Money Roots
By Amy Irvine
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Amy Irvine
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 10
Reviews: 0
Episodes: 200
Description
Welcome to "Money Roots," the podcast where personal finance becomes personal. Join host Amy Irvine, CEO of Rooted Planning Group, as she demystifies the world of finance and makes it approachable for everyone, from beginners to financial experts.
In each episode, Amy and her guests dig deep into the financial soil, planting the seeds of financial knowledge and helping you nurture your financial future. Whether you're looking to build a solid budget, invest wisely, or plan for retirement, "Money Roots" has you covered.
Get ready to explore practical advice, inspiring stories, and expert insights that will empower you to take control of your financial destiny. It's time to grow your money roots and thrive financially!
Subscribe to "Money Roots" now and join Amy on this exciting journey to financial empowerment. Let's put down some roots and flourish together.
| Episode | Date |
|---|---|
|
Hiking Insights: Financial Planning Lessons from the Trail
|
Apr 29, 2026 |
|
Navigating Medicare: Key Insights for Financial Planning Success
|
Apr 14, 2026 |
|
Exploring Financial Self-Sabotage and Emotional Connections with Money
|
Mar 25, 2026 |
|
Mastering Money: From Financial Anxiety to Zen with Carrie Friedberg
|
Mar 11, 2026 |
|
Essential Insurance Checklists for Your Financial Peace of Mind
|
Feb 25, 2026 |
|
Protecting Your Wallet: The Lowdown on Insurance
|
Feb 11, 2026 |
|
Navigating Aging Parent Care: Insights from Annalee Kruger
|
Jan 28, 2026 |
|
Navigating Long-Term Care and Aging Parents in 2026
|
Jan 14, 2026 |
|
End-of-Year Financial Checklist for a Prosperous 2025
|
Dec 26, 2025 |
|
Child-Free & Prepared: Maddy Roche on Building Your Safety Net
|
Nov 19, 2025 |
|
Defining the True Purpose of Financial Planning with Flexibility
|
Oct 29, 2025 |
|
Estate Planning for Multinationals
|
Oct 15, 2025 |
|
Discovering True Wealth: Defining "Enough" in Your Financial Journey
|
Oct 01, 2025 |
|
Healing Your Relationship with Money: A Conversation with Jaelyn Vickery
|
Sep 17, 2025 |
|
From Sharpie to Simplicity: Carl Richards redefining Money and Meaning, with Sketch's that foster Conversations
|
Sep 03, 2025 |
|
Unbox Your Retirement: Balancing Learning, Work, and Leisure
|
Aug 20, 2025 |
|
Balancing Life and Finances for a Fulfilling Retirement
|
Aug 01, 2025 |
|
Navigating Retirement Transitions: Embrace Resourcefulness, Resilience, and Renaissance Spirit
|
Jul 16, 2025 |
|
Designing Your Retirement: Aligning Life Goals with Financial Planning
|
Jun 25, 2025 |
|
Empowering Women: Navigating Unique Retirement Planning Challenges
|
Jun 11, 2025 |
|
Rooted Planning Group’s Entrepreneurial Journey: Leading with Culture and Intention
|
May 28, 2025 |
|
Rooted Planning Group's Entrepreneurial Journey: Navigating Challenges and Finding Success
|
May 14, 2025 |
|
Market Whiplash: What Investors Need to Know Right Now
|
Apr 23, 2025 |
|
Navigating Business Cycles: Key Insights for Financial Planning
|
Apr 09, 2025 |
|
From Proprietary to Prosperous: Tracing Women's Financial Evolution
|
Mar 26, 2025 |
|
Exploring Physical Therapy's Financial Benefits with Dr Brett Dick
|
Mar 12, 2025 |
|
Navigating Financial Decisions After Losing a Loved One
