Money Roots

About the Guest(s): Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm dedicated to helping individuals and families achieve their financial goals. With years of experience in the financial industry, Amy has built a reputation as a trusted advisor and advocate for financial literacy. Her expertise spans areas such as debt management, budgeting, savings, and inves...

About the Guest(s): Amy Irvine is the founder and CEO of Rooted Planning Group, a financial planning firm dedicated to providing personalized financial strategies. With over a decade of experience in the industry, Amy has established herself as a seasoned expert in financial planning. She founded the Money Roots podcast, where she shares insights and lessons learned throughout her journey as a bus...

About the Guest(s): Amy Irvine is the founder and CEO of Rooted Planning Group, a financial planning firm dedicated to helping individuals and families achieve financial well-being. With years of experience in the financial industry, Amy is an esteemed financial advisor known for her insightful strategies and personal approach to financial planning. Her expertise spans a variety of financial plann...

About the Guest(s): Amy Irvine is the founder and CEO of Rooted Planning Group, a financial advisory firm dedicated to offering comprehensive financial guidance. With a career spanning over two decades, Amy is known for her insightful approach to integrating personal life goals with financial planning. Her mission is to help individuals and families establish financial stability and achieve their...

About the Guest(s): Amy Irvine is the founder and CEO of Rooted Planning Group, a firm dedicated to grounding financial advice in real-life events. With extensive experience in financial planning, Amy and her team focus on providing individuals with advice tailored to their unique circumstances. Known for her engaging and informative approach, Amy hosts the Money Roots podcast, where she delves in...

About the Guest(s): Amy Irvine is the founder and CEO of Rooted Planning Group, a financial planning firm dedicated to helping clients build a secure financial future. With a robust background in wealth management and a passion for financial literacy, Amy leads her team to uncover the intricate connections between emotions and financial behaviors. Through her podcast, Money Roots, Amy offers insig...

About the Guest(s): Carrie Friedberg is a certified Money Coach and Financial Behavior Specialist with over 15 years of experience through her practice, SF Money Coach. She has a rich background in education, having taught kindergarten for nearly a decade. With a commitment to helping individuals and couples conquer financial challenges, Carrie brings a unique blend of counselor training and perso...

About the Guest(s): Amy Irvine is the CEO and Founder of the Rooted Planning Group. She is a seasoned financial planner dedicated to delivering insightful and practical financial guidance. Amy has significant expertise in the areas of financial planning, investment strategies, and insurance, having made impactful contributions to the field through her work and educational endeavors. Her commitment...

About the Guest(s): Meaghan Dowd is a seasoned insurance expert with a deep passion for risk management and proactive financial protection. She began her career in the insurance brokerage industry, focusing primarily on high-end coverage solutions before transitioning to HolistaPlan, where she plays a pivotal role in advancing insurance analysis software. Meaghan's career is distinguished by her c...

About the Guest(s): Annalee Kruger: Annalee Kruger is the president of CareRight Inc., an organization she founded to provide comprehensive planning and concierge consulting services for families with aging loved ones. With a career spanning over three decades, Annalee is a seasoned social worker with experience in working in Continuing Care Retirement Communities (CCRCs). She has authored "The In...

About the Guest(s): Amy Irvine is the CEO and founder of Rooted Planning Group, a renowned financial planning firm known for its genuine and practical approach to financial advice. With years of experience as a financial advisor, Amy is dedicated to making money conversations real and relatable, firmly rooted in her clients' goals. Her expertise in financial planning spans across various topics, i...

About the Guest(s): The episode is hosted by Amy Irvine, a financial expert and part of the Money Roots podcast team. Amy Irvine, along with her team, is dedicated to making financial conversations real, relatable, and oriented around personal goals. Although the transcript doesn't detail Amy's professional history, her knowledge and expertise in financial planning and investment strategies are ev...

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...

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 i...

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, Esq Her domestic estate work includes wills, trusts, powers of attorney, living wills and beneficiary designations.  She employs marital, residuary, disclaimer, dynasty, asset protection, grantor-r...

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...

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 collegiat...

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...

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-...

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, pe...

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 go...

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 Quo...

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 in...

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....

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...