Jaelyn Vickery is the founder of Dimensional Wealth, and the host of the F3 podcast, which stands for Financial Fitness Finesse. She is a licensed clinical therapist as well as a renowned financial therapist. Jaelyn has excelled in connecting the sometimes-complicated dots between food and finance, with a particular focus on consumer psychology. With a background as a collegiate athlete, Jaelyn combines her experiences in mental health and financial management to help clients explore their consumption patterns and emotional relationships with money. Her passion includes guiding people through the ‘C3 Cycle’—compulsion, consumption, and control—a method she developed to help individuals navigate their financial and emotional landscapes.

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Dive into an enriching conversation on Money Roots with Amy Irvine as she talks with Jaelyn Vickery, a multi-faceted expert in the field of financial therapy and mental health. As a founder of Dimensional Wealth, Jaelyn enlightens listeners on the intriguing intersection between food and finance, and how consumer psychology plays a crucial role in daily decision-making. With insights into both individual and collective financial behaviors, this episode will spark revelations on how listeners perceive and interact with money in their lives.

Jaelyn Vickery delves into key aspects of her methodologies such as the ‘5 Reps to Wealth’ to help achieve total well-being. Her approach incorporates the various dimensions of wellness, using them as tools to manage both financial and emotional challenges efficiently. From the importance of pausing to assess personal goals to understanding how emotions translate into financial decisions, this episode is packed with insights. Learn how the principles of financial therapy can support healthier money habits and emotional stability in culturally driven consumer societies.

• Connection Between Food and Finance: Jaelyn draws parallels between food and finance, shedding light on how both aid in hitting pleasure points and are deeply embedded in survival instincts.
• 5 Reps to Wealth Framework: This model incorporates eight dimensions of wellness, helping to create balance and abundance in one's personal and professional life.
• C3 Cycle: Understand the compulsion, consumption, and control cycle, which aids individuals in recognizing and transforming unhelpful consumption habits.
• Enoughism: Addresses the perpetual chase for more, illustrating the importance of defining ‘enough’ in personal and professional contexts.
• Therapeutic Collaboration: Discusses the synergy between financial therapists and advisors in addressing emotional and financial health.

1. "Money is just emotions disguised as numbers."
2. "Too often, we achieve so much on paper, but realize so many aspects of our lives have diminished."
3. "Life is not basic... the human experience is abundant and beautiful."
4. "What is right is actually within your own control of design."
5. "Working with me, you'll learn how to find those moments of pause very quickly."

• Jaelyn Vickery's Website: JVIC.com - Find services, resources, and contact information.
• F3 Podcast - Hosted by Jaelyn, available wherever you get your podcasts.
• Dimensional Wealth - Visit the company's site to learn more about their offerings

Listen to the full episode to gain exclusive insights into establishing a balanced and wealthy life by intertwining emotional well-being with financial stability. Stay tuned for more enlightening discussions on the Money Roots podcast.

Carl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just cardstock and a Sharpie. The column ran weekly for a decade. This journey began when Carl applied for what he thought was a job as a “security guard,” only to find out the ad actually said “securities.” That slight misstep sparked a lifelong dedication to reshaping how we think about money.

Since then, Carl has become a Certified Financial Planner™, built and sold a successful investment firm, and spoken at financial and investment events worldwide—from Australia to South Africa, the UK, and major economic centers across Europe, Canada, and the United States. His bestsellers, The Behavior Gap and The One-Page Financial Plan, have been translated into over ten languages and continue to resonate globally.

Through his daily podcast, Behavior Gap Radio, which now has over 1,000 episodes and over one million downloads, Carl shares new perspectives on aligning our resources with what truly matters. His latest audio project, 50 Fires, backed by executive producers Chip and Joanna Gaines, explores the intersections of money and meaning with guests like Pete Holmes, David Whyte, Krista Tippett, and his favorite guest by far, his wife, Cori.

Carl founded The Society of Advice, a community of financial planners dedicated to the craft of advice. They gather for a monthly online workshop and frequent retreats in Park City, Utah.

In 2025, Carl will release a new book that, true to form, will be unlike anything seen in the personal finance section—and you better believe there will be sketches (101 of them, to be exact).

