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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

10:24

Cultivate Financial Satisfaction with Money Roots'...

Money Roots ·

2025/01/08

About 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

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22:56

Understanding Tariffs: Impact on Personal and Global...

Money Roots ·

2025/01/01

About the Guest(s):Kerrie Beene is a knowledgeable financial advisor with a focus on assisting clients in understanding complex economic matters and their real-world effects. With a strong background in finance and investment management, Kerrie has established herself as an invaluable resource for individuals seeking to make informed decisions regarding their personal and familial financial strategies. She emphasizes the importance of balancing long-term financial goals with short-term economic

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34:11

Career Shift: Exploring Opportunities in Addiction...

Money Roots ·

2024/12/18

About the Guest(s):Heather Meehan is an experienced Resource Coordinator with the New York Unified Court System, working primarily in Steuben County. Heather's professional journey in the substance use disorder field began in 2006, shortly after obtaining her bachelor's degree in psychology from Alfred University. She is a licensed CASAC with years of experience stemming from working as a counselor in different levels of treatment settings, and most recently, has taken that experience to work in the

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13:27

Inflation, Interest Rates, and Market Performance:...

Money Roots ·

2024/12/04

About the Guest(s):Kerrie Beene is the Chief Investment Officer and a CERTIFIED FINANCIAL PLANNER™ at Rooted Planning Group. With an extensive background in finance and investment strategies, Kerrie brings valuable insights into market trends and personal finance management. She is dedicated to simplifying complex financial concepts for individuals, guiding them toward achieving their financial goals.Episode Summary:Welcome to this insightful episode of Money Roots, where your host Kerrie Beene

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19:19

Exploring Post-Election Market Trends

Money Roots ·

2024/11/20

About 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

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36:03

The Ultimate Medicare Breakdown: Choosing the Best...

Money Roots ·

2024/11/06

About 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

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22:52

Navigating Health Insurance: Your Guide to Open...

Money Roots ·

2024/10/23

Join host Kate Welker on Money Roots as she demystifies the complexities of health insurance during the crucial open enrollment period. This episode focuses on understanding employer-sponsored plans, including HMOs, PPOs, and HDHPs with HSAs, providing listeners with essential insights to make informed decisions. Kate offers practical advice on comparing deductibles, co-pays, and network options, ensuring you find the coverage that best meets your needs. Additionally, she explores the healthcare

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21:19

Buy Back Your Time: Smart Strategies for Busy Women

Money Roots ·

2024/10/09

About the Guest(s):Kate Welker is a CERTIFIED FINANCIAL PLANNER™ and a recurring host on Money Roots, bringing a wealth of expertise in personal finance to the podcast. Her insights into financial planning and time management make her a valuable resource for individuals aiming to enhance their financial literacy and time efficiency.Kerrie Beene is a CERTIFIED FINANCIAL PLANNER™ at Rooted Planning Group known for her practical approaches to simplifying personal finance. Her experience in helping

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30:25

Financial Follies

Money Roots ·

2024/09/25

About the Guest(s):Kate Welker: Kate is a seasoned financial planner known for her comprehensive approach to personal finance. She specializes in empowering individuals and families to make informed financial decisions, providing practical advice tailored to unique situations.Kerrie Beene: Kerrie is a financial expert with a wealth of experience in investment strategies and financial planning. Her keen insights and expertise help clients navigate complex financial landscapes, ensuring they

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12:23

Understanding and Managing Estimated Tax Payments for...

Money Roots ·

2024/09/12

About the Guest(s):Kerrie Beene: Kerrie Beene is a CERTIFIED FINANCIAL PLANNER™ at the Root Planning Group. With extensive experience in personal finance, Kerrie is dedicated to helping clients navigate their financial journeys. She specializes in providing practical advice on budgeting, investing, tax planning, and more. Her approach is centered around making complex financial topics understandable and actionable for everyone.Episode Summary:In this insightful episode of the Money Roots podcast,

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23:12

Smart Spending for Busy Women

Money Roots ·

2024/08/28

About the Guest(s):Kate Welker is a CERTIFIED FINANCIAL PLANNER® at Rooted Planning Group with a passion for helping individuals cultivate a thriving financial future. With a background in finance and a keen understanding of the importance of intentional spending, Kate provides valuable insights and guidance to clients seeking to achieve their financial goals.Becky Eason is a CERTIFIED FINANCIAL PLANNER® at Rooted Planning Group. With years of experience in personal finance and strategic wealth

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20:19

Embracing Underconsumption: Spending Intentionally...

