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Amy Irvine
Wine and Dime
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 future. Whether you're looking to build a solid budget, invest wisely, or plan for retirement, "Money Roots" has you covered.
Get ready to explore practical advice, inspiring stories, and expert...
Listen now
Ratings & Reviews
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5.0 stars from 10 ratings
“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...”Read full review »
NancyJuetten via Apple Podcasts ·
United States of America ·
07/08/20
Pairing fine wine with fine stories.
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“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.”
🐶⚽️🏆💗 via Apple Podcasts ·
United States of America ·
02/21/20
Great Content!!!
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“Making finance easy to talking about!!!”
Boomer83)29392 via Apple Podcasts ·
United States of America ·
12/13/18
Recent Episodes
About the Guest(s):John Graham: John is an author and professor who has taught international marketing for 40 years at USC and UCI. He co-authored the book "Under One Roof: Creating Harmony for Multi-Generational Living" with his sister Sharon and daughter Emily. John brings his expertise in...
Published 05/01/24
About the Guest(s):Kerrie Beene is a certified financial planner and the Chief Investment Officer at Rooted Planning Group. With years of experience in the financial industry, Kerrie has helped numerous clients navigate their financial journeys and make informed decisions about their investments....
Published 04/24/24
Published 04/24/24
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