Style, and Life Coach.  We talk about some of the things a coach can do for your professional and personal life.  We didn't get a chance to talk about wine at all, but, I'm sure that you will enjoy the conversation as much as I did.  

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Jane Springer

Life and Wellness Coach

www.janespringer.com

jane@janespringer.com

 

 

If you have the desire to embrace a new, confident attitude, transform how you present yourself to the world, and live a healthy, energized way of life at the weight you dream about, I’m here to help you make that happen…
Hi, I’m Jane Springer and I can help you get from where you are now to where you want to go in your life and your health, so that you can feel strong, energetic, beautiful, and in control of your life.

AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL:  AMY@IRVINEADVISE.COM

Wine and Dime Episode 23 - Financial Education for Kids with Sammy Rabbit

This episode of Wine and Dime is about a topic that I am very passionate about!  Financial Education for children.  It was a pleasure to speak with Sam X Renick.  Sam is the founder of Sammy Rabbit.  Sammy was created to make learning of financial topics fun for kids and I couldn't have been more delighted to discuss this very important topic.  Thanks again to Sam for coming on the show and sharing with us what him and his "Rabbit" are doing.  

 

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Sam X Renick

www.sammyrabbit.com

Facebook - @OfficialSammyRabbit

Twitter - @sammyrabbit1

Sam X Renick is the driving force behind Sammy Rabbit, the Dream Big Read and the Dream Big Club. Sam is dedicated to empowering kids' dreams and improving children’s financial literacy through the development of great habits and strategic life skills. Sam has read and sung off key with over a quarter million children around the world, encouraging them to get in the habits of saving money and reading! He writes on the subject, is quoted frequently in the media and has won numerous honors throughout his 15+ year career for his innovative strategies including the New Jersey Coalition for Financial Education's Muriel F. Siebert Lifetime Achievement Award!

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Meet Sammy

Sammy is a "head, heart and hug" solution to financial literacy and great life habits!

When it comes to personal finance there is no question critical thinking and math matter. So do feelings. And that is one of many unique edges Sammy provides kids and families.

Sammy is a friend everyone loves. He is warm, smart and trustworthy. He believes the right habits make a difference, including money habits. He makes it easy for anyone to talk to and teach kids about money and habits with his head, heart, and hug approach to education. That is HIS MAGIC and one of his SUPERPOWERS. It's what makes him an effective solution to a difficult challenge.

He embodies the ‘you can do it’ spirit. He fills financial education with joy. Sammy strongly believes it is important to dream and do big, one step at a time! Dreams give us purpose. They drive behavior so we can achieve what has meaning to us.

Additional Resources - 

 

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CABERNET FRANC

Cabernet Franc, one of the three pillars of the classic Bordeaux blend, has proven itself as a solid producer in the Finger Lakes wine region of New York.  A lot of wineries prefer this as their staple red vinifera due to the vines shorter ripening period and cold tolerance.  The key to making a fine Cab Franc starts in the vineyard.  Pick too early and the wine will have an unsavory green bell pepper characteristic; pick to late and the fruit will be unsound leaving the winemaker rushing to stabilize the wine from spoilage.  

Bully Hill makes a downright tasty Cab Franc with the grapes being sourced from Seneca Lake.  The current 2013 vintage was fermented in Redwood open top fermenters for maximum tannin and color extraction.  Once finished and pressed off, we fill up oak casks down in the cellar to bring this fine wine to fruition.   We do small lot production of 500 cases a year and thanks to our happy herd of customers this wine sells out annually!

This Episode of Wine and Dime was brought to you by:

 

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AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL:  AMY@IRVINEADVISE.COM

Wine and Dime Episode 22 - "Don't let money put you to work" with Sahil Vakil

In this episode of Wine and Dime, I chat with Sahil Vakil.  Sahil is the President and Founder of Myra Wealth.  Sahil shares his insights on the financial services of today and vision of the future.  He also shares with us one of his favorite wines and some of the foods he like to pair with them.  It was a truly wonderful conversation and I hope you enjoy it as much as I did! 

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Sahil Vakil, CFP®, CFA

https://myrawealth.com/

Hello@MyraWealth.com

Facebook - @MyraWealth

Sahil Vakil is the President & Founder of MYRA Wealth; an independent, fee-only financial planning firm located in the NY Metro Area.

Prior to founding MYRA Wealth, Sahil served as a Management Consultant to the Financial Services / Investment Management industry, advising C-Suite Executives at Fortune 500 firms on Business Strategy, Investment Management, and Financial Performance Improvement.

Sahil has an MBA from The Wharton School, is a CFA Charter holder, a CPA candidate, a CFP certificate holder, has an MS in Electrical (& Aerospace) Engineering from the University of Southern California, and a BS in Electrical (& Computer Science) Engineering from the University of Mumbai.

