Welcome to "Money Roots," the podcast where personal finance becomes personal. Join host Amy Irvine, CEO of Rooted Planning Group, as she demystifies the world of finance and makes it approachable for everyone, from beginners to financial experts. In each episode, Amy and her guests dig deep into the financial soil, planting the seeds of financial knowledge and helping you nurture your financial future. Whether you're looking to build a solid budget, invest wisely, or plan for retirement, "M ...
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KC Liu currently serves at EFC Irvine as the English Ministry Pastor, as well as the Missions Pastor. His passion is to mobilize believers for world missions, and has taken many teams to the 10/40 Window. He is married to Amy and has four amazing kids, Micah, Karis, Kaden, and Skylar.
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Overcome disordered eating and find peace with food.
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Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
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Brief Audio Book Non-fiction book summary briefly ( #BriefAudioBook )
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THE MATRIARCHITECTS podcast and platform highlights the change-makers who are building a culture that respects, values, and celebrates women. Hear the voices of people who are creating a cultural shift in our attitudes toward women, and who are using their vision, gifts, and talents to make our world a better place for people of all genders. These individuals and their stories offer an antidote to the hard times we live in, showing us that new ways of seeing and being are not only possible b ...
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What does that vanity plate say? Just like some song lyrics, vanity plates can be a mystery to everyone but the driver. They are debated on social media and even when we think we know what they say, the meaning behind it is probably a mystery. Getting a vanity plate may just be harder than picking your next tattoo - because you only have room for one. Host, Trista Polo, had a suspicion the vanity plates we drive by every day probably have interesting stories behind them...because of the roll ...
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Supporting Children and Teens in Navigating a Healthy Relationship with Food and Body, with Heidi Schauster
39:17
39:17
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Today I’m talking to Heidi Schauster, MS, RD, LDN, CEDS-S, SEP who is a nutrition therapist and Somatic Experiencing (SE)™ Practitioner who has specialised in eating and body image concerns for nearly 30 years. She provides individual and group counselling and clinical supervision/consultation and is particularly interested in the intersection betw…
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Getting Started on an Eating Disorder Recovery Journey
37:03
37:03
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In this episode, I explore getting started on the recovery road. This is an old episode re-shared - one that has had many downloads! It can be daunting and overwhelming to even think about acknowledging the existence of an eating problem to yourself, let alone taking steps to manage it. I talk you through some initial steps to support you and offer…
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Embracing Underconsumption: Spending Intentionally and Saving Wisely
20:19
20:19
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About the Guest(s): Kate Welker is a CERTIFIED FINANCIAL PLANNER® at Rooted Planning Group with a passion for helping individuals cultivate a thriving financial future. With a background in finance and a keen understanding of the importance of intentional spending, Kate provides valuable insights and guidance to clients seeking to achieve their fin…
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“Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone - Episode #20 of NAPFA Nation
17:22
17:22
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In Episode #20 of NAPFA Nation, Christine Simone, founder and CEO of healthcare software company Caribou, and host Marie Swift delve into the vital intersection of healthcare and financial planning. As they explore the significance of healthcare in financial strategies, especially during pivotal life events like retirement, divorce, and job changes…
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A Deep Dive into Body Image with Dr. Charlotte Markey
41:20
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Today I’m talking to Charlotte Markey, Ph.D., who is a world-leading expert in body image research, having studied body image and eating behaviors for nearly three decades. She is passionate about understanding how to help people have a healthy relationship with their body and food. Charlotte is a psychology professor at Rutgers University and a re…
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Changing the World in Fitness: Mentality, Body Neutrality and Personalised Movement, with Katie Bramlett (WeShape)
44:30
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44:30
Today I have a returning guest to the podcast I’m talking to Katie Bramlett from the company WeShape – a movement-based fitness product, inspired with the intention of advocating for people to stop focusing on the number on the scale and instead putting their energy and efforts towards something more meaningful. Katie worked previously in the more …
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16 Ways to Actually Love Yourself, When you Have No Idea Where to Begin
24:24
24:24
