Канал: Rooted Planning Group

Embracing Underconsumption: Spending Intentionally and Saving Wisely

Embracing Underconsumption: Spending Intentionally and Saving Wisely

Stress and Gratitude: A Conversation with Dr. Laura Carapella

Stress and Gratitude: A Conversation with Dr. Laura Carapella

Crafting Your Financial Story: Be the Hero of Your Life

Crafting Your Financial Story: Be the Hero of Your Life

Facing Financial Fears: Strategies for Overcoming Money Anxiety

Facing Financial Fears: Strategies for Overcoming Money Anxiety

Reducing Stress and Anxiety Around Money: Tips for Taking Control

Reducing Stress and Anxiety Around Money: Tips for Taking Control

The Importance of a Home Inspector: Answering Common Questions

The Importance of a Home Inspector: Answering Common Questions

Creating a Home Management Binder for Effective Household Organization

Creating a Home Management Binder for Effective Household Organization

Creating a Personal Property Inventory for Homeowners: Tips and Benefits

Creating a Personal Property Inventory for Homeowners: Tips and Benefits

Exploring Home Improvements vs. Buying a New Home in Today's Market

Exploring Home Improvements vs. Buying a New Home in Today's Market

Multi-generational Living: The Importance of Starting the Conversation Early

Multi-generational Living: The Importance of Starting the Conversation Early

The Pros and Cons of Taking Out a 401K Loan

The Pros and Cons of Taking Out a 401K Loan

Slow and Steady Wins the Race: Lessons in Financial Planning

Slow and Steady Wins the Race: Lessons in Financial Planning

Understanding Your Tax Return: A Line-by-Line Guide

Understanding Your Tax Return: A Line-by-Line Guide

Understanding the Tax Bucket Strategy for Retirement Planning

Understanding the Tax Bucket Strategy for Retirement Planning

Spring Cleaning Your Finances

Spring Cleaning Your Finances

Saving for College and Other Priorities: Insights from a Parent

Saving for College and Other Priorities: Insights from a Parent

Navigating Competing Goals and Priorities in Personal Finances

Navigating Competing Goals and Priorities in Personal Finances

Navigating Competing Goals: Tips for Managing Finances in 2024

Navigating Competing Goals: Tips for Managing Finances in 2024

Under One Roof: A Guide to Multigenerational Living and Care

Under One Roof: A Guide to Multigenerational Living and Care

From Anxiety to Action: Transforming Your Money Conversations

From Anxiety to Action: Transforming Your Money Conversations

Teaching Children Money Skills: A Guide for Parents

Teaching Children Money Skills: A Guide for Parents

Navigating Couples and Money: Tips for Building Financial Harmony

Navigating Couples and Money: Tips for Building Financial Harmony

Tips for Managing Finances After Losing Your Job

Tips for Managing Finances After Losing Your Job

Financial Wellness: Tips for a Successful Year

Financial Wellness: Tips for a Successful Year

The Journey of First-Time Moms: Health and Financial Tips

The Journey of First-Time Moms: Health and Financial Tips

The Connection Between Nutrition and Financial Planning

The Connection Between Nutrition and Financial Planning

Happiness Coach Sandra Miller Shares Tips for Finding Authentic Joy

Happiness Coach Sandra Miller Shares Tips for Finding Authentic Joy

Money Roots: A New Direction for Wine and Dime

Money Roots: A New Direction for Wine and Dime

The Art of Charitable Giving: Insights from Devon Foster

The Art of Charitable Giving: Insights from Devon Foster

Navigating Family Finances During the Holidays: Tips and Insights

Navigating Family Finances During the Holidays: Tips and Insights

What Issues Should I Consider Before the End of the Year?

What Issues Should I Consider Before the End of the Year?

