Money Roots

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, reducing spending, preparing for emergencies, and setting realistic financial goals. Episode Summary: In this insightful episode of "Money Roots," Kate Welker dives into specific areas of financial concerns and fears that often plague individuals. From tackling debt to reducing spending and preparing for financial emergencies, Kate provides practical advice and tools to help listeners take charge of their financial well-being. By addressing common fears like running out of money or losing a job, she offers actionable steps to build confidence and security in one's financial future. Kate emphasizes the importance of facing financial challenges head-on, developing strategies to manage debt effectively, and building emergency savings. By understanding fixed sources of income, utilizing tools like the 4% rule, and creating ideal and lean budgets, listeners can gain clarity and direction in their financial planning journey. Key Takeaways: Notable Quotes: Resources: Rooted Planning Group Listen to the full episode of "Money Roots" with Kate Welker for valuable insights and practical tips on overcoming financial fears and achieving financial stability. Tune in for more expert advice on managing your money effectively and securing your financial future.

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 finances. Kate's expertise lies in budgeting, debt management, and retirement planning. Episode Summary: In this episode of Money Roots, Kate Welker addresses the common issue of stress and anxiety surrounding the topic of money. She shares her own personal journey of overcoming financial anxiety and provides practical strategies to help listeners reduce their stress and feel more in control of their finances. Kate emphasizes the importance of facing your current financial situation, avoiding comparisons with others, creating a plan, and continuously learning about money management. By implementing these steps, individuals can gain a sense of empowerment and confidence in their financial decisions. Key Takeaways: Notable Quotes: Resources: Website

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 and support. Liz is known for her attention to detail and commitment to ensuring her clients make informed decisions. With a deep understanding of the local market, Liz is able to offer valuable insights and advice to those looking to buy or sell a home. She is dedicated to helping her clients achieve their real estate goals and is passionate about providing exceptional service. Episode Summary: In this episode, Liz Zemak addresses various questions and concerns related to homeownership. She begins by emphasizing the importance of hiring a reputable home inspector when purchasing a home. Liz provides tips on finding a reliable inspector and highlights the benefits of utilizing technology for inspection reports. She then discusses how to prioritize home improvement projects when you realize there are more repairs needed than anticipated. Liz advises making a comprehensive list and categorizing the repairs based on safety and urgency. She also suggests seeking the expertise of a general contractor and shares tips on finding a trustworthy contractor. Lastly, Liz emphasizes the importance of creating a designated drop zone in your home to keep things organized and create a sense of calm when entering your living space. Key Takeaways: Notable Quotes: Listen to the full episode here to gain valuable insights and tips for navigating the home buying and maintenance process. Stay tuned for more informative episodes from Money Roots.

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 tips through her podcast, Money Roots, where she provides valuable insights on various aspects of homeownership and home management. Episode Summary: In this episode of Money Roots, host Liz Zemak discusses the importance of creating a home management binder. She explains that a home management binder is a customizable tool that helps homeowners keep track of important information and tasks related to their homes. Liz shares her own experience and provides practical advice on how to create and maintain a home management binder. She suggests different categories to include in the binder, such as contact information, reminders, manuals, planning, and financial records. Liz emphasizes the benefits of having a home management binder, including better organization, easier maintenance, and the ability to pass on important information to future homeowners. She encourages listeners to start building their own home management binder and offers tips on how to maintain and update it regularly. Key Takeaways: Notable Quotes: Resources: rootedpg.com Don't miss out on Liz Zemak's insightful discussion on creating a home management binder. Tune in to the full episode of the Money Roots podcast to learn more about how this tool can help you stay organized and maintain your home efficiently. Visit rootedpg.com for more helpful tips and financial pointers.

