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Artwork for Money Roots

Money Roots

Amy Irvine
Retirement
Medicare
Rooted Planning Group
Estate Planning
Financial Therapy
Cybersecurity
Seven Steps Of Financial Planning
Money
Financial Planning
IRMAA
Personal Finance
Long-Term Care
Property and Casualty Insurance
Tax Planning
Dimensional Wealth
Personal Insights About Change
Student Loans
Identity Theft
Investing
Hiking

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 f... more

PublishesTwice monthlyEpisodes200Founded9 years ago
Number of ListenersCategories
InvestingBusinessEducationSelf-Improvement

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Artwork for Money Roots

Latest Episodes

About the Guest(s):

RenĂŠe Bryan is a seasoned professional in the fields of finance and education, with a career spanning nearly 30 years. Beginning her career in insurance, RenĂŠe evolved into a respected educator, teaching financial planners and in... more

YouTube

About the Guest(s):

Robert Siciliano is a cybersecurity expert with over 30 years of experience in personal and corporate protection. He is a security analyst, bestselling author, and the architect of the Strategic Human Firewall. Recognized for his... more

YouTube

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 ... more

YouTube

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 se... more

YouTube

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Recent Guests

Robert Siciliano
Security analyst, bestselling author, architect of the Strategic Human Firewall
ProtectNow LLC (as implied by website)
Episode: Building Your Strategic Human Firewall with Robert Siciliano
Carrie Friedberg
Money coach and author of At Peace with Money
SF Money Coach / Author
Episode: Mastering Money: From Financial Anxiety to Zen with Carrie Friedberg
Meaghan Dowd
Insurance professional and partner at HolistaPlan
HolistaPlan
Episode: Protecting Your Wallet: The Lowdown on Insurance
Annalee Kruger
President, CareRight Inc; consultant for aging and family caregiving
CareRight Inc
Episode: Navigating Aging Parent Care: Insights from Annalee Kruger
Annalee Krueger
Upcoming guest mentioned for 2026
Episode: Navigating Long-Term Care and Aging Parents in 2026
Maddy Roche
Chief Growth Officer, Child Free Trust
Child Free Trust
Episode: Child-Free & Prepared: Maddy Roche on Building Your Safety Net
Paula Jones
Owner of Jones Estate Group, International and Domestic Estate Law
Jones Estate Group, Inc.
Episode: Estate Planning for Multinationals
Jaelyn Vickery
Founder of Dimensional Wealth; licensed clinical therapist and financial therapist
Dimensional Wealth
Episode: Healing Your Relationship with Money: A Conversation with Jaelyn Vickery
Carl Richards
Sketch Guy columnist and author focused on money and meaning
The New York Times (Sketch Guy); CFP; founder of Society of Advice
Episode: From Sharpie to Simplicity: Carl Richards redefining Money and Meaning, with Sketch's that foster Conversations

Host

Amy Irvine
Host of Money Roots

Reviews

4.9 out of 5 stars from 11 ratings
  • Amy's Passion for Wine, Finance and Interesting Guests Shines Through

    Listening to Wine and Dime is like cozying up with smart, savvy friends over virtual wine to learn something new, gain inspiration for success, and pause to consider how the bends in the road and turns of the vine in life can be catalysts for learning, growth, and opportunity. Amy is a gracious host who does her homework on every guest and asks eye-opening questions. It's always fun and fruitful to tune in. Thank you!

    Apple Podcasts
    5
    NancyJuetten
    United States6 years ago
  • Pairing fine wine with fine stories.

    I enjoy how Amy pairs a fine wine with a fine story. Every vineyard and every life has a story and it’s from stories that we are inspired. Each week is a new journey. Thanks Amy.

    Apple Podcasts
    5
    🐶⚽️🏆💗
    United States7 years ago
  • Great Content!!!

    Making finance easy to talking about!!!

    Apple Podcasts
    5
    Boomer83)29392
    United States8 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Amy's guests are consistently well-prepared with thoughtful questions and practical takeaways.
The show pairs financial topics with engaging storytelling and real-world examples.
Listeners appreciate the approachable style that makes complex topics feel doable.

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Talking Points

Recent interactions between the hosts and their guests.

Mastering Money: From Financial Anxiety to Zen with Carrie Friedberg
Q: Why is coaching an important step before formal financial planning?
Coaching helps people clarify their money story, build confidence, and establish foundational habits before moving into formal planning, reducing frustration and increasing trust in later advice.
Mastering Money: From Financial Anxiety to Zen with Carrie Friedberg
Q: What makes the book At Peace with Money different from other personal finance guides?
It uses a friendly, approachable voice with colorful stories, a holistic view that blends practical budgeting with psychology, and real-life client anecdotes to make money topics less intimidating.
Estate Planning for Multinationals
Q: What things should people put in place before they have a connection to more than one country?
They should assemble their advisory team (immigration attorney, tax advisor, and estate attorney) and begin cross-border coordination early, including planning for residency, real estate, and potential treaty implications to avoid surprises.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Money Roots

What is Money Roots about and what kind of topics does it cover?

A practical, consumer-focused finance show that translates complex money topics into actionable steps. Episodes span cybersecurity for personal and client finances, debt and budgeting for new grads, retirement and long-term care planning, insurance optimization, and emotionally informed money management. A key strength is bringing diverse experts—from security specialists to care managers and fiduciary planners—into accessible conversations that blend real-world stories with concrete tactics. The show often centers on actionable planning routines, practical checklists, and mindset shifts that help listeners reduce money stress and make informed decisions.

Where can I find podcast stats for Money Roots?

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How many listeners does Money Roots get?

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What are the audience demographics for Money Roots?

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How many subscribers and views does Money Roots have?

To see how many followers or subscribers Money Roots has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Money Roots?

These podcasts share a similar audience with Money Roots:

1. Wild Card with Rachel Martin

How many episodes of Money Roots are there?

Money Roots launched 9 years ago and published 200 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Money Roots?

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Where can I see ratings and reviews for Money Roots?

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What guests have appeared on Money Roots?

Recent guests on Money Roots include:

1. Robert Siciliano
2. Carrie Friedberg
3. Meaghan Dowd
4. Annalee Kruger
5. Annalee Krueger
6. Maddy Roche
7. Paula Jones
8. Jaelyn Vickery

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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