Rooted Planning Group’s Entrepreneurial Journey: Leading with Culture and Intention
About the Guest(s):
Amy Irvine is a seasoned financial planner and the founder of Rooted Planning Group. With years of experience in wealth management, Amy has been instrumental in guiding her clients towards financial success through strategic planning and personalized advice. Her passion for broadening the representation of women in financial planning has been a driving force behind her career. Amy is well-versed in creating inclusive, team-focused environments that emphasize holistic financial well-being.
Becky Eason is an integral team member at Rooted Planning Group, who began her journey as an intern and has grown significantly within the company. Equipped with a solid academic foundation and a strong desire to learn, Becky contributes to the operational and client-based aspects of the firm, showcasing her dedication to personal growth and team success.
Episode Summary:
In this engaging episode of Money Roots, Amy Irvine offers a candid glimpse into the journey of her company, the Rooted Planning Group, from its formative years to its present-day status. Initially named Irvine Wealth Planning Strategies, Amy recounts the significance of renaming the firm to better reflect its evolution and collaborative team dynamic. Along with Becky Eason, Amy dives into the intricate process of building and sustaining a well-rounded business culture that not only supports growth but prioritizes emotional and personal development for both team members and clients.
Throughout the discussion, Amy emphasizes the importance of maintaining a balance between personal and professional life. Her reflections on time spent in Scotland highlight the necessity of mental breaks for rejuvenation and innovation. Amy underscores the critical role culture plays in team success, advocating for an environment where curiosity is encouraged and inclusivity is inherent. By sharing her experiences, Amy provides valuable insights for business owners and aspiring entrepreneurs looking to forge their paths with resilience and adaptability.
Key Takeaways:
Emotional Impact of Rebranding: Amy describes the bittersweet emotions involved in changing her firm's name, reminiscent of a parent's feelings when their child leaves for college.
Team Dynamics and Growth: As the company grew, Amy recognized the need for a brand and culture reflecting teamwork and inclusivity, moving beyond a singular focus on her leadership.
Importance of Cultural Fit: Hiring decisions at Rooted Planning Group prioritize cultural fit and ability to adapt, ensuring a harmonious and effective work environment.
Balancing Work and Personal Life: Amy shares her strategies for creating personal space, emphasizing the importance of physical activity in providing mental clarity and creativity in business.
Inclusion and Well-being: Acknowledging different perspectives is crucial, and Amy's approach to company culture includes ongoing conversations about personal and collective well-being.
Notable Quotes:
"As we were growing... I learned that culture needs to be protected and having the right people as part of the culture is so much more critical and important."
"We're one of those firms that, like, pivots. We pivot often."
"I very much enjoy being outdoors, and I really love when I'm walking up a hill."
"We can't talk about inclusion without talking about well-being."
"No journey is a straight line... being nimble, I think, is probably the number one characteristic important when you're a business owner."
Resources:
Explore more about the Rooted Planning Group and the financial services they offer on their official website.
Listeners are encouraged to explore the full episode for a comprehensive understanding of Amy Irvine's journey and insights into running a successful financial planning firm. Stay tuned for more enriching content from Money Roots, where money conversations are kept real, relatable, and rooted in your goals.
Rooted Planning Group's Entrepreneurial Journey: Navigating Challenges and Finding Success
About the Guest(s):
Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm tailored to providing holistic and innovative financial solutions. With over 20 years of experience in the financial industry, Amy has traversed roles across trust companies, the fiduciary sector, and a credit union’s investment management division. A graduate in accounting, she later received her bachelor's degree in financial planning and pursued further education to earn the CFP designation. Recognized for her expertise and commitment to client-centric service models, Amy is particularly passionate about helping Gen X professional women with complexity in their financial planning needs.
Kate Welker is a significant member of the Rooted Planning Group, closely working with Amy Irvine. Her professional journey is interwoven with Amy’s as they both have a history of academic and professional encounters. Kate interviews Amy, ushering a deep dive into Amy's entrepreneurial evolution.