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 experience with needing a personal property inventory. Liz is committed to empowering others to take control of their finances and protect their assets. Episode Summary: In this episode of Money Roots, Liz Zemak discusses the importance of creating a personal property inventory. She shares her own experience of having her tools stolen during the construction of her home and emphasizes the need for proper documentation when filing an insurance claim. Liz provides practical tips on how to get started with a home inventory, including listing items room by room, capturing detailed information such as purchase date and cost, and taking photos or videos of valuable items. She also highlights the benefits of maintaining an up-to-date inventory, such as accurate insurance coverage and estate planning. Liz emphasizes the importance of revisiting the inventory regularly and keeping it secure. Key Takeaways: Notable Quotes: Resources: Rooted Planning Group Listen to the full episode of Money Roots to learn more about the importance of creating a personal property inventory and how to get started. Stay tuned for more valuable insights and practical advice on personal finance and homeownership.

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 the bank. Through her podcast and articles, Liz provides valuable insights and tips on home improvements, budgeting, and financial planning. Episode Summary: In this episode of the Money Roots podcast, host Liz Zemak explores the decision between making home improvements or purchasing a new home. With current mortgage interest rates high, Liz suggests considering upgrading your existing space to create a comfortable and desirable living environment She discusses various ideas for home improvements, such as installing a home security system, investing in a generator, adding an addition to your home, and creating a multigenerational living space. Liz emphasizes the importance of setting priorities, communicating with family members, and creating a budget or spending plan for these upgrades. She also highlights the value of landscaping and curb appeal in enhancing the overall enjoyment of your home. With the current interest rate environment, Liz encourages listeners to explore the possibilities of improving their current homes rather than moving. Key Takeaways: Notable Quotes: Resources: Rooted Planning Group Listen to the full episode of the Money Roots podcast to learn more about making home improvements versus purchasing a new home. Stay tuned for valuable insights and tips on financial planning and creating a comfortable living space.

About the Guest(s): Episode Summary: In this episode, host Amy Irvine is joined by John Graham and Emily Graham to discuss their book "Under One Roof: Creating Harmony for Multi-Generational Living." They explore the importance of multi-generational living, the challenges and benefits it brings, and how to navigate the complexities of living with multiple generations under one roof. They emphasize the need for open and honest conversations, planning for healthcare and end-of-life care, and finding a balance between privacy and proximity. The book provides practical advice and guidance for families considering multi-generational living and offers insights into creating a harmonious and supportive living arrangement. Key Takeaways: Notable Quotes: Resources: Book Please watch/listen to the full webinar for more enlightening insights and practical advice on multi-generational living. Stay tuned for future episodes of the podcast/webinar/series for more valuable content. Watch this episode on YouTube

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 passionate about helping individuals achieve their long-term financial goals. Episode Summary: In this episode of Money Roots, Kerrie Beene, a certified financial planner, explores the topic of 401K loans and the tax implications associated with them. She discusses how 401K loans work, the rules set by the Internal Revenue Service (IRS), and the importance of understanding your employer's specific rules. Kerrie highlights key considerations such as loan limits, repayment periods, interest rates, loan purposes, and employment status. She also emphasizes the tax implications of 401K loans, including potential income tax and withdrawal penalties. Kerrie advises listeners to explore alternative options before taking out a 401K loan and to consult with a financial advisor to ensure alignment with long-term financial goals. Key Takeaways: Notable Quotes: Resources: Rooted Planning Group Listen to the full episode of Money Roots to gain a comprehensive understanding of 401K loans and their tax implications. Stay tuned for more insightful episodes from the podcast to enhance your financial knowledge and make informed decisions.