Pre-Order: Your Money: Reimagining Wealth in Simple Sketches

When he’s not exploring ideas about money, Carl, a Wilderness First Responder, can be found navigating Utah’s high mountain ridges on foot, skis, or bike. Married to Cori since 1995, they have four kids, whom they consider their best friends.

For information about Carl Richards speaking to your organization or appearing on your podcast, click here.

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In this special episode of Money Roots, host Amy Irvine welcomes Carl Richards, also known as the Sketch Guy of the New York Times. The discussion centers around Carl's innovative new book, which serves as both a financial guide and conversation starter, featuring 101 insightful sketches and essays about personal finance. Through this medium, Carl aims to encourage meaningful dialogue about money—a subject often avoided yet deeply impactful in our personal lives. From his unconventional start in finance to becoming an influential voice in financial planning, Carl’s journey is a testament to reshaping how people perceive and engage with money.

Throughout the conversation, Carl emphasizes the critical role of conversations in financial planning, advocating that understanding and clarity arise from dialogue. Amy and Carl delve into the book’s thematic sections, exploring how each segment—from mindset to wisdom—guides readers through an introspective financial journey. The podcast highlights Carl's aspiration to reduce global money-related anxiety and foster healthier relationships with finances. By aligning personal values with financial habits, Carl encourages readers and listeners alike to engage with the emotional complexities of money. This episode offers a fresh perspective on financial literacy, underscoring the transformative power of conversation and simplicity in understanding money matters.

• Carl Richards transformed complex financial concepts into simple sketches to facilitate understanding and conversation.
• The book, featuring 101 sketches and essays, is designed to provoke meaningful discussions about money.
• Key sections of the book include “Mindset,” “Stillness,” and “Wisdom,” helping guide users through the financial experience.
• The ultimate goal of Carl’s book is to decrease the global anxiety surrounding money through improved financial dialogue.
• Financial planning is most effective when it is conversational, helping clients align personal values with financial actions.

1. "I'm convinced that really good financial decisions happen in conversation."
2. "Your values are not at war; they're in conversation."
3. "There's something magic about especially the physical version of a book."
4. "The global anxiety around our money hasn't been getting better."
5. "I just want to lower the global anxiety around our relationship with money."

• Carl Richards' website
• Books by Carl Richards: "The Behavior Gap" and "The One-Page Financial Plan"
• "Behavior Gap Radio" - Carl Richards' podcast
• Society of Advice - A community founded by Carl Richards for financial planners

Explore Carl Richards' engaging approach to financial planning in this episode, offering insights to deepen your understanding of personal finance. Stay tuned for more enlightening content from Money Roots, dialing into the heart of financial wisdom and growth.

Companies mentioned in this episode:

• New York Times
• Behavior Gap
• One Page Financial Plan
• 50 Fires
• Chip and Joanna Gaines
• Society of Advice
• Park City, Utah
• David White

Amy Irvine is the host of the podcast "Money Roots" and is a seasoned expert specializing in financial planning. Amy is known for her down-to-earth approach, making money conversations relatable and rooted in personal goals. Her expertise lies in designing a fulfilling financial life, especially focusing on retirement planning that aligns with one’s personal and emotional well-being. With a mission to educate and simplify complex financial topics, she aims to empower individuals to take control of their financial future.

In this insightful episode of Money Roots, Amy Irvine delves into the intricacies of designing a fulfilling and meaningful life in retirement. Through an exploration of the traditional life phases of education, work, and retirement, Amy challenges listeners to think outside the box and consider a more integrated approach to their life's journey. Rooted in her financial expertise, she emphasizes the importance of lifelong learning, balanced living, and finding personal fulfillment beyond traditional career achievements.

Throughout the episode, Amy highlights the essential need for continuous learning, meaningful work, and rewarding leisure activities, promoting a holistic approach to retirement preparation. She references Richard Bowles's concept of the 'three boxes of life' and incorporates insights from Dr. Phyllis Moen of the Cornell Retirement and Well-being Study. This discussion encourages listeners to unbox their lives, balancing different facets such as intellectual pursuits, work passion, and leisure activities that resonate personally, thus crafting a retirement that is both satisfying and joyous.