|
Feb 26, 2025 |
|
Navigating Market Shifts: Tariffs, AI, and Fed Pause
|
Feb 13, 2025 |
|
From Stress to Success: Transforming Your Financial Habits
|
Jan 22, 2025 |
|
Cultivate Financial Satisfaction with Money Roots' New Year Episode
|
Jan 08, 2025 |
|
Understanding Tariffs: Impact on Personal and Global Economies
|
Jan 01, 2025 |
|
Career Shift: Exploring Opportunities in Addiction Counseling
|
Dec 18, 2024 |
|
Inflation, Interest Rates, and Market Performance: What You Need to Know for 2025
|
Dec 04, 2024 |
|
Exploring Post-Election Market Trends
|
Nov 20, 2024 |
|
The Ultimate Medicare Breakdown: Choosing the Best Plan for Your Needs
|
Nov 06, 2024 |
|
Navigating Health Insurance: Your Guide to Open Enrollment
|
Oct 23, 2024 |
|
Buy Back Your Time: Smart Strategies for Busy Women
|
Oct 09, 2024 |
|
Financial Follies
|
Sep 25, 2024 |
|
Understanding and Managing Estimated Tax Payments for 2024
|
Sep 12, 2024 |
|
Smart Spending for Busy Women
|
Aug 28, 2024 |
|
Embracing Underconsumption: Spending Intentionally and Saving Wisely
|
Aug 14, 2024 |
|
Stress and Gratitude: A Conversation with Dr. Laura Carapella
|
Jun 26, 2024 |
|
Crafting Your Financial Story: Be the Hero of Your Life
|
Jun 19, 2024 |
|
Facing Financial Fears: Strategies for Overcoming Money Anxiety
|
Jun 12, 2024 |
|
Reducing Stress and Anxiety Around Money: Tips for Taking Control
|
Jun 05, 2024 |
|
The Importance of a Home Inspector: Answering Common Questions
|
May 29, 2024 |
|
Creating a Home Management Binder for Effective Household Organization
|
May 22, 2024 |
|
Creating a Personal Property Inventory for Homeowners: Tips and Benefits
|
May 15, 2024 |
|
Exploring Home Improvements vs. Buying a New Home in Today's Market
|
May 08, 2024 |
|
Multi-generational Living: The Importance of Starting the Conversation Early
|
May 01, 2024 |
|
The Pros and Cons of Taking Out a 401K Loan
|
Apr 24, 2024 |
|
Slow and Steady Wins the Race: Lessons in Financial Planning
|
Apr 17, 2024 |
|
Understanding Your Tax Return: A Line-by-Line Guide
|
Apr 10, 2024 |
|
Understanding the Tax Bucket Strategy for Retirement Planning
|
Apr 03, 2024 |
|
Spring Cleaning Your Finances
|
Mar 27, 2024 |
|
Saving for College and Other Priorities: Insights from a Parent
|
Mar 20, 2024 |
|
Navigating Competing Goals and Priorities in Personal Finances
|
Mar 13, 2024 |
|
Navigating Competing Goals: Tips for Managing Finances in 2024
|
Mar 06, 2024 |
|
Under One Roof: A Guide to Multigenerational Living and Care
|
Feb 28, 2024 |
|
From Anxiety to Action: Transforming Your Money Conversations
|
Feb 21, 2024 |
|
Teaching Children Money Skills: A Guide for Parents
|
Feb 14, 2024 |
|
Navigating Couples and Money: Tips for Building Financial Harmony
|
Feb 07, 2024 |
|
Tips for Managing Finances After Losing Your Job
|
Jan 31, 2024 |
|
Financial Wellness: Tips for a Successful Year
|
Jan 24, 2024 |
|
The Journey of First-Time Moms: Health and Financial Tips
|
Jan 17, 2024 |
|
The Connection Between Nutrition and Financial Planning
|
Jan 10, 2024 |
|
Happiness Coach Sandra Miller Shares Tips for Finding Authentic Joy
|
Jan 03, 2024 |
|
Money Roots: A New Direction for Wine and Dime
|
Dec 13, 2023 |
|
Navigating Family Finances During the Holidays: Tips and Insights
|
Dec 06, 2023 |
|
What Issues Should I Consider Before the End of the Year?