Episode Summary:
In this engaging episode of "Money Roots," Amy Irvine, the CEO and founder of Rooted Planning Group, flips the interview script as she becomes the focal point of an inspiring entrepreneurial chronicle. This special episode opens a window into Amy’s unique journey from her early days in accounting to establishing a transformative financial planning firm. Presented through an insightful dialogue with her colleague, Kate Welker, listeners are taken on a decade-long journey illustrating Amy's transition into entrepreneurship, characterized by resilience, strategic pivots, and a client-centric vision.
Embark on a captivating exploration of Amy Irvine’s professional voyage where she recounts her gradual shift from the corporate structure to founding Rooted Planning Group in 2015. Tapping into her diverse experience across trust companies and a credit union, Amy articulated a business model to serve underserved demographics, notably Gen X women. Her venture met challenges, particularly the financial strains and the emotional burdens of evolving her business in an industry heavily reliant on asset management. Through candid anecdotes, Amy sheds light on the lessons learned, the initial struggles, and the pivotal moments, ultimately paving the way for Rooted Planning Group's successful establishment and continued growth.
Key Takeaways:
Amy Irvine shares her transition from working within established firms to launching Rooted Planning Group and maintaining its client-centered approach to financial planning.
The initial years of entrepreneurship were marked by financial constraints and emotional struggles, where Amy and her family embraced a minimalist lifestyle to support the business.
The decision to charge a flat fee was made to cater to Gen X professional women, offering financial planning services without asset-based fees.
Amy stresses the importance of managing both the fear of failure and planning for potential success when launching a new business.
Key moments in Amy’s journey illustrate the necessity of resilience and adaptability in overcoming unexpected challenges and learning from diverse professional experiences.
Notable Quotes:
"I loved what I did, but I didn't love how I was doing it."
"What's the worst that's going to happen? You're going to have to go get a job."
"We thought we had said enough side. But in reality, oh gosh, we really didn't."
"It forced me to go down this path of...actually starting her absolute own firm."
"I wanted this business model to succeed because I believed in it."
Resources:
Rooted Planning Group - Official website to learn more about the services offered by Amy Irvine's financial planning firm.
This episode provides invaluable insights into the entrepreneurial path of Amy Irvine, filled with real-life learnings and guiding reflections. To dive deeper into her story and explore part two of this fascinating interview, listen to the full episode and stay tuned for more from Money Roots.
Market Whiplash: What Investors Need to Know Right Now
About the Guest(s):
Amy Irvine is the CEO and founder of Rooted Planning Group. With extensive experience in the financial planning industry, Amy is passionate about providing education that makes finance approachable and understandable. Her work focuses on helping individuals create and sustain healthy financial futures through diversified and balanced financial strategies. She is known for her engaging communication style and commitment to empowering listeners with practical, real-world financial advice.
Episode Summary:
Join us in this enlightening episode of Money Roots, where Amy Irvine delves into the turbulent nature of recent financial markets, aptly titled "Whiplash." Recorded on April 16, 2023, Amy explores how the recent global trade tensions, particularly with China, have been affecting market stability and investor confidence. Highlighting the importance of a diversified financial portfolio, she balances the conversation between defensive and offensive strategies to navigate challenging economic climates.
In discussing financial strategies, Amy emphasizes the importance of maintaining a long-term investment horizon, explaining how portfolios tailored towards financial goals necessitate a balance between risk and opportunity. She stresses that while stock market volatility might be nerve-wracking, it also presents lucrative opportunities for patient investors. With a wealth of historical insights, Amy offers a deeper understanding of the current economic situation, providing listeners with tools to thrive financially despite market uncertainties. Her analysis is rounded off with actionable advice on leveraging market conditions to bolster one's financial strategy.
Key Takeaways:
Diversification is Key: Amy emphasizes having a well-balanced and diversified portfolio to weather different market conditions.
Long-Term Perspective: Maintaining a long-term investment horizon helps mitigate short-term market volatility.
Opportunistic Investing: Volatility can provide attractive investment opportunities, underscoring the importance of being strategically prepared.
Financial Resilience: Balancing defensive and offensive financial strategies is crucial in uncertain economic times.
Market Historical Insight: Understanding past market reactions to global events can aid in better financial planning and decision-making.