• Lifelong Learning: Retirement should be viewed as an opportunity for continued learning and personal growth, rather than a mere cessation of work.
• Unboxing Life: Traditional phases of education, work, and retirement can be more fulfilling when integrated and balanced throughout life.
• Personal Fulfillment: It's crucial to engage in activities during retirement that are personally meaningful and joyful, rather than just remaining busy.
• Purpose and Leisure: Retirement offers a unique chance to redefine what leisure means to you, emphasizing activities that feel like a 'mini-vacation.'
• Holistic Planning: Consider all aspects of life, including intellectual, work, and leisure pursuits, to achieve a balanced and rewarding retirement journey.

• "The blessings for which we hunger are not to be found in other places or people."
• "We have to learn to balance learning, work, and leisure in every stage of our lives."
• "For some people, that is an exciting prospect and for others, it's a very frightening one."
• "Make sure the things that you're doing not just in retirement obviously, but right now... are bringing meaning."
• "Retirement planning should be a lifelong regime rather than a later life concession."

• Cornell Retirement and Well-being Study: Insights by Dr. Phyllis Moen on planning a fulfilling retirement.
• Richard Bowles's Three Boxes of Life: A framework for understanding life phases.

Tune in to the full episode to delve deeper into Amy Irvine's unique perspective on crafting a fulfilling and balanced retirement. Stay connected for more enriching content on "Money Roots," where we help you keep your finances grounded and your future growing.

Amy Irvine is a seasoned financial advisor and the host of the "Money Roots" podcast. As a passionate advocate for holistic retirement planning, Amy leverages her extensive experience in financial advising to offer practical insights and strategies. Her focus spans beyond traditional financial security, embracing a wide view of retirement that includes health, relationships, personal growth, and community. She is known for helping clients design fulfilling retirements that are balanced across all facets of life.

In the latest episode of "Money Roots," hosted by financial expert Amy Irvine, listeners are invited to explore the multifaceted nature of retirement planning. Amy emphasizes the importance of balance in designing a fulfilling retirement. Rather than focusing solely on financial security, Amy argues for a holistic approach that considers intellectual engagement, health, relationships, and personal growth. This episode is crucial for anyone preparing for retirement or reevaluating their current retirement lifestyle.

Throughout this insightful episode, Amy discusses the "wheel of life" concept, encouraging her audience to set retirement goals across various aspects of life such as leisure, healthcare, personal growth, and community involvement. Key elements of a balanced retirement are dissected, providing listeners with a roadmap to assess and align their personal priorities. She emphasizes that retirement, being the longest vacation of one's life, should be meticulously planned to embrace a balanced and purposeful lifestyle.

• Holistic Retirement Planning: Retirement planning should encompass more than just financial security, factoring in health, relationships, personal growth, and intellectual pursuits.
• Wheel of Life Approach: Amy introduces the wheel of life, which allows individuals to evaluate their engagement in various life facets, ensuring a balanced approach to retirement.
• Setting Goals Across Life Facets: She stresses the importance of setting goals for intellectual engagement, productive pursuits, leisure, healthcare, and community involvement to ensure a fulfilling retirement experience.
• Personal Growth and Engagement: Retirement is an opportunity for continued personal growth and learning, vital for maintaining intellectual sharpness and life satisfaction.
• Redefining Retirement: Whether you are approaching or revisiting retirement, it’s important to visualize and define what this stage should look like for personal fulfillment.

• "Money can act as a tool for achieving goals in other areas of life, but financial security alone cannot bring about happiness."
• "Retirement is the longest vacation of our life. How do we want to spend that time?"
• "Each part of your life contributes to the quality of the life that you experience."
• "It's time to reevaluate, not just your financial portfolio, but your life portfolio as well."
• "Visualizing retirement: What does retirement look like for you?"

• Retirement Visualization Worksheets: Amy provides listeners with worksheets to assist in visualizing their retirement goals.
• Visualize Your Retirement
• Personal Insights about Life Balance

Listen to the full episode to immerse yourself in the concept of balanced retirement planning and ensure your future is not only financially secure but also rich in personal fulfillment and growth. Stay tuned for more enlightening content from "Money Roots," where financial harmony and life satisfaction go hand in hand.

Amy Irvine is a seasoned financial planner and host of the Money Roots podcast. She is the founder of Rooted Planning Group, where she offers comprehensive retirement and financial planning services. Amy is known for her approachable and relatable style, making complex financial concepts accessible to a broad audience. Her focus on aligning financial strategies with personal goals helps clients navigate significant life transitions effectively.