Money Roots ·

2024/08/14

About the Guest(s):Kate Welker is a CERTIFIED FINANCIAL PLANNER® at Rooted Planning Group with a passion for helping individuals cultivate a thriving financial future. With a background in finance and a keen understanding of the importance of intentional spending, Kate provides valuable insights and guidance to clients seeking to achieve their financial goals.Episode Summary:In this episode of Money Roots, Kerrie Beene and Kate Welker delve into the trending topic of underconsumption, exploring the

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32:45

Stress and Gratitude: A Conversation with Dr. Laura...

Money Roots ·

2024/06/26

About the Guest(s):Dr. Laura Carapella earned her doctorate degree at Columbia University and has achieved tenure at two colleges in New York state. With over 25 years of experience teaching health behavior and human dynamics, she has also conducted over 200 leadership workshops, retreats, and keynotes. Dr. Carapella is known for her passion for helping individuals feel seen, heard, and understood, especially during periods of transition. She is a member of the LGBTQ+ community, a mother of two

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09:56

Crafting Your Financial Story: Be the Hero of Your Life

Money Roots ·

2024/06/19

About 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

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21:04

Facing Financial Fears: Strategies for Overcoming...

Money Roots ·

2024/06/12

About the Guest(s):Kate Welker is a seasoned financial planner with a passion for helping individuals overcome financial stress and anxiety. With a background in empowering clients to take control of their money management, Kate is dedicated to providing actionable steps to improve financial well-being. Her expertise lies in debt management, reducing spending, preparing for emergencies, and setting realistic financial goals.Episode Summary:In this insightful episode of "Money Roots," Kate Welker

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21:39

Reducing Stress and Anxiety Around Money: Tips for...

Money Roots ·

2024/06/05

About the Guest(s):Kate Welker is a CERTIFIED FINANCIAL PLANNER™ at Rooted Planning Group. With years of experience in the financial industry, Kate is passionate about helping individuals reduce stress and anxiety around money. She believes in empowering her clients by providing them with the knowledge and tools they need to take control of their finances. Kate's expertise lies in budgeting, debt management, and retirement planning.Episode Summary:In this episode of Money Roots, Kate Welker

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16:38

The Importance of a Home Inspector: Answering Common...

Money Roots ·

2024/05/29

About the Guest(s):Liz Zemak is an experienced financial advisor and homeowner. With a background in personal finance and a passion for helping others, Liz has dedicated her career to educating individuals on the importance of financial planning and homeownership. She has successfully navigated the challenges, providing them with expert guidance and support. Liz is known for her attention to detail and commitment to ensuring her clients make informed decisions. With a deep understanding of the local

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19:14

Creating a Home Management Binder for Effective...

Money Roots ·

2024/05/22

About the Guest(s):Liz Zemak is a homeowner and home management expert. With years of experience in maintaining and managing her own home, Liz has developed effective strategies and systems to keep her house in order. She is passionate about helping others create a well-organized and efficient home management system. Liz shares her knowledge and tips through her podcast, Money Roots, where she provides valuable insights on various aspects of homeownership and home management.Episode Summary:In this

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20:42

Creating a Personal Property Inventory for...

Money Roots ·

2024/05/15

About the Guest(s):Liz Zemak is an experienced financial advisor and homeowner. With a background in personal finance and a passion for helping others, Liz has dedicated her career to educating individuals on the importance of financial planning and homeownership. She has successfully navigated the challenges of building a home and has firsthand experience with needing a personal property inventory. Liz is committed to empowering others to take control of their finances and protect their

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13:07

Exploring Home Improvements vs. Buying a New Home in...

Money Roots ·

2024/05/08

About the Guest(s):Liz Zemak is a financial planner and this weeks host of the Money Roots podcast. With years of experience in the financial industry, Liz helps individuals and families make informed decisions about their money and investments. She is passionate about helping people create a comfortable and enjoyable living space without breaking the bank. Through her podcast and articles, Liz provides valuable insights and tips on home improvements, budgeting, and financial planning.Episode

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