The Sandwich Generation: Navigating the Challenges of Aging Parents

The Sandwich Generation: Navigating the Challenges of Aging Parents

Caring for Aging Parents: The Sandwich Generation Struggle

Caring for Aging Parents: The Sandwich Generation Struggle

Considering the Financial and Emotional Factors of Buying a Home

Considering the Financial and Emotional Factors of Buying a Home

Exploring Financial Information Sources with Liz Zemak

Exploring Financial Information Sources with Liz Zemak

Investment Long Game: Why Staying in Stocks Pays Off

Investment Long Game: Why Staying in Stocks Pays Off

Budgeting Tips and Tricks for a Successful Spending Plan

Budgeting Tips and Tricks for a Successful Spending Plan

Understanding Asset Allocation: A Simplified Guide for Investors

Understanding Asset Allocation: A Simplified Guide for Investors

How to Sell Yourself at a Job Interview, Without Sounding Like a Jerk With Sarah Connors

How to Sell Yourself at a Job Interview, Without Sounding Like a Jerk With Sarah Connors

To Divorce or Not To Divorce: Moving Gracefully Through Your Journey with Paula Lesso

To Divorce or Not To Divorce: Moving Gracefully Through Your Journey with Paula Lesso

Diving into the 529 Plan: College Savings and Strategies

Diving into the 529 Plan: College Savings and Strategies

Exploring the Changes in FAFSA: A Comprehensive Guide

Exploring the Changes in FAFSA: A Comprehensive Guide

Top 10 Changes to the FAFSA for the 2023 - 2024 FAFSA Season

Top 10 Changes to the FAFSA for the 2023 - 2024 FAFSA Season

College Planning Fundamentals: Terminology and Financial Aid Tips

College Planning Fundamentals: Terminology and Financial Aid Tips

Special Needs Trusts: A Guide to Protecting Your Loved Ones

Special Needs Trusts: A Guide to Protecting Your Loved Ones

Understanding the Five Wishes: A Comprehensive Guide to End-of-Life Planning

Understanding the Five Wishes: A Comprehensive Guide to End-of-Life Planning

Power of Attorney: Your Financial Lifeline in a Bottle

Power of Attorney: Your Financial Lifeline in a Bottle

Supreme Decisions: The Impact on Student Loans

Supreme Decisions: The Impact on Student Loans

Supreme Decisions: The Impact on Student Loans

Supreme Decisions: The Impact on Student Loans

Healthcare Proxies & Your Comprehensive Estate Plan

Healthcare Proxies & Your Comprehensive Estate Plan

"Trust" Me, You Need to Listen to This Episode on Estate Planning

"Trust" Me, You Need to Listen to This Episode on Estate Planning

Simplifying Wealth Transfer: The Power of Trusts in Estate Planning

Simplifying Wealth Transfer: The Power of Trusts in Estate Planning

Estate Planning: Why It's Essential and How to Get Started - Part 1 of a Comprehensive Series

Estate Planning: Why It's Essential and How to Get Started - Part 1 of a Comprehensive Series

Exploring the Debt Ceiling: Impact and Implications on Personal Finance

Exploring the Debt Ceiling: Impact and Implications on Personal Finance

Economics 101: Understanding Economic Terms

Economics 101: Understanding Economic Terms

Economics 101: Sipping on Stock Market Trends and New Mexico's Uncharted Vineyards

Economics 101: Sipping on Stock Market Trends and New Mexico's Uncharted Vineyards

Economics 101: Understanding CPI, Unemployment, and Consumer Sentiment

Economics 101: Understanding CPI, Unemployment, and Consumer Sentiment

Economics 101: From Wine Trails to Trade Balance - A Beginner's Guide to GDP

Economics 101: From Wine Trails to Trade Balance - A Beginner's Guide to GDP

Economics 101: Decoding Leading Economic Indicators and Recession Risks

Economics 101: Decoding Leading Economic Indicators and Recession Risks

Economics 101: Understanding the Importance of the Fed Funds Rate

Economics 101: Understanding the Importance of the Fed Funds Rate

Economics 101: Understanding the Importance of the Fed Funds Rate

Economics 101: Understanding the Importance of the Fed Funds Rate

Wine and Dime Your Way Through Small Business Tax Planning

Wine and Dime Your Way Through Small Business Tax Planning

Bank Failures and Insurance Limits

Bank Failures and Insurance Limits

Pairing Schedule 3 with the Perfect Wine: A Tax Season Guide

Pairing Schedule 3 with the Perfect Wine: A Tax Season Guide

Uncorking Schedule 2: Sipping on Taxes with Amy Irvine

Uncorking Schedule 2: Sipping on Taxes with Amy Irvine

Uncorking Your Income: Making Adjustments on Schedule 1

Uncorking Your Income: Making Adjustments on Schedule 1

Demystifying Page 1 of the 1040 Tax Form

Demystifying Page 1 of the 1040 Tax Form

What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 2

What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 2

What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 1

What Amy Learned when she attended a two day conferenced sponsored by LLIS - Part 1