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 investment management and her ability to guide clients towards financial success. Kerrie's passion for educating others about personal finance has made her a sought-after speaker and advisor in the field. Episode Summary: In this episode, Kerrie Beene, a certified financial planner and Chief Investment Officer at Rooted Planning Group, shares the timeless wisdom of the fable "The Tortoise and the Hare" and how it applies to our financial lives. She emphasizes the importance of consistency, avoiding impulsive behavior, the power of compounding, and the virtue of patience in achieving long-term financial success. Kerrie highlights the parallels between the fable and investing, encouraging listeners to adopt a slow and steady approach to their financial goals. Key Takeaways: Notable Quotes: Resources: Website Conclusion: In this insightful episode, Kerrie Beene reminds us of the timeless wisdom found in the fable of "The Tortoise and the Hare" and how it relates to our financial lives. By emphasizing the importance of consistency, avoiding impulsive behavior, harnessing the power of compounding, and practicing patience, Kerrie provides valuable guidance for achieving long-term financial success. Tune in to the full episode to gain a deeper understanding of these principles and learn how to apply them to your own financial journey.

About the Guest(s): 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 item and explain what it means for taxpayers. From reporting income to deductions and credits, Kerrie and Kate provide valuable insights into how the tax return can tell a story about an individual's financial situation. They also touch on topics such as capital gains, itemized deductions, and the standard deduction. Whether you're a tax expert or just starting to understand your tax return, this episode offers helpful information and tips for optimizing your tax situation. Key Takeaways: Notable Quotes: Resources: Website Don't miss this informative episode where Kerrie Beene and Kate Welker break down the 1040 tax form and provide valuable insights into optimizing your tax situation. Listen now for expert advice and tips on understanding your tax return. Stay tuned for more enlightening content from Rooted Planning Group.

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 tax bucket strategy and providing them with the tools and knowledge to make informed financial decisions. Episode Summary: In this episode, Kerrie Beene discusses the tax bucket strategy and its importance in retirement planning. She explains the concept of dividing money into three different tax buckets: tax deferred, tax free, and after tax. The tax deferred bucket includes accounts like 401(k)s and traditional IRAs, where contributions are made with pre-tax money and taxes are paid upon withdrawal. The tax free bucket includes Roth accounts and health savings accounts, where contributions are made with after-tax money and withdrawals are tax-free. The after tax bucket includes checking, savings, and investment accounts that are funded with after-tax money and may be subject to capital gains tax. Kerrie emphasizes the need for flexibility in retirement planning due to the uncertainty of future tax laws. By understanding and utilizing the tax bucket strategy, individuals can have more control over their tax situation in retirement. Key Takeaways: Notable Quotes: Resources: Website To learn more about the tax bucket strategy and how it can impact your retirement planning, listen to the full episode. Stay tuned for more insightful discussions on taxes, investments, and financial planning from Rooted Planning Group.

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 her clients and providing them with the tools and resources they need to make informed financial decisions. Episode Summary: In this episode, Amy Irvine, CEO and founder of Rooted Planning Group, shares valuable insights on organizing and decluttering your finances. With tax season in full swing, Amy provides guidance on how long to keep tax returns and supporting documents. She also discusses the importance of maintaining healthcare documents, legal documents, and other essential paperwork. Amy emphasizes the significance of securely storing important documents and suggests creating a system to easily access them when needed. Whether you're a small business owner, a homeowner, or a student, Amy offers practical advice on managing and preserving important financial records. Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies personal finance, making it accessible to everyone, from beginners to seasoned experts. By subscribing, you'll stay up-to-date with each episode, gaining access to practical tips, inspiring stories, and expert insights that will help you take control of your financial future. Whether you're looking to budget smarter, invest wisely, or secure your retirement, "Money Roots" has something for everyone. Subscribe now and start nurturing your financial well-being! If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com Or visit us at www.rootedpg.com/podcasts for full show notes and links! Key Takeaways: Notable Quotes:

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 Eason interviews Kerrie Beene, a parent who has successfully saved for her children's education while managing other financial priorities. Kerrie shares her experience of opening a 529 savings account for her children when they were young and consistently contributing to it over the years. She also discusses how she encouraged family members to contribute to the 529 as gifts for birthdays and holidays. Kerrie's daughter was able to graduate from college a year early, saving on tuition and room and board expenses. Kerrie also talks about how her children's different interests and circumstances have influenced their financial goals, such as saving for a vehicle. She emphasizes the importance of starting to save early and automating contributions to make it easier. Key Takeaways Notable Quotes: About the Guest(s): RESOURCES: WebsiteWebsite Listen to the full episode to gain valuable insights on how to navigate competing goals and priorities in your financial journey. Stay tuned for more episodes of the Money Roots podcast for expert advice and guidance on personal finance.