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This episode was first published in the summer of 2021 and has proved to be one of my most popular episodes! Apologies for a re-share - I hope that you enjoy it, either for a first listen or a great reminder of how to put self-love into practice. A new episode will be back next week. The episode is inspired by an article by Laura Jane Williams who …
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Eating Disorders and Body Image: Research, Teaching Students and Inspiring Change, with Dr. Kamila Irvine
40:05
40:05
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Today I’m talking to Dr. Kamila Irvine who is senior lecturer in Psychology at Lincoln University. Kamila specialises in body image and eating disorders and is particularly interested in perceptual body image and size/shape estimation. Kamila completed her PhD at Northumbria University, focusing on body image and then worked as a Teaching Fellow at…
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Working with Neuro-divergent Individuals and Eating Disorders, with Cara Byrne
47:45
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Today I have a returning guest to the podcast and I’m talking with Cara Byrne – an integrative humanistic psychotherapist based in Ireland. She is the founder of Hike Psych – offering walking and talking therapy in nature for her clients, combining her love of nature and psychotherapy. Cara has always been fascinated by other human beings and the e…
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“Lives Under Care: Using Dollars and Cents to Create a Rooted Plan” with Amy Irvine - Episode #19 of NAPFA Nation
33:06
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In Episode #19 of NAPFA Nation, Amy Irvine of Rooted Planning Group, shares with podcast host Marie Swift her journey in financial planning. From rebranding her firm, empowering women in financial planning, attracting male clients too, promoting pay equity and DEI within the firm, building client relationships, creating an ensemble of talented wome…
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Managing your eating throughout the day can feel easier, due to distraction and busyness. You may feel less prone to out-of-control eating or mindless snacking. But, evenings can be a whole different story! After an exhausting day you might be feeling at the end of your tether. What to do with this final hour or two so before you go to bed? You may…
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Finding Surrender, Freedom and Healing in Eating Disorder Recovery with Rebecca Amis
36:34
36:34
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Today I’m talking to Rebecca Amis - a woman on a transformative journey of eating disorder recovery and empowerment. Rebecca’s life's path has been shaped by profound blessings and challenges, including battling an eating disorder. Rebecca was raised in a large family heavily influenced by a diet culture society where image, food, and perfectionism…
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Stress and Gratitude: A Conversation with Dr. Laura Carapella
32:45
32:45
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About the Guest(s): Dr. Laura Carapella earned her doctorate degree at Columbia University and has achieved tenure at two colleges in New York state. With over 25 years of experience teaching health behavior and human dynamics, she has also conducted over 200 leadership workshops, retreats, and keynotes. Dr. Carapella is known for her passion for h…
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Finding Re-connection with Body, Inner Wisdom and Intuition in Eating Disorder Recovery with Flurina Thali
35:03
35:03
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Today I’m talking to Flurina Thali who is an osteopath, coach, lecturer, researcher, dancer, artist and host of the podcast, ‘The Breathing Body’. She is also someone who suffered from an eating disorder for many years - and found healing through movement, body awareness and rediscovering the fascination and miracle our bodies express every day. Sh…
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Crafting Your Financial Story: Be the Hero of Your Life
9:56
9:56
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About the Guest(s): Amy Irvine is a financial expert who is passionate about helping individuals take control of their financial well-being. With extensive experience in financial planning and coaching, Amy empowers her clients to write their own financial stories and achieve their goals. She is known for her innovative and personalized approach to…
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Understanding Grief in Eating Disorder Recovery with Brooke Carlson
37:21
37:21
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Today I’m talking to Brooke Carlson, an eating disorder therapist and Licensed Professional Clinical Counsellor, working primarily with adolescents and young adults and based in Minnesota, USA. Brooke has worked for a nationwide eating disorder treatment centre for three years called The Emily Program. She was an outpatient therapist and partial ho…
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Facing Financial Fears: Strategies for Overcoming Money Anxiety
21:04
21:04
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About the Guest(s): Kate Welker is a seasoned financial planner with a passion for helping individuals overcome financial stress and anxiety. With a background in empowering clients to take control of their money management, Kate is dedicated to providing actionable steps to improve financial well-being. Her expertise lies in debt management, reduc…
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“See It, Be It: Advocating for Inclusion and Diversity” with Jordan Dyson - Episode #18 of NAPFA Nation
26:34