Amy's February 2023 Market and Economic Reports

Amy's February 2023 Market and Economic Reports

Fiscal Feminist Kimberlee Davis

Fiscal Feminist Kimberlee Davis

Secure Act 2.0 - 2024 Provisions - Part 3

Secure Act 2.0 - 2024 Provisions - Part 3

Secure Act 2.0 - New Provisions - Part 2

Secure Act 2.0 - New Provisions - Part 2

Secure Act 2.0 - Rules on RMDs - Part 1

Secure Act 2.0 - Rules on RMDs - Part 1

Positively Productive With Lisa Zawrotny

Positively Productive With Lisa Zawrotny

Wine and Dime Year End Conversation Part 2

Wine and Dime Year End Conversation Part 2

Wine and Dime Year End Conversation Part 1

Wine and Dime Year End Conversation Part 1

What to Do When You Have a Blended Family

What to Do When You Have a Blended Family

How to Support Parents Aging in Place When You Live Afar

How to Support Parents Aging in Place When You Live Afar

Estate Planning for Parents with Middle School Kids

Estate Planning for Parents with Middle School Kids

Estate Planning for New Parents

Estate Planning for New Parents

What If This Is Your First Job?

What If This Is Your First Job?

Benefits You Might Be Missing Out On

Benefits You Might Be Missing Out On

Analyze If Your Benefits Are Enough

Analyze If Your Benefits Are Enough

Let's Talk About Open Enrollment

Let's Talk About Open Enrollment

What Should I Consider When Purchasing a Life Insurance Policy

What Should I Consider When Purchasing a Life Insurance Policy

What if Your Home Is Damaged and You Need Restoration

What if Your Home Is Damaged and You Need Restoration

Considerations When Reviewing my Property and Casualty Insurance Policies

Considerations When Reviewing my Property and Casualty Insurance Policies

Tax Credits, Raising Kids and Helping Parents

Tax Credits, Raising Kids and Helping Parents

Grandparents Helping with College Costs

Grandparents Helping with College Costs

Back to School for High School and College Students

Back to School for High School and College Students

Back to School - Young Kids

Back to School - Young Kids

Journey of a Fee Only Financial Planner Jeff Dvorak

Journey of a Fee Only Financial Planner Jeff Dvorak

Financially Independent with Ann

Financially Independent with Ann

Financial Independence, Retire Early - FIRE Movement

Financial Independence, Retire Early - FIRE Movement

Raising Independent Children - How to avoid failure to Launch

Raising Independent Children - How to avoid failure to Launch

What is Financial Independence

What is Financial Independence

Talking Cybersecurity

Talking Cybersecurity

A Down Market and Its Impact on Retirement Savings

A Down Market and Its Impact on Retirement Savings

Planning For Retirement When You're in Your 40s

Planning For Retirement When You're in Your 40s

Competing Priorities: Saving For Retirement, Building An Emergency Fund, And Paying Off Debt

Competing Priorities: Saving For Retirement, Building An Emergency Fund, And Paying Off Debt

Retirement, Flipping the Switch

Retirement, Flipping the Switch

Do You Have a Long Term Care Plan?

Do You Have a Long Term Care Plan?

Now That You’ve Graduated, How Do You Navigate Your First Job?

Now That You’ve Graduated, How Do You Navigate Your First Job?

