18 Podcast Episodes
Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Amy Irvine is the owner of Rooted Planning Group, an independent RIA based out of New York that oversees $67 million in ... Read more
26 Jul 2022
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1hr 37mins
Special Conversation with a Trailblazer, Amy Irvine CFP®, EA, MPAS®, CCFC, CDFA®
Special Conversation with a Trailblazer, Amy Irvine CFP®, EA, MPAS®, CCFC, CDFA®
I am so excited to have Amy Irvine on today’s podcast. Amy is well known in the financial arena. She is a trailblazer in... Read more
23 Feb 2022
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58mins
Financial Foolishness with Amy Irvine, CFP
Financial Foolishness with Amy Irvine, CFP
Amy Irvine (ep 006 Financial Fears) returns to the pod to talk about how we can avoid some of our financial foolishness ... Read more
11 Aug 2021
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59mins
Pivoting On Purpose to Create Your Dream Life With Amy Irvine
Pivoting On Purpose to Create Your Dream Life With Amy Irvine
Financial planner Amy Irvine is passionate about three things: family, finances, and wine. Amy holds a master's degree i... Read more
31 May 2021
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35mins
Afterhours at the Radio Bookclub: Pam Houston and Amy Irvine
Afterhours at the Radio Bookclub: Pam Houston and Amy Irvine
Listen to more of our conversation with authors Pam Houston and Amy Irvine about how they developed a relationship throu... Read more
26 Nov 2020
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28mins
Post election US Market Update with Amy Irvine in New York - 171
Post election US Market Update with Amy Irvine in New York - 171
This week I jump on the line with New York based financial planner Amy Irvine to get a read on what's happening on Wall ... Read more
7 Nov 2020
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33mins
Financial Fears with Amy Irvine, CFP
Financial Fears with Amy Irvine, CFP
Don't "should" on yourself. Forget budgeting; create a spending plan that's realistic, as barebones as you can make it w... Read more
4 Nov 2020
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1hr 7mins
Episode 26 Bonus: A day in the life of Amy Irvine
Episode 26 Bonus: A day in the life of Amy Irvine
In this bonus episode of Emerging Form, our guest Amy Irvine surprises us right away when we ask to describe her writing... Read more
29 Oct 2020
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12mins
Episode 26-Finding creative flow with Amy Irvine
Episode 26-Finding creative flow with Amy Irvine
Sometimes, a project just comes together in the most organic, meant-to-be way, and nothing can stop it. What’s that like... Read more
22 Oct 2020
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35mins
Career and Employee Benefits with Amy Irvine
Career and Employee Benefits with Amy Irvine
Welcome back Wine and Dime Listeners! In this episode we are talking about your career and employee benefits. I know t... Read more
4 Sep 2020
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26mins