About the Guest(s): Becky Eason is a financial planner at Rooted Planning Group. With a background in finance and a passion for helping clients navigate their financial goals, Becky brings a wealth of knowledge and expertise to her role. She has experience working with clients at various stages of life, from early career professionals to those in retirement. Becky understands the challenges of balancing competing goals and priorities and is dedicated to helping her clients create a financial plan that aligns with their unique circumstances and aspirations. Episode Summary: In this episode of the Money Roots podcast, Becky Eason, a financial planner at Rooted Planning Group, discusses the challenges of balancing competing goals and priorities, particularly for individuals in the early stages of their careers. Becky shares her personal experiences and provides practical advice on how to navigate financial decisions when faced with everyday expenses, short-term goals, and long-term goals. She emphasizes the importance of creating a budget, prioritizing goals, and openly communicating with partners about financial aspirations. Becky also highlights the significance of saving for retirement and offers insights on how to allocate resources effectively to achieve multiple goals simultaneously. Key Takeaways: Notable Quotes: Resources: WebsiteWebsite Listen to the full episode to gain valuable insights on how to navigate competing goals and priorities in your financial journey. Stay tuned for more episodes of the Money Roots podcast for expert advice and guidance on personal finance. This episode is brought to you by Rooted Planning Group. Rooted Planning Group is a fee-only financial planning firm that specializes in working with women in their 30s and 40s who want to take control of their finances and plan for the future. Whether you're just starting out or you're looking to make a big change, Rooted Planning Group can help. Visit www.rootedpg.com to learn more.

How to Manage Competing Goals: Insights from Rooted Planning Group About the Guest(s): Becky Eason is a long-term team member of Rooted Planning Group. With her extensive experience in financial planning, Becky has helped numerous clients navigate competing goals and make informed decisions about their finances. She specializes in providing guidance on interest rates, credit card debt, and finding ways to save money while achieving financial goals. Episode Summary: In this episode, Amy Irvine and Becky Eason discuss the challenges and successes clients are facing in the first quarter of 2024. They focus on the topic of competing goals, particularly in relation to interest rates and credit card debt. The conversation explores strategies for managing debt, prioritizing goals, and finding ways to save money. Becky shares her insights on topics such as health insurance options, meal planning, and shopping for bargains. Listeners will gain valuable tips and advice on how to navigate competing goals and make informed financial decisions. Key Takeaways: Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies personal finance, making it accessible to everyone, from beginners to seasoned experts. By subscribing, you'll stay up-to-date with each episode, gaining access to practical tips, inspiring stories, and expert insights that will help you take control of your financial future. Whether you're looking to budget smarter, invest wisely, or secure your retirement, "Money Roots" has something for everyone. Subscribe now and start nurturing your financial well-being! If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com Or visit us at www.rootedpg.com/podcasts for full show notes and links! Prioritize and Focus One of the first steps in managing competing goals is to prioritize and focus on one goal at a time. Becky suggests going through your list of goals and asking yourself, "If there's only one thing that I could achieve, what would that be?" By identifying your top priority, you can allocate your resources and energy towards that goal, making it more attainable. Once you've achieved that goal, you can move on to the next one. Becky emphasizes the importance of setting realistic expectations and not putting too much pressure on yourself. It's easy to get...