Saving for College - Early Teens Edition

Saving for College - Early Teens Edition

Now That You Graduated, How Do You Deal With Student Loans

Now That You Graduated, How Do You Deal With Student Loans

What to Know About The FAFSA Changes

What to Know About The FAFSA Changes

Getting Organized: Saving for College When You Have Young Children

Getting Organized: Saving for College When You Have Young Children

Introduction to Wine and Dime

Introduction to Wine and Dime

Getting Organized For Buying a Car

Getting Organized For Buying a Car

Organization of Financial Documents and Vacation Planning

Organization of Financial Documents and Vacation Planning

Spring Cleaning! What Documents to Keep or Shred

Spring Cleaning! What Documents to Keep or Shred

HSA and 529 Tax Myths

HSA and 529 Tax Myths

Money Empower with Barbara Huson

Money Empower with Barbara Huson

Amy and Becky Talk Education, Tax Tips, and Ports

Amy and Becky Talk Education, Tax Tips, and Ports

Talking Taxes and Tips with Amy and Kate

Talking Taxes and Tips with Amy and Kate

Tips for Spouses That Have Different Money Philosophies

Tips for Spouses That Have Different Money Philosophies

Three Tips to Eliminate the Emotion Behind Large Financial Decisions

Three Tips to Eliminate the Emotion Behind Large Financial Decisions

When is it Time to Offer Assistance to Parents/Grandparents?

When is it Time to Offer Assistance to Parents/Grandparents?