Notable Quotes:
"A winning strategy always requires a combination of both offense and defense."
"Periods of market uncertainty may be unpleasant, but they are also often the best time when asset price valuations are most attractive."
"The goal is not simply to grow a portfolio at the fastest, most volatile rate, but to have the highest possible probability of achieving your financial goals."
"By extending your time horizon by even just a few years, you can have a significant impact on the range of outcomes."
"Markets have weathered similar challenges in the past, and it’s crucial to maintain perspective as long term investors."
Resources:
Rooted Planning Group: Website
Dive into this important episode to enhance your financial acumen and stay engaged with Money Roots for more insightful discussions. Follow us on your favorite podcast platforms and social media channels to cultivate a thriving financial journey.
Navigating Business Cycles: Key Insights for Financial Planning
About the Guest(s):
Amy Irvine
Amy Irvine is the CEO and founder of Rooted Planning Group, a firm dedicated to providing personalized financial planning advice. With years of experience in the financial industry, Amy has established herself as an expert in guiding individuals and businesses through complex financial landscapes. Her work focuses on practical and sustainable financial strategies, emphasizing the long-term growth potential of her clients' financial futures. Amy is a sought-after speaker and educator in financial planning, known for her approachable and educational insights into personal finance and economic cycles.
Episode Summary:
Dive deep into the intricate world of financial planning in this compelling episode of Money Roots. Join host Amy Irvine as she unveils the often-overlooked importance of business cycles and their influence on personal finance strategies. With economic uncertainty looming, now is the perfect time for a refresher on the fundamentals that underpin our financial decisions. Amy shares her expert insights on how to navigate market fluctuations and make informed choices, whether you're an investment novice or a seasoned financial planner.
This episode begins by defining the business cycle and its phases—expansion, peak, contraction, and trough—and how these stages relate to economic indicators like GDP and unemployment. Amy emphasizes the challenges of timing these cycles, comparing them to market cycles, which often react prematurely based on investor sentiment and other factors. The episode masterfully utilizes SEO keywords such as "financial planning," "business cycles," "economic indicators," and "market cycles" to provide a wealth of knowledge and practical advice for maintaining financial stability through economic highs and lows.
As the discussion progresses, Amy provides a comprehensive guide on maintaining a robust financial plan amidst market volatility. Key strategies include maintaining a long-term perspective, regular portfolio rebalancing, adjusting expectations based on economic phases, and building an emergency fund. Amy underscores these points with impactful quotes about the inevitability of economic downturns and the advantages of well-constructed portfolios. This episode serves as an indispensable resource for anyone looking to enhance their financial literacy and secure their financial future in uncertain times.
Key Takeaways:
Understanding Business Cycles: Learn about the four phases of the business cycle—expansion, peak, contraction, and trough—and how they affect economic conditions and financial planning.
Distinguishing Business and Market Cycles: Understand the key differences between business cycles and market cycles, including their frequency and volatility.
Financial Planning Strategies: Discover practical tips for maintaining financial stability, like portfolio rebalancing and having an emergency fund.
Long-term Perspective: Emphasize the importance of focusing on long-term financial goals rather than reacting to short-term market movements.
Portfolio Resiliency: Appreciate the benefits of diversifying portfolios to withstand different economic conditions while avoiding excessive risk.
Notable Quotes:
"Recognizing this distinction allows us to focus on the aspects of our financial lives where our decisions truly matter."
"Trying to be precise about timing the business cycle is just very challenging."
"Short-term market movements often appear as mere blips when viewed over decades."
"Financial plans should take into account the fact that downturns are absolutely going to happen."
"Market and business cycles are a natural part of investing experience."
Resources:
Rooted Planning Group: Website
Embark on this enlightening episode to gain a comprehensive understanding of how economic trends impact your financial journey. Listen, learn, and prepare to thrive in both stable and uncertain economic times. Don't forget to subscribe to Money Roots for more insightful discussions on personal finance.