About the Guest(s): Emily Graham is a co-author of the book "Under One Roof: Creating Harmony for Multigenerational Living." She has a decade of experience working in home health, palliative, and hospice care. Emily's expertise in the field, combined with her personal experience of caring for her family members, has shaped her understanding of the challenges and benefits of multigenerational living. She brings a unique perspective to the topic and offers practical advice for families considering this living arrangement. Episode Summary: In this episode of Money Roots, Amy Irvine interviews Emily Graham, co-author of the book "Under One Roof: Creating Harmony for Multigenerational Living." The book explores the concept of multigenerational living and provides guidance on how families can navigate the challenges and benefits of living together under one roof. Emily shares her personal experience of caring for her family members and discusses the importance of planning and communication in creating a harmonious living arrangement. The episode highlights the need for creative solutions to support aging parents and explores the idea of sharing wealth and resources within the family. Whether it's through remodeling, building separate living spaces, or considering alternative living arrangements, the book offers practical advice and real-life examples to help families make informed decisions about multigenerational living. Key Takeaways: Notable Quotes: Resources: AmazonBarnes and Noble Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies personal finance, making it accessible to everyone, from beginners to seasoned experts. By subscribing, you'll stay up-to-date with each episode,...

Navigating Money and Relationships: Insights from a Licensed Clinical Social Worker About the Guest(s): Sheila Nissim is a licensed clinical social worker with extensive experience in psychotherapy. She works with individuals of all ages, helping them navigate various emotional and relational issues. Sheila has a particular interest in the intersection of money and relationships, and she helps clients explore their beliefs, anxieties, and experiences related to money. Through her work, she aims to empower individuals to develop a healthier and more positive relationship with money. Episode Summary: In this episode of Money Roots, host Kate Welker is joined by Sheila Nissim, a licensed clinical social worker, to discuss the complex relationship between money and relationships. They delve into the psychological aspects of money and how our upbringing and experiences shape our beliefs and behaviors around finances. The conversation highlights the importance of open communication, understanding each other's perspectives, and finding common ground when it comes to managing money as a couple. Sheila emphasizes the need for patience, compassion, and self-reflection in order to navigate the challenges that arise in money-related discussions. Key Takeaways: Notable Quotes: To listen to the full episode and gain valuable insights into navigating money and relationships, tune in to the Money Roots podcast. Stay tuned for more engaging discussions on personal finance and emotional well-being. This episode is brought to you by Rooted Planning Group. Rooted Planning Group is a fee-only financial planning firm that specializes in working with women in their 30s and 40s who want to take control of their finances and plan for the future. Whether you're just starting out or you're looking to make a big change, Rooted Planning Group can help. Visit www.rootedpg.com to learn more.

In this episode, financial planner Kate Welker discusses the importance of teaching children about money and shares her own experiences and strategies for instilling good money management skills. She emphasizes the value of open communication about finances, introducing children to tangible money, allowing them to make reasonable mistakes, and gradually introducing them to digital payment systems. Kate also highlights the significance of savings accounts and the lessons they teach about budgeting and interest. Tune in for practical tips on raising financially responsible children. As parents, one of the most important life skills we can teach our children is how to manage money. Money is not an intuitive skill, and it takes time and experience to develop good money management habits. In this episode, we will explore the importance of teaching children about money and share practical tips for instilling good money skills in them. Key Takeaways Starting Conversations about Money One of the best ways to teach children about money is to start conversations about it from a young age. Money is often seen as a taboo subject, but it is important to expose children to these conversations so they can develop an understanding of how money works and its role in their lives. Growing up, I was fortunate to have parents who openly discussed money with me. They would talk about household expenses, such as the cost of repairs or groceries, and involve me in discussions about budgeting and financial decisions. These conversations helped me develop a sense of awareness about money and its value. In my own family, I have continued this tradition by having conversations with my children about money. We discuss the cost of household expenses, such as internet or streaming services, and I explain to them why we make certain financial decisions. By involving them in these discussions, they gain a better understanding of how money is managed and the importance of making informed choices. Using Tangible Money In today's digital age, it is easy for children to lose touch with the concept of money as a tangible object. With the prevalence of credit cards and digital payment systems, children may not fully grasp the value of money and the exchange that takes place when making a purchase. To help children understand the concept of exchange and the value of money, it is important to use tangible money, such as coins and dollars. When making purchases, let your children hand over the money and experience the transaction firsthand. This helps them develop a sense of responsibility and understand that money is exchanged for goods or services. Additionally, encourage children to save their own money and see it grow over time. Opening a bank account for them and explaining the concept of interest can be a great way to teach them about saving and the benefits of long-term financial planning. Seeing their savings increase and setting goals for their money can be exciting and motivating for children. Allowing Reasonable Mistakes Making mistakes is a natural part of learning, and the same applies to money management. Allowing children to make reasonable mistakes with money can be a valuable learning experience for them. It teaches them...

