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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

01:00:11

Journey of a Fee Only Financial Planner Jeff Dvorak

Money Roots ·

2022/08/10

Jeff 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

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31:53

Financially Independent with Ann

Money Roots ·

2022/08/03

In 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

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23:10

Financial Independence, Retire Early - FIRE Movement

Money Roots ·

2022/07/20

This 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

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24:14

Raising Independent Children - How to avoid failure...

Money Roots ·

2022/07/13

On 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

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30:36

What is Financial Independence

Money Roots ·

2022/07/06

Kate 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

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49:32

Talking Cybersecurity

Money Roots ·

2022/06/29

In 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

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31:46

A Down Market and Its Impact on Retirement Savings

Money Roots ·

2022/06/22

Retirement 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

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30:32

Planning For Retirement When You're in Your 40s

Money Roots ·

2022/06/15

Kerrie 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

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28:45

Competing Priorities: Saving For Retirement, Building...

Money Roots ·

2022/06/08

In 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

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20:00

Retirement, Flipping the Switch

Money Roots ·

2022/06/01

Wine 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

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27:36

Now That You’ve Graduated, How Do You Navigate Your...

Money Roots ·

2022/05/25

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

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22:03

Saving for College - Early Teens Edition

Money Roots ·

2022/05/18

Welcome 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

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23:53

Now That You Graduated, How Do You Deal With Student...

Money Roots ·

2022/05/11

Becky 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

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27:02

What to Know About The FAFSA Changes

Money Roots ·

2022/05/04

Kate 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

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28:33

Getting Organized: Saving for College When You Have...

Money Roots ·

2022/04/27

Welcome 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

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01:02

Introduction to Wine and Dime

Money Roots ·

2022/04/25

What 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

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21:48

Getting Organized For Buying a Car

Money Roots ·

2022/04/20

Wine 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

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20:33

Organization of Financial Documents and Vacation...

Money Roots ·

2022/04/13

In 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

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24:42

Spring Cleaning! What Documents to Keep or Shred

Money Roots ·

2022/04/06

Welcome 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

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27:38

HSA and 529 Tax Myths

Money Roots ·

2022/03/30

On 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 learn529 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

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