At MYRA Wealth, we recognize that financial planning is a dynamic process. Our client’s financial goals may evolve over the years due to shifts in their lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As they begin to consider how best to manage their financial future, our client’s feel confident knowing that with a MYRA Wealth professional, they’re working with someone committed to providing the highest standard of financial planning.

The Wine

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Sula Brut Sparkling Wine

A complex blend of Chenin Blanc, Chardonnay, Viognier, Pinot Noir, Riesling and Shiraz. This is one of the few “Méthode Champenoise” wines in the world to be crafted from six different grapes, resulting in something remarkable. This exceptionally smooth, buttery & complex wine can be paired with fried or creamy dishes as well as lighter Asian cuisine such as dim sum and steamed food. Serve well chilled.

 

 

This Episode of Wine and Dime was brought to you by:

 

AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL:  AMY@IRVINEADVISE.COM

Wine and Dime Episode 21 - Life Coaching with Joanne Allen

Welcome to another episode of Wine and Dime.  In this episode I chat with Certified Life Coach, Joanne Allen.  Joanne is owner and opportunity of One Way Coaching.  We chat about what it takes to be a coach and more importantly what it takes to be coached.  We also, of course, talked about some of our favorite wines, as well as some financial topics.  

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Joanne Allen

http://onewaycoaching.com/

Facebook - @Onewaycoaching

Email

onewaycoaching@gmail.com

 

 

Hi – I’m Joanne……

I am a Certified Professional Life Coach, individual coach, small business coach, Bible study teacher, faith-based jewelry designer, wife, mom and the creator of One Way Coaching, LLC.  My goal is to coach individuals and small businesses toward solutions in our chaotic world.  We get to these solutions by having my clients answer their own questions and see the real problem.  Their answers allow them to get back into improving their business and their life.  I also help individuals and businesses to “dream big” and teach them to back it up with an action plan and measure their results.  Overall, I want to inspire my clients to increase their skills, throw out any and all excuses, and embrace what the future holds for them.  Keeping in mind to smile and laugh each day.

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Pink Moscato

A refreshing medley of candied cherries and ripe berries, Barefoot Bubbly Pink Moscato is a deliciously sweet wine that positively sparkles. Accented with a burst of zesty citrus, our Bubbly Pink Moscato pairs perfectly with everything from creamy cheeses to sweet treats like peach sorbet.

Pink Moscato Sangria

INGREDIENTS

  • 750 ml bottle Pink Moscato
  • 1 Orange
  • 1 Lemon
  • 1 Lime
  • 1 Mango
  • 1/2 cup Blueberries
  • 3 tablespoons sugar

INSTRUCTIONS

  1. Thinly slice all the citrus and put into a large pitcher.
  2. Cut the meat of the mango from around the pit.
  3. Slice the fruit of the mango into chunks and add to pitcher.
  4. Add blueberries and sugar.
  5. Pour Pink Moscato over the fruit and stir.
  6. Chill overnight.
  7. Stir before serving over ice.

This Episode of Wine and Dime was brought to you by:

 

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AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL:  AMY@IRVINEADVISE.COM

Wine and Dime Episode 20 - Amy and Christina walk into a wine bar... with Christina Guglielmetti

Welcome to another episode of Wine and Dime.  In this episode I chat with Christina Guglielmetti, owner of Future Perfect Planning.  Just like myself, Christina is a fee-only adviser, who offers reliable financial services to everyone.  Christina is also a part owner of a wine bar in the Brooklyn, NY called "The Owl's Head"

We talk about what it takes to run a financial planning business as well as being a part owner of a bar.  It was a great conversations with topics ranging from great unique wines, the foods that pair with them and of course a slew of financial topics. I hope you all enjoy the conversatio as much as I did and thanks for listening!

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Christina Guglielmetti

Future Perfect Planning

 

cristina@futureperfect.nyc

Facebook:  @futureperfectnyc

Twitter:  @gugliecristina

Mission

Bringing affordable, fee-only, reliable financial planning services to everyone.

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The Owl's Head

 

479 74th Street
Brooklyn, NY 1120

info@theowlshead.com

 

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The Wines

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Nebbiolo Wines - Wines made from Nebbiolo are characterized by their ample amounts of acidity and tannin. Most examples are wines built for aging and some of the highest quality vintages need significant age (at least a decade or more) before they are palatable to many wine drinkers and can continue to improve in the bottle for upward of 30 years. As Nebbiolo ages, the bouquet becomes more complex and appealing with aromas of tar and roses being the two most common notes. Other aromas associated with Nebbiolo include dried fruit, damsons, leather, licorice, mulberries, spice as well dried and fresh herbs. While Barolo & Barbaresco tend to be the heaviest and most in need of aging, wines made in the modernist style are becoming more approachable at a young age. Lighter styles from Carema, Langhe and Gattinara tend to be ready drink within a few years of vintage. Nebbiolo from California and Australia will vary from producer and quality of vineyard.

