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We are excited to welcome Kimberlee Davis the Fiscal Feminist to this weeks episode of Wine and Dime. Kimberlee Davis is a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is also a Certified Divorce Financial Analyst. Kimberlee is a professional woman, a mother and a daughter of elderly parents. Her career began as a Wall Street corporate lawyer. She then transitioned into investment banking, corporate finance, and finally wealth management. She has also been a stay-at-home mom when her three daughters were young. Her experiences have covered the gamut of the diverse roles that women fulfill throughout their often very complex lives. What you will learn: Kim just recently released a new book called, ‘The Fiscal Feminist - A Financial Wake-Up Call for Women.” Join us as we explore why Kim wrote this book and her journey to discovery. As you will hear, Kim wants “women to give themselves permission to be financially strategic, preventative, and knowledgeable, while still enjoying all the things that money can’t buy.”  Although Kim is a wealth manager now, that was not her first (or even second) career, listen as Kim shares her story of going from an attorney, to a stay at home mom (in another country), to wealth manager and author and podcaster. Everyone has a journey; we never know what part of the journey someone is on and that is why it is so important to be kinder than necessary for everyone you meet is fighting some kind of battle in their journey. The Fiscal Feminist (@thefiscalfeminist) • Instagram photos and videos 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Fiscal Feminist Podcast – Fiscal Feminist The Book – The Fiscal Feminist - A Financial Wake-Up Call for Women Hitching Post Wine - ABOUT HITCHING POST WINES Leading the Hitching Post Wines team are the creators and two long-time friends, Gray Hartley and Frank Ostini, who have been making wines in Santa Barbara County, California since 1979. Long before Hollywood discovered the winemaking landmark and its excellent wines, Gray Hartley, a former Alaskan salmon fisherman and Frank Ostini, chef and owner of the famed Hitching Post 2 Restaurant in Buellton, were brought together by their love of wine and winemaking. Over the years their backyard hobby has turned into a highly acclaimed winemaking enterprise. In 1981 they discovered the wonders of Santa Barbara Pinot Noir; since then Pinot has been their primary focus. Their flagship wine is the Hitching Post Highliner. The “Highliner” is the best fishermen in the fleet, and this name honors the great men of the Alaskan Salmon Fishery alongside whom Gray Hartley worked for 28 years. A special wine, Highliner is meant to be the “best of their fleet” of Pinot Noirs. Along with ten selections of Pinot Noir, Hitching Post produces a dry Rosé called Pinks, a Syrah, and a Merlot-based red named Gen Red. Then came Sideways in 2004, the Academy Award® winning film set in Santa Barbara wine country, prominently featuring The Hitching Post 2 and Hitching Post Wines. Since exposure in the movie, Hitching Post wines have gained in popularity. Currently, the winery has 12,000 barrels and produces about 17,000 cases a...

Welcome to Part 3 of the Wine and Dime podcast about the SECURE Act 2.0. In this episode we will be discussing provisions that go into effect in 2024. There's a big one regarding Roth Provisions, so be sure to tune in and learn more! What you will learn: Roth Provisions and eligibility requirements IRA catch-up will be indexed for inflation Hardship Distribution Emergency Savings Account 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Rooted Planning Group BLOG about Secure Act 2.0 SECURE Act 2.0 Pudding River Wine Cellars 2015 Willamette Valley Chardonnay - Toasty, oaky and tropical on the palate laden with pineapple, passion fruit and guava. Rich mid palate but maintains a bright citrus finish. Pudding River Wine Cellars 2015 Walla Walla Valley Syrah Dessert (Port Style) - Leads with complex aromas of roasted coffee bean, mocha, and black pepper that meld seamlessly into flavors of dark chocolate, macerated blackberry and black cherry cordial on the palate with a concentrated earthy, rich finish. Pudding River Wine Cellars Boutique-styled wines from Oregon - Boutique Winery, Vineyard, Tasting Room, Custom Crush We are located in the heart of Oregon’s idyllic east Willamette Valley at the foothills of the Cascade Mountains and about an hour’s drive south from Portland. Once a poultry farm, our property sits along the banks of the Pudding River, a 62-mile tributary in the valley fed from the Cascade Range. We planted our vines in 2004 and yielded our first commercial vintage in 2006. Our dedication to producing world-class wine in the classic Oregon style while using sustainable methods, has been recognized by the Wine Spectator and Wine Enthusiast with a growing accumulation of accolades from wine and food competitions in the region. Recently, our wines scored high marks at the acclaimed San Francisco International Wine Competition. THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

