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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

57:38

Multi-generational Living: The Importance of Starting...

Money Roots ·

2024/05/01

About the Guest(s):John Graham: John is an author and professor who has taught international marketing for 40 years at USC and UCI. He co-authored the book "Under One Roof: Creating Harmony for Multi-Generational Living" with his sister Sharon and daughter Emily. John brings his expertise in marketing and his personal experience with multi-generational living to the book.Emily Graham: Emily is the daughter of John Graham and co-author of "Under One Roof." She has a background in palliative and

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11:34

The Pros and Cons of Taking Out a 401K Loan

Money Roots ·

2024/04/24

About the Guest(s):Kerrie Beene is a certified financial planner and the Chief Investment Officer at Rooted Planning Group. With years of experience in the financial industry, Kerrie has helped numerous clients navigate their financial journeys and make informed decisions about their investments. She specializes in retirement planning and is passionate about helping individuals achieve their long-term financial goals.Episode Summary:In this episode of Money Roots, Kerrie Beene, a certified financial

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11:37

Slow and Steady Wins the Race: Lessons in Financial...

Money Roots ·

2024/04/17

About the Guest(s):Kerrie Beene is a certified financial planner and the Chief Investment Officer at Rooted Planning Group. With years of experience in the financial industry, Kerrie is dedicated to helping individuals achieve their long-term financial goals through strategic planning and disciplined investing. She is known for her expertise in investment management and her ability to guide clients towards financial success. Kerrie's passion for educating others about personal finance has made her a

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29:42

Understanding Your Tax Return: A Line-by-Line Guide

Money Roots ·

2024/04/10

About the Guest(s):Kerrie Beene: Certified Financial Planner at Rooted Planning Group.Kate Welker: Certified Financial Planner at Rooted Planning Group.Episode Summary:In this episode, certified financial planners Kerrie Beene and Kate Welker from Rooted Planning Group dive into the details of the 1040 tax return form. They discuss each line item and explain what it means for taxpayers. From reporting income to deductions and credits, Kerrie and Kate provide valuable insights into how the tax return

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11:14

Understanding the Tax Bucket Strategy for Retirement...

Money Roots ·

2024/04/03

About the Guest(s):Kerrie Beene is a certified financial planner and the chief investment officer at Rooted Planning Group. With years of experience in the financial planning industry, Kerrie is well-versed in helping clients navigate the complexities of taxes, investments, and retirement planning. She is dedicated to educating individuals on the tax bucket strategy and providing them with the tools and knowledge to make informed financial decisions.Episode Summary:In this episode, Kerrie Beene

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15:52

Spring Cleaning Your Finances

Money Roots ·

2024/03/27

About 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

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20:50

Saving for College and Other Priorities: Insights...

Money Roots ·

2024/03/20

As parents, we often find ourselves juggling multiple financial goals, from saving for our children's education to providing them with vehicles and ensuring our own long-term financial security. In this article, we will explore the insights and experiences of a parent who has successfully navigated these competing priorities.In this episode, Becky Eason interviews Kerrie Beene, a parent who has successfully saved for her children's education while managing other financial priorities. Kerrie shares

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14:39

Navigating Competing Goals and Priorities in Personal...

Money Roots ·

2024/03/13

About the Guest(s):Becky Eason is a financial planner at Rooted Planning Group. With a background in finance and a passion for helping clients navigate their financial goals, Becky brings a wealth of knowledge and expertise to her role. She has experience working with clients at various stages of life, from early career professionals to those in retirement. Becky understands the challenges of balancing competing goals and priorities and is dedicated to helping her clients create a financial plan

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20:55

Navigating Competing Goals: Tips for Managing...

Money Roots ·

2024/03/06

How to Manage Competing Goals: Insights from Rooted Planning GroupAbout the Guest(s):Becky Easonis 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

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33:06

Under One Roof: A Guide to Multigenerational Living...

Money Roots ·

2024/02/28

About 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

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25:33

From Anxiety to Action: Transforming Your Money...

Money Roots ·

2024/02/21

Navigating Money and Relationships: Insights from a Licensed Clinical Social WorkerAbout the Guest(s):Sheila Nissimis a licensed clinical social worker with extensive experience in psychotherapy. She works with individuals of all ages, helping them navigate various emotional and relational issues. Sheila has a particular interest in the intersection of money and relationships, and she helps clients explore their beliefs, anxieties, and experiences related to money. Through her work, she aims to

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22:10

Teaching Children Money Skills: A Guide for Parents

Money Roots ·

2024/02/14

In this episode, financial planner Kate Welker discusses the importance of teaching children about money and shares her own experiences and strategies for instilling good money management skills. She emphasizes the value of open communication about finances, introducing children to tangible money, allowing them to make reasonable mistakes, and gradually introducing them to digital payment systems. Kate also highlights the significance of savings accounts and the lessons they teach about budgeting

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29:33

Navigating Couples and Money: Tips for Building...

Money Roots ·

2024/02/07

Episode 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

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15:22

Tips for Managing Finances After Losing Your Job

Money Roots ·

2024/01/31

In 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

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16:07

Financial Wellness: Tips for a Successful Year

Money Roots ·

2024/01/24

Financial Wellness: Tips for a Successful YearAs we enter a new year, many of us have resolutions and goals in mind, but sometimes it can be challenging to find the momentum to get started. In this article, we will explore some financial tips and ideas to help you kickstart your journey towards financial wellness. Whether you are already on track or looking to make changes, evaluating your current situation and aligning your values with your financial goals are essential steps to take. Let's dive in

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18:32

The Journey of First-Time Moms: Health and Financial...

Money Roots ·

2024/01/17

As first-time moms, Becky Eason and Liz Zemak have embarked on a journey filled with joy, challenges, and learning experiences. In this episode, we will delve into their insights and tips on how to navigate the world of motherhood while also taking care of their health and finances. Both Becky and Liz are members of the Rooted Planning Group, a women-owned financial planning group that empowers women to take control of their financial futures. Let's explore the main themes they discussed and the

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19:31

The Connection Between Nutrition and Financial Planning

Money Roots ·

2024/01/10

As 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"

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33:35

Happiness Coach Sandra Miller Shares Tips for Finding...

Money Roots ·

2024/01/03

Live Like an Otter: Finding Happiness in Everyday MomentsWelcome to the first episode of Money Roots, where we explore the intersection of personal finance and personal growth. Today, I am thrilled to have Sandra Miller, a happiness coach and host of the sassy podcast "A Sassy Little Podcast," as our guest. Sandra has embarked on a journey to find happiness and has now become a happiness coach herself. In this episode, we delve into Sandra's personal journey, the concept of happiness coaching, and

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18:11

Money Roots: A New Direction for Wine and Dime

Money Roots ·

2023/12/13

Welcome to the final edition of Wine and Dime for 2023! As we wrap up the year, I am thrilled to have the whole team here today to share our favorite financial tips. But before we dive into that, I want to make a special announcement. In 2024, we will be rebranding the podcast as Money Roots. This exciting change will bring a fresh perspective and allow us to explore a wider range of topics related to personal finance. So, stay tuned for an even more engaging and informative podcast next year!Now,

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15:27

Navigating Family Finances During the Holidays: Tips...

Money Roots ·

2023/12/06

As the year comes to a close, it's natural for us to reflect on our experiences and prepare for the holiday season. However, for many families, this time of year can also stir up a mix of emotions, particularly when it comes to finances. In this podcast episode, we delve into the complex dynamics of family, finance, and the emotional impact it can have during the holidays.Key Takeaways:Families can have different approaches to money, even if they were raised under the same roof.Understanding the

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