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In Episode #18 of NAPFA Nation, Jordan Dyson, Manager of Associate Development at Buckingham Wealth Partners, talks with podcast host Marie Swift about her involvement in DEI (Diversity, Equity, and Inclusion) initiatives. Dyson advocates for greater inclusion and representation in the financial planning profession through various roles at Buckingh…
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How to Overcome People Pleasing with Psychotherapist, Emma Reed-Turrell
43:35
43:35
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Today, I’m re-releasing an old episode from 2021 when I spoke with Emma Reed Turrell – psychotherapist, author, speaker and podcaster. Emma grew up near Portsmouth and went on to read English at Queens’ College, Cambridge. Following ten years working in business, she returned to her earlier passion for psychology and retrained as a psychotherapist.…
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Reducing Stress and Anxiety Around Money: Tips for Taking Control
21:39
21:39
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About the Guest(s): Kate Welker is a CERTIFIED FINANCIAL PLANNER™ at Rooted Planning Group. With years of experience in the financial industry, Kate is passionate about helping individuals reduce stress and anxiety around money. She believes in empowering her clients by providing them with the knowledge and tools they need to take control of their …
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The Use of Storytelling and Metaphor in Eating Disorder Recovery, with Dr. Anita Johnston
41:22
41:22
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41:22
Today I’m talking to Dr. Anita Johnston Ph.D., Depth Psychologist, Certified Eating Disorder Specialist, and author of Eating in the Light of the Moon: How Women Can Transform Their Relationships with Food Through Myth, Metaphor and Storytelling, which has been published in seven languages. Dr. Anita was a pioneer in eating disorders therapy and ha…
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The Importance of a Home Inspector: Answering Common Questions
16:38
16:38
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About the Guest(s): Liz Zemak is an experienced financial advisor and homeowner. With a background in personal finance and a passion for helping others, Liz has dedicated her career to educating individuals on the importance of financial planning and homeownership. She has successfully navigated the challenges, providing them with expert guidance a…
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What REALLY helped in Eating Disorder Recovery, with Food Freedom Psychologist, Anna Schmidt
41:20
41:20
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41:20
Today, I’m talking to Anna Schmidt who is a Food Freedom and Body Image Psychologist. Anna has been on her own eating disorder recovery journey. She started dieting as a teenager, initially just wanting to lose a few kilos and going on a very restrictive and low calorie diet. Little did she know at the time that this would be the beginning of a 15 …
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Creating a Home Management Binder for Effective Household Organization
19:14
19:14
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19:14
About the Guest(s): Liz Zemak is a homeowner and home management expert. With years of experience in maintaining and managing her own home, Liz has developed effective strategies and systems to keep her house in order. She is passionate about helping others create a well-organized and efficient home management system. Liz shares her knowledge and t…
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A Deep Dive into the Reality of Highs and Lows in Eating Disorder Recovery (Anorexia, Orthorexia and Exercise Addiction) with Julia Trehane
50:34
50:34
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50:34
Today I’m talking with Julia Trehane (a returning guest to the podcast) who is an anorexia, orthorexia and compulsive exercise recovery coach. Julia has overcome 40 years gripped by eating disorders and is now passionate about instilling hope for change in others. Julia Trehane is a podcast host, eating disorder coach, food freedom advocate and ant…
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Creating a Personal Property Inventory for Homeowners: Tips and Benefits
20:42
20:42
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About the Guest(s): Liz Zemak is an experienced financial advisor and homeowner. With a background in personal finance and a passion for helping others, Liz has dedicated her career to educating individuals on the importance of financial planning and homeownership. She has successfully navigated the challenges of building a home and has firsthand e…
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“Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther - Episode #17 of NAPFA Nation
31:31
31:31
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In Episode #17 of NAPFA Nation, Mike Walther, founder and President of Oak Wealth Advisors, talks with podcast host Marie Swift about working as a financial planning team focused on assisting families with differently abled loved ones. Walther's experiences with his autistic brother inspired the firm's focus on specialized financial planning. Oak W…
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Feeling in Two Minds About Recovery? 7 Ways to Shift Motivation by Working through Ambivalence
24:12
24:12
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It's understandable that you might be in two minds about eating disorder recovery. Part of you will be desperate for change. Another part of you might be terrified of letting go of the ed. Ultimately, an eating disorder is a coping strategy for deeper issues. It might feel as though it's all about food, when in fact, it may be offering safety, numb…
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Exploring Home Improvements vs. Buying a New Home in Today's Market