In this episode of Money Roots, hosted by Amy Irvine, the focus continues on retirement planning with part two of the Retirement Design series, exploring the crucial concepts of transition management. Amy discusses the "Three Rs of Successful Transitions": Resourcefulness, Resiliency, and Renaissance Spirit. These traits are essential for anyone navigating the uncertainties of retirement.

The episode delves into how each of these traits can be developed and nurtured to facilitate a smooth shift into retirement. Amy emphasizes that retirement is not just a financial change, but a social and personal one as well. Key aspects like the creativity of resourcefulness, the adaptability of resilience, and the enthusiasm of a Renaissance spirit are explored in-depth, with examples of how they manifest in real-life scenarios. The episode is a valuable guide for preparing emotionally and mentally for retirement's complex landscape.

• The Three Rs: Understanding the essential traits of Resourcefulness, Resiliency, and Renaissance Spirit can help navigate life transitions, particularly retirement.
• Holistic Planning: Retirement planning involves more than just finances; social and personal aspects play critical roles.
• Real-life Applications: Examples and questions help listeners identify how they can apply these traits to past transitions and future planning.
• Change Adaptation: Emphasizes the importance of flexibility and openness to change as constants in retirement planning.
• Future Episodes: Hints at future discussions on balancing life during retirement transitions in upcoming episodes.

• "Resourcefulness is about making the most of what we have and always looking for effective and creative ways to reach goals."
• "Resiliency is the ability to bounce back from a loss, disappointment, or other difficult situations."
• "A Renaissance spirit involves having a zest for life and learning, with diverse and in-depth interests pursued with wonder, adventure, and fun."
• "Overcoming challenges and taking advantage of opportunities are key elements of a successful transition in retirement."
• "Change is the only constant in our lives, and how we respond to it will profoundly affect the decisions we make."

• Rooted Planning Group: Website

For a deeper understanding of the important strategies discussed in this episode and how you can prepare for a fulfilling retirement, listen to the full discussion. Stay tuned for more insightful content from the Money Roots podcast series.

Amy Irvine is the CEO and founder of Rooted Planning Group, a dynamic organization focused on aligning financial planning with life goals. With extensive experience in financial advising, Amy has carved a niche for herself by integrating life design with financial strategy. A firm advocate for actionable and personalized financial planning, Amy is deeply involved with Money Quotient, where she assists individuals in bridging their life aspirations with their financial plans. She brings a wealth of knowledge and a unique perspective on retirement planning, promoting a holistic view that encompasses more than just financial stability.

Join Amy Irvine, the visionary CEO of Rooted Planning Group, in this engaging debut of the "Retirement Design" series on Money Roots. This episode lays the groundwork for understanding how life's design intersects with financial planning, particularly as one approaches retirement. By leveraging her expertise and the insights from Money Quotient, Amy guides listeners to view retirement as a life phase that requires thoughtful preparation, far beyond financial readiness. This episode sets out to redefine the traditional perceptions of retirement, encouraging both current retirees and younger listeners to envisage a fulfilling life post-retirement.

The podcast episode delves into why planning for retirement needs to extend past monetary considerations. Amy Irvine shares statistics and demographics illustrating the longevity and societal shifts that beckon us to rethink retirement paradigms. One key assertion from Amy is that "life is about events supported by your dollars and cents." This episode of Money Roots is enriched with insights about retirement practice, longevity statistics, and transformative life in retirement. Amy introduces a guide/workbook for personal introspection on retirement, emphasizing the psychological transition into retirement as significantly as the financial aspect. Through her expert lens, Amy implores listeners to design their retirement life proactively, seeing it as a transition, rather than an end.

• Retirement should be designed proactively as a significant life transition, not merely a financial milestone.
• Life expectancy has increased significantly, influencing the need for a broader retirement strategy that includes social networks and active lifestyles.
• Practicing retirement in the year preceding actual retirement can aid in adjusting to new routines and discovering fulfilling activities.
• A higher emphasis on personal development and social connections can enhance life satisfaction more than financial gains alone.
• Retirement is a continuous design process, and individuals should remain flexible, allowing their plans to evolve and change as needed.

