Amy Irvine - Podcast Details

Shows

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money RootsEstate Planning for New ParentsOn this episode of Wine and Dime, Becky Eason joins us once again. This time to talk about estate planning for new parents. As a soon to be new parent, Becky shares some insights into the topic and some things she learned along the way.In this episode you will learn:Documents to put in place and keep family involved"What-if" talks you should haveFinding a safe place to planDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and...2022-11-0919 min

Money RootsWhat If This Is Your First Job?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 recessionHow to prepare for holiday spendingIdeas around protecting your online presenceDon'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...2022-11-0224 min

Money RootsBenefits You Might Be Missing Out OnOpen 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 benefitsDon’t set and forgetThink about what next year might bring you and adjust your benefitsDon'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. Jo...2022-10-2613 min

Money RootsAnalyze If Your Benefits Are EnoughIt 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 moreWhat you'll learn:Do you need moreWhere to GoAnalyze if your benefits are enoughDon'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...2022-10-1923 min

Money RootsLet's Talk About Open EnrollmentWe 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 enrollmentAnalyzing if your benefits are enoughDo you need more - where to goDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of...2022-10-1224 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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 min

Money 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

Money RootsWhat is Financial IndependenceKate Welker is back with us on this episode of Wine and Dime. This week we are talking about Financial Independence. Kate is here to break it down for us and ask the question, "What does financial independence mean to you?"In this episode you will learn:What is Financial IndependenceExplore - What does financial independence mean to you?Why would you seek financial guidance from a financial planner to help you seek your financial independence?Be open to finding alternative strategies.Don't miss out on valuable insights and empowering financial advice! Subscribe to "...2022-07-0627 min

Money RootsTalking CybersecurityIn this episode of Wine and Dime, TJ Meehan joins us to talk about cybersecurity and offer a few recommendations and best practices that can help protect you online!What is cybersecurity?Cybersecurity is the practice of protecting critical systems and sensitive information from digital attacks. Also known as information technology (IT) security, cybersecurity measures are designed to combat threats against networked systems and applications, whether those threats originate from inside or outside of an organization.Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a...2022-06-2946 min

Money RootsA Down Market and Its Impact on Retirement SavingsRetirement month continues here at Wine and Dime. Ann Arceo is back with us to talk about the impacts that your retirement savings have during a down market, like we are seeing now. What you will learnImpact on younger saversImpact on those wanting to retire soonImpact on those already retiredDon'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...2022-06-2229 min

Money RootsPlanning For Retirement When You're in Your 40sKerrie is back with us in this Episode of Wine and Dime. We are talking about planning for retirement while you are in your forties.In this episode you will learn:How to map out conflicting goalsTypes of savings vehiclesHow to maximize the next 20 yearsDon'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...2022-06-1527 min

Money RootsCompeting Priorities: Saving For Retirement, Building An Emergency Fund, And Paying Off DebtIn this episode of Wine and Dime we continue our topic of the month, Retirement. Becky Eason is back on the show to talk about some competing prioritites. Saving for Retirement, building an emergency fund, and paying off debtIn this episode you will learn:How to set priorities with small stepWhere to prioritize saving and how much to saveHow to prioritize debt repaymentElement WineryDon'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...2022-06-0825 min

Money RootsRetirement, Flipping the SwitchWine and Dime welcomes back Kate Welker to the show. Kate is here to talk about retirement, and "Flipping the Switch" for retirement. In this episode, you will learnSteps to Prepare for RetirementIdeas on how to get comfortable with changing the frame around “income” streamBucketing Your AssetsBook Recommendation - Flipping a Switch, Barbara O'Neill 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...2022-06-0117 min

Money RootsNow That You’ve Graduated, How Do You Navigate Your First Job?Wine and Dime Welcomes back Ann Arceo. Ann is here to talk about that first job after graduating, and how to navigate the benifits, savings, and your work-life balance.Things you'll learn in this episodeMaking a planDig into Benefit optionsDiversify your SavingsDiversify your timeRed Wines | Swedish Hill Winery - Bourbon Barrel Red and 2016 OptimusDon'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, f...2022-05-2524 min

Money RootsSaving for College - Early Teens EditionWelcome to this edition of Wine and Dime with Amy Irvine. Kerrie Beene is back to share with us some insights on saving for college for your early teenagers.What you will learn this episodeHow to pay for collegeBuilding Awareness on College CostsBuilding Savings into the BudgetHome | Thirsty Owl Wine Company - MalbecDon'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 b...2022-05-1819 min

