All Episodes
Money Roots — 201 episodes
The College Bill Is Coming: What Parents Need to Know Before Borrowing
Hiking Insights: Financial Planning Lessons from the Trail
Navigating Medicare: Key Insights for Financial Planning Success
Exploring Financial Self-Sabotage and Emotional Connections with Money
Mastering Money: From Financial Anxiety to Zen with Carrie Friedberg
Essential Insurance Checklists for Your Financial Peace of Mind
Protecting Your Wallet: The Lowdown on Insurance
Navigating Aging Parent Care: Insights from Annalee Kruger
Navigating Long-Term Care and Aging Parents in 2026
End-of-Year Financial Checklist for a Prosperous 2025
Child-Free & Prepared: Maddy Roche on Building Your Safety Net
Defining the True Purpose of Financial Planning with Flexibility
Estate Planning for Multinationals
Discovering True Wealth: Defining "Enough" in Your Financial Journey
Healing Your Relationship with Money: A Conversation with Jaelyn Vickery
From Sharpie to Simplicity: Carl Richards redefining Money and Meaning, with Sketch's that foster Conversations
Unbox Your Retirement: Balancing Learning, Work, and Leisure
Balancing Life and Finances for a Fulfilling Retirement
Navigating Retirement Transitions: Embrace Resourcefulness, Resilience, and Renaissance Spirit
Designing Your Retirement: Aligning Life Goals with Financial Planning
Empowering Women: Navigating Unique Retirement Planning Challenges
Rooted Planning Group’s Entrepreneurial Journey: Leading with Culture and Intention
Rooted Planning Group's Entrepreneurial Journey: Navigating Challenges and Finding Success
Market Whiplash: What Investors Need to Know Right Now
Navigating Business Cycles: Key Insights for Financial Planning
From Proprietary to Prosperous: Tracing Women's Financial Evolution
Exploring Physical Therapy's Financial Benefits with Dr Brett Dick
Navigating Financial Decisions After Losing a Loved One
Navigating Market Shifts: Tariffs, AI, and Fed Pause
From Stress to Success: Transforming Your Financial Habits
Cultivate Financial Satisfaction with Money Roots' New Year Episode
Understanding Tariffs: Impact on Personal and Global Economies
Career Shift: Exploring Opportunities in Addiction Counseling
Inflation, Interest Rates, and Market Performance: What You Need to Know for 2025
Exploring Post-Election Market Trends
The Ultimate Medicare Breakdown: Choosing the Best Plan for Your Needs
Navigating Health Insurance: Your Guide to Open Enrollment
Buy Back Your Time: Smart Strategies for Busy Women
Financial Follies
Understanding and Managing Estimated Tax Payments for 2024
Smart Spending for Busy Women
Embracing Underconsumption: Spending Intentionally and Saving Wisely
Stress and Gratitude: A Conversation with Dr. Laura Carapella
Crafting Your Financial Story: Be the Hero of Your Life
Facing Financial Fears: Strategies for Overcoming Money Anxiety
Reducing Stress and Anxiety Around Money: Tips for Taking Control
The Importance of a Home Inspector: Answering Common Questions
Creating a Home Management Binder for Effective Household Organization
Creating a Personal Property Inventory for Homeowners: Tips and Benefits
Exploring Home Improvements vs. Buying a New Home in Today's Market
Multi-generational Living: The Importance of Starting the Conversation Early
The Pros and Cons of Taking Out a 401K Loan
Slow and Steady Wins the Race: Lessons in Financial Planning
Understanding Your Tax Return: A Line-by-Line Guide
Understanding the Tax Bucket Strategy for Retirement Planning
Spring Cleaning Your Finances
Saving for College and Other Priorities: Insights from a Parent
Navigating Competing Goals and Priorities in Personal Finances
Navigating Competing Goals: Tips for Managing Finances in 2024
Under One Roof: A Guide to Multigenerational Living and Care
From Anxiety to Action: Transforming Your Money Conversations
Teaching Children Money Skills: A Guide for Parents
Navigating Couples and Money: Tips for Building Financial Harmony
Tips for Managing Finances After Losing Your Job
Financial Wellness: Tips for a Successful Year
The Journey of First-Time Moms: Health and Financial Tips
The Connection Between Nutrition and Financial Planning
Happiness Coach Sandra Miller Shares Tips for Finding Authentic Joy
Money Roots: A New Direction for Wine and Dime
Navigating Family Finances During the Holidays: Tips and Insights
What Issues Should I Consider Before the End of the Year?