From Proprietary to Prosperous: Tracing Women's Financial Evolution
About the Guest(s):
Amy Irvine
Amy Irvine is the CEO and founder of the Rooted Planning Group, a financial planning firm dedicated to helping individuals and families cultivate a thriving financial future. With extensive experience in the finance industry, Amy is a respected voice in personal finance, often highlighted for her unique insights and practical advice aimed at improving financial literacy. As a passionate advocate for financial equality, she frequently contributes to discussions on contemporary financial issues, especially those impacting women.
Episode Summary:
In this insightful episode of Money Roots, host Amy Irvine delves deep into the intertwined history of women and money, while also exploring foundational concepts of the money supply. Released during Women's History Month, this episode provides a timely reflection on how historical gender biases have shaped financial opportunities and challenges for women over centuries. From elucidating the definitions of M1, M2, and M3 money supplies to detailing landmark legislative changes that aimed to rectify gender-based financial inequalities, Amy delivers a wealth of information meant to empower and educate listeners.
Throughout the episode, Amy Irvine sheds light on the significant historical milestones that have shaped women's financial rights and opportunities. With a nod to landmark legislation such as the Married Women’s Property Act and the Equal Credit Opportunity Act, listeners are guided through two centuries of evolution in women's financial rights. Highlighting the persistent wage gap, which has seen stagnant improvement since 2003, Amy calls for continued education and advocacy, emphasizing the role of allies in supporting financial gender equality. By understanding the past, Amy believes, we pave a clearer path for a future where financial parity can be realized.
Key Takeaways:
Understanding Money Supply: Amy introduces listeners to the basic concepts of money supply, categorized into M1, M2, and M3, explaining their roles in economic growth and inflation.
Historical Gender-Based Financial Inequality: The episode tracks the timeline of female financial rights, revealing the extent of historical discrimination that women faced in terms of property ownership, credit access, and professional opportunities.
Legislative Milestones: Key legislative acts such as the Married Women’s Property Act and the Title IX are highlighted, portraying their impact on women's rights and financial autonomy.
The Persistent Gender Wage Gap: Despite progress, there remains a significant gap in earnings between women and men, citing statistics that reveal women earn approximately 85% of what men do.
Call to Action for Financial Equality: Encouragement is given to allies—parents, partners, and friends—to support women in achieving financial literacy and independence.
Notable Quotes:
"The reason that I'm bringing this up is because we've been having a lot of conversations with people about money supply in general."
"If you can't vote, you have no say over what does and doesn't happen to you."
"So technically, women at that point in time, if they got pregnant prior to that, you could lose your job, you could lose your way of supporting yourself."
"There's still a lot that we need to do to continue to bring parity to the way that women earn money, get paid, our relationship with money, all of that."
"For Women's History Month, if you have a daughter, if you have a niece, if you have a wife, support her in the way that, you know, promotes this continued direction towards parity of pay."
Resources:
Rooted Planning Group: Website
Tune in to this episode of Money Roots for an in-depth exploration of women’s financial history and achieve a better understanding of how these issues continue to shape today’s financial landscape. Remember to subscribe for more enriching content that helps nurture your financial roots.
Exploring Physical Therapy's Financial Benefits with Dr Brett Dick
About the Guest(s):
Dr. Brett Dick is a specialized physical therapist and the founder of Limitless Performance Physical Therapy located in Big Flats. He obtained his degree from the University at Buffalo and developed a unique approach toward physical therapy by establishing his own clinic. Brett focuses on delivering personalized care, primarily helping active adults, gym-goers, and runners. His work centers around addressing the root causes of physical issues and avoiding unnecessary surgeries through preventative care. Brett also regularly conducts sports-related clinics, reinforcing his commitment to a holistic view of health and fitness.
Episode Summary:
In this engaging episode of Money Roots, host Amy Irvine sits down with Dr. Brett Dick, an accomplished physical therapist and the founder of Limitless Performance Physical Therapy. They dive into a crucial yet often overlooked aspect of personal finance—medical expenses related to physical health. By applying preventative measures in physical therapy, individuals might significantly reduce or even avoid costly surgeries and extended recovery periods. This episode guides listeners through understanding the financial and health benefits of proactive physical therapy.