|
Nov 29, 2023 |
|
The Sandwich Generation: Navigating the Challenges of Aging Parents
|
Nov 15, 2023 |
|
Caring for Aging Parents: The Sandwich Generation Struggle
|
Nov 08, 2023 |
|
Considering the Financial and Emotional Factors of Buying a Home
|
Nov 01, 2023 |
|
Exploring Financial Information Sources with Liz Zemak
|
Oct 25, 2023 |
|
Investment Long Game: Why Staying in Stocks Pays Off
|
Oct 18, 2023 |
|
Budgeting Tips and Tricks for a Successful Spending Plan
|
Oct 11, 2023 |
|
Understanding Asset Allocation: A Simplified Guide for Investors
|
Oct 04, 2023 |
|
How to Sell Yourself at a Job Interview, Without Sounding Like a Jerk With Sarah Connors
|
Sep 20, 2023 |
|
To Divorce or Not To Divorce: Moving Gracefully Through Your Journey with Paula Lesso
|
Sep 13, 2023 |
|
Diving into the 529 Plan: College Savings and Strategies
|
Sep 06, 2023 |
|
Exploring the Changes in FAFSA: A Comprehensive Guide
|
Aug 30, 2023 |
|
Top 10 Changes to the FAFSA for the 2023 - 2024 FAFSA Season
|
Aug 23, 2023 |
|
College Planning Fundamentals: Terminology and Financial Aid Tips
|
Aug 09, 2023 |
|
Special Needs Trusts: A Guide to Protecting Your Loved Ones
|
Aug 02, 2023 |
|
Understanding the Five Wishes: A Comprehensive Guide to End-of-Life Planning
|
Jul 26, 2023 |
|
Power of Attorney: Your Financial Lifeline in a Bottle
|
Jul 20, 2023 |
|
Supreme Decisions: The Impact on Student Loans
|
Jul 05, 2023 |
|
Healthcare Proxies & Your Comprehensive Estate Plan
|
Jun 28, 2023 |
|
"Trust" Me, You Need to Listen to This Episode on Estate Planning
|
Jun 21, 2023 |
|
Simplifying Wealth Transfer: The Power of Trusts in Estate Planning
|
Jun 14, 2023 |
|
Estate Planning: Why It's Essential and How to Get Started - Part 1 of a Comprehensive Series
|
Jun 07, 2023 |
|
Exploring the Debt Ceiling: Impact and Implications on Personal Finance
|
May 24, 2023 |
|
Economics 101: Understanding Economic Terms
|
May 17, 2023 |
|
Economics 101: Sipping on Stock Market Trends and New Mexico's Uncharted Vineyards
|
May 10, 2023 |
|
Economics 101: Understanding CPI, Unemployment, and Consumer Sentiment
|
May 03, 2023 |
|
Economics 101: From Wine Trails to Trade Balance - A Beginner's Guide to GDP
|
Apr 26, 2023 |
|
Economics 101: Decoding Leading Economic Indicators and Recession Risks
|
Apr 19, 2023 |
|
Economics 101: Understanding the Importance of the Fed Funds Rate
|
Apr 12, 2023 |
|
Wine and Dime Your Way Through Small Business Tax Planning
|
Apr 05, 2023 |
|
Bank Failures and Insurance Limits
|
Mar 29, 2023 |
|
Pairing Schedule 3 with the Perfect Wine: A Tax Season Guide
|
Mar 22, 2023 |
|
Uncorking Schedule 2: Sipping on Taxes with Amy Irvine
|
Mar 15, 2023 |
|
Uncorking Your Income: Making Adjustments on Schedule 1
|
Mar 08, 2023 |
|
Demystifying Page 1 of the 1040 Tax Form
|
Mar 01, 2023 |
|
What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 2
|
Feb 22, 2023 |
|
What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 1
|
Feb 15, 2023 |
|
Amy's February 2023 Market and Economic Reports
|
Feb 08, 2023 |
|
Fiscal Feminist Kimberlee Davis
|
Feb 01, 2023 |
|
Secure Act 2.0 - 2024 Provisions - Part 3
|
Jan 25, 2023 |
|
Secure Act 2.0 - New Provisions - Part 2
|
Jan 18, 2023 |
|
Secure Act 2.0 - Rules on RMDs - Part 1
|
Jan 11, 2023 |
|
Positively Productive With Lisa Zawrotny
|
Jan 04, 2023 |
|
Wine and Dime Year End Conversation Part 2
|
Dec 14, 2022 |
|
Wine and Dime Year End Conversation Part 1
|
Dec 07, 2022 |
|
What to Do When You Have a Blended Family
|
Nov 30, 2022 |
|
How to Support Parents Aging in Place When You Live Afar
|
Nov 23, 2022 |
|
Estate Planning for Parents with Middle School Kids
|
Nov 16, 2022 |
|
Estate Planning for New Parents
|
Nov 09, 2022 |
|
What If This Is Your First Job?
