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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

27:19

Child-Free & Prepared: Maddy Roche on Building Your...

Money Roots ·

2025/11/19

About the Guest(s):Maddy Roche - Maddy handles all marketing, growth, and prospect engagement for Childfree Trust® - the first nationwide medical and financial POA, executor and trustee representation service for the Childfree population. She understands the challenges of being Childfree as it relates to estate planning and is passionate about educating her community about ways to prepare.Before joining Childfree Trust®, she was XYPN’s first employee and host of XYPN's podcast Behind the Advisor. In

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14:32

Defining the True Purpose of Financial Planning with...

Money Roots ·

2025/10/29

About the Guest(s):Amy Irvine is the CEO and a financial planner at Rooted Planning Group. With over 30 years of experience in the financial industry, Amy has dedicated her career to making financial planning accessible and relatable. Her approach is deeply personalized, focusing on the unique goals and values of each client, which she believes are essential to effective financial planning. Amy is committed to guiding her clients through financial literacy and helping them achieve their ideal

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45:30

Estate Planning for Multinationals

Money Roots ·

2025/10/15

About the Guest(s):Paula M. Jones has been practicing law for almost 25 years. After a decade at large international law firms, she opened her own practice in 2016.LinkedIn - Paula M Jones, EsqHer domestic estate work includes wills, trusts, powers of attorney, living wills and beneficiary designations. She employs marital, residuary, disclaimer, dynasty, asset protection, grantor-retained annuity and intentionally defective grantortrusts, as well as family corporations to protect and preserve

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14:24

Discovering True Wealth: Defining "Enough" in Your...

Money Roots ·

2025/10/01

About the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm dedicated to fostering authentic money conversations that align with clients' personal goals. Amy has built a career around helping individuals define and achieve their concept of "true wealth," emphasizing financial literacy, personal insight, and strategic planning tailored uniquely to each client. Her collaboration with Money Quotient has further solidified her expertise in creating meaningful

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40:53

Healing Your Relationship with Money: A Conversation...

Money Roots ·

2025/09/17

About the Guest(s):Jaelyn Vickery is the founder of Dimensional Wealth, and the host of the F3 podcast, which stands for Financial Fitness Finesse. She is a licensed clinical therapist as well as a renowned financial therapist. Jaelyn has excelled in connecting the sometimes-complicated dots between food and finance, with a particular focus on consumer psychology. With a background as a collegiate athlete, Jaelyn combines her experiences in mental health and financial management to help clients

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39:54

From Sharpie to Simplicity: Carl Richards redefining...

Money Roots ·

2025/09/03

Carl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just cardstock and a Sharpie. The column ran weekly for a decade. This journey began when Carl applied for what he thought was a job as a “security guard,” only to find out the ad actually said “securities.” That slight misstep sparked a lifelong dedication to reshaping how we think about money.Since then, Carl has become a Certified Financial Planner™, built

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17:54

Unbox Your Retirement: Balancing Learning, Work, and...

Money Roots ·

2025/08/20

About the Guest(s):Amy Irvine is the host of the podcast "Money Roots" and is a seasoned expert specializing in financial planning. Amy is known for her down-to-earth approach, making money conversations relatable and rooted in personal goals. Her expertise lies in designing a fulfilling financial life, especially focusing on retirement planning that aligns with one’s personal and emotional well-being. With a mission to educate and simplify complex financial topics, she aims to empower individuals

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14:36

Balancing Life and Finances for a Fulfilling Retirement

Money Roots ·

2025/08/01

About the Guest(s):Amy Irvine is a seasoned financial advisor and the host of the "Money Roots" podcast. As a passionate advocate for holistic retirement planning, Amy leverages her extensive experience in financial advising to offer practical insights and strategies. Her focus spans beyond traditional financial security, embracing a wide view of retirement that includes health, relationships, personal growth, and community. She is known for helping clients design fulfilling retirements that are

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15:59

Navigating Retirement Transitions: Embrace...

Money Roots ·

2025/07/16

About the Guest(s):Amy Irvine is a seasoned financial planner and host of the Money Roots podcast. She is the founder of Rooted Planning Group, where she offers comprehensive retirement and financial planning services. Amy is known for her approachable and relatable style, making complex financial concepts accessible to a broad audience. Her focus on aligning financial strategies with personal goals helps clients navigate significant life transitions effectively.Episode Summary:In this episode of

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15:40

Designing Your Retirement: Aligning Life Goals with...

Money Roots ·

2025/06/25

About the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a dynamic organization focused on aligning financial planning with life goals. With extensive experience in financial advising, Amy has carved a niche for herself by integrating life design with financial strategy. A firm advocate for actionable and personalized financial planning, Amy is deeply involved with Money Quotient, where she assists individuals in bridging their life aspirations with their financial plans. She

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24:19

Empowering Women: Navigating Unique Retirement...

