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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

17:49

Simplifying Wealth Transfer: The Power of Trusts in...

Money Roots ·

2023/06/14

Hey there, folks! I'm excited to share with you this episode of Wine and Dime, where I talk about the significance of estate planning. Trust me, it's a topic that you don't want to miss out on!During this episode, I stress the importance of reviewing beneficiaries annually and provide some helpful tips, such as creating a spreadsheet or list of all accounts with named beneficiaries. I also explain the probate process and how it varies by state.Furthermore, I dive into the importance of having a will

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16:07

Estate Planning: Why It's Essential and How to Get...

Money Roots ·

2023/06/07

Hey 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

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11:05

Exploring the Debt Ceiling: Impact and Implications...

Money Roots ·

2023/05/24

Welcome 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

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17:19

Economics 101: Understanding Economic Terms

Money Roots ·

2023/05/17

Economics 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

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14:04

Economics 101: Sipping on Stock Market Trends and New...

Money Roots ·

2023/05/10

Welcome to another exciting episode of Wine and Dime, where we blend the fascinating world of economics with the delightful flavors of wine. Today, we're diving into the intriguing depths of investor sentiment, market trends, and stock valuations, all while taking a virtual trip to the captivating wine regions of New Mexico! Sit back, pour yourself a glass of your favorite vino, and join us as we unravel the mysteries of the stock market and uncover the hidden treasures of New Mexico's rich wine

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13:16

Economics 101: Understanding CPI, Unemployment, and...

Money Roots ·

2023/05/03

Welcome 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

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09:17

Economics 101: From Wine Trails to Trade Balance - A...

Money Roots ·

2023/04/26

Welcome back, Wine and Dime listeners! In this episode, we're popping open a bottle of something special as we continue our journey through Economics 101. But before we dive into the intricacies of GDP and the trade balance, let's take a moment to savor the flavors of Michigan's wine industry. Yes, you heard me right - Michigan! From Cabernet Franc to Riesling, Michigan's wineries are producing over 3 million gallons of wine each year. And with over 200 commercial wineries in the state, there's

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12:05

Economics 101: Decoding Leading Economic Indicators...

Money Roots ·

2023/04/19

Welcome 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

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16:29

Economics 101: Understanding the Importance of the...

Money Roots ·

2023/04/12

Hi 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

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34:50

Wine and Dime Your Way Through Small Business Tax...

Money Roots ·

2023/04/05

Welcome 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

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14:58

Bank Failures and Insurance Limits

Money Roots ·

2023/03/29

Bank 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

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13:40

Pairing Schedule 3 with the Perfect Wine: A Tax...

Money Roots ·

2023/03/22

Pairing 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

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14:11

Uncorking Schedule 2: Sipping on Taxes with Amy Irvine

Money Roots ·

2023/03/15

Amy 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

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15:48

Uncorking Your Income: Making Adjustments on Schedule 1

Money Roots ·

2023/03/08

In 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

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19:05

Demystifying Page 1 of the 1040 Tax Form

Money Roots ·

2023/03/01

Summary: In this episode, we break down page 1 of the 1040 tax form and explain each section in plain language. We cover everything from personal information to income sources, deductions, and tax credits, so you can better understand how to fill out this important document.Outline:IntroductionPersonal Information: The first section of the 1040 form requires you to provide your name, address, and Social Security number. You also need to indicate your filing status, which can be single, married

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14:55

What Amy Learned when she attended a two day...

Money Roots ·

2023/02/22

Thinking 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

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15:23

What Amy Learned when she attended a two day...

Money Roots ·

2023/02/15

Thinking 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

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14:46

Amy's February 2023 Market and Economic Reports

Money Roots ·

2023/02/08

This 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

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42:17

Fiscal Feminist Kimberlee Davis

Money Roots ·

2023/02/01

We are excited to welcome Kimberlee Davis the Fiscal Feminist to this weeks episode of Wine and Dime. Kimberlee Davis is a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is also a Certified Divorce Financial Analyst. Kimberlee is a professional woman, a mother and a daughter of elderly parents. Her career began as a Wall Street corporate lawyer. She then transitioned into investment banking,

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18:25

Secure Act 2.0 - 2024 Provisions - Part 3

Money Roots ·

2023/01/25

Welcome to Part 3 of the Wine and Dime podcast about the SECURE Act 2.0. In this episode we will be discussing provisions that go into effect in 2024. There's a big one regarding Roth Provisions, so be sure to tune in and learn more!What you will learn:Roth Provisions and eligibility requirementsIRA catch-up will be indexed for inflationHardship DistributionEmergency Savings AccountDon't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a

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