Welcome to Part 2 of the Wine and Dime episode about the SECURE Act 2.0. In this episode we'll be covering some the new provisions that are effective for 2023. Buckle up, because there is a lot of information in this one! What you will learn: Roth SEP and Roth Simple IRA's for small businesses Roth IRA employer contributions Moving 529 money to a Roth IRA for beneficiary Hardship Distributions 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Rooted Planning Group BLOG about Secure Act 2.0 SECURE Act 2.0 Pudding River Wine Cellars Boutique-styled wines from Oregon - Boutique Winery, Vineyard, Tasting Room, Custom Crush We are located in the heart of Oregon’s idyllic east Willamette Valley at the foothills of the Cascade Mountains and about an hour’s drive south from Portland. Once a poultry farm, our property sits along the banks of the Pudding River, a 62-mile tributary in the valley fed from the Cascade Range. We planted our vines in 2004 and yielded our first commercial vintage in 2006. Our dedication to producing world-class wine in the classic Oregon style while using sustainable methods, has been recognized by the Wine Spectator and Wine Enthusiast with a growing accumulation of accolades from wine and food competitions in the region. Recently, our wines scored high marks at the acclaimed San Francisco International Wine Competition. THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

Welcome back Wine and Dime listeners. These next three episodes will be focusing on the SECURE Act 2.0. On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023, which included the SECURE Act 2.0, which was part of the 2023 Omnibus Spending Bill.  It made for good reading over the past week.  For those inquiring minds that want to know what “SECURE” stands for, it is “Setting Every Community Up for Retirement Enhancement.” This is going to focus only on the SECURE Act provisions, but there is soooooo much more!  Here is a link to the actual bill if you have trouble sleeping some night: BILLS-117hr2617enr.pdf (congress.gov) In part 1, you will learn about: What's an RMD What are the new rules for RMD's How those changes may affect you or someone you know 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Rooted Planning Group BLOG about Secure Act 2.0 SECURE Act 2.0 Pudding River Wine Cellars Boutique-styled wines from Oregon - Boutique Winery, Vineyard, Tasting Room, Custom Crush We are located in the heart of Oregon’s idyllic east Willamette Valley at the foothills of the Cascade Mountains and about an hour’s drive south from Portland. Once a poultry farm, our property sits along the banks of the Pudding River, a 62-mile tributary in the valley fed from the Cascade Range. We planted our vines in 2004 and yielded our first commercial vintage in 2006. Our dedication to producing world-class wine in the classic Oregon style while using sustainable methods, has been recognized by the Wine Spectator and Wine Enthusiast with a growing accumulation of accolades from wine and food competitions in the region. Recently, our wines scored high marks at the acclaimed San Francisco International Wine Competition. THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

Happy New Year Wine and Dime listeners! This first episode of 2023 is a special one. We welcome to the show Lisa Zawrotny. Lisa found herself sandwiched between "raising parents" and raising kids. She got lost in who she was and used her process to find herself and declutter her life to start a new path, a new business. Check out Lisa's Podcast "The Positively Living podcast" Lisa shares the following tips: Learn who you are Learn how you work best Learn how to lean into your strengths 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! About Positively Lisa Zawrotny - I’m the founder of Positively Productive Systems and the host of the Positively Living Podcast. After experiencing a deeply overwhelming time in my life juggling multiple roles as a caregiver, wife, mother, and business owner, I am now a Productivity + Accountability Coach certified in time and stress management helping other multi-passionate entrepreneurs who struggle to balance business and family. Through my podcast, online programs, and coaching, I show you how to boost productivity and avoid burnout while making it feel simple and sustainable. When I’m not sharing about the wonders of simplicity, self-care, and systems, I’m playing music (lately it’s self-taught guitar or I’m cranking up classic rock), drinking coffee (iced or hot), and watching movies with my husband and kiddos…or reading while trapped under a cat. Your path to productivity requires productivity tools to match you, your personality, and your passions. Positively Productive Systems Links Positively Productive Podcast - The Positively Living podcast is a self-improvement podcast with specially curated content to support multi-passionate creatives and entrepreneurs. If you want to prioritize your passions and discover ways to achieve more while doing less, then join host Lisa and her guests as they cover topics relating to productivity, self-awareness and development, entrepreneurship, habits and systems, organizing, and more. You’ll find actionable advice, wrapped in humor and hope, dedicated to helping you do less, live more, and breathe easier. THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

Welcome to part 2 of the last episode of Wine and Dime for 2022. It's been a great year and I thought it would be great to invite team on this episode to share some year ending financial insights. We want to thank you all for subscribing and being part of the show. 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Whiskey Hill Winery & Postlewait's Vineyards - We’re a micro, all family run, Estate Winery & Vineyard specializing in Pinot Noir, Pinot Noir Rosé & White Pinot Noir. We’re located in the heart of the World-Famous Willamette Valley AVA on some of the world’s most fertile farm ground. We make both the Postlewait’s & Whiskey Hill labels. Postlewait’s is the name of the Wedding Venue which was established in 2001 & Whiskey Hill Winery is named after the area we’re located in, Whiskey Hill. THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

