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Amy Irvine
Money RootsClaimedEpisodes
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Money Roots
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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
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 f
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 f
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 compl
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
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
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
How to Manage Competing Goals: Insights from Rooted Planning GroupAbout the Guest(s):Becky Eason is a long-term team member of Rooted Planning Group. With her extensive experience in financial planning, Becky has helped numerous clients navigat
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, com
Navigating Money and Relationships: Insights from a Licensed Clinical Social WorkerAbout the Guest(s):Sheila Nissim is a licensed clinical social worker with extensive experience in psychotherapy. She works with individuals of all ages, helping
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 a
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, eve
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 co
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 a
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 ta
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
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 h
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,
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 thi
Amy Irvine discusses important financial considerations to keep in mind before the end of the year. She covers topics such as unrealized investment losses, capital gain distributions, required minimum distributions (RMDs), qualified charitable
In this episode, Amy Irvine continues the conversation on the challenges faced by the sandwich generation, those who are simultaneously caring for their aging parents and their own children. She provides practical advice on various aspects of c
As we approach the end of the year, many of us find ourselves reflecting on the challenges and joys of the past months. For some, this reflection includes the realization that they are part of the "sandwich generation" - a group of individuals
As the fall season approaches in upstate New York, I find myself drawn to the local wineries, indulging in the flavors and experiences they offer. Recently, I discovered a new winery called Billsboro, located in Geneva. Their Pinot Noir and uni
In this episode of the Wine and Dime podcast, host Amy Irvine welcomes Liz Zemak, a financial planner and tax professional. They discuss various sources of financial information that people can explore to enhance their financial knowledge. They
Amy Irvine and Kate Welker discuss whether people should be pulling money out of the stock market and putting it into cash. They explain that while cash may currently be yielding a high rate of return, historically, a stock market-based portfol
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