
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
| Publishes | Twice monthly | Episodes | 200 | Founded | 9 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEducationSelf-Improvement | |||

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
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
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
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
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!
I enjoy how Amy pairs a fine wine with a fine story. Every vineyard and every life has a story and itâs from stories that we are inspired. Each week is a new journey. Thanks Amy.
Making finance easy to talking about!!!
Key themes from listener reviews, highlighting what works and what could be improved about the show.










Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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 expertsâfrom security specialists to care managers and fiduciary plannersâinto 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.
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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.
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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
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