Shows
Money RootsEnd-of-Year Financial Checklist for a Prosperous 2025About the Guest(s):The episode is hosted by Amy Irvine, a financial expert and part of the Money Roots podcast team. Amy Irvine, along with her team, is dedicated to making financial conversations real, relatable, and oriented around personal goals. Although the transcript doesn't detail Amy's professional history, her knowledge and expertise in financial planning and investment strategies are evident throughout the episode. Her commitment to helping listeners understand and manage their finances optimally is demonstrated through her thoughtful advice and insights.Episode Summary:In this insightful episode of the Money Roots...
2025-12-2713 minMoney RootsChild-Free & Prepared: Maddy Roche on Building Your Safety NetAbout the Guest(s):Maddy Roche - Maddy handles all marketing, growth, and prospect engagement for Childfree Trust® - the first nationwide medical and financial POA, executor and trustee representation service for the Childfree population. She understands the challenges of being Childfree as it relates to estate planning and is passionate about educating her community about ways to prepare.Before joining Childfree Trust®, she was XYPN’s first employee and host of XYPN's podcast Behind the Advisor. In her previous roles as Vice President and Executive Business Coach, she helped build and lead the departments that...
2025-11-1927 minMoney RootsDefining the True Purpose of Financial Planning with FlexibilityAbout the Guest(s):Amy Irvine is the CEO and a financial planner at Rooted Planning Group. With over 30 years of experience in the financial industry, Amy has dedicated her career to making financial planning accessible and relatable. Her approach is deeply personalized, focusing on the unique goals and values of each client, which she believes are essential to effective financial planning. Amy is committed to guiding her clients through financial literacy and helping them achieve their ideal financial futures.Episode Summary:In this episode of the Money Roots podcast, Amy Irvine delves...
2025-10-2914 minMoney RootsDiscovering True Wealth: Defining "Enough" in Your Financial JourneyAbout the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm dedicated to fostering authentic money conversations that align with clients' personal goals. Amy has built a career around helping individuals define and achieve their concept of "true wealth," emphasizing financial literacy, personal insight, and strategic planning tailored uniquely to each client. Her collaboration with Money Quotient has further solidified her expertise in creating meaningful financial strategies.Episode Summary:In this enlightening episode of Money Roots, Amy Irvine delves into the concept of "true wealth"...
2025-10-0114 minMoney RootsFrom Sharpie to Simplicity: Carl Richards redefining Money and Meaning, with Sketch's that foster ConversationsCarl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just cardstock and a Sharpie. The column ran weekly for a decade. This journey began when Carl applied for what he thought was a job as a “security guard,” only to find out the ad actually said “securities.” That slight misstep sparked a lifelong dedication to reshaping how we think about money.Since then, Carl has become a Certified Financial Planner™, built and sold a successful investment firm, and spoken at financial and investment...
2025-09-0339 minMoney RootsUnbox Your Retirement: Balancing Learning, Work, and LeisureAbout the Guest(s):Amy Irvine is the host of the podcast "Money Roots" and is a seasoned expert specializing in financial planning. Amy is known for her down-to-earth approach, making money conversations relatable and rooted in personal goals. Her expertise lies in designing a fulfilling financial life, especially focusing on retirement planning that aligns with one’s personal and emotional well-being. With a mission to educate and simplify complex financial topics, she aims to empower individuals to take control of their financial future.Episode Summary:In this insightful episode of Money Roots, Am...
2025-08-2017 minMoney RootsBalancing Life and Finances for a Fulfilling RetirementAbout the Guest(s):Amy Irvine is a seasoned financial advisor and the host of the "Money Roots" podcast. As a passionate advocate for holistic retirement planning, Amy leverages her extensive experience in financial advising to offer practical insights and strategies. Her focus spans beyond traditional financial security, embracing a wide view of retirement that includes health, relationships, personal growth, and community. She is known for helping clients design fulfilling retirements that are balanced across all facets of life.Episode Summary:In the latest episode of "Money Roots," hosted by financial expert Amy...