13:07
13:07
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About the Guest(s): Liz Zemak is a financial planner and this weeks host of the Money Roots podcast. With years of experience in the financial industry, Liz helps individuals and families make informed decisions about their money and investments. She is passionate about helping people create a comfortable and enjoyable living space without breaking…
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What Helped Me to Heal from Binge Eating and Compulsive Overeating with Ronni Robinson
36:41
36:41
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Today I’m talking to Ronni Robinson, eating disorder recovery coach, author, free-lance writer and public speaker. Ronni has 16 years recovered from 30 years of binge eating and compulsive eating, starting at the tender age of 9 years old. Ronni also experienced an 8-year abusive relationship whilst struggling with an eating disorder. She has writt…
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Multi-generational Living: The Importance of Starting the Conversation Early
57:38
57:38
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About the Guest(s): John Graham: John is an author and professor who has taught international marketing for 40 years at USC and UCI. He co-authored the book "Under One Roof: Creating Harmony for Multi-Generational Living" with his sister Sharon and daughter Emily. John brings his expertise in marketing and his personal experience with multi-generat…
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Trauma Informed Nutritional Care and Creative Approaches in Eating Disorder Recovery, with Annyck Besso
46:04
46:04
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46:04
Today I’m talking to Annyck Besso who is a Registered Dietitian who specialises in treating individuals with eating disorders and offering guidance to athletes when it comes to sports nutrition and Relative Energy Deficiency in Sport. Annyck is based in Quebec, Canada. Annyck applies therapeutic modalities and principles of Health at Every Size® an…
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The Pros and Cons of Taking Out a 401K Loan
11:34
11:34
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About the Guest(s): Kerrie Beene is a certified financial planner and the Chief Investment Officer at Rooted Planning Group. With years of experience in the financial industry, Kerrie has helped numerous clients navigate their financial journeys and make informed decisions about their investments. She specializes in retirement planning and is passi…
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A Deep Dive into Body Dysmorphic Disorder
20:54
20:54
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This episode is a deep dive into body dysmorphic disorder (BDD). I discuss what it is, when it develops and possible causes. I talk about common body preoccupations and behaviours associated with BDD. I explore plastic surgery and how this can become addictive. I also talk about possible treatment and the relationship between BDD and eating disorde…
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Slow and Steady Wins the Race: Lessons in Financial Planning
11:37
11:37
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11:37
About the Guest(s): Kerrie Beene is a certified financial planner and the Chief Investment Officer at Rooted Planning Group. With years of experience in the financial industry, Kerrie is dedicated to helping individuals achieve their long-term financial goals through strategic planning and disciplined investing. She is known for her expertise in in…
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Hello lovely listeners. I am returning to releasing one episode per week for the time being. There is nothing sinister happening! I am just wanting to free up time for other projects outside podcasting. I will be releasing one episode (a mixture of guest and solo ones) on Saturdays in the UK. Thank you very much for your support. Harriet Frew's cur…
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Eating Disorder Recovery and Unmet Childhood Needs, with Victoria Kleinsman and Harriet Frew
52:27
52:27
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Today I’m talking to Victoria Kleinsman – a Brit living her best life in the Netherlands. Victoria is a food freedom & body love coach, inspirational speaker, podcast host, and writer. She is certified in psychology, spirituality and the science of nutrition and is also inspired greatly in her work, by her own personal experience and walking a tumu…
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Understanding Your Tax Return: A Line-by-Line Guide
29:47
29:47
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About the Guest(s): Kerrie Beene: Certified Financial Planner at Rooted Planning Group. Kate Welker: Certified Financial Planner at Rooted Planning Group. Episode Summary: In this episode, certified financial planners Kerrie Beene and Kate Welker from Rooted Planning Group dive into the details of the 1040 tax return form. They discuss each line it…
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When you Don't Feel Good Enough and How to Change This, in Eating Disorder Recovery
30:41
30:41
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‘I’m boring’, ‘I’m not intelligent’, I’m unattractive. I’m too this or that……’; these are words heard frequently in the therapy room. And lying underneath these derogatory statements, is a fundamental belief of ‘I’m not good enough’. This inner feeling of unworthiness then permeates every area of life, through choice of relationships, work progress…
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“Honing Skills: How Volunteering within NAPFA’s Professional Community Can Lead to Career Growth” with Jeff Jones, Abby Hasling, and Stephen Fletcher - Episode #16 of NAPFA Nation