Money RootsNow That You Graduated, How Do You Deal With Student LoansBecky Eason is back with us for this edition of Wine and Dime. We're here to talk about student loan, with some tips to think about while paying them off.Tip #1 - Know your estimated payment!Things you'll learn:Types of loans - subsidized, unsubsidized, private, PLUS, Grad PLUSType of Repayment PlansHow Interest is calculated and capitalizedFPPathfinders - Student Loan Road MapHome - Treleaven Wines - Cab FrancDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and e...2022-05-1121 min

Money RootsWhat to Know About The FAFSA ChangesKate Welker is back with us this week to talk about some FAFSA changes. This is definitely an episode you'll want to use or share with those students or parents that will be filling out a FAFSA this year.What you will learn this episode Origination fees for student loansInterest rates on Student LoansThe Changes to the FAFSA you should knowDon'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...2022-05-0424 min

Money RootsGetting Organized: Saving for College When You Have Young ChildrenWelcome back Wine and Dime listeners. In this episode we welcome back to the show Ann Arceo. She is here to continue this month's theme of getting organized. This week's topic is about saving for college when you have young children. What you will learn in this episode:Ideas on how to make a plan early for education costsIdeas on how to start saving smallIf you are in a high deductible plan, fully fund your HSADon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on...2022-04-2725 min

Money RootsIntroduction to Wine and DimeWhat is Wine and Dime all about you may ask? Here is a short clip on what inspired the podcast and what you will get out of each episode! 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 with each episode, gaining access to practical tips, inspiring stories, and expert insights that will help you take control...2022-04-2501 min

Money RootsGetting Organized For Buying a CarWine and Dime is here to help you get organized for buying a car. Kerrie Beene is back on the show to walk us through how she gets organized for buying a car. She walks us through a recent purchase she made for her daughter. We think there are some great tips in here to help everyone who is looking to make a car purchase.What you will learn:Getting organized to buy a vehicleSearching for the right vehiclePlot out the comparison - purpose, price, and purchaseDon't miss out on valuable insights and...2022-04-2022 min

Money RootsOrganization of Financial Documents and Vacation PlanningIn this episode of Wine and Dime, we welcome back the episode Becky Eason. She's here to share tips to get your financial documents organized and even a little vacation planning.What you'll Learn: Tips to get yourself organized What can you delegate Tips VacationsDon'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...2022-04-1321 min

Money RootsSpring Cleaning! What Documents to Keep or ShredWelcome back Wine and Dime listeners. Kate Welker is back on the show this week, and now that tax season is drawing to close, it's time to start talking about recovering from tax season! It's time for some spring cleaning, and we're here to help!What you will learn:Create a table of contentsHow long to save various documentsBacking up your filesThanks 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...2022-04-0625 min

Money RootsHSA and 529 Tax MythsOn this episode of Wine and Dime, Kerrie Beene joins us once again. This time we are talking about HSA and 529 Myths.What you will learn 529 Myths and FactsHSA Contributions & Distribution (reminder of what they are vs FSA)Amounts you can contribute to both HSA and FSADependent FSASpecial Purpose FSAThanks 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.comOr visit us at www.rootedpg.co...2022-03-3028 min

Money RootsAmy and Becky Talk Education, Tax Tips, and PortsBecky Eason is back with us for this episode of Wine and Dime. She's here to talk about education, tax tips and a great Port from Lakewood vineyards. It's always a pleasure to have Becky on the show, we love her insights and knowledge that she brings to the table.What you will learn this episodeStudent Loan Interest DeductionAmerican Opportunity Tax CreditsLifetime Learning CreditsRefundable - AOTC up to $1,000Non-refund - LifetimeThanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would...2022-03-1623 min

Money RootsTalking Taxes and Tips with Amy and KateWelcome to tax talk here at Wine and Dime. We welcome Kate Welker back to the show to share her expertise in taxes. This episode will go into some of the nuances of state and federal taxes, and what is taxed. Be sure to tune in and let us answer some of your tax questions.What you will learn in this episodeProgressive versus flat tax systemSelf-Employment TaxTips to check on your withholdingsThanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you...2022-03-0925 min