Wine and Dime E0194 -- Educating Kids on Finances

Wine and Dime E0194 -- Educating Kids on Finances

Educating Kids on Finances

Educating Kids on Finances

Coupon Queen Becky Eason

Coupon Queen Becky Eason

The Walkthrough - Vacation Planning

The Walkthrough - Vacation Planning

Financial Holiday Hangover

Financial Holiday Hangover

Setting Short and Long-Term Goals with Amy and Kerrie

Setting Short and Long-Term Goals with Amy and Kerrie

Budget Master Ann Arceo

Budget Master Ann Arceo

Financial Resolutions in the New Year

Financial Resolutions in the New Year

Financial Stress and Your Health

Financial Stress and Your Health

Dealing with Grief Featuring Chris Dale

Dealing with Grief Featuring Chris Dale

Retirement, Your Longest Vacation

Retirement, Your Longest Vacation

Year End Last Tango and Goals

Year End Last Tango and Goals

Year End Tax Dance

Year End Tax Dance

Long Term Care, Life, and Disability Insurance

Long Term Care, Life, and Disability Insurance

Exploring Medical Benefits and Health Plans

Exploring Medical Benefits and Health Plans

Open Enrollment and Employee Benefits

Open Enrollment and Employee Benefits

Talking About Grit with Elin Barton

Talking About Grit with Elin Barton

Pet Insurance

Pet Insurance

Other Types of Liability Insurance

Other Types of Liability Insurance

Homeowners and Renters Insurance

Homeowners and Renters Insurance

Auto and Other Vehicle Insurances

Auto and Other Vehicle Insurances

Guide to Insurance Basics

Guide to Insurance Basics

Disaster Preparedness

Disaster Preparedness

Between Generations - The Cost of Silence

Between Generations - The Cost of Silence

Using Legal Documents to Protect Your Finances

Using Legal Documents to Protect Your Finances

Revisiting The Six D’s of Estate Planning with Any Refeca

Revisiting The Six D’s of Estate Planning with Any Refeca

Lets Revisit Talking About Elder Law with Mike Martino

Lets Revisit Talking About Elder Law with Mike Martino

Credit Scores and Student Loans

Credit Scores and Student Loans

Talking About Burnout with Kate Lee

Talking About Burnout with Kate Lee

To Be Debt Free

To Be Debt Free

Fire and Vine with Dr Katherine Larson

Fire and Vine with Dr Katherine Larson

Retirement - Strategies To Retire For Less

Retirement - Strategies To Retire For Less

Retirement - Gen X Concerns

Retirement - Gen X Concerns

Q and A with Amy - Cryptocurrency and Medical Costs in Retirement

Q and A with Amy - Cryptocurrency and Medical Costs in Retirement

Matching Your Income With Your Spending with Jennifer Cannon

Matching Your Income With Your Spending with Jennifer Cannon

Personal Protection 101 - Disability

Personal Protection 101 - Disability

More Investing Mailbag Questions

More Investing Mailbag Questions

Just Go For It with Andrea Bullard

Just Go For It with Andrea Bullard

Investing Mailbag

Investing Mailbag

Investing In Your Mental Health with Joanne Williams

Investing In Your Mental Health with Joanne Williams

Investing 102

Investing 102

Investing 101

Investing 101

Amy and Kate Jam about the Stimulus

Amy and Kate Jam about the Stimulus

Tax Strategies by Goals

Tax Strategies by Goals

Get The Port Out - It's Tax Time

Get The Port Out - It's Tax Time

Financial Lessons We Can Learn by Watching Movies with Steve Juetten

Financial Lessons We Can Learn by Watching Movies with Steve Juetten

100 Degrees of Stephanie Skryzowski

100 Degrees of Stephanie Skryzowski

The ABC's of Asset Types

The ABC's of Asset Types

Up Your Assets

Up Your Assets

Prepay College Tuition with a Private College 529 Plan

Prepay College Tuition with a Private College 529 Plan

Say Bye Bye to Boring Bio's with Nancy Juetten

Say Bye Bye to Boring Bio's with Nancy Juetten

Getting Organized: Spending Plans with Kerrie Beene

Getting Organized: Spending Plans with Kerrie Beene

Stimulus and Getting Organized

Stimulus and Getting Organized

A Journey to Money Therapy with Jennifer Love

A Journey to Money Therapy with Jennifer Love

Year End Tax Planning Strategies

Year End Tax Planning Strategies

Holiday Savings Ideas with Amy

Holiday Savings Ideas with Amy

Equity Compensation... Don't Trust Your Google Searches

Equity Compensation... Don't Trust Your Google Searches

Aromatherapy For Stress with Sarah Song

Aromatherapy For Stress with Sarah Song

Simple Money Strategies with Justin Krane

Simple Money Strategies with Justin Krane

Talking About Estate Planning

Talking About Estate Planning

Diffusing the Legal and Estate Planning Bombs

Diffusing the Legal and Estate Planning Bombs

Becoming Financial Wise with Brittney Castro

Becoming Financial Wise with Brittney Castro

Jim Laughren Podcasts About Wine and Life

Jim Laughren Podcasts About Wine and Life

The Life of Randy Ullom, Financing a Passion by Making it a Career

The Life of Randy Ullom, Financing a Passion by Making it a Career

Emily Graham Shares Her Experience as a Hospice Social Worker

Emily Graham Shares Her Experience as a Hospice Social Worker

Financial Autonomy Book? Yes Please! with Paul Benson

Financial Autonomy Book? Yes Please! with Paul Benson

Career and Employee Benefits with Amy Irvine

Career and Employee Benefits with Amy Irvine

Energy Healing with Isabel Restrepo

Energy Healing with Isabel Restrepo

Surviving Financial Infidelity

Surviving Financial Infidelity

The Stress of Schools Reopening

The Stress of Schools Reopening

Making Mudpies with Susan Bartone

Making Mudpies with Susan Bartone

Creating a Spending Plan

Creating a Spending Plan

Retirement Plans and Options with Amy

Retirement Plans and Options with Amy

Flipping The Switch with Barbara O'Neill

Flipping The Switch with Barbara O'Neill

What is Your Zone of Genius? with Lisa Crilley Mallis

What is Your Zone of Genius? with Lisa Crilley Mallis

How Rooted Planning Group Does College Planning

How Rooted Planning Group Does College Planning

Life Goes On Financial Road Map with Nancy Juetten

Life Goes On Financial Road Map with Nancy Juetten

Coaching for the New Modern Family with Terri DeCoster

Coaching for the New Modern Family with Terri DeCoster

Identifying Anxiety in Today's World

Identifying Anxiety in Today's World

Identifying Anxiety in Today's World

Identifying Anxiety in Today's World

From NFL Player to Money Coach with Jedidiah Collins

From NFL Player to Money Coach with Jedidiah Collins