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Mexican Wine - La Santa comes from centenarian, own-rooted Rosa del Peru (Moscatel Negro) vines grown at 2,400 ft elevation on sandy loam and granite soils in Tecate. The grapes were hand-harvested, de-stemmed, and fermented without temperature control in 450 liter concrete tinajas with 45 days of macerationThe wine was then raised for 3 months in ½ stainless steel vats and ½ older barrels. A lively and vertical vin de soif, La Santa is almost rosé colored in the glass, delicately floral, with red and dark fruits and juicy acidity. A lovely red wine to serve chilled with charcuterie and cheeses.

This Episode of Wine and Dime was brought to you by:

 

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AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL:  AMY@IRVINEADVISE.COM

Wine and Dime Special Edition - New York 23rd Candidate, Tracy Mitrano

In this special edition of Wine and Dime, I had the opportunity to speak with New York 23rd district candidate for Congress, Tracy Mitrano.  We talked about financial issues, such as student load debt and medical expenses.  Tracy shared with us her concern about these topics, and her plans to help New Yorkers in the 23rd District.  And this wouldn't be "Wine and Dime" if we didn't talk about or favorite wines and the foods that we like paired with them... so we did that too.  

It was a pleasure to speak with Tracy on a variety of topics and get a little insight on a few topics she is passionate about.  As with any election, I like to look at all the candidates and decide who is a right fit for me and my family.  I encourage everybody to take a look at all the candidates and decide on your own.  When people ask me my political affiliation I often respond with, "I'm not a Democrat... I'm not a Republican... I'm an American"  

Tracy Mitrano

New York 23rd District Democratic primary Candidate for Congress

https://tracymitranoforcongress.com/

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Tracy's Twitter

Tracy's Facebook

Tracy's Instagram

Tracy's Youtube

 

"I'm running to put people first again by fighting to bring economic opportunity to NY-23. It's not about Republican or Democrat. It's about working and middle class people. It's about our children and grandchildren. It's about what we need, what we want, and what we deserve. It's about uniting around our common values and making NY-23's rural communities, towns, and cities a great place to live, work and raise a family."

Democratic Primary Election Day is

Tuesday 6/26,

polls are open 12pm - 9pm

The Wine... In this case, the Wineries

Tracy has incredible knowledge of the local wineries, so much so, that we couldn't possibly list all the wines that were mentioned.  So we'll list the wineries instead and you can go take a look at their selections!

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McGregor Vineyard

Welcome to one of the oldest wineries in the Finger Lakes featuring estate grown and bottled vinifera wines. We invite you to sample these exquisite wines in our seated tasting room while enjoying the most spectacular views of Keuka Lake.

 

 

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Fox Run Vineyards

Fox Run Vineyards breaks down the barriers to the wine experience. We offer in-depth tours of the vineyard and winemaking facility, a friendly and knowledgeable staff, and a Café that features a fully house-made menu with produce from our garden. Fox Run Vineyards is family-owned, and has been making estate wines since 1989.

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Keuka Spring Vineyards

For 30 years, Keuka Spring has been consistently recognized for excellence.  Our friendly and knowledgeable staff looks forward to guiding you through a tasting of our award-winning wines. Our wine list includes wines for every taste, handcrafted from vineyard to bottle. We have one of the best selections of red and white wines in the Finger Lakes.

 

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Anthony Road

John and Ann Martini moved to Anthony Road in 1973 at the urging of a friend that touted the joys of grape growing in the Finger Lakes. They loaded up 2 young children and left their home in Baltimore, where John worked for WR Grace to set up their farming life on the west side of Seneca Lake. Surprisingly neither Ann nor John had an agricultural background, unless you count John’s youthful summers at his grandparent’s farm in Melvin, Illinois. But together and with the help of family and friends they planted their first 5-acres, Foch, in the summer of 1973. The vineyard grew, to 30-acres, as did the Martini family, to 4 children, but it was quickly realized that an outside job was needed to support their endeavors. John joined the staff at the Cornell’s Experiment Station in Geneva and Ann took over the day to day operations and maintenance of both the household and the vineyard.

 

This Episode of Wine and Dime was brought to you by:

 

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AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL:  AMY@IRVINEADVISE.COM

 

 

Wine and Dime Episode 19 - Estate Planning with Tony Ford

Tony Ford

Ford Law
256 W 93rd St, New York, NY 10025

212-799-0631

hello@fordlegalplanning.com

Tony Ford founded Ford Law to guide other New Yorkers in crafting comprehensive yet affordable estate plans.  Prior to founding Ford Law, Tony practiced law for six years at large firms in Manhattan and for three years at a financial services firm. 