Welcome to part 1 of the last episode of Wine and Dime for 2022. It's been a great year and I thought it would be great to invite team on this episode to share some year ending financial insights. We want to thank you all for subscribing and being part of the show. 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Whiskey Hill Winery & Postlewait's Vineyards - We’re a micro, all family run, Estate Winery & Vineyard specializing in Pinot Noir, Pinot Noir Rosé & White Pinot Noir. We’re located in the heart of the World-Famous Willamette Valley AVA on some of the world’s most fertile farm ground. We make both the Postlewait’s & Whiskey Hill labels. Postlewait’s is the name of the Wedding Venue which was established in 2001 & Whiskey Hill Winery is named after the area we’re located in, Whiskey Hill. THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

On this episode of Wine and Dime, we wrap up our monthly topic about estate planning. Kerrie Beene joins me this week as we talk about what to do when you have a blended family. Tune in to learn more! What you'll learn: What to do when you have a blended family Talking to your Teenage Kids Things to consider when naming your Executor/ix and Trustee 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did! THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

Ann Arceo joins us on this episode of Wine and Dime! She is here to talk about how to support your aging parents while living afar. Ann shares some insights into the situation, along with plans, and things to think about. Tune in to learn more! Things you will learn: Helping them make connections Important Estate Planning Documents Building an Emergency Plan for 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did! THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

Welcome back Wine and Dime listeners. In this episode, Kate Welker is here again to talk about November's topic of Estate Planning! This time, centering around parents with middle school kids. Kate shares her experiences and insights into some of the things you need to be aware of as your children start to get older. What you'll learn: Planning for yourself during those years Knowing your state laws around privacy policies Documents needed by your 18 year old 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did! THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

Welcome back Wine and Dime listeners! This week we welcome back Kerrie Beene. Kerrie is here to share with us some things to be thinking about "If this is your first job". What you will learn: What benefits should you be looking for? What should I be thinking about in the event of a recession How to prepare for holiday spending Ideas around protecting your online presence 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Pudding River Wine Cellars 2015 Willamette Valley Chardonnay - Toasty, oaky and tropical on the palate laden with pineapple, passion fruit and guava. Rich mid palate but maintains a bright citrus finish. Pudding River Wine Cellars 2015 Walla Walla Valley Syrah Dessert (Port Style) - Leads with complex aromas of roasted coffee bean, mocha, and black pepper that meld seamlessly into flavors of dark chocolate, macerated blackberry and black cherry cordial on the palate with a concentrated earthy, rich finish. Pudding River Wine Cellars Boutique-styled wines from Oregon - Boutique Winery, Vineyard, Tasting Room, Custom Crush We are located in the heart of Oregon’s idyllic east Willamette Valley at the foothills of the Cascade Mountains and about an hour’s drive south from Portland. Once a poultry farm, our property sits along the banks of the Pudding River, a 62-mile tributary in the valley fed from the Cascade Range. We planted our vines in 2004 and yielded our first commercial vintage in 2006. Our dedication to producing world-class wine in the classic Oregon style while using sustainable methods, has been recognized by the Wine Spectator and Wine Enthusiast with a growing accumulation of accolades from wine and food competitions in the region. Recently, our wines scored high marks at the acclaimed San Francisco International Wine Competition. THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

Open enrollment month continues this week on Wine and Dime. Ann Arceo is back with us to discuss some benefits that you might be missing out on! Be sure to tune in to find out if there are any benefits that you might have forgotten about. What you'll learn: Review your list of benefits Don’t set and forget Think about what next year might bring you and adjust your benefits 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did! THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

It wouldn't be October around here if we weren't talking about Open Enrollment. That's why Becky Eason is back with us on this episode of Wine and Dime! She's here to help you make sure that you aren't leaving any benefits "on the table"! Tune in to learn more What you'll learn: Do you need more Where to Go Analyze if your benefits are enough 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did! THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

We welcome Kate Welker back on this episode of Wine and Dime. It's October, and you know what that means. Time to be thinking about Open Enrollment! And Kate is here to walk us through some things to be thinking about to help you plan for your upcoming open enrollment planning! What you'll learn: What might be available during open enrollment Analyzing if your benefits are enough Do you need more - where to go 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Airlie Winery - Airlie is a destination winery, not a ticket to punch or a box to check. You’ve probably heard Mary Olson, the owner says: “We’re not a stop along the way. Most folks come to sip and stay.” Customers can’t resist lingering in the family-style atmosphere that Mary has perfected over the years. The relaxed environment, the beautiful scenery, and the wine of course keep our customers at the winery long after the tasting is done. Airlie has something for everyone – an intimate tasting room, patio, and deck with expansive views of the beautiful Dunn Forest vineyard and the coast range. We also have a picnic area and pavilion next to the tranquil pond. It’s not unusual for a family to pack a picnic, open a bottle of wine and let the kids and dogs frolic in the vineyard or catch frogs in the pond. So pack up the car and spend some time with us. You’ll be glad you did! THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