Throughout the conversation, Dr. Brett Dick dismantles the conventional perceptions of physical therapy, emphasizing the importance of identifying and treating the root causes of physical discomfort. With an individualized approach, Brett discusses how active listening, careful evaluation, and specifically tailored exercises can lead to better health outcomes. This proactive method not only improves quality of life but also provides substantial economic benefits by potentially reducing the need for more invasive medical procedures. Listeners are encouraged to consider physical therapy not just as a post-surgery step, but as a vital component of overall health management.
Key Takeaways:
Aim to address the root cause of physical issues to potentially avoid unnecessary surgeries.
Engaging in preventative physical therapy can yield both health and financial benefits.
Limitless Performance Physical Therapy offers a unique, personalized approach, diverging from the traditional PT model.
Initial sessions focus on understanding and evaluating the problem for tailored treatment plans.
Physical therapy can be integral to maintaining quality of life and minimizing long-term healthcare costs.
Notable Quotes:
"Addressing the whole body and figuring out where those weak links are, what muscles are weak and different areas, and fixing that could definitely be a huge game-changer."
"Being proactive about it is way better."
"Working with someone else because there's two or three people I'm working with in an hour time slot."
"I always do a phone consult, talk to them for like 15 minutes about what's going on before they even come in."
"You can definitely save like thousands of dollars by avoiding having a surgery."
Resources:
Limitless Performance Physical Therapy: Explore more about Dr. Brett Dick's clinic and approach through their website and social media platforms.
Connect with the podcast and Rooted Planning Group on their social media platforms: Facebook, LinkedIn, and Instagram for regular updates and resources.
Don't miss this insightful episode of Money Roots, where traditional finance meets health to transform how we perceive personal and financial wellness. Listen now to explore how physical therapy can be a smart, proactive investment and stay tuned for more enlightening conversations!
Navigating Financial Decisions After Losing a Loved One
About the Guest(s):
Amy Irvine
Amy Irvine is a renowned financial expert and the host of "Money Roots," a podcast dedicated to demystifying personal finance. She has a background in financial planning and is the founder of Rooted Planning Group, an organization committed to helping individuals build secure financial futures. Amy's approach is warm and inviting, making complex financial topics accessible to listeners of all levels. Her passion for teaching and empowering people on their financial journeys is the beating heart of the "Money Roots" podcast.
Episode Summary:
In this heartfelt episode of "Money Roots," host Amy Irvine addresses the sensitive topic of dealing with the financial implications following the loss of a loved one during the month of February—a month typically associated with love due to Valentine's Day. She offers guidance on navigating the intricate financial decisions that arise after such a loss, recognizing the unique emotional and logistical challenges of this time.
Listeners are guided through key aspects of managing finances amidst grief. From understanding social security and pensions to handling estate taxes and investment accounts, this episode serves as an essential guide for those who find themselves in the difficult position of managing these necessities. Amy presents two detailed checklists to help listeners through the complexities of estate and cash flow management, ensuring that important decisions are made thoughtfully and without haste.
Key Takeaways:
Grief can complicate financial decision-making; delaying major financial choices for at least a year after a loss is advisable.
Evaluating cash flow is crucial; assess whether adjustments to social security and pension distributions are needed.
Estate settlement requires attention to asset transfers, potential estate taxes, and ensuring that all accounts are properly managed.
Consider digital and physical assets, including any unclaimed property, and protect against identity theft by closing the accounts of the deceased.
Awareness of potential scams during vulnerable times is crucial, especially in months like February, when emotions might run high.
Notable Quotes:
"February is full of flowers and love, but for some, it's a painful reminder of loss."
"We cannot, we do not make the best financial decisions when we are struggling with emotional feelings."
"Do not make any major decisions the first year after somebody passing away, especially if it’s your spouse."
"If your parent was a veteran, there may be some death and burial benefits or survivor pensions that need exploring."
"Be cautious and careful; this is when we also see a bunch of scams happen."
Resources:
Documents referred to in this episode:
Rooted Planning Group - The sponsor of the show, specializing in financial planning and guidance. Find more resources on their website or follow them on social media.
