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Creating a Spending Plan
Episode 12530th July 2020 • Money Roots • Amy Irvine
00:00:00 00:23:04

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Welcome back Wine and Dime listeners!! In this episode, I am here to talk to you about creating your spending plan. Scary topic, right? But it doesn’t have to be! I take you through our process of creating a spending plan that hopefully takes all the negative emotions out of it, and may even make it fun. In my book, “Uncork Your Finances”, I walk you through your plan, and even make time for wine! I think this episode is a must listen for anyone who’s been intimidated by creating a spending plan, or a budget. And remember, Life is about events, supported by your dollars and cents!






Uncork Your Finances

Is dealing with finances a little less stressful when you have a glass of wine by your side? This book is an extension of my Wine and Dime podcast and Monday Morning Quarter-Buck Blog - capturing some top tips from the first 27 episodes.





2017 Chardonnay Barrel Select

NY - Finger Lakes

100% Chardonnay, 100% Finger Lakes terroir selection sourced from a single vineyard site. Aged 11 months in French oak barrels with weekly stirring of the lees (bâtonnage sur lies).

Alcohol 12.00%



Resources From Episode

SPENDING SPREADSHEET

CASH FLOW & NET WORTH ISSUES

CASH FLOW AND NET WORTH DISCUSSION CHECKLIST


This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail



AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL:  AMY@ROOTEDPG.COM


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