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Money Roots

Money Roots

Amy Irvine

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 Roots" has you covered. Get ready to explore practical advice, inspiring stories, and expert insights that will empower you to take control of your financial destiny. It's time to grow your money roots and thrive financially! Subscribe to "Money Roots" now and join Amy on this exciting journey to financial empowerment. Let's put down some roots and flourish together.
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Top 10 Money Roots Episodes

Goodpods has curated a list of the 10 best Money Roots episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Money Roots for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Money Roots episode by adding your comments to the episode page.

Money Roots - Wine and Dime Episode 2 - Planning for Pets
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10/27/17 • 36 min

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Do you hate annuities? In this episode of Wine and Dime, I chat with Robert Barnes, and he’s here to talk about the facts about annuities! Robert is the President of Integrated Insurance Consulting. They partner with advisors to help them serve their client protection needs, and offer support with basic insurance, business, and estate planning. Roberts years of experience led to a great conversations with lots of stories that gives him great insight. This was a great conversation that gets you thinking about retirement and as the title says, tackles some myths about annuities. And even though Robert doesn’t consider himself much of a wine drinker, he shared an Almond sparkling wine that sounds great! So pop open a bottle of your favorite beverage and enjoy the episode!

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Hey there Wine and Dime listeners! We’re back with another topic you know I’m passionate about... Student Loans...! I know what a surprise! Well, this weeks guest is the one of the co-founders of LoanBuddy, Alex Bottom. LoanBuddy is a new financial technology platform, with a focus on providing solutions for advisors who are student loan planning for their clients. Alex and I had a great conversation about what led him into helping people get their student loan debt under control. This is a great episode for anyone that may need some insight into student loans and where to go to find assistance. So Sip on back, pop open a bottle of your favorite wine and enjoy the show!

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In this episode of Wine and Dime, I get the opportunity to sit down with a co-founder of Whealtcare Planning, Chris Heye. We had a great conversation about the cost of health care and the impact it can have on your wealth, especially as you age. The inspiration that led him to being a part of this organization, and the passion he has is not something you want to miss. So, pop open a bottle of your favorite wine, or a nice Red Bordeaux, as Chris suggests, and enjoy the show!!

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Money Roots - Wine and Dime Episode 70 - Psychology of Money
play

07/05/19 • 32 min

In this episode of Wine and Dime, I again chat with Kerrie Beene. Kerrie and I talk about the psychology of money, how affects our decisions and the impact it has on our mental health. I think that this was a facinating topic that I think all of our listeners can enjoy. So sit on back, sip your favorite wine, and enjoy the show.

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In this episode of Wine and Dime, I got to travel down to Oklahoma to visit one of our financial planners, Kerrie Beene. While here we were able to celebrate Kerrie getting her CFP and visit a great winery here in Oklahoma, “Girls gone Wine”. We also jumped in our affiliation with Fiscal Fitness Club, and how the coaching goes on there. It was a great talk, and if you are wondering what the Fiscal Fitness Club was all about, than this is the podcast for you! Be sure to rate and subscribe and thanks for listening!

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In this episode of Wine and Dime, I get the opportunity to chat with Jenifer Cannon. Jenifer is the Vice President, Business Development at Impax Asset Management. She is also a leader and champion of gender equality. You can tell throughout the conversation that she is truly passionate about the subject and it makes for an incredible talk. We also talk about some Rosé wine and she shares with us a recommendation from her neck of the wood. So sit on back and enjoy this episode of Wine and Dime

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This weeks guest, Dick Russell, is a long time friend as well as the director of one of my passion "projects" - Faith-in-Action. I first met Dick in 2005 when I found out about the organization and wanted to help in the cause to keep people in their home for as long as possible. Many people have to move out of their long-term home simply because they could no longer drive, and this organization is helping to combat this.