Facebook: Rooted Planning Group
Instagram: @rootedpg
Tune in to this episode of "Money Roots" for valuable insights into coping with the intersection of grief and financial responsibilities. Subscribe to stay updated with more enriching content that supports your financial growth journey.
Navigating Market Shifts: Tariffs, AI, and Fed Pause
About the Guest(s):
Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm dedicated to helping clients cultivate a prosperous financial future. With years of experience in the industry, Amy brings a wealth of knowledge and insight into financial planning, investments, and economic trends. Her dedication to providing approachable and actionable financial advice has made her a respected authority in the field.
Episode Summary:
In this insightful episode of Money Roots, host Amy Irvine unpacks the financial events that marked the beginning of the year with a keen focus on January's market volatility and policy shifts. With over two decades of financial expertise, Amy shares her thoughts on how the Trump administration's new tariffs, advancements in artificial intelligence, and the Federal Reserve's decisions are shaping the economic landscape. She stresses the importance of remaining calm and focused on long-term financial goals to weather these uncertain times.
Listeners interested in current financial trends and policy impacts will find this episode valuable. Amy delves into how the S&P 500, NASDAQ, and Dow Jones saw varied impacts from recent economic activities, highlighting the significance of technological and trade policy changes. The discussion extends to the Federal Reserve's decision to pause rate cuts, reflecting an effort to stabilize the economy amid persistent inflation concerns. With SEO-optimized insights on tariffs, AI disruptions, and market dynamics, this episode is a must-listen for anyone aiming to stay informed about personal finance amid global economic fluctuations.
Key Takeaways:
Financial markets showed a positive yet volatile start in January, driven by major policy changes and technological advancements.
Recent tariffs introduced by the Trump administration target key trading partners, adding to global economic uncertainty.
Advancements in AI technology, especially by the Chinese company Deep Seq, are causing shifts in technology stocks and the broader market.
The Federal Reserve's decision to pause rate cuts highlights a cautious approach amid steady economic growth and persistent inflation.
Staying disciplined in financial planning is crucial during these volatile times to achieve long-term financial goals.
Notable Quotes:
"All you need is love and a good financial planner."
"Technological developments matter for all investors, not just those focused on tech stocks."
"Tariffs have created uncertainty around the global trade relationship, inflation, and economic growth."
"Ultimately, tariffs were a means of negotiating new trade deals."
"Staying disciplined will only grow in importance with investor attention focused on implications and implementation of the new administration policies."
Resources:
Connect with Amy Irvine through Rooted Planning Group's social media channels on Facebook, LinkedIn, and Instagram.
Pay attention to market updates and newsletters by subscribing to Money Roots wherever you get your podcasts.
Dive into this enlightening episode of Money Roots to understand the significant financial trends and strategies that can help you navigate the current economic landscape. Stay tuned for more insightful content and expert guidance in future episodes.
From Stress to Success: Transforming Your Financial Habits
About the Guest(s):
Amy Irvine is the host of the "Money Roots" podcast and a distinguished financial planner known for her insightful approach to personal finance. As the founder of Rooted Planning Group, Amy has built a reputation for helping individuals and families cultivate sustainable financial futures through personalized planning and financial education. Her passion for demystifying finance is evident in her thoughtful, relatable podcast episodes. Amy holds various certifications and has been recognized for her expertise in aligning financial planning with personal values and satisfaction.
Episode Summary:
In this engaging episode of "Money Roots," Amy Irvine delves into the intricacies of achieving financial satisfaction and aligning spending with personal values. Emphasizing the importance of reflecting on lifestyle choices and their financial impact, Amy introduces an innovative tool designed to gauge an individual's satisfaction across various life aspects. She encourages listeners to explore their habits, motivations, and the true fulfillment they gain from their financial activities.
As the episode unfolds, Amy discusses concepts like lifestyle creep and how it can disrupt financial satisfaction if left unchecked. Through the strategic use of a satisfaction-measuring exercise, Amy guides listeners in connecting the dots between their satisfaction levels in areas such as family, health, work, and finances, and their monetary decisions. The episode is rich with practical advice and introspective practices, making it a valuable listen for anyone looking to enhance their financial well-being in 2025 and beyond.