The Sandwich Generation: Navigating the Challenges of Aging Parents
Caring for Aging Parents: The Sandwich Generation Struggle
Considering the Financial and Emotional Factors of Buying a Home
Exploring Financial Information Sources with Liz Zemak
Investment Long Game: Why Staying in Stocks Pays Off
Budgeting Tips and Tricks for a Successful Spending Plan
Understanding Asset Allocation: A Simplified Guide for Investors
How to Sell Yourself at a Job Interview, Without Sounding Like a Jerk With Sarah Connors
To Divorce or Not To Divorce: Moving Gracefully Through Your Journey with Paula Lesso
Diving into the 529 Plan: College Savings and Strategies
Exploring the Changes in FAFSA: A Comprehensive Guide
Top 10 Changes to the FAFSA for the 2023 - 2024 FAFSA Season
College Planning Fundamentals: Terminology and Financial Aid Tips
Special Needs Trusts: A Guide to Protecting Your Loved Ones
Understanding the Five Wishes: A Comprehensive Guide to End-of-Life Planning
Power of Attorney: Your Financial Lifeline in a Bottle
Supreme Decisions: The Impact on Student Loans
Healthcare Proxies & Your Comprehensive Estate Plan
"Trust" Me, You Need to Listen to This Episode on Estate Planning
Simplifying Wealth Transfer: The Power of Trusts in Estate Planning
Estate Planning: Why It's Essential and How to Get Started - Part 1 of a Comprehensive Series
Exploring the Debt Ceiling: Impact and Implications on Personal Finance
Economics 101: Understanding Economic Terms
Economics 101: Sipping on Stock Market Trends and New Mexico's Uncharted Vineyards
Economics 101: Understanding CPI, Unemployment, and Consumer Sentiment
Economics 101: From Wine Trails to Trade Balance - A Beginner's Guide to GDP
Economics 101: Decoding Leading Economic Indicators and Recession Risks
Economics 101: Understanding the Importance of the Fed Funds Rate
Wine and Dime Your Way Through Small Business Tax Planning
Bank Failures and Insurance Limits
Pairing Schedule 3 with the Perfect Wine: A Tax Season Guide
Uncorking Schedule 2: Sipping on Taxes with Amy Irvine
Uncorking Your Income: Making Adjustments on Schedule 1
Demystifying Page 1 of the 1040 Tax Form
What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 2
What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 1
Amy's February 2023 Market and Economic Reports
Fiscal Feminist Kimberlee Davis
Secure Act 2.0 - 2024 Provisions - Part 3
Secure Act 2.0 - New Provisions - Part 2
Secure Act 2.0 - Rules on RMDs - Part 1
Positively Productive With Lisa Zawrotny
Wine and Dime Year End Conversation Part 2
Wine and Dime Year End Conversation Part 1
What to Do When You Have a Blended Family
How to Support Parents Aging in Place When You Live Afar
Estate Planning for Parents with Middle School Kids
Estate Planning for New Parents
What If This Is Your First Job?
Benefits You Might Be Missing Out On
Analyze If Your Benefits Are Enough
Let's Talk About Open Enrollment
What Should I Consider When Purchasing a Life Insurance Policy
What if Your Home Is Damaged and You Need Restoration
Considerations When Reviewing my Property and Casualty Insurance Policies
Tax Credits, Raising Kids and Helping Parents
Grandparents Helping with College Costs
Back to School for High School and College Students
Back to School - Young Kids
Journey of a Fee Only Financial Planner Jeff Dvorak
Financially Independent with Ann
Financial Independence, Retire Early - FIRE Movement
Raising Independent Children - How to avoid failure to Launch
What is Financial Independence
Talking Cybersecurity
A Down Market and Its Impact on Retirement Savings
Planning For Retirement When You're in Your 40s
Competing Priorities: Saving For Retirement, Building An Emergency Fund, And Paying Off Debt
Retirement, Flipping the Switch
Now That You’ve Graduated, How Do You Navigate Your First Job?
Saving for College - Early Teens Edition
Now That You Graduated, How Do You Deal With Student Loans
What to Know About The FAFSA Changes
Getting Organized: Saving for College When You Have Young Children
Introduction to Wine and Dime
Getting Organized For Buying a Car
Organization of Financial Documents and Vacation Planning
Spring Cleaning! What Documents to Keep or Shred
HSA and 529 Tax Myths
Money Empower with Barbara Huson
Amy and Becky Talk Education, Tax Tips, and Ports
Talking Taxes and Tips with Amy and Kate
Tips for Spouses That Have Different Money Philosophies
Three Tips to Eliminate the Emotion Behind Large Financial Decisions
When is it Time to Offer Assistance to Parents/Grandparents?
Educating Kids on Finances
Coupon Queen Becky Eason
The Walkthrough - Vacation Planning
Financial Holiday Hangover
Setting Short and Long-Term Goals with Amy and Kerrie
Budget Master Ann Arceo
Financial Resolutions in the New Year
Financial Stress and Your Health
Dealing with Grief Featuring Chris Dale
Retirement, Your Longest Vacation
Year End Last Tango and Goals
Year End Tax Dance
Long Term Care, Life, and Disability Insurance
Exploring Medical Benefits and Health Plans
Open Enrollment and Employee Benefits
Talking About Grit with Elin Barton
Pet Insurance
Other Types of Liability Insurance
Homeowners and Renters Insurance
Auto and Other Vehicle Insurances
Guide to Insurance Basics
Disaster Preparedness
Between Generations - The Cost of Silence
Using Legal Documents to Protect Your Finances
Revisiting The Six D’s of Estate Planning with Any Refeca
Lets Revisit Talking About Elder Law with Mike Martino
Credit Scores and Student Loans
Talking About Burnout with Kate Lee
To Be Debt Free
Fire and Vine with Dr Katherine Larson
Retirement - Strategies To Retire For Less
Retirement - Gen X Concerns
Q and A with Amy - Cryptocurrency and Medical Costs in Retirement
Matching Your Income With Your Spending with Jennifer Cannon
Personal Protection 101 - Disability
More Investing Mailbag Questions
Just Go For It with Andrea Bullard
Investing Mailbag
Investing In Your Mental Health with Joanne Williams
Investing 102
Investing 101
Amy and Kate Jam about the Stimulus
Tax Strategies by Goals
Get The Port Out - It's Tax Time
Financial Lessons We Can Learn by Watching Movies with Steve Juetten