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PODCAST

Money Roots

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

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All Episodes

15:40

Secure Act 2.0 - New Provisions - Part 2

Money Roots ·

2023/01/18

Welcome to Part 2 of the Wine and Dime episode about the SECURE Act 2.0. In this episode we'll be covering some the new provisions that are effective for 2023. Buckle up, because there is a lot of information in this one!What you will learn:Roth SEP and Roth Simple IRA's for small businessesRoth IRA employer contributionsMoving 529 money to a Roth IRA for beneficiaryHardship DistributionsDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark

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14:06

Secure Act 2.0 - Rules on RMDs - Part 1

Money Roots ·

2023/01/11

Welcome back Wine and Dime listeners. These next three episodes will be focusing on the SECURE Act 2.0. On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023, which included the SECURE Act 2.0, which was part of the 2023 Omnibus Spending Bill. It made for good reading over the past week. For those inquiring minds that want to know what “SECURE” stands for, it is “Setting Every Community Up for Retirement Enhancement.”This is going to focus only on the SECURE Act

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40:50

Positively Productive With Lisa Zawrotny

Money Roots ·

2023/01/04

Happy New Year Wine and Dime listeners! This first episode of 2023 is a special one. We welcome to the show Lisa Zawrotny. Lisa found herself sandwiched between "raising parents" and raising kids.She got lost in who she was and used her process to find herself and declutter her life to start a new path, a new business. Check out Lisa's Podcast "The Positively Living podcast"Lisa shares the following tips:Learn who you areLearn how you work bestLearn how to lean into your strengthsDon't miss out

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19:11

Wine and Dime Year End Conversation Part 2

Money Roots ·

2022/12/14

Welcome to part 2 of the last episode of Wine and Dime for 2022. It's been a great year and I thought it would be great to invite team on this episode to share some year ending financial insights. We want to thank you all for subscribing and being part of the show.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

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21:45

Wine and Dime Year End Conversation Part 1

Money Roots ·

2022/12/07

Welcome to part 1 of the last episode of Wine and Dime for 2022. It's been a great year and I thought it would be great to invite team on this episode to share some year ending financial insights. We want to thank you all for subscribing and being part of the show. 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

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20:38

What to Do When You Have a Blended Family

Money Roots ·

2022/11/30

On this episode of Wine and Dime, we wrap up our monthly topic about estate planning. Kerrie Beene joins me this week as we talk about what to do when you have a blended family. Tune in to learn more!What you'll learn:What to do when you have a blended familyTalking to your Teenage KidsThings to consider when naming your Executor/ix and TrusteeDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and

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19:50

How to Support Parents Aging in Place When You Live Afar

Money Roots ·

2022/11/23

Ann Arceo joins us on this episode of Wine and Dime! She is here to talk about how to support your aging parents while living afar. Ann shares some insights into the situation, along with plans, and things to think about. Tune in to learn more!Things you will learn:Helping them make connectionsImportant Estate Planning DocumentsBuilding an Emergency Plan for YouDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial

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18:43

Estate Planning for Parents with Middle School Kids

Money Roots ·

2022/11/16

Welcome back Wine and Dime listeners. In this episode, Kate Welker is here again to talk about November's topic of Estate Planning! This time, centering around parents with middle school kids. Kate shares her experiences and insights into some of the things you need to be aware of as your children start to get older.What you'll learn:Planning for yourself during those yearsKnowing your state laws around privacy policiesDocuments needed by your 18 year oldDon't miss out on valuable insights and

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18:30

Estate Planning for New Parents

Money Roots ·

2022/11/09

On 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

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23:20

What If This Is Your First Job?

Money Roots ·

2022/11/02

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

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12:17

Benefits You Might Be Missing Out On

Money Roots ·

2022/10/26

Open 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

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23:03

Analyze If Your Benefits Are Enough

Money Roots ·

2022/10/19

It 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

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23:55

Let's Talk About Open Enrollment

Money Roots ·

2022/10/12

We 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

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23:32

What Should I Consider When Purchasing a Life...

Money Roots ·

2022/10/05

Welcome 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

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24:06

What if Your Home Is Damaged and You Need Restoration

Money Roots ·

2022/09/28

Kate 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

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23:57

Considerations When Reviewing my Property and...

Money Roots ·

2022/09/21

Becky 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

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28:10

Tax Credits, Raising Kids and Helping Parents

Money Roots ·

2022/09/14

Ann 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

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26:23

Grandparents Helping with College Costs

Money Roots ·

2022/08/31

Grandparents 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

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20:13

Back to School for High School and College Students

Money Roots ·

2022/08/24

In 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

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24:06

Back to School - Young Kids

Money Roots ·

2022/08/17

Kate 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

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249 results

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