Wine and Dime

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Episodes of Wine and Dime

Welcome back Wine and Dime Listeners! This weeks topic is all about Homeowners and Renters insurance. Homeowners InsuranceA homeowners insurance policy is taken out by the owner of the home. The amount of insurance generally covers both the co
Welcome back to another episode of (Wine and Dime). We continue insurance month here at Wine and Dime, with this weeks topic being all about auto and vehicle insurances. Again, not the most glamorous topic, b
Welcome to another episode of Wine and Dime, the podcast where we talk about personal finance and Wine. I this episode we are talking about property and personal insurance. This is a topic that isn't the most glamorous, but it's oh so importa
In this episode of Wine and Dime we cover Disaster Preparedness. This is a topic that I was thinking a lot about this week, with the flooding in my home town and the Hurricanes that some of my clients were experiencing on the east coast. I co
In this episode of Wine and Dime Kerrie Beene guest hosts and we bring back a Webinar that Kerrie did. In it she is talking about the dynamics that come into play while dealing with loved ones when getting older. She talks about the barriers
In this month we are talking about all things Estate. We want to talk about the some of the important documents that you may need when dealing with your estate. We love the idea of working with an estate planner and are looking to provide you
August is Estate Planning month for us here at Rooted Planning Group. We couldn’t think of a better time to re-release this episode with Amy Refeca. We think there is a lot of great information here that anyone can use. In this episode of Win
This is a rebroadcast of a previous episode. With August being all about Estate Planning, we felt that it was time to revisit this episode. Mike is a wealth of knowledge and shares so much information that we wouldn't want you to miss. Enjoy
Welcome back Wine and Dime Listeners! In this episode we are tackling two subjects, but in a lot of ways they are related, or can be related. First, we are talking about Credit Scores. We are informing what goes into how they are calculated/
Hello Wine and Dime listeners. On this weeks episode, we step away from the monthly topic about debt, and talk about another hot topic, Burnout. Kate Lee from Brimstone Consulting Group stops by to help us discuss this topic. Kate is the Man
Welcome to the month of July Wine and Dime Listeners! This month we will be turning our attention to that dreaded debt. But we're here to help with some tips to help you get that debt under control. We will providing some resources in these
We have been looking forward to this one Wine and Dime listeners! In this episode I invite Dr. Katherine Larson onto the show. Katherine is Curator of Ancient Glass at the Corning Museum of Glass. She joins us to talk about her Special Exhib
We continue to talk about retirement on this weeks Wine and Dime. As the title suggests, we are offering strategies to retire for less. There are a lot of different things that you can do retire for less, and we are here to help. We think th
Welcome back Wine and Dime Listeners! This month, we are going to be talking a little bit about retirement. In this episode we will focus on Generation X and their concerns about retirement. We offer some strategies that they, or anyone can
In this episode of Wine and Dime we go back to mailbag to answer a couple of questions that came in recently. With the hype around cryptocurrency, we got a couple questions about whether we invest in them, and if we advise to invest in them.
In this episode of Wine and Dime, I get the opportunity to chat with Jenifer Cannon. Jenifer is the Vice President, Business Development at Impax Asset Management. She is also a leader and champion of gender equality. Although she is still a ch
Wine and Dime podcast is back to talk about personal protection. More specifically, disability. We are going to walk you through various things to be thinking about when you have a disability happen. Be sure to check out the show notes on t
Welcome back Wine and Dime listeners. We had so many questions about investing that we just had to make a part 2. Here are the questions that you have been asking the most 1. What is the best place/way to save when you are young? 2. Are there
In this episode of Wine and Dime I sit down with Andrea Bullard. Results-driven entrepreneurs love working with Andrea Bullard, describing her as dynamic, energetic, driven, and captivating. Her ‘Play to Win’ attitude, sharp business sense, an
In this episode of Wine and Dime we will be reaching into the mailbag to answer your questions about Investing! These were some questions that we've been hearing and since this month has been all about investing, we figured we'd take this opp
Welcome to this edition of Wine and Dime with Amy Irvine! Today's guest is Joanne Williams and I think you're gonna love the conversation of where about to have! Because if 2020 brought us anything, it was certainly anxiety. Joanne is a 30 y
Welcome to this edition of Wine and Dime with Amy Irvine. Once again, this month, we are talking about investment terminology. That's the journey that we're taking, to help keep you up to speed on investments strategies that may contribute to y
Welcome to this edition of Wine and Dime with Amy Irvine. Today, we're not actually having a guest speaker, but we are discussing a topic that has been brought up by some of the listeners. And that is, "what's the difference between active and
In this episode I welcome back a person who actually likes taxes more that me, Kate Welker! As the title suggests we will be discussing the latest stimulus bill and many of the nuances that are in it. You do not want to miss this! View the en
Welcome back to another Wine and Dime podcast. This week we will continue to talk about taxes. More specifically, as the title suggests, tax strategies by goal. This is a discussion that is about using taxes to pay for some of the goals that
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