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:

• Take the Survey: https://members.moneyquotient.com/s/PwgOG5bL160r6qo2/aExX4k5B9YDpq2oy

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.