|
Nov 02, 2022 |
|
Benefits You Might Be Missing Out On
|
Oct 26, 2022 |
|
Analyze If Your Benefits Are Enough
|
Oct 19, 2022 |
|
Let's Talk About Open Enrollment
|
Oct 12, 2022 |
|
What Should I Consider When Purchasing a Life Insurance Policy
|
Oct 05, 2022 |
|
What if Your Home Is Damaged and You Need Restoration
|
Sep 28, 2022 |
|
Considerations When Reviewing my Property and Casualty Insurance Policies
|
Sep 21, 2022 |
|
Tax Credits, Raising Kids and Helping Parents
|
Sep 14, 2022 |
|
Grandparents Helping with College Costs
|
Aug 31, 2022 |
|
Back to School for High School and College Students
|
Aug 24, 2022 |
|
Back to School - Young Kids
|
Aug 17, 2022 |
|
Journey of a Fee Only Financial Planner Jeff Dvorak
|
Aug 10, 2022 |
|
Financially Independent with Ann
|
Aug 03, 2022 |
|
Financial Independence, Retire Early - FIRE Movement
|
Jul 20, 2022 |
|
Raising Independent Children - How to avoid failure to Launch
|
Jul 13, 2022 |
|
What is Financial Independence
|
Jul 06, 2022 |
|
Talking Cybersecurity
|
Jun 29, 2022 |
|
A Down Market and Its Impact on Retirement Savings
|
Jun 22, 2022 |
|
Planning For Retirement When You're in Your 40s
|
Jun 15, 2022 |
|
Competing Priorities: Saving For Retirement, Building An Emergency Fund, And Paying Off Debt
|
Jun 08, 2022 |
|
Retirement, Flipping the Switch
|
Jun 01, 2022 |
|
Now That You’ve Graduated, How Do You Navigate Your First Job?
|
May 25, 2022 |
|
Saving for College - Early Teens Edition
|
May 18, 2022 |
|
Now That You Graduated, How Do You Deal With Student Loans
|
May 11, 2022 |
|
What to Know About The FAFSA Changes
|
May 04, 2022 |
|
Getting Organized: Saving for College When You Have Young Children
|
Apr 27, 2022 |
|
Introduction to Wine and Dime
|
Apr 25, 2022 |
|
Getting Organized For Buying a Car
|
Apr 20, 2022 |
|
Organization of Financial Documents and Vacation Planning
|
Apr 13, 2022 |
|
Spring Cleaning! What Documents to Keep or Shred
|
Apr 06, 2022 |
|
HSA and 529 Tax Myths
|
Mar 30, 2022 |
|
Money Empower with Barbara Huson
|
Mar 23, 2022 |
|
Amy and Becky Talk Education, Tax Tips, and Ports
|
Mar 16, 2022 |
|
Talking Taxes and Tips with Amy and Kate
|
Mar 09, 2022 |
|
Tips for Spouses That Have Different Money Philosophies
|
Mar 02, 2022 |
|
Three Tips to Eliminate the Emotion Behind Large Financial Decisions
|
Feb 23, 2022 |
|
When is it Time to Offer Assistance to Parents/Grandparents?