2025-08-0114 minMoney RootsNavigating Retirement Transitions: Embrace Resourcefulness, Resilience, and Renaissance SpiritAbout the Guest(s):Amy Irvine is a seasoned financial planner and host of the Money Roots podcast. She is the founder of Rooted Planning Group, where she offers comprehensive retirement and financial planning services. Amy is known for her approachable and relatable style, making complex financial concepts accessible to a broad audience. Her focus on aligning financial strategies with personal goals helps clients navigate significant life transitions effectively.Episode Summary:In this episode of Money Roots, hosted by Amy Irvine, the focus continues on retirement planning with part two of the Retirement...
2025-07-1615 minMoney RootsDesigning Your Retirement: Aligning Life Goals with Financial PlanningAbout the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a dynamic organization focused on aligning financial planning with life goals. With extensive experience in financial advising, Amy has carved a niche for herself by integrating life design with financial strategy. A firm advocate for actionable and personalized financial planning, Amy is deeply involved with Money Quotient, where she assists individuals in bridging their life aspirations with their financial plans. She brings a wealth of knowledge and a unique perspective on retirement planning, promoting a holistic view that encompasses more than just...
2025-06-2515 minMoney RootsEmpowering Women: Navigating Unique Retirement Planning ChallengesAbout the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm focused on providing personalized and strategic financial advice. With extensive experience in the financial sector, Amy has become a respected voice on issues related to retirement planning, particularly concerning the unique challenges faced by women. Her work emphasizes the importance of integrating financial goals with a client's holistic life vision.Episode Summary:In this episode of "Money Roots," Amy Irvine delves into the intricacies of retirement planning with a particular focus on women's unique...
2025-06-1124 minMoney RootsRooted Planning Group’s Entrepreneurial Journey: Leading with Culture and IntentionAbout the Guest(s):Amy Irvine is a seasoned financial planner and the founder of Rooted Planning Group. With years of experience in wealth management, Amy has been instrumental in guiding her clients towards financial success through strategic planning and personalized advice. Her passion for broadening the representation of women in financial planning has been a driving force behind her career. Amy is well-versed in creating inclusive, team-focused environments that emphasize holistic financial well-being.Becky Eason is an integral team member at Rooted Planning Group, who began her journey as an intern and has grown...
2025-05-2828 minMoney RootsRooted Planning Group's Entrepreneurial Journey: Navigating Challenges and Finding SuccessAbout the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm tailored to providing holistic and innovative financial solutions. With over 20 years of experience in the financial industry, Amy has traversed roles across trust companies, the fiduciary sector, and a credit union’s investment management division. A graduate in accounting, she later received her bachelor's degree in financial planning and pursued further education to earn the CFP designation. Recognized for her expertise and commitment to client-centric service models, Amy is particularly passionate about helping Gen X professional women with co...
2025-05-1429 minMoney RootsMarket Whiplash: What Investors Need to Know Right NowAbout the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group. With extensive experience in the financial planning industry, Amy is passionate about providing education that makes finance approachable and understandable. Her work focuses on helping individuals create and sustain healthy financial futures through diversified and balanced financial strategies. She is known for her engaging communication style and commitment to empowering listeners with practical, real-world financial advice.Episode Summary:Join us in this enlightening episode of Money Roots, where Amy Irvine delves into the turbulent nature of recent financial...
2025-04-2321 minMoney RootsNavigating Business Cycles: Key Insights for Financial PlanningAbout the Guest(s):Amy IrvineAmy Irvine is the CEO and founder of Rooted Planning Group, a firm dedicated to providing personalized financial planning advice. With years of experience in the financial industry, Amy has established herself as an expert in guiding individuals and businesses through complex financial landscapes. Her work focuses on practical and sustainable financial strategies, emphasizing the long-term growth potential of her clients' financial futures. Amy is a sought-after speaker and educator in financial planning, known for her approachable and educational insights into personal finance and economic cycles.Episode...
2025-04-0913 minMoney RootsFrom Proprietary to Prosperous: Tracing Women's Financial EvolutionAbout the Guest(s):Amy IrvineAmy Irvine is the CEO and founder of the Rooted Planning Group, a financial planning firm dedicated to helping individuals and families cultivate a thriving financial future. With extensive experience in the finance industry, Amy is a respected voice in personal finance, often highlighted for her unique insights and practical advice aimed at improving financial literacy. As a passionate advocate for financial equality, she frequently contributes to discussions on contemporary financial issues, especially those impacting women.Episode Summary:In this insightful episode of Money Roots...
