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Artwork for Money Roots

Money Roots

Amy Irvine
Retirement
Medicare
Rooted Planning Group
Estate Planning
Financial Therapy
Seven Steps Of Financial Planning
Money
Personal Insights About Change
Dimensional Wealth
Tax Planning
Long-Term Care
Property and Casualty Insurance
Personal Finance
IRMAA
Financial Planning
Aging Population
Financial Well-Being
Carl Richards
Child Free Trust
Fiduciary Duty

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):

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

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 estee... more

YouTube

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 in... more

YouTube

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... more

YouTube

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Recent Guests

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 States6 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.

Finance content is made accessible and relatable through clear explanations and real-life examples.
Pairs thoughtful finance topics with approachable storytelling and practical tips.
Engaging host asks insightful questions with homework-backed guests.

Top Investing Podcasts

The Ramsey Show
The Ramsey ShowRamsey Network
Prof G Markets
Prof G MarketsVox Media Podcast Network
Financial Audit
Financial AuditCaleb Hammer
Wake Up to Wealth
Wake Up to WealthBrandon Brittingham
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson
The MORE Show
The MORE ShowJustin Colby, Bleav, Justin Colby
Odd Lots
Odd LotsBloomberg

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?

This show blends practical personal finance with soulful storytelling, covering budgeting, retirement planning, insurance, caregiving, and the psychology of money. Episodes mix hands-on tactics (checklists, tax moves, risk management) with thoughtful discussions on aging, cross-border planning, and money mindset, often featuring guests who bring expertise in finance, law, healthcare, or therapy. Listeners likely pursue clearer financial goals, better risk awareness, and a more intentional relationship with money, guided by a host who emphasizes behavior change, ongoing planning, and client-centered advice. A standout throughline is turning complex financial topics into approachable, actionable steps for real life, from mid-career planning t... more

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Which podcasts are similar to Money Roots?

These podcasts share a similar audience with Money Roots:

1. Life Kit

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.

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What guests have appeared on Money Roots?

Recent guests on Money Roots include:

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

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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