Money Roots ·

2025/06/11

About the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm focused on providing personalized and strategic financial advice. With extensive experience in the financial sector, Amy has become a respected voice on issues related to retirement planning, particularly concerning the unique challenges faced by women. Her work emphasizes the importance of integrating financial goals with a client's holistic life vision.Episode Summary:In this episode of "Money

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28:15

Rooted Planning Group’s Entrepreneurial Journey:...

Money Roots ·

2025/05/28

About the Guest(s):Amy Irvine is a seasoned financial planner and the founder of Rooted Planning Group. With years of experience in wealth management, Amy has been instrumental in guiding her clients towards financial success through strategic planning and personalized advice. Her passion for broadening the representation of women in financial planning has been a driving force behind her career. Amy is well-versed in creating inclusive, team-focused environments that emphasize holistic financial

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29:03

Rooted Planning Group's Entrepreneurial Journey:...

Money Roots ·

2025/05/14

About the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm tailored to providing holistic and innovative financial solutions. With over 20 years of experience in the financial industry, Amy has traversed roles across trust companies, the fiduciary sector, and a credit union’s investment management division. A graduate in accounting, she later received her bachelor's degree in financial planning and pursued further education to earn the CFP designation

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21:19

Market Whiplash: What Investors Need to Know Right Now

Money Roots ·

2025/04/23

About the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group. With extensive experience in the financial planning industry, Amy is passionate about providing education that makes finance approachable and understandable. Her work focuses on helping individuals create and sustain healthy financial futures through diversified and balanced financial strategies. She is known for her engaging communication style and commitment to empowering listeners with practical, real-world financial

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13:47

Navigating Business Cycles: Key Insights for...

Money Roots ·

2025/04/09

About the Guest(s):Amy IrvineAmy Irvine is the CEO and founder of Rooted Planning Group, a firm dedicated to providing personalized financial planning advice. With years of experience in the financial industry, Amy has established herself as an expert in guiding individuals and businesses through complex financial landscapes. Her work focuses on practical and sustainable financial strategies, emphasizing the long-term growth potential of her clients' financial futures. Amy is a sought-after speaker

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17:30

From Proprietary to Prosperous: Tracing Women's...

Money Roots ·

2025/03/26

About the Guest(s):Amy IrvineAmy Irvine is the CEO and founder of the Rooted Planning Group, a financial planning firm dedicated to helping individuals and families cultivate a thriving financial future. With extensive experience in the finance industry, Amy is a respected voice in personal finance, often highlighted for her unique insights and practical advice aimed at improving financial literacy. As a passionate advocate for financial equality, she frequently contributes to discussions on

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22:43

Exploring Physical Therapy's Financial Benefits with...

Money Roots ·

2025/03/12

About the Guest(s):Dr. Brett Dick is a specialized physical therapist and the founder of Limitless Performance Physical Therapy located in Big Flats. He obtained his degree from the University at Buffalo and developed a unique approach toward physical therapy by establishing his own clinic. Brett focuses on delivering personalized care, primarily helping active adults, gym-goers, and runners. His work centers around addressing the root causes of physical issues and avoiding unnecessary surgeries

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15:25

Navigating Financial Decisions After Losing a Loved One

Money Roots ·

2025/02/26

About the Guest(s):Amy IrvineAmy Irvine is a renowned financial expert and the host of "Money Roots," a podcast dedicated to demystifying personal finance. She has a background in financial planning and is the founder of Rooted Planning Group, an organization committed to helping individuals build secure financial futures. Amy's approach is warm and inviting, making complex financial topics accessible to listeners of all levels. Her passion for teaching and empowering people on their financial

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13:05

Navigating Market Shifts: Tariffs, AI, and Fed Pause

Money Roots ·

2025/02/13

About the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm dedicated to helping clients cultivate a prosperous financial future. With years of experience in the industry, Amy brings a wealth of knowledge and insight into financial planning, investments, and economic trends. Her dedication to providing approachable and actionable financial advice has made her a respected authority in the field.Episode Summary:In this insightful episode of Money Roots,

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13:05

From Stress to Success: Transforming Your Financial...

Money Roots ·

2025/01/22

About the Guest(s):Amy Irvine is the host of the "Money Roots" podcast and a distinguished financial planner known for her insightful approach to personal finance. As the founder of Rooted Planning Group, Amy has built a reputation for helping individuals and families cultivate sustainable financial futures through personalized planning and financial education. Her passion for demystifying finance is evident in her thoughtful, relatable podcast episodes. Amy holds various certifications and has been

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