2025-03-2617 min
Money RootsNavigating Financial Decisions After Losing a Loved OneAbout the Guest(s):Amy IrvineAmy Irvine is a renowned financial expert and the host of "Money Roots," a podcast dedicated to demystifying personal finance. She has a background in financial planning and is the founder of Rooted Planning Group, an organization committed to helping individuals build secure financial futures. Amy's approach is warm and inviting, making complex financial topics accessible to listeners of all levels. Her passion for teaching and empowering people on their financial journeys is the beating heart of the "Money Roots" podcast.Episode Summary:In this...
2025-02-2615 minMoney RootsNavigating Market Shifts: Tariffs, AI, and Fed PauseAbout the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm dedicated to helping clients cultivate a prosperous financial future. With years of experience in the industry, Amy brings a wealth of knowledge and insight into financial planning, investments, and economic trends. Her dedication to providing approachable and actionable financial advice has made her a respected authority in the field.Episode Summary:In this insightful episode of Money Roots, host Amy Irvine unpacks the financial events that marked the beginning of the year with a...
2025-02-1313 minMoney RootsFrom Stress to Success: Transforming Your Financial HabitsAbout the Guest(s):Amy Irvine is the host of the "Money Roots" podcast and a distinguished financial planner known for her insightful approach to personal finance. As the founder of Rooted Planning Group, Amy has built a reputation for helping individuals and families cultivate sustainable financial futures through personalized planning and financial education. Her passion for demystifying finance is evident in her thoughtful, relatable podcast episodes. Amy holds various certifications and has been recognized for her expertise in aligning financial planning with personal values and satisfaction.Episode Summary:In this engaging episode...
2025-01-2213 minMoney RootsCultivate Financial Satisfaction with Money Roots' New Year EpisodeAbout the Guest(s):Amy IrvineAmy Irvine is the CEO and founder of Rooted Planning Group, a leading firm dedicated to providing excellent financial planning services. With over two decades of experience in the financial sector, Amy is renowned for her ability to make the complex world of finance accessible to everyone. Her mission is to empower individuals and families to achieve financial satisfaction and well-being. Amy’s innovative approach focuses on growing financial knowledge alongside personal satisfaction, and she is a frequent speaker at finance conferences and workshops.Episode Summary:Ta...
2025-01-0810 minMoney RootsExploring Post-Election Market TrendsAbout the Guest(s):Kerrie Beene: Kerrie Beene is the Chief Investment Officer (CIO) at Rooted Planning Group. With a keen interest and expertise in economic policies and market dynamics, Kerrie guides investment strategies and discussions around market outlooks. Her focus often lies in distilling complex financial concepts and making them accessible for clients and audiences alike.Episode Summary:In this engaging episode of Money Roots, host Amy Irvine, CEO of Rooted Planning Group, sits down with Kerrie Beene, the Chief Investment Officer, for an enlightening discussion on the post-election market outlook. The...
2024-11-2019 minMoney RootsThe Ultimate Medicare Breakdown: Choosing the Best Plan for Your NeedsAbout the Guest(s):Kerrie BeeneKerrie Beene is a financial planner with expertise in navigating complex personal finance topics. She works alongside Amy Irvine, providing clients with informed guidance and actionable advice to help them achieve their financial goals. With a focus on comprehensive financial planning, Kerrie brings experience and dedication to ensuring financial clarity for clients at the Rooted Planning Group.Episode Summary:In this insightful episode of Money Roots, your hosts Amy Irvine and Kerrie Beene tackle the intricacies of Medicare, focusing on the open enrollment period and...
2024-11-0636 minMoney RootsCrafting Your Financial Story: Be the Hero of Your LifeAbout the Guest(s):Amy Irvine is a financial expert who is passionate about helping individuals take control of their financial well-being. With extensive experience in financial planning and coaching, Amy empowers her clients to write their own financial stories and achieve their goals. She is known for her innovative and personalized approach to financial advice, emphasizing the alignment of values with spending habits to create lasting financial stability.Episode Summary:In this episode, Amy Irvine delves into the importance of taking control of your financial narrative by writing your own story. Drawing...