Tony lives with his wife and two boys in Manhattan's Upper West Side.  His wife, Julie, is the founder of Ford Financial Solutions, LLC, a fee-only financial planning practice in New York City.  Tony can often be found playing baseball in Riverside Park with his boys.

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The Scotch

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Highland Park Scotch

 

MADE WITH PRIDE ON ORKNEY

Our whisky, like our island home, is shaped by a wild climate and stormy seas, and by the Vikings who settled here over 1,000 years ago, leaving their mark on our people and our culture.

 

 

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Compass Box Whiskey

Glasgow Blend

Blended Scotch Whisky

The second permanent whisky in the Great King Street range is full, rich and smoky on the palate with notes of baking spices and sherry wine notes.

 

 

The Wine

 

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Bota Box Cabernet

Bota Box Cabernet Sauvignon offers aromas of black cherry and blackberry with a touch of violet and black peppercorn. Medium in body, this wine is supple and juicy with rich flavors of red currant, black fruit compote and spice on the finish.

 

 

 

 

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Black Box Malbec

Luscious violet and blackberry aromas, with juicy plum flavors and hints of leather and chocolate. Black Box Wines Malbec has an earthy structure and balanced acidity that lead to a complex, velvety finish.

 

 

 

Chianti Classico

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What Makes it Chianti?

Chianti Classico is a DOCG wine and shows unique peculiarities and characteristics. Simply said, it is not enough to be produced in within the Chianti region to be called a "Classico". In fact Classico wine has to respect specific rules. Its blend is 80% of Sangiovese, the red grape typical of this area, 20% of other grapes which include native grapes such as Canaiolo and Colorino, as well as other international varieties such as Cabernet Sauvignon and Merlot.

Its characteristics are a limpid ruby red color, floral notes for its odor and a harmonious, dry and sapid flavor with a good level of tannin. The minimum alcohol level should be 12 degrees.

This Episode of Wine and Dime was brought to you by:

 

IMG_6743 (2).jpg

 

AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL:  AMY@IRVINEADVISE.COM

Wine and Dime Episode 18 - Estate Planning with Amy Refeca

Amy Refeca

Facebook

@atlwillsandtrustslawgroup

Twitter

@atlwills_trusts

 

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In this episode of Wine and Dime, I chat with Amy Refeca.  Amy is lawyer specializing in estate planning.  In particular, estate planning for women...

Mother. Wife. Christian. Business owner. Attorney. Cardinals Fan. Lover of MLB. Helping Women Protect What They Love With A Will or a Trust.

We share financial stories and of course, talk about our favorite wines, or wine blends as it may be.  

One thing that I found very interesting is what Any calls "The Six D's of Estate Planning.  And these center around life events that may trigger an Estate Plan, or a need to revisit the Plan.

  1. Death
  2. Divorce/Marriage
  3. Birth Day
  4. Disabled or Illness
  5. Dividend or Income
  6. Distance.  If you or someone moves a distance near or far away.
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The Wine

Malbec sangria

Sangria is an alcoholic beverage of Spanish origin. A punch, the sangria traditionally consists of red wine and chopped fruit, often with other ingredients such as orange juice or brandy.

 

 

 

 

This Episode of Wine and Dime was brought to you by:

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AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL:  AMY@IRVINEADVISE.COM

Wine and Dime Episode 17 - Mental Health Stigma with Raquel Hinman

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Raquel Hinman

Website:  http://hinmanfp.com/
email:  info@hinmanfp.com
Facebook:  @hinmanfp
Twitter:  @raquelhinman

In this episode of Wine and Dime, I chat with Raquel Hinman of Hinman Financial Planning.  Her practice is best described as... well, I'll let you tell her herself... 

"At Hinman Financial Planning, Inc., I strive to help busy individuals and families who are committed to creating better financial lives for themselves.  By blending the art and science of financial planning with low-cost, diversified portfolios, we move beyond crunching numbers to connect your money with your values."

The Wine... Or in this case, the Tequila!!

DeLeón® Tequila

 P Diddy's Tequila

P Diddy's Tequila

Made from the finest 100% Highland Blue Weber agave sourced from the rich earth of the Los Altos region of Jalisco. DeLeón® achieves astonishing depth of flavor in just two distillations – allowing the tequila to retain the unique character acquired during the fermentation process. Our master distiller artfully cuts the beginning and end of the distillation, allowing only the absolute best portion, or Corazon, to find its way into every bottle, creating a subtle taste profile with unrivaled smoothness.