As you will hear, Dick, and his family, are givers; the true meaning of givers in fact. They have served their communities in so many ways and continue to do so. If you are interested in getting involved in this organization go to http://www.fiasteuben.org/ or call @ (607) 324-1138

What you will learn from this episode:

What to expect when volunteering

Areas that are serviced

Ways to donate

The history of this great organization

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Welcome to another edition of Wine and Dime! In this episode i talk to a woman I call “Woman Extraordinaire”, Courtney Berry. Courtney is a teacher in the Corning-Painted Post School District. Prior to becoming a teacher, she worked in the "business" world in a variety of roles, including compliance, marketing and customer service. She and her husband are raising their adorable son and working toward their own financial independence. You will see in this episode, just how passionate she is about teaching, and I truly believe you will find this episode an inspiration!!

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Terri DeCoster

EMAIL: [email protected] WEBSITE: TERRIDECOSTER.COM FACEBOOK - @TERRIDECOSTERCOACHLINKEDININSTAGRAM

Terri is a Master in Counseling Psychology, Family Mediator, Coach, and Facilitator specializing in supporting families in transition, in-person or online. As a certified IPEC and Better Apart coach, Terri guides individuals facing stressful family changes caused by separation, divorce, and re-partnering to a place of ease and harmony through co-parent education, conflict management, and communication skills. Terri is a presenter at the Kids First Center and Maine Divorce Workshops.

Terri has attained her Master in Counseling Psycology, Coaching Certificate from iPEC, and Certificate in Family Mediation and has applied this to her calling to support families in transition. She didn’t grow up in a hallmark card family by any means. At a young age, Terri was a child of divorced parents, and the divorce was not “friendly.” Her mom and brother left the household with just the things they could fit in the car.

This childhood experience left a lifetime impression on Terri and she utilized her skills to help other families have a healthier co-parenting experience during and after divorce, with special attention to the experience of the child.

She also has a passion to help others in blended families (or new modern family) through stepfamily coaching and her volunteer work at the Kid’s First Center.

If you are a blended family, this episode is definitely for you!

Wine: Sleight of Hand - The Sorceress

The 2017 Sorceress is 100% Grenache from two truly spectacular vineyards. It is 68% from Upland Vineyard and 32% from French Creek Vineyard. This vintage of the Sorceress was aged for 16 months in all French oak barrels (mostly puncheons). The wine saw mostly neutral oak (only about 20% new French oak), and the final blend includes about 45% whole cluster, foot-stomped bunches. The resulting wine is exotic and aromatic. It presents with classic Grenache notes of garrigue, allspice, dark cherries, tobacco, and strawberries; all of which is backed up by fresh acidity, and a long, lingering finish highlighting the refined tannins and brightness of this great wine. This vintage is age-worthy and will continue to develop over the next decade.

Our Feature - Prejean - Cab Franc (

https://prejeanwinery.com/wineshop) -

Aromas of berry and plum and a warm, lingering finish. A great addition to hearty dishes.

At Prejean Winery, we honor the tradition of winemaking that has been handed down for almost a thousand years. Prejean Winery grows grape varieties that originated in Europe; such as Merlot, Cabernet Sauvignon, Cabernet Franc, Riesling, Gewurztraminer, and Chardonnay. Our Gewurztraminer, planted in 1979, is a mouthful in more ways than one. It is grown in the Alsace region of France. Riesling, also grown in France, but known predominantly in Germany, is now the Finger Lakes’ signature grape variety. Our Dry Riesling has just won the Double Gold Winner in the 2019 San Francisco Chronicle Wine Competition. At Prejean Winery, we honor the tradition of winemaking that has been handed down for almost a thousand years.

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FAQ

How many episodes does Money Roots have?

Money Roots currently has 326 episodes available.

What topics does Money Roots cover?

The podcast is about Investing, Podcasts, Self-Improvement, Education and Business.

What is the most popular episode on Money Roots?

The episode title 'Exploring Medical Benefits and Health Plans' is the most popular.

What is the average episode length on Money Roots?

The average episode length on Money Roots is 35 minutes.

How often are episodes of Money Roots released?

Episodes of Money Roots are typically released every 7 days.

When was the first episode of Money Roots?

The first episode of Money Roots was released on Sep 22, 2017.

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