28:21
28:21
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In Episode #16 of NAPFA Nation, Jeff Jones of Longview Financial Advisors, Abby Hasling of The Mather Group, and Stephen Fletcher of EVOadvisers, talk with podcast host Marie Swift about the many reasons they have volunteered their time and energy for NAPFA leadership roles over the years. The episode highlights the benefits of volunteerism and how…
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Healing your Wounded Inner Child in Eating Disorder Recovery, with Amber Romaniuk
40:29
40:29
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Today I’m speaking to Amber Romaniuk who is a returning guest to the Eating Disorder Therapist Podcast. Amber is an Emotional Eating, Digestive and Hormone Expert who helps professional women achieve optimal health through mindful eating, self-care and overcoming self-sabotage with food. Her podcast “The No Sugarcoating Podcast” has nearly 2 millio…
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Understanding the Tax Bucket Strategy for Retirement Planning
11:19
11:19
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About the Guest(s): Kerrie Beene is a certified financial planner and the chief investment officer at Rooted Planning Group. With years of experience in the financial planning industry, Kerrie is well-versed in helping clients navigate the complexities of taxes, investments, and retirement planning. She is dedicated to educating individuals on the …
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The Importance of Relationships, Friendship, Connection and Co-Regulation in Eating Disorder Recovery
25:53
25:53
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If you have an eating disorder, food may have become your number one 'friend' and turn-to. It might feel as if it is the one thing that you can rely on. It feels soothing and something that is yours to control (or at least it feels like this to begin with). In this episode, I explore the importance of relationships and connection in eating disorder…
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A Parent's Experience of Supporting her Daughter with Anorexia Nervosa, with Linda Åkerlund
32:35
32:35
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Today I’m talking to Linda Åkerlund, all the way from Sweden. Linda is the mother of two girls, who today are 18 and 21 years old. In January 2021, Linda’s youngest daughter was diagnosed with anorexia nervosa. Her recovery journey then lasted for about 2 1/2 years, although she had been ill for about a year before her diagnosis (from aged 13). I t…
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About the Guest(s): Amy Irvine is the CEO and founder of Rooted Planning Group. With years of experience in the financial planning industry, Amy is dedicated to helping individuals and families achieve their financial goals. She is known for her expertise in tax planning, retirement planning, and estate planning. Amy is passionate about educating h…
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Mirror Exposure Therapy in Eating Disorder Recovery
19:33
19:33
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All about mirror exposure therapy. What is it? How can you use it? What are the benefits? Is it right for you? I hope that you enjoy the episode. This week's sponsors: WeShape https://www.weshape.com/freedom Conquering Bulimia https://www.conqueringbulimia.com/ Harriet Frew's current offers: - Online 10 Steps to Intuitive Eating Course https://www.…
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Eating Disorder Recovery: An Experience as a Black Woman, Prioritising Mental Health and Body Acceptance, with Jayde Barber
48:01
48:01
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Today I am talking to Jayde Barber. Jayde is the creator and host of the Students of Mind Podcast, a mental health advocate, peer supporter, and entrepreneur in the Los Angeles Area. Since a young age, Jayde has been diagnosed and living with several mental illnesses including anxiety, depression, and anorexia. Although she is not a licensed mental…
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Saving for College and Other Priorities: Insights from a Parent
20:54
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As parents, we often find ourselves juggling multiple financial goals, from saving for our children's education to providing them with vehicles and ensuring our own long-term financial security. In this article, we will explore the insights and experiences of a parent who has successfully navigated these competing priorities. In this episode, Becky…
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What is Body Neutrality? How Can You Embrace It?
15:29
15:29
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Trying to be body positive can often feel like an unattainable and unrealistic goal. However, body neutrality can offer a path towards body acceptance and greater peace. In this episode, I explore the difference between body positivity and body neutrality; I look at what body neutrality means and how to become more body neutral in your daily life. …
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How Fashion can Support Identity, Creativity, Healing and Self-Love in Eating Disorder Recovery, with Anne Richardson
40:37
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Anne Richardson returns to the podcast to talk about how fashion can help in eating disorder recovery. She explores how it can help rebuild lost identity; how what we wear has a profound impact on how we feel and how Anne's wardrobe has become a manifesto, as opposed to a way of hiding or conforming! I hope that you enjoy the episode. To find out m…
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