2024-06-1909 minMoney RootsSpring Cleaning Your FinancesAbout the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group. With years of experience in the financial planning industry, Amy is dedicated to helping individuals and families achieve their financial goals. She is known for her expertise in tax planning, retirement planning, and estate planning. Amy is passionate about educating her clients and providing them with the tools and resources they need to make informed financial decisions.Episode Summary:In this episode, Amy Irvine, CEO and founder of Rooted Planning Group, shares valuable insights on organizing and decluttering...
2024-03-2715 minMoney RootsNavigating Competing Goals: Tips for Managing Finances in 2024How to Manage Competing Goals: Insights from Rooted Planning GroupAbout the Guest(s):Becky Eason is a long-term team member of Rooted Planning Group. With her extensive experience in financial planning, Becky has helped numerous clients navigate competing goals and make informed decisions about their finances. She specializes in providing guidance on interest rates, credit card debt, and finding ways to save money while achieving financial goals.Episode Summary:In this episode, Amy Irvine and Becky Eason discuss the challenges and successes clients are facing in the first quarter of 2024. T...
2024-03-0621 minMoney RootsUnder One Roof: A Guide to Multigenerational Living and CareAbout the Guest(s):Emily Graham is a co-author of the book "Under One Roof: Creating Harmony for Multigenerational Living." She has a decade of experience working in home health, palliative, and hospice care. Emily's expertise in the field, combined with her personal experience of caring for her family members, has shaped her understanding of the challenges and benefits of multigenerational living. She brings a unique perspective to the topic and offers practical advice for families considering this living arrangement.Episode Summary:In this episode of Money Roots, Amy Irvine interviews Emily Graham...
2024-02-2833 minMoney RootsNavigating Couples and Money: Tips for Building Financial HarmonyEpisode Summary:In this episode, Amy Irvine and Kate Welker discuss the integration of money within relationships, specifically focusing on couples. They provide tips and suggestions for having open and productive conversations about money, even when one partner may be hesitant. The hosts emphasize the importance of setting regular "money dates" to review finances, celebrate wins, and address any concerns. They also explore the psychology of money within relationships, highlighting how different individuals may view money through the lens of survival, safety and security, love and belonging, self-esteem, or self-actualization. By understanding each partner's money personality, couples...
2024-02-0729 minMoney RootsTips for Managing Finances After Losing Your JobIn this episode, Amy Irvine, CEO and founder of Rooted Planning Group, discusses the financial issues to consider when facing job loss. She provides valuable tips and insights to help individuals navigate through this challenging period. Amy covers topics such as cash flow management, health insurance options, debt management, retirement accounts, and tax planning. She emphasizes the importance of reviewing budgets, exploring available resources, and seeking assistance when needed. Listeners will gain practical advice and strategies to help them maintain financial stability during a job loss.Or visit us at www.rootedpg.com/podcasts for full show...
2024-01-3115 minMoney RootsThe Connection Between Nutrition and Financial PlanningAs we enter a new year, many of us have set resolutions to improve our health and financial well-being. It's no secret that nutrition and financial planning are both important aspects of our lives, but have you ever considered the similarities between the two? In this edition of Money Roots, we explore the connection between nutrition and financial planning and how they can impact our overall well-being.Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as...
2024-01-1019 minMoney RootsThe Sandwich Generation: Navigating the Challenges of Aging ParentsIn this episode, Amy Irvine continues the conversation on the challenges faced by the sandwich generation, those who are simultaneously caring for their aging parents and their own children. She provides practical advice on various aspects of caregiving, including healthcare plans, transportation options, community involvement, hiring a fiduciary, and backing up important documents. Amy also discusses the benefits of considering a continuing care retirement community and emphasizes the importance of having ongoing conversations about aging parents' care.Key Takeaways:Find the right healthcare plan for your aging parents based on their specific needs and circumstances.Explore...
2023-11-1511 minMoney RootsInvestment Long Game: Why Staying in Stocks Pays OffAmy Irvine and Kate Welker discuss whether people should be pulling money out of the stock market and putting it into cash. They explain that while cash may currently be yielding a high rate of return, historically, a stock market-based portfolio will provide a higher rate of return over the long term. They also discuss the concept of the yield curve and how it affects different investment options. Additionally, they provide tips for saving on taxes at the end of the year, such as maximizing contributions to retirement plans and considering Roth conversions.Key Takeaways:Historically...
