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.

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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

Wine and Dime Episode 5 - Financial Fitness with Mark Struthers

In this episode of Wine and Dime I will be chatting with Mark Struthers.  Mark is a Gen X father that loves using his 14 years of experience, his education, and the freedom to act as a fiduciary to help families build and preserve wealth. He specializes in planning for and paying for college, while still helping families succeed.

The Wine:  

Pinot Noir by Lakewood Vineyards:  A classic garnet color suggests the feminine elegance and youth of this wine. Aromas of cherry, plum and toast precede a medium weight palate with a sturdy tannic backbone, finishing warm with hints of stonefruit and wood. Perfect with salmon, duck, and lamb.  http://lakewoodvineyards.com/pinot-noir/

Malbec from South America:  

Malbec is a purple grape variety used in making red wine. The grapes tend to have an inky dark color and robust tannins, and are known as one of the six grapes allowed in the blend of red Bordeaux wine. The French plantations of Malbec are now found primarily in Cahors in South West France. It is increasingly celebrated as an Argentine varietal wine and is being grown around the world.

 

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 4 - Protecting your Business and You

In this episode of Wine and Dime I will be chatting with Aaron T. Alsheimer.  Aaron is an attorney with Sayles & Evans, which is located in Elmira, NY.  His practice focuses on business and estate matters.  We will be talking about the benefits of LLC’s and protecting yourself and your business.  

Wine Recommendation - Salmon Run Chardonnay Riesling -- Medium intensity with fresh fruit dominant characters of sweet citrus, honeydew melon, subtle violet and bright pineapple notes. The blend’s aim is to preserve the fruity characters and richness from Chardonnay, with the refreshing citrus and crisp acidity from Riesling.

http://www.drfrankwines.com/wine-detail.asp?WineType=2&Wine=33

 

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 3 - Dentists need Financial Planners Too

In this edition of “Wine and Dime”, we will be talking to Brian Hanks.  Brian is an MBA and CFP, and currently lives in Idaho.  After earning his undergraduate degree in business from Brigham Young University, Brian worked in several companies including Cain, Watters and Associates where he first learned how fun working with Dentists could be.

He earned his MBA from the University of Michigan and worked on Wall Street for Goldman Sachs, and Bank of America. He left the world of corporate advisory because he did not like all the conflicts of interest inherent in their business models.

Brian is thrilled to be working for as an independent, fee-only advisor serving the dental community with tax, accounting/bookkeeping, financial planning and investment services. He specializes in helping newer dentists buy dental practices.

This Episodes wine choice is Lemberger by Lakewood Vineyards.   This wine has great intensity of flavor. Notes of black raspberries and white pepper highlight a toasty bouquet. Finishing dry with flavors of raspberry and hints of spice. Try this with red meat (terrific with prime rib), and earthy dishes like grilled Portobello mushrooms.

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 - Special Edition - Impress the Ivies with Jessica Yeager

In this special edition episode of Wine and Dime, I will be talking to Jessica Yeager.  She is the founder of “Impress the Ivies”, which includes a guide to the common apps to get into Ivy League schools.

Jessica has been kind enough to provide us with a special web page to check out her guide

https://www.impresstheivies.com/wineanddime/ 

Signing up there will get you on her newsletter and of course the free “Ultimate Guide to the Common App”

Other links for Jessica

 https://www.dreamcollegesummit.com/ (Dream College Summit)

jessica@impresstheivies.com 

The Wine:  Bordeaux Blend, McGegor Vineyard From the Finger Lakes Region in New York, located on Keuka Lake

Amy Irvine of Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830

www.irvineadvise.com

email:  amy@irvineadvise.com