• "Life is about events supported by your dollars and cents."
• "The older you get, typically the longer your life expectancy is."
• "It's not just the size of your portfolio but the size of your social network that affects life satisfaction."
• "Retirement should be thought of as a major life transition deserving thought and preparation in all areas."
• "You get to design life in retirement...and you know what? It can change."

• Rooted Planning Group
• Money Quotient
• AARP Study: "Baby Boomers Look Forward to Toward Retirement"

Stay tuned for more insightful episodes in the "Retirement Design" series on Money Roots, where Amy Irvine will continue to offer practical exercises and thought-provoking insights to design a fulfilling retirement. Don't miss out on the upcoming parts of this series and keep striving for a balanced and enriched financial life.

Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm focused on providing personalized and strategic financial advice. With extensive experience in the financial sector, Amy has become a respected voice on issues related to retirement planning, particularly concerning the unique challenges faced by women. Her work emphasizes the importance of integrating financial goals with a client's holistic life vision.

In this episode of "Money Roots," Amy Irvine delves into the intricacies of retirement planning with a particular focus on women's unique financial challenges and opportunities. Speaking from her experience delivering a session at a women's conference, Amy addresses the disparities in planning for retirement between men and women, spotlighting the importance of early preparation and proactive strategy adjustment. With a compelling call for envisioning a financially free future, Amy intertwines practical advice with empowering insights.

Throughout the episode, key topics include the gender pay gap's impact on savings, the significance of career breaks for caregiving, and the influence of longer life expectancies on financial planning for women. Discussions emphasize the importance of developing a comprehensive approach tailored to each stage of life—from young professionals to retirees and single women. Through data-driven observations, listeners are encouraged to rethink their approach to retirement by focusing on satisfaction, adaptability, and informed decision-making in financial strategies to ensure lasting security during retirement.

• Early engagement in retirement planning can alleviate uncertainty and ensure a financially secure future for women, who face unique career and financial challenges.
• Women should be acutely aware of the gender pay and savings gap that can compound over a lifetime, affecting their long-term financial health and retirement readiness.
• Utilizing a "Wheel of Life" to assess personal satisfaction across multiple life domains can guide effective planning towards a balanced and fulfilling retirement.
• Different stages of life, such as young professionals, established families, and retirees, demand tailored financial strategies and targeted goals to maximize benefits and safeguard savings.
• Women need to actively advocate for themselves in the workplace, recognizing and addressing factors like menopause and caregiving that may influence career progression and financial stability.

• "I've learned that making a living is not the same as making a life." – Amy Irvine
• "Retirement is one of the longest vacations of your life, so it's critical to address it early."
• "Women often face career breaks for caregiving, impacting both earnings and retirement savings."
• "Sit with the word retirement and think about what emotions it brings—excitement, restlessness, fear—all can be present together."
• "Women are great savers but often don't know what to do with the money. Investing wisely is key."

• Rooted Planning Group: Rooted Planning Group
• Maya Angelou's quote on making a living versus making a life.
• The Wheel of Life tool from Money Quotient for personal satisfaction assessment.

To gain in-depth insight into women's retirement planning and to learn practical strategies for various stages of financial life, tune in to this episode of "Money Roots." Stay updated with our podcast series for more enriching financial guidance and discussions.

Links referenced in this episode:

• moneyquotient.com

Companies mentioned in this episode:

• Rooted Planning Group
• Corning Community College
• Money Quotient

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.

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 reflect its evolution and collaborative team dynamic better. 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.

• 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 adaptability, 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.

1. "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."
2. "We're one of those firms that, like, pivots. We pivot often."
3. "I very much enjoy being outdoors, and I really love when I'm walking up a hill."
4. "We can't talk about inclusion without talking about well-being."
5. "No journey is a straight line... being nimble, I think, is probably the number one characteristic important when you're a business owner."

• 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.

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.

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.

• 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.

1. "I loved what I did, but I didn't love how I was doing it."
2. "What's the worst that's going to happen? You're going to have to go get a job."
3. "We thought we had said enough side. But in reality, oh gosh, we really didn't."
4. "It forced me to go down this path of...actually starting her absolute own firm."
5. "I wanted this business model to succeed because I believed in it."

• 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.

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.

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.

• 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.

• "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."

• Rooted Planning Group: Website
• Volatility and Staying Invested Image

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.