Displayed in a stunning bespoke bottle made from highest-quality fragrance-grade glass and boldly tattooed with the distinguishing mark of DeLeón®, each expression in the ultra-premium and luxury collections is strikingly defined.

Transcript

01:59 - Favorite Wine and Why?
    Tequilla, Dark Beer, and then Wine

    Dark Beer - Vanilla Stout
                     - Sweet Potato Stout

03:30 - Who is Raquel Hinman?

05:55 - Mental Health Partners Board information?

12:10 - What the organization does for people with mental health problems?

15:50 - How does serving on the board help in your financial planning practice?

18:45 - What do you find rewarding about serving for a cheritable organization?

21:20 - Raquel talks about her own firm and what led her to starting her own business

24:00 - Chatting about the clients and how they helped them achieve goals.

26:00 - Drawing parelles between mental health and financial wellness.

27:00 - State of Health Care in the United States.

28:40 - How health care affects your financial plan.

31:00 - Chat about the study group.

32:00 - My 7 years on this board has boiled down to "X"...

34:15 - Where can listeners find more information on mental health?

36:00 - How do you know the signs of mental health illness?

39:00 - Were you included in any money conversations as a child?

40:20 - Money Mistakes?

41:00 - What are your biggest financial concerns?

42:00 - Best and worst financial advice you ever recieved?

43:40 - Favorite Tequila?  Puff Daddy Tequila, Silver Tequila.

45:15 - What's your defination of success?

46:50 - What feeds your soul?

48:30 - What is the one piece of advice that you can give to the listeners?

50:20 - What food pairing do you like with you tequila?

 

This Episode of Wine and Dime was brought to you by:

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AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL:  AMY@IRVINEADVISE.COM

Wine and Dime Episode 16 - Insurance Expert with Jeff Ryan

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Jeff Ryan

The Ryan Agency

57 Broadway Mall

Hornell, NY 14843

Telephone: 607-324-7500

E-mail: Service@RyanAgency.com

In this episode of Wine and Dime, I pulled an old interview out of the archive.  I sat down with Jeff Ryan of The Ryan Agency, to chat about Insurance and the important roll it plays in our financial lives.  Jeff is the owner of The Ryan Agency located in Hornell NY, with offices also in Jasper and Wellsville, NY.  

The Ryan Agency is an Independent Insurance Agency that represents YOU. We don’t offer a product from just one insurance company. Rather we provide insurance programs from many top insurance companies and tailor an insurance package that fits your needs and budget. For Insurance Protection You Can Rely On, it’s The Ryan Agency.

The Wine:

CABERNET FRANC

Cabernet Franc, one of the three pillars of the classic Bordeaux blend, has proven itself as a solid producer in the Finger Lakes wine region of New York.  A lot of wineries prefer this as their staple red vinifera due to the vines shorter ripening period and cold tolerance.  The key to making a fine Cab Franc starts in the vineyard.  Pick too early and the wine will have an unsavory green bell pepper characteristic; pick to late and the fruit will be unsound leaving the winemaker rushing to stabilize the wine from spoilage.  

Bully Hill makes a downright tasty Cab Franc with the grapes being sourced from Seneca Lake.  The current 2013 vintage was fermented in Redwood open top fermenters for maximum tannin and color extraction.  Once finished and pressed off, we fill up oak casks down in the cellar to bring this fine wine to fruition.   We do small lot production of 500 cases a year and thanks to our happy herd of customers this wine sells out annually!  

You notice the Owl on the label?  This pen and ink was concocted by Walter S. himself, humorously illustrating his inability to use his last name during Bully Hill’s lawsuits with Coca-Cola.  Walter S. Whoooooo, do you know Whooo? I know Whoooo!  This wine truly is a hoot.

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AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL:  AMY@IRVINEADVISE.COM

Wine and Dime Episode 15 - Finding Financial Planning for a Disability with Gretchen Cladwell

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Gretchen Caldwell

In this episode of Wine and Dime, I talk to Gretchen Caldwell.  As an Advisor at EP Wealth Gretchen focuses on helping people navigate financial transitions in their life including retirement, career changes, divorce and the death of a partner or spouse. She has her series 65 license, a certificate in Financial Planning from Santa Clara University and has passed the Certified Financial Planner® exam. Prior to joining EP Wealth Advisors, Gretchen ran her own RIA, Pure Planning LLC, that provided financial planning services to Bay Area families. Gretchen received a BA in Economics from the University of Nebraska, where she was a 4 year starter on the women’s golf team. After college Gretchen spent 15 years in software sales and sales recruiting. She worked at several Bay Area start-ups including Ramp Networks, Interwoven and Savvius. Gretchen lives in Danville with her husband, Harrison, and son, Trey, and their two dogs. In her free time Gretchen enjoys reading, baking and spending time with her extended family.