Welcome to this episode of Wine and Dime! Ann Arceo is back with us to discuss Life Insurance. She shares some of her insights and expertise into this topic that you'll want to be sure not to miss! In this episode you will learn: Types of Life Insurance How much Life Insurance Tips to Avoid Common Mistakes 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! How Much Life Insurance Do I Need? - NerdWallet Hanson Vineyards - Small, family-owned winery... You'll meet Jason or Clark behind the bar in the tasting room. We grow the grapes, make the wine... family does it all at Hanson Vineyards. Marlene is around somewhere... most likely in the flower gardens or picking fruit or vegetables in season. Stop by the tasting room sometime! THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM

Kate Welker is back with us on this episode of Wine and Dime with Amy Irvine. Kate draws on her experience working with her father to share some tips about insurance coverage with us. Tune in and listen to a great conversation that will inform and educate you about your insurance questions. What you'll learn: What types of coverage you should have in your insurance policy Dangers of DIYing water, backup, and soot repairs Making sure your liability coverage covers your risk 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Hanson Vineyards - Small, family-owned winery... You'll meet Jason or Clark behind the bar in the tasting room. We grow the grapes, make the wine... family does it all at Hanson Vineyards. Marlene is around somewhere... most likely in the flower gardens or picking fruit or vegetables in season. Stop by the tasting room sometime! THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM Mentioned in this episode: Hanson Vineyards Hanson Vineyards https://www.hansonwine.com/ 34948 S Barlow Road Woodburn, Oregon 97071 (971)338-9760 info@hansonvineyards.com

Becky Eason is back with us on this week's edition of Wine and Dime. She's here to talk about insurance policies and what you should consider while reviewing them. While this might not be the most captivating topic, it is essential to your financial plan. Becky shares her expertise and some insights on what to be looking for. What you will learn What are the different coverage areas of auto insurance What are some ways to save Tips to analyze coverage 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! Hanson Vineyards - Small, family-owned winery... You'll meet Jason or Clark behind the bar in the tasting room. We grow the grapes, make the wine... family does it all at Hanson Vineyards. Marlene is around somewhere... most likely in the flower gardens or picking fruit or vegetables in season. Stop by the tasting room sometime! What Issues Should I Consider when Reviewing my Property and Casualty Insurance Policies THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM Mentioned in this episode: Hanson Vineyards Hanson Vineyards https://www.hansonwine.com/ 34948 S Barlow Road Woodburn, Oregon 97071 (971)338-9760 info@hansonvineyards.com

Ann Arceo joins us on this episode of Wine and Dime! She is here to talk about tax credit, raising kids, and helping parents. What you'll learn: HSA, FSA, Dependent FSA, Limited Purpose FSA's defined Work Opportunities - if one of the family members wants to stay home with the family Caregiving for Parents: See below for What Issues to Consider for Aging Parents. 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM Mentioned in this episode: Hanson Vineyards Hanson Vineyards https://www.hansonwine.com/ 34948 S Barlow Road Woodburn, Oregon 97071 (971)338-9760 info@hansonvineyards.com

Grandparents helping out with college costs through 529 plans and other savings accounts? That's what we are talking about this week on Wine and Dime. Becky Eason is back with us this week to help us wade through this topic. In this episode you will learn: What are the various savings vehicles for grandparents to save in Pros and Cons of different savings types Suggestions on how to talk to your grandkids about money 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM Mentioned in this episode: Hanson Vineyards Hanson Vineyards https://www.hansonwine.com/ 34948 S Barlow Road Woodburn, Oregon 97071 (971)338-9760 info@hansonvineyards.com

In this episode of Wine and Dime we will be focusing on back-to-school expenses for High School and College Students. Our very own Kerrie Beene has students in those age groups, so I invited her back to talk to us about what she's learned over the years! What you'll learn: Ideas on how to plan for the extra costs of participating in your kids' sporting events Preparing for college dorm expenses Talking to your high school and college kids about money 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 Or visit us at www.rootedpg.com/podcasts for full show notes and links! THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM Mentioned in this episode: Hanson Vineyards Hanson Vineyards https://www.hansonwine.com/ 34948 S Barlow Road Woodburn, Oregon 97071 (971)338-9760 info@hansonvineyards.com