2023-10-1814 minMoney RootsSupreme Decisions: The Impact on Student LoansWelcome to another illuminating episode of Wine and Dime, where we explore and demystify financial landscapes while celebrating life's finer things. This week's episode is packed with insightful discussions, unraveling the latest updates on student loan repayments following a recent Supreme Court ruling.Hosted by Amy Irvine, CEO and Owner of Rooted Planning Group, this episode will guide you through this complex situation, equipping you with knowledge to navigate the shifting sands of student loans in the United States.Wine or Winery RecommendationLet's kick off this episode with a wine recommendation. This...
2023-07-0515 minMoney RootsHealthcare Proxies & Your Comprehensive Estate PlanWelcome back to Wine and Dime, where we delve into the rich nuances of financial planning, just as one might explore the complexities of a fine wine. In this episode, Amy Irvine, CEO and Founder of Rooted Planning Group, uncorks the topic of healthcare proxies in estate planning.Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies personal finance, making it accessible to everyone, from beginners to seasoned experts. By subscribing, you'll stay up-to-date...
2023-06-2812 minMoney Roots"Trust" Me, You Need to Listen to This Episode on Estate PlanningHey there Wine and Dime listener!Are you ready to dive into the world of estate planning with me? In this episode, we're going to talk about trusts - and trust me, it's not as complicated as you might think!First, I'll give you an overview of the different types of trusts, including testamentary trusts, living trusts, and irrevocable trusts. We'll also dive into specific types of irrevocable trusts, like irrevocable life insurance trusts and charitable remainder trusts. Don't worry, I'll make sure you understand all the parties involved in a trust, including the grantor...
2023-06-2112 minMoney RootsEstate Planning: Why It's Essential and How to Get Started - Part 1 of a Comprehensive SeriesHey there! Welcome to this episode of Wine and Dime, where I am going to introduce you to a new series on estate planning. Trust me, it's going to be a blast!So, let's dive right in! Estate planning is an important process that involves making some major decisions. And, if you're wondering why you need an estate plan, let me tell you, there are three basic reasons - privacy, protection of loved ones, and peace of mind.Now, let's talk about the five components of estate planning. First up, we have a will, which...
2023-06-0716 minMoney RootsExploring the Debt Ceiling: Impact and Implications on Personal FinanceWelcome to another episode of our podcast, where we believe in blending financial acuity with the art of living well. Today, we're tackling a topic that can seem as complex and intimidating as a sommelier's wine list—the Debt Ceiling. In this session, our very own Amy Irvine, CEO and Founder of Rooted Planning Group, takes us on a guided tour of the fiscal landscape.We'll be getting to grips with the intricacies of the Debt Ceiling, its importance in the U.S. economic system, and its potential implications on personal finance. Just as every grape variety ha...
2023-05-2411 minMoney RootsEconomics 101: Understanding Economic TermsEconomics 101: Understanding Economic TermsGet ready to dive into the world of finance like you've never done before! In this episode, our financial wizard Amy Irvine takes us on a whirlwind tour, decoding complex financial jargon and making it as easy as ABC. From short selling to capital gains, Amy breaks down intricate financial terms with her knack for making tricky concepts digestible. Ever wondered what 'market capitalization' really means? Or how about the strategy behind 'dollar cost averaging'? Well, you're in the right place.But that's not all! Get ready to journey with Amy...
2023-05-1718 minMoney RootsEconomics 101: Understanding CPI, Unemployment, and Consumer SentimentWelcome to another exciting episode of Wine and Dime with your host, Amy Irvine! In this episode, we'll not only dive deep into the world of economics, but also embark on a delightful exploration of the Virginia wine region. Get ready to learn about the state's rich history of wine production, the unique varietals it offers, and the beautiful landscapes where these grapes flourish. So, pour yourself a glass of your favorite Virginia wine, sit back, and join Amy as she uncorks a wealth of knowledge about both CPI and unemployment, as well as the fascinating world of Virginia's...
2023-05-0314 minMoney RootsEconomics 101: Decoding Leading Economic Indicators and Recession RisksWelcome to another fun episode of Wine and Dime with Amy Irvine, where we chat about money matters while enjoying some fantastic wine. In today's episode, we'll explore the world of economic indicators, making it easy to understand for everyone. And what better way to learn than with a tasty glass of Airlie Winery's Rosé of Pinot Noir by our side? So, grab your favorite wine glass and join us as we dive into the world of finance with a touch of Oregon's finest wine. Get ready to learn, laugh, and sip with us. Cheers!What You W...