 

The Wine

Frank Family Carneros Chardonnay

https://www.frankfamilyvineyards.com/wine/napa-valley/carneros-chardonnay

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Carneros Chardonnay is barrel fermented in 34% new, 33% once and 33% twice-filled French oak barrels for 9 months. While ageing on the lees, the wine was hand stirred regularly to promote depth and longevity. This wine appears light straw in the glass with aromas of toasted brioche, baking spices, and candied lemon rind. On the palate, the Carneros Chardonnay is full-bodied and creamy yet balanced by its lively acidity; with nuanced flavors of yellow apple, lemon curd, baked pear, melon, and subtle hints of oak toast.

 

 

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Amy Irvine

Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830

www.irvineadvise.com

email:  amy@irvineadvise.com

Wine and Dime Episode 14 - First Ascent CEO Scott MacKillop

In this episode of Wine and Dime, I chat with the CEO of First Ascent Asset Management, Scott MacKillop.  We chat about our favorite wines, “Flat Fee” asset management and much more! Thanks for checking out the show, and if you’re not already subscribe, please do at the links below!

Wine and Dime Website - https://goo.gl/oqh8sP

Itunes - https://goo.gl/JZE7GV

Google Play - https://goo.gl/GH2NY1
 

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Scott MacKillop

Chief Executive Officer

scott@firstascentam.com

720.465.7893

 

 

 

Featuring a flat-fee structure and simply elegant portfolios, First Ascent is an investment firm where clients truly do come first.

What I do here:

I imagine how we can become more useful to the financial advisors and clients we work for and encourage my teammates to do the same.  Then I guide the process of turning those ideas into reality. When I close my door and roll up my sleeves, I am most likely to be working on educational material for our clients or communicating with advisors about what we do, and how and why we do it.

Why I love my job:

After 40 years in the financial services industry, I want to see if I can do things better. I think we can create better portfolios for long-term investors through improvements in the processes and practices commonly used in the construction and management of such portfolios. We can help individuals become more successful investors by increasing their confidence and understanding of investment fundamentals through clear, concise communications. We can offer low fees for high quality investment management services and put a cap on the amount a client pays annually.  If we do all that, we will make a difference in the industry and in the lives of the advisors and clients we work with.

Domaine_de_la_Mordorée_Reine_des_Bois_1999.jpg


 

The Wine

 

In most red Châteauneuf-du-Pape, Grenache noir is the most common variety, although some producers use a higher proportion of Mourvèdre. Grenache produces a sweet juice that can have almost a jam-like consistency when very ripe. Syrah is typically blended to provide color and spice, while Mourvèdre can add elegance and structure to the wine. Some estates produce varietal (100%) Grenache noir, while a few producers insist on using at least a token amount of all thirteen originally permitted varieties in their blend. One of the only estates to grow all these varieties and use them consistently in a blend is Château de Beaucastel

Châteauneuf-du-Pape red wines are often described as earthy with gamy flavors that have hints of tar and leather. The wines are considered tough and tannic in their youth but maintain their rich spiciness as they age. The wines often exhibit aromas of dried herbs common in Provence under the name of garrigue. Châteauneuf-du-Pape dominated by Mourvèdre tend to be higher in tannin and requiring longer cellaring before being approachable.

In most red Châteauneuf-du-Pape, Grenache noir is the most common variety, although some producers use a higher proportion of Mourvèdre. Grenache produces a sweet juice that can have almost a jam-like consistency when very ripe. Syrah is typically blended to provide color and spice, while Mourvèdre can add elegance and structure to the wine.  Some estates produce varietal (100%) Grenache noir, while a few producers insist on using at least a token amount of all thirteen originally permitted varieties in their blend. One of the only estates to grow all these varieties and use them consistently in a blend is Château de Beaucastel.

Châteauneuf-du-Pape red wines are often described as earthy with gamy flavors that have hints of tar and leather. The wines are considered tough and tannic in their youth but maintain their rich spiciness as they age. The wines often exhibit aromas of dried herbs common in Provence under the name of garrigue. Châteauneuf-du-Pape dominated by Mourvèdre tend to be higher in tannin and requiring longer cellaring before being approachable.

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Amy Irvine

Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830

www.irvineadvise.com

email:  amy@irvineadvise.com

Wine and Dime Episode 13 - The Six Letter "B" Word with the "Money Honey"

In this episode of Wine and Dime, I chat with Nancy "The Money Honey" Reigelsperger from Cornell Cooperative Extension.  Nancy specializes in the financial services aspect of this organization.  And as we chat about in this episode, the six letter B word... Budget.

