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Money Roots
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Uncorking Your Income: Making Adjustments on Schedule 1
16 mins; March 08, 2023
Demystifying Page 1 of the 1040 Tax Form
19 mins; March 01, 2023
What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 2
15 mins; February 22, 2023
What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 1
16 mins; February 15, 2023
Amy's February 2023 Market and Economic Reports
15 mins; February 08, 2023
Fiscal Feminist Kimberlee Davis
43 mins; February 01, 2023
Secure Act 2.0 - 2024 Provisions - Part 3
19 mins; January 25, 2023
Secure Act 2.0 - New Provisions - Part 2
16 mins; January 18, 2023
Secure Act 2.0 - Rules on RMDs - Part 1
15 mins; January 11, 2023
Positively Productive With Lisa Zawrotny
41 mins; January 04, 2023
Wine and Dime Year End Conversation Part 2
20 mins; December 14, 2022
Wine and Dime Year End Conversation Part 1
22 mins; December 07, 2022
What to Do When You Have a Blended Family
21 mins; November 30, 2022
How to Support Parents Aging in Place When You Live Afar
20 mins; November 23, 2022
Estate Planning for Parents with Middle School Kids
19 mins; November 16, 2022
Estate Planning for New Parents
19 mins; November 09, 2022
What If This Is Your First Job?
24 mins; November 02, 2022
Benefits You Might Be Missing Out On
13 mins; October 26, 2022
Analyze If Your Benefits Are Enough
23 mins; October 19, 2022
Let's Talk About Open Enrollment
24 mins; October 12, 2022
What Should I Consider When Purchasing a Life Insurance Policy
24 mins; October 05, 2022
What if Your Home Is Damaged and You Need Restoration
21 mins; September 28, 2022
Considerations When Reviewing my Property and Casualty Insurance Policies
21 mins; September 21, 2022
Tax Credits, Raising Kids and Helping Parents
25 mins; September 14, 2022
Grandparents Helping with College Costs
23 mins; August 31, 2022
Back to School for High School and College Students
17 mins; August 24, 2022
Back to School - Young Kids
21 mins; August 17, 2022
Journey of a Fee Only Financial Planner Jeff Dvorak
57 mins; August 10, 2022
Financially Independent with Ann
29 mins; August 03, 2022
Financial Independence, Retire Early - FIRE Movement
20 mins; July 20, 2022
Raising Independent Children - How to avoid failure to Launch
21 mins; July 13, 2022
What is Financial Independence
27 mins; July 06, 2022
Talking Cybersecurity
46 mins; June 29, 2022
A Down Market and Its Impact on Retirement Savings
29 mins; June 22, 2022
Planning For Retirement When You're in Your 40s
27 mins; June 15, 2022
Competing Priorities: Saving For Retirement, Building An Emergency Fund, And Paying Off Debt
25 mins; June 08, 2022
Retirement, Flipping the Switch
17 mins; June 01, 2022
Now That You’ve Graduated, How Do You Navigate Your First Job?
24 mins; May 25, 2022
Saving for College - Early Teens Edition
19 mins; May 18, 2022
Now That You Graduated, How Do You Deal With Student Loans
21 mins; May 11, 2022
What to Know About The FAFSA Changes
24 mins; May 04, 2022
Getting Organized: Saving for College When You Have Young Children
25 mins; April 27, 2022
Introduction to Wine and Dime
1 min; April 25, 2022
Getting Organized For Buying a Car
22 mins; April 20, 2022
Organization of Financial Documents and Vacation Planning
21 mins; April 13, 2022
Spring Cleaning! What Documents to Keep or Shred
25 mins; April 06, 2022
HSA and 529 Tax Myths
28 mins; March 30, 2022
Money Empower with Barbara Huson
40 mins; March 23, 2022
Amy and Becky Talk Education, Tax Tips, and Ports
23 mins; March 16, 2022
Talking Taxes and Tips with Amy and Kate
25 mins; March 09, 2022
Tips for Spouses That Have Different Money Philosophies
23 mins; March 02, 2022
Three Tips to Eliminate the Emotion Behind Large Financial Decisions
23 mins; February 23, 2022
When is it Time to Offer Assistance to Parents/Grandparents?
21 mins; February 16, 2022
Educating Kids on Finances
25 mins; February 09, 2022
Coupon Queen Becky Eason
24 mins; February 02, 2022
The Walkthrough - Vacation Planning
30 mins; January 26, 2022
Financial Holiday Hangover
23 mins; January 19, 2022
Setting Short and Long-Term Goals with Amy and Kerrie
34 mins; January 12, 2022
Budget Master Ann Arceo
26 mins; January 05, 2022
Financial Resolutions in the New Year
20 mins; December 15, 2021
Financial Stress and Your Health
15 mins; December 08, 2021
Dealing with Grief Featuring Chris Dale
61 hours 23 mins; December 01, 2021
Retirement, Your Longest Vacation
21 mins; November 17, 2021
Year End Last Tango and Goals
9 mins; November 10, 2021
Year End Tax Dance
12 mins; November 02, 2021
Long Term Care, Life, and Disability Insurance
13 mins; October 26, 2021
Exploring Medical Benefits and Health Plans
18 mins; October 19, 2021
Open Enrollment and Employee Benefits
22 mins; October 12, 2021
Talking About Grit with Elin Barton
40 mins; October 06, 2021
Pet Insurance
14 mins; September 29, 2021
Other Types of Liability Insurance
15 mins; September 22, 2021
Homeowners and Renters Insurance
21 mins; September 15, 2021
Auto and Other Vehicle Insurances
19 mins; September 08, 2021
Guide to Insurance Basics
18 mins; September 01, 2021
Disaster Preparedness
17 mins; August 25, 2021
Between Generations - The Cost of Silence
10 mins; August 18, 2021
Using Legal Documents to Protect Your Finances
30 mins; August 11, 2021
Revisiting The Six D’s of Estate Planning with Any Refeca
59 mins; August 04, 2021
Lets Revisit Talking About Elder Law with Mike Martino
69 hours 2 mins; July 29, 2021
Credit Scores and Student Loans
28 mins; July 25, 2021
Talking About Burnout with Kate Lee
50 mins; July 18, 2021
To Be Debt Free
15 mins; July 07, 2021
Fire and Vine with Dr Katherine Larson
39 mins; June 30, 2021
Retirement - Strategies To Retire For Less
13 mins; June 23, 2021
Retirement - Gen X Concerns
24 mins; June 16, 2021
Q and A with Amy - Cryptocurrency and Medical Costs in Retirement
17 mins; May 25, 2021
Matching Your Income With Your Spending with Jennifer Cannon
41 mins; May 19, 2021
Personal Protection 101 - Disability
20 mins; May 12, 2021
More Investing Mailbag Questions
21 mins; May 04, 2021
Just Go For It with Andrea Bullard
50 mins; April 28, 2021
Investing Mailbag
21 mins; April 21, 2021
Investing In Your Mental Health with Joanne Williams
41 mins; April 13, 2021
Investing 102
24 mins; April 07, 2021
Investing 101
21 mins; March 31, 2021
Amy and Kate Jam about the Stimulus
32 mins; March 24, 2021
Tax Strategies by Goals
28 mins; March 17, 2021
Get The Port Out - It's Tax Time
23 mins; March 09, 2021
Financial Lessons We Can Learn by Watching Movies with Steve Juetten
51 mins; March 03, 2021
100 Degrees of Stephanie Skryzowski
40 mins; February 19, 2021
The ABC's of Asset Types
17 mins; February 12, 2021
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