Wine and Dime

Wine and Dime

A podcast that combines two of my passions... Wine and financial planning. Subscribe to Wine and Dime with Amy Irvine. Each week, Amy sips one of her favorite wines, carefully paired with financial planning advice.

Episodes

Diffusing the Legal and Estate Planning Bombs

October 29, 2020 • 25 mins
In this episode of Wine and Dime we are again talking about Estate Planning! Specifically we are talking about avoiding the estate "Bombs" that could potentially occur. I go through some of the documents that you may be looking at when planning with us, or your financial planner. I hope you enjoy the topic and of there is anything that you would like to hear about, reach out! We would love to hear from you. Be sure to ...
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Becoming Financial Wise with Brittney Castro

October 15, 2020 • 46 mins
I'm thrilled to have on the show today Brittney Castro.  Britney and I recently formed a partnership of sorts, and I'm just excited to share her journey.   For those of you that don't know Brittany, she's an amazing woman.  Brittany and I met a couple years ago. We've stayed in touch here and there but when she decided that she wanted to change the direction of her career... Yes, financial planners do that too. ...
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Jim Laughren Podcasts About Wine and Life

October 8, 2020 • 57 mins
In this Episode of Wine and Dime, I welcome to the show Jim Laughren. Jim is “A writer, a thinker, a drinker, an author, an educator, a guy who’d like to share a glass of good wine with you…” Jim joins me as we talk about his writing, his book, life and wine! If you are a wine lover, like me, this is the episode for you! Jim Laughrenhttps://www.facebook.com/Author-Jim-Laughren-393068804559096/ (FACEBOOK)https://www.instagram.c...
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The Life of Randy Ullom, Financing a Passion by Making it a Career

October 2, 2020 • 43 mins
Welcome to this addition of Wine and Dime where Amy talks with Randy Ullom.  How does a native of Ann Arbor, Michigan who is extremely passionate about skiing become a winemaster at Kendall-Jackson?  It certainly wasn't a straight and narrow path, in fact it spanned several countries!  Join us for this edition where we literally dive into the path of Randy's vineyard formation.  You can follow Randy on twitter (https://twit...
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Emily Graham Shares Her Experience as a Hospice Social Worker

September 25, 2020 • 51 mins
On this episode of Wine and Dime, we welcome to the show Emily Graham.  Emily is just one of those people that grabbed my heart.  She is a hospice medical social worker and as you'll hear about her story, it was a mission for her to take on this role.  Now she's starting to teach others how to be more aware of what is going on in their lives.  Stay tuned for the end when she mentions her task that she thinks is most meaning...
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Financial Autonomy Book? Yes Please! with Paul Benson

September 11, 2020 • 59 mins
Welcome Wine and Dime Listeners! In this episode I welcome back to the show fellow podcaster and financial planner, Paul Benson. If you recall, Paul has a podcast called https://podcasts.apple.com/us/podcast/financial-autonomy/id1248168458 (Financial Autonomy), that focuses on financial strategies to give you choice. Be sure to subscribe right after you listen to the episode! Paul is back to talk about his new book called, you ...
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Career and Employee Benefits with Amy Irvine

September 11, 2020 • 26 mins
Welcome back Wine and Dime Listeners! In this episode we are talking about your career and employee benefits. I know that we’ve kinda covered this topic before, but a lot has changed in that last several months, and now is great time to make sure that we are still on track! So sit on back, grab your favorite beverage and don’t forget… “Life is about events, supported by your dollars and cents.”
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Energy Healing with Isabel Restrepo

August 28, 2020 • 53 mins
In this episode of Wine and Dime, we want to welcome Isabel Restrepo.  Isabel was originally from Columbia, South America moved to Minnesota, and ended up in Los Angeles  Her journey has been a windy road that has led her to what is called an energy healer.  Isabel launched her new business and is now building that business on helping others recover from a loss of energy. Have you ever felt just worn out and can't figure out wh...
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Surviving Financial Infidelity

August 20, 2020 • 48 mins
Each week I open the podcast reminding people that "Like wine, life and finances have different palettes that should be celebrated and not judged." When you listen to this week's podcast, it's hard to envision any sort of "celebration" when it comes to financial infidelity, but this week's guest is on a mission to celebrate her recovery and help educate others along the way.   We refer to this guest as s...
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The Stress of Schools Reopening

August 14, 2020 • 29 mins
Welcome to another episode of Wine and Dime! This week, we welcome back our local LCSW, Janice Vitale! And speaking of welcoming back, we are talking about the schools getting ready to welcome back students, and the stresses that can go along with that. Under normal circumstances, back to school can be stressful enough, but throw Covid into the mix and things can be much worse. This episode deals with some of the stress you may...
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Wine and Dime Episode 1 - Interview with my Mom

August 7, 2020 • 31 mins
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Wine and Dime Episode 2 - Planning for Pets

August 7, 2020 • 36 mins
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Wine and Dime - Special Edition - Impress the Ivies with Jessica Yeager

August 7, 2020 • 53 mins
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Wine and Dime Episode 13 - The Six Letter "B" Word with the "Money Honey"

August 7, 2020 • 58 mins
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Wine and Dime Episode 23 - Financial Education for Kids with Sammy Rabbit

August 7, 2020 • 63 mins
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Wine and Dime Episode 14 - First Ascent CEO Scott MacKillop

August 7, 2020 • 64 mins
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 so at the links below!   Wine and Dime Website - https://goo.gl/oqh8sP Itunes - https://goo.gl/JZE7GV Google Play - https://goo.gl/GH2NY1   Scott MacKillopChief Executive ...
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Wine and Dime Episode 60 - Faith in Action Executive Director, Dick Russell

August 7, 2020 • 51 mins
This weeks guest, Dick Russell, is a long time friend as well as the director of one of my passion "projects" - Faith-in-Action. I first met Dick in 2005 when I found out about the organization and wanted to help in the cause to keep people in their home for as long as possible. Many people have to move out of their long-term home simply because they could no longer drive, and this organization is helping to combat this. As...
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Wine and Dime Episode 61 - Earth Day Made Easy with Anna Reger

August 7, 2020 • 51 mins
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Wine and Dime Episode 48 - With Danna "Like Banana" Jacobs

August 7, 2020 • 54 mins
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Wine and Dime Episode 30 - Saving our Planet one Marine Biologist at a time with Doug Dixon

August 7, 2020 • 62 mins
In this episode of Wine and Dime, I speak with Retired Marine Biologist, avid fisherman, and lover of wine, Doug Dixon. Doug has a PhD in Biology and we spend much of our conversation talking about how he has helped power plants maintain safe environments for wildlife. We also talk about his love for "Big, Bold, Red Wines" and we talk about a few of our favorite vineyards in the finger lakes region. I hope you enjoy my conv...
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