2023-04-1912 minMoney RootsEconomics 101: Understanding the Importance of the Fed Funds RateHi there, Wine and Dime listeners! Amy Irvine here, and I want to start a series on economics. I've realized that during some of my presentations, not everyone may be familiar with some of the terms I use. So, over the next six weeks, I'll be discussing various economic topics that may be new to you but are important to understand. This week, let's start with understanding the importance of the Fed Funds Rate.Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth...
2023-04-1217 minMoney RootsWine and Dime Your Way Through Small Business Tax PlanningWelcome to Wine and Dime, the podcast that uncorks the mysteries of personal finance! Today, we're diving into the nitty-gritty of business expenses. As a solopreneur or small business owner, you want to maximize your deductions and minimize your tax bill, right? Well, buckle up, because our guest experts, Kate Welker and Amy Irvine, are ready to help you do just that. From office supplies to travel expenses, from depreciation to employee benefits, they'll guide you through the maze of IRS rules and regulations. So grab a glass of your favorite vintage, and get ready to toast to your...
2023-04-0535 minMoney RootsBank Failures and Insurance LimitsBank Failures and Insurance LimitsWelcome to the Wine and Dime podcast, where financial topics are uncorked and discussed like a fine bottle of wine. In today's episode, Amy talks about the recent bank failures and the insurance limits that protect your funds. Before diving into the topic, Amy mentions her wine recommendation for the day - a 2019 Bourbon Barrel Cab from Berklee Winery in Lubbock, Texas. Moving on to the topic, Amy explains the different types of insurances available, such as FDIC and NCUA, and the limits for each. She also highlights the differences...
2023-03-2915 minMoney RootsPairing Schedule 3 with the Perfect Wine: A Tax Season GuidePairing Schedule 3 with the Perfect Wine: A Tax Season GuideIn this episode of the Wine and Dime podcast, host Amy Irvine discusses Schedule 3 of the 1040 tax form, which covers additional credits and payments. Schedule 3 of the 1040 tax form is like the third glass of wine - it's necessary to finish, but you're not sure if it's worth the headache tomorrow.Kidding aside, Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she...
2023-03-2214 minMoney RootsUncorking Schedule 2: Sipping on Taxes with Amy IrvineAmy Irvine of Wine and Dime is back with another episode, and this time she's uncorking the secrets of Schedule 2 from the 1040 tax document. It may sound daunting, but Amy breaks it down like a fine wine, explaining the different types of taxes and penalties that can show up on Schedule 2. But what's a tax episode without a wine recommendation? Amy suggests pairing your tax prep with a glass of Pudding River Winery's Willamette Valley Chardonnay. This "delightful" wine is the perfect complement to your financial musings, with its notes of apple and pear and a smooth...
2023-03-1515 minMoney RootsUncorking Your Income: Making Adjustments on Schedule 1In this episode of Wine and Dime, Amy Irvine is back to talk about the wonderful and illustrious 1040! Amy dives into Schedule 1, which is actually an extension of the front side of the 1040. Schedule 1 is all about additional income and adjustments to income. What you'll learn:Different income items included in Schedule 1 Form 4797 and Form 2550Types of income need to be reported on Schedule 1Pudding River Pinot Noir for International Women's DayDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial...
2023-03-0816 minMoney RootsWhat Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 2Thinking about adding disability insurance or "Risk Transfer" to your financial plan? Listen to this episode of the Wine and Dime Podcast by Amy Irvine as she shares what she learned at a recent conference sponsored by LLIS. She will also share her wine pick for this month as she starts her "around the world" with her tastebuds wine tour this year. Prejean Winery, https://prejeanwinery.com/ - Riesling or Gold Finch Riesling - check out the story of this wine, talk about a life event!WHAT IS LLIS YOU MAY BE ASKING?AS AN...