|
Feb 16, 2022 |
|
Educating Kids on Finances
|
Feb 09, 2022 |
|
Coupon Queen Becky Eason
|
Feb 02, 2022 |
|
The Walkthrough - Vacation Planning
|
Jan 26, 2022 |
|
Financial Holiday Hangover
|
Jan 19, 2022 |
|
Setting Short and Long-Term Goals with Amy and Kerrie
|
Jan 12, 2022 |
|
Budget Master Ann Arceo
|
Jan 05, 2022 |
|
Financial Resolutions in the New Year
|
Dec 15, 2021 |
|
Financial Stress and Your Health
|
Dec 08, 2021 |
|
Dealing with Grief Featuring Chris Dale
|
Dec 01, 2021 |
|
Retirement, Your Longest Vacation
|
Nov 17, 2021 |
|
Year End Last Tango and Goals
|
Nov 10, 2021 |
|
Year End Tax Dance
|
Nov 03, 2021 |
|
Long Term Care, Life, and Disability Insurance
|
Oct 27, 2021 |
|
Exploring Medical Benefits and Health Plans
|
Oct 20, 2021 |
|
Open Enrollment and Employee Benefits
|
Oct 13, 2021 |
|
Talking About Grit with Elin Barton
|
Oct 06, 2021 |
|
Pet Insurance
|
Sep 29, 2021 |
|
Other Types of Liability Insurance
|
Sep 22, 2021 |
|
Homeowners and Renters Insurance
|
Sep 15, 2021 |
|
Auto and Other Vehicle Insurances
|
Sep 08, 2021 |
|
Guide to Insurance Basics
|
Sep 01, 2021 |
|
Disaster Preparedness
|
Aug 25, 2021 |
|
Between Generations - The Cost of Silence
|
Aug 18, 2021 |
|
Using Legal Documents to Protect Your Finances
|
Aug 11, 2021 |
|
Revisiting The Six D’s of Estate Planning with Any Refeca
|
Aug 04, 2021 |
|
Lets Revisit Talking About Elder Law with Mike Martino
|
Jul 29, 2021 |
|
Credit Scores and Student Loans
|
Jul 25, 2021 |
|
Talking About Burnout with Kate Lee
|
Jul 18, 2021 |
|
To Be Debt Free
|
Jul 07, 2021 |
|
Fire and Vine with Dr Katherine Larson
|
Jun 30, 2021 |
|
Retirement - Strategies To Retire For Less
|
Jun 23, 2021 |
|
Retirement - Gen X Concerns
|
Jun 16, 2021 |
|
Q and A with Amy - Cryptocurrency and Medical Costs in Retirement
|
May 26, 2021 |
|
Matching Your Income With Your Spending with Jennifer Cannon
|
May 19, 2021 |
|
Personal Protection 101 - Disability
|
May 12, 2021 |
|
More Investing Mailbag Questions
|
May 05, 2021 |
|
Just Go For It with Andrea Bullard
|
Apr 28, 2021 |
|
Investing Mailbag
|
Apr 21, 2021 |
|
Investing In Your Mental Health with Joanne Williams
|
Apr 14, 2021 |
|
Investing 102
|
Apr 07, 2021 |
|
Investing 101
|
Mar 31, 2021 |
|
Amy and Kate Jam about the Stimulus
|
Mar 24, 2021 |
|
Tax Strategies by Goals
|
Mar 17, 2021 |
|
Get The Port Out - It's Tax Time
|
Mar 10, 2021 |
|
Financial Lessons We Can Learn by Watching Movies with Steve Juetten
|
Mar 03, 2021 |