The mission of Cooperative Extension is to enable people to improve their lives and communities through partnerships that put experience and research knowledge to work. Extension staff and trained volunteers deliver education programs, conduct applied research, and encourage community collaborations. Our educators connect people with the information they need on topics such as commercial and consumer agriculture; nutrition and health; youth and families; finances; energy efficiency; economic and community development; and sustainable natural resources. Our ability to match university resources with community needs helps us play a vital role in the lives of individuals, families, businesses, and communities throughout Tompkins County.

Cornell Cooperative Extension can be found on the web at http://putknowledgetowork.org/

If you haven't already, subscribe to Wine and Dime here:

The Wine:  Miles Wine Cellars

Ghost Wine - Light, semi-dry white wine that’s a blend of 50% Chardonnay 50% Cayuga. Serve with a cheese and cracker tray or a perfect picnic lunch on the lawn.

The Bottle

The couple wanted a unique bottle to package their Ghost blend, so they hired Fred Wickham, of Canasta Designs in Watkins Glen, to dream up a fitting label.

By the time Wickham, Miles and Hayes had agreed on the finer details, they had designed a one-of-a-kind silk-screened bottle that casts an ethereal feel.

The image on the front of the bottle is a ghost-like silhouette of a woman. Through her skirts and the wine is the bottle, one can see a line drawing of the house, which appears on the back of the wine bottle.

 Ghost Wine by Miles Wine Cellars

Ghost Wine by Miles Wine Cellars

Two tiny figures – a man and a woman (see illustration at right) – are embracing on the front porch of the house. The couple’s image is repeated on the cork.”They had an idea they wanted to do a ghost bottle and I knew the story,” says Wickham.

One of the theories Miles and Hayes have heard about their ghosts revolves around a young couple who may have died tragically at the house. They haven’t been able to trace the legend to true roots, but were intrigued by the story and the recollections of the elderly woman who told them of her childhood experiences at the house. She never minded being punished when her parents sent her to her room, because she always had the company of a nice man and woman who would come out of the walls and visit.

The back of the bottle includes advice from Hayes, “Experience the spirits within,” as well as an invitation to visit the wine cellar’s web page to read some of the ghost stories or to add your own experience.

 

Wine and Dime has been presented by:

Amy Irvine of Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830

www.irvineadvise.com

email:  amy@irvineadvise.com

Wine and Dime Episode 12 - Common Cents with Jennifer and Laura

In this episode of Wine and Dime, I will be chatting with Jennifer Harper and Laura Coleman from Common Cents Financial Literacy, Inc.  

“Common Cents is a 501(c)(3) nonprofit organization that has been providing practical financial education since 2005. They typically focus on students aged 16-22, a critical time for developing positive financial habits.

Being able to successfully manage personal finances is a critical skill that affects everyone, regardless of income. Unfortunately, it is rarely taught in an applicable way.

They don’t teach the old ‘if you save x per month at y% for 40 years, you’ll be a millionaire’ kind of classes. While all of that is true, they do our best to make it real.”  

You can find Common Cents on the web at http://www.ccfli.org/

The Wines:  

Blueberry Cider - From Apple Valley Orchards http://www.applevalleyorchard.com/

Zen of Zin - Zen of Zin was designed with one goal in mind: to capture the non-traditional Zinfandel consumer. For this consumer group, the “Way to Zinlightenment” is a blend specially crafted to be softer and sweeter than traditional Zinfandels in the Constellation Brands portfolio. Zen of Zin also offers a more lifestyle-driven approach to Zinfandel, encouraging wine drinkers to pour often, experiment freely, seek beauty, breathe deeply, and share wisdom.

 

Books Discussed in this Episode:

Happy Money: The Science of Happier Spending

https://www.amazon.com/Happy-Money-Science-Happier-Spending/dp/1451665075

Fun & Creative Dates for Married Couples: 52 Ways to Enjoy Life Together

https://www.amazon.com/Fun-Creative-Dates-Married-Couples/dp/1476747946

 

Amy Irvine of Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830

www.irvineadvise.com

email:  amy@irvineadvise.com

Wine and Dime Episode 11 - Career Changing with Linden Cornett

In this episode of Wine and Dime, I will be chatting with Linden Cornett.  Linden founded Seagrass Financial (https://www.seagrassfinancial.com/) … Seagrass Financial is a fee-only financial planning and portfolio management firm.  The mission of Seagrass Financial is to provide unbiased financial advice and portfolio management services at a fair price.

https://www.seagrassfinancial.com/contact

https://www.linkedin.com/in/linden-c-18aa192/

http://moneyboss.com/the-six-stages-of-financial-freedom/

The Wine discussed in this episode:

Sparkling Wines

We recommend a Keuka Lake winery Pleasant Valley

Great Western Sparkling Brut Rose

Great Western Sparkling Burgundy

https://us.nakedwines.com/products/f-stephen-millier-angels-reserve-cabernet-sauvignon-2016

Amy Irvine of Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830

www.irvineadvise.com

email:  amy@irvineadvise.com

Wine and Dime Episode 10 - Special Needs Planning with Todd Sensing

In this episode, I chat with Todd Sensing.  As a father of two sons on the autism spectrum, FamilyVest’s founder Todd Sensing has a passion for helping families with special needs. After the birth of his boys, he quickly realized just how little guidance and how few resources there are for families like his. This added anxiety to what is already a challenging situation.