2023-02-2215 minMoney RootsWhat Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 1Thinking about adding life insurance to your financial plan? Listen to this episode of the Wine and Dime Podcast by Amy Irvine as she shares what she learned at a recent conference sponsored by LLIS. She will also share her wine pick for this month as she starts her "around the world" with her tastebuds wine tour this year. Prejean Winery, https://prejeanwinery.com/ - 2016 Bosun's Mate - check out the story of this wine, talk about a life event!What is LLIS you may be asking? As an extension of fee-only financial advis...
2023-02-1516 minMoney RootsAmy's February 2023 Market and Economic ReportsThis week's episode of Wine and Dime is a crossover episode from our YouTube channel. In this episode we discuss the Market and Economic Reports so far this year. You can listen to the episode here or check the show notes below for the links to the 2 video's that go along with it. You will learn what the GDP and labor numbers are telling us.Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as...
2023-02-0815 minMoney RootsWhat Should I Consider When Purchasing a Life Insurance PolicyWelcome 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 InsuranceHow much Life InsuranceTips to Avoid Common MistakesDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies personal finance, making it accessible to everyone...
2022-10-0524 minMoney RootsWhat if Your Home Is Damaged and You Need RestorationKate 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 policyDangers of DIYing water, backup, and soot repairsMaking sure your liability coverage covers your riskDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots"...
2022-09-2821 minMoney RootsConsiderations When Reviewing my Property and Casualty Insurance PoliciesBecky 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 learnWhat are the different coverage areas of auto insuranceWhat are some ways to saveTips to analyze coverageDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today...
2022-09-2121 minMoney RootsTax Credits, Raising Kids and Helping ParentsAnn 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 definedWork Opportunities - if one of the family members wants to stay home with the familyCaregiving for Parents: See below for What Issues to Consider for Aging Parents.Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies...
2022-09-1425 minMoney RootsGrandparents Helping with College CostsGrandparents 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 inPros and Cons of different savings typesSuggestions on how to talk to your grandkids about moneyDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth...
2022-08-3123 minMoney RootsBack to School for High School and College StudentsIn 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 eventsPreparing for college dorm expensesTalking to your high school and college kids about moneyDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today...
2022-08-2417 minMoney RootsBack to School - Young KidsKate Welker joins us in this episode of Wine and Dime. She shares with us some back-to-school supply buying tips that every parent can appreciate. Tune in to find out some of these budgeting and money saving tips!What you will learn:How to budget for school suppliesHow to budget for back-to-school clothesPut a plan together to deal with the back-to-school flurry of fall activitiesPlanning a mental health moment for parentsHow to incorporate financial lessons and teaching opportunities for your childrenDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money...
2022-08-1721 minMoney RootsJourney of a Fee Only Financial Planner Jeff DvorakJeff Dvorak joins me on this week's episode of Wine and Dime. Jeff shares with us his journey to being a financial planner. From his upbringing to his college days to his career, Jeff offers insights about his life as a financial planner and what drives him to help his clients. Jeff is the owner of 4D Financial Advisors who is an independent, fee-only financial advisory firm for female professional leaders.What will you learn:Jeff's journey to working focusing his work on female financial plannersHow listening can change your perspectiveDon't miss out...
2022-08-1057 minMoney RootsFinancially Independent with AnnIn this episode of Wine and Dime we wrap up Financial Independence month with our very own Ann Arceo. Ann is here to share her expertise and some things to consider on your path to financial independence.What you will learn:Thinking about the care you wantWorking with a planner to determine the type of “plan” that's best for youImpact of the loved onesDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she...
2022-08-0329 minMoney RootsFinancial Independence, Retire Early - FIRE MovementThis week on Wine and Dime, Becky Eason and I talk about the FIRE Movement. What is the FIRE Movement you may ask? FIRE stands for "Financial Independence, Retire Early"In this episode you will learn:FIRE Movement (when do you have enough)What is the FIRE movementWays to plan to join the FIRE movementPlaces to do your own researchDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies personal finance...
2022-07-2020 minMoney RootsRaising Independent Children - How to avoid failure to LaunchOn this episode of Wine and Dime we welcome back to the pod Kerrie Beene! Kerrie is here to share some insights on how to raise independent children. What you will Learn this episodeRaising Independent Children - How to avoid failure to LaunchHow to start earlyHow Kerrie helped her daughter learn to budgetHow to work with different money personalitiesDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies personal finance...
2022-07-1321 min