Key Takeaways:
Understanding financial satisfaction involves analyzing whether your spending aligns with your core values.
Lifestyle creep can change financial satisfaction; awareness and reflection are key to addressing it.
A tool introduced by Amy helps visualize satisfaction across various life areas, promoting informed financial planning.
Personal growth in financial planning can be as unique as putting together pieces of a jigsaw puzzle.
Exploring obstacles can help overcome barriers to achieving financial and personal satisfaction.
Notable Quotes:
"The first step in changing a habit is actually identifying the habit."
"When developing each individual's financial plan, it's like putting together a jigsaw puzzle."
"This exercise gives you some of that guidance internally."
"Are your dollars matching your values?"
"Sometimes the obstacle is here, not here."
Resources:
Rooted Planning Group: rootedpg.com (As mentioned in the transcript)
Money Roots Podcast: Available on Facebook, X, LinkedIn, and Instagram for more personal finance resources.
To uncover more insights into aligning your financial actions with personal satisfaction, don't miss the chance to listen to the full episode of "Money Roots." Stay tuned for more episodes that promise to guide you through your financial journey with clarity and confidence.
Cultivate Financial Satisfaction with Money Roots' New Year Episode
About the Guest(s):
Amy Irvine
Amy Irvine is the CEO and founder of Rooted Planning Group, a leading firm dedicated to providing excellent financial planning services. With over two decades of experience in the financial sector, Amy is renowned for her ability to make the complex world of finance accessible to everyone. Her mission is to empower individuals and families to achieve financial satisfaction and well-being. Amy’s innovative approach focuses on growing financial knowledge alongside personal satisfaction, and she is a frequent speaker at finance conferences and workshops.
Episode Summary:
Happy New Year! In this inaugural 2025 episode of Money Roots, Amy Irvine, founder of the Rooted Planning Group, introduces listeners to the concept of financial satisfaction rather than typical resolution-setting. Aimed at improving financial well-being, this show encourages reflecting on financial contentment and areas for growth. With Amy’s expert insights, listeners of every financial background will find practical strategies to elevate their financial knowledge and satisfaction.
In this episode, Amy dives deep into the importance of identifying areas of financial satisfaction and dissatisfaction. By leveraging a financial satisfaction survey, listeners can pinpoint where they stand in their financial journey and implement actionable steps for improvement. Emphasizing incremental progress, Amy proposes a reflection-focused approach for managing finances, encouraging listeners to engage in purposeful discussions about financial priorities with loved ones or partners. Discover the tools to plant seeds of financial knowledge and nurture a thriving financial future in the new year.
Key Takeaways:
Begin the new year by assessing your financial satisfaction to guide future financial decisions.
Utilize the financial satisfaction survey tool to identify strengths and areas for improvement in your financial life.
Engage in meaningful financial conversations with partners to align satisfaction levels and priorities.
Prioritize reflection on your financial journey at regular intervals to track growth and satisfaction.
Embrace small, incremental steps to improve financial satisfaction rather than drastic changes.
Notable Quotes:
"Let me start with moving the level of satisfaction just a little bit, not trying to completely reset my satisfaction with my finances." – Amy Irvine
"Experiences you have throughout the year can bring about new thoughts, ideas, concerns, and perspectives on your financial lives." – Amy Irvine
"Is there anything that could get it from that 4 to a 5? And maybe a 4 is great and you're one of those people that never achieves fives on things? Perfectly fine." – Amy Irvine
"Do you have any ideas what would have helped increase those levels of satisfaction in those areas?" – Amy Irvine
"We hope that you found this tool and many more to come as the year goes on to be very helpful." – Amy Irvine
Resources:
Rooted Planning Group – Learn more about Amy Irvine's company and the financial satisfaction survey tool mentioned in the episode.
Take the Survey: https://members.moneyquotient.com/s/PwgOG5bL160r6qo2/aExX4k5B9YDpq2oy
Join us in this enlightening episode to kickstart your financial journey towards satisfaction this year. Equip yourself with insight and actionable strategies that will empower you to grow your Money Roots. Stay tuned for more future episodes packed with personal finance advice and inspiring stories.
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