Italian Red Wines

https://www.winescholarguild.org/blog/top-ten-italian-red-wines-beginner-guide.html

From FamilyVest Website:

https://www.familyvest.com/special-needs-planning

https://cdn2.hubspot.net/hubfs/2998516/eBook%20Files/7.13.17ebookHubcopy-1.pdf

https://cdn2.hubspot.net/hubfs/2998516/9.1.Files/7%20KEYS%20TO%20FINANCIAL%20PEACE%20OF%20MIND.pdf

https://www.familyvest.com/family-vest/blog/the-letter-of-intent-an-essential-planning-tool-for-your-special-needs-child

http://specialvest.com/

https://www.linkedin.com/in/toddsensing/

Amy Irvine of Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830

www.irvineadvise.com

email:  amy@irvineadvise.com

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

Wine and Dime Episode 8 - Career Coaching with Ray Giese

In this episode of Wine and Dime, I will be conversing with Financial Coach, Ray Giese.  After a corporate career of 30+ years, Ray has devoted his "encore career" to passing on what he has learned and utilized in order to help people realize financial freedom. He specializes in career coaching and how to translate human capital (your ability to work and earn money) into long-term financial capital (utilizing best practice investing methods) - allowing a person to achieve financial freedom. He desires to “pass the torch” to a younger generation, helping them create their own “career map” and reach a position of personal and financial freedom that they deem appropriate for their own situation.

Look for Ray on the web at: https://cfpathways.com/

Amy Irvine of Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830

www.irvineadvise.com

email:  amy@irvineadvise.com

Wine and Dime Episode 7 - Planning for College with Nannette Kamien

In this episode of Wine and Dime, I will be chatting with Nannette Kamien.  Nannette founded Inspiration Financial Planning after a 15-year career in business and information technology, because she loves personal finance and helping others find their financial inspiration.  

More information is available at https://www.irvineadvise.com/college-planning/,  www.inspirationplanning.com/college and you can go to “How to have the College Money Talk.”

The Wine discussed in this episode:

Pinot Grigio - a zesty white wine that is as refreshing as a cold glass of lemonade on a hot summer’s day. The second most popular white wine in America, Pinot Grigio (aka Pinot Gris) is a dry white wine that has a punchy acidity with flavors of lemons, limes, green apples and honeysuckle.

We recommend the Goose Watch Pinot Grigio, which according to the Goose Watch Winery website,  its lightly floral rose petal aromas and pear-like flavors, this varietal has surprising body and richness. A great food wine, especially with seafood.

https://goosewatch.com/products/pinot-grigio/

Amy Irvine of Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830

www.irvineadvise.com

email:  amy@irvineadvise.com

Wine and Dime Episode 6 - In the Wine Cellar with Jim Caron

In this episode of Wine and Dime, I will be talking to the Jim Caron.  Jim is a Cellar Master at Bully Hill Vineyards, located in Hammondsport, NY, overlooking Keuka Lake.   We talk about the wines, and how the wine industry impacts the local economy.  We hope you enjoy this episode.  You can find out more about Bully Hill by checking out their website at https://www.bullyhillvineyards.com/

The Wine:

Old Mischief:  A masterful Red Blend, with ripe flavors of raspberry and plum; accented by hints of spice.

Cabernet Franc:  Bully Hill makes a downright tasty Cab Franc with the grapes being sourced from Seneca Lake.  The current 2013 vintage was fermented in Redwood open top fermenters for maximum tannin and color extraction.  Once finished and pressed off, we fill up oak casks down in the cellar to bring this fine wine to fruition.   We do small lot production of 500 cases a year and thanks to our happy herd of customers this wine sells out annually!

Gewürztraminer: is a variety with a pink to red skin colour, which makes it a "white wine grape" as opposed to the blue to black-skinned varieties commonly referred to as "red wine grapes". The variety has high natural sugar and the wines are white and usually off-dry, with a flamboyant bouquet of lychees. Indeed, Gewürztraminer and lychees share the same aroma compounds.[1] Dry Gewürztraminers may also have aromas of roses, passion fruit and floral notes. It is not uncommon to notice some spritz

Amy Irvine of Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830

www.irvineadvise.com

email:  amy@irvineadvise.com