Episode Summary: In this episode, Amy Irvine and Kate Welker discuss the integration of money within relationships, specifically focusing on couples. They provide tips and suggestions for having open and productive conversations about money, even when one partner may be hesitant. The hosts emphasize the importance of setting regular "money dates" to review finances, celebrate wins, and address any concerns. They also explore the psychology of money within relationships, highlighting how different individuals may view money through the lens of survival, safety and security, love and belonging, self-esteem, or self-actualization. By understanding each partner's money personality, couples can navigate potential conflicts and find common ground. Key Takeaways: Notable Quotes: Resources: rootedpg.com Setting Money Dates: Celebrating Wins and Addressing Challenges One effective strategy for couples to stay on the same page financially is to set regular money dates. These dates provide an opportunity to review the state of their finances, celebrate achievements, and address any challenges they may be facing. Amy Irvine and Kate Welker emphasize the importance of creating a positive and joyful atmosphere during these conversations. For Amy and her husband, they have an annual financial summit every January. They review their spending plan, track their expenses, and discuss areas where they may need to make adjustments. By approaching this process as a team, they are able to identify areas of overspending, such as wine purchases, and make necessary changes. Kate, on the other hand, has more casual conversations with her husband, discussing the status of their finances and upcoming expenses during car rides or while relaxing at home. The key takeaway from these approaches is that couples should find a system that works for them. Whether it's a formal financial summit or more informal check-ins, the goal is to ensure both partners are aware of their financial situation and can make decisions together. By celebrating wins and addressing challenges as a team, couples can strengthen their financial bond and reduce stress around money. Engaging Reluctant Partners in Financial...

In this episode, Amy Irvine, CEO and founder of Rooted Planning Group, discusses the financial issues to consider when facing job loss. She provides valuable tips and insights to help individuals navigate through this challenging period. Amy covers topics such as cash flow management, health insurance options, debt management, retirement accounts, and tax planning. She emphasizes the importance of reviewing budgets, exploring available resources, and seeking assistance when needed. Listeners will gain practical advice and strategies to help them maintain financial stability during a job loss. Or visit us at www.rootedpg.com/podcasts for full show notes and links! Key Takeaways: Resources: https://www.rootedpg.com/https://www.rootedpg.com/s/What-Issues-Should-I-Consider-If-I-Lose-My-Job-2024.pdfhttps://www.healthcare.gov/https://www.medicare.gov/ Losing your job can be a challenging and emotional experience, but by understanding the key issues and taking proactive steps, you can navigate this period with greater confidence. Assessing your cash flow, understanding your benefits, reviewing and adjusting your budget, exploring alternative income sources, addressing health insurance concerns, communicating with lenders, evaluating retirement account options, leveraging home equity options, exploring tax planning opportunities, navigating non-compete agreements, and updating your contact information are all crucial aspects to consider. Remember, this is a temporary setback, and with careful planning and perseverance, you can overcome this challenge and find new opportunities. Reach out to resources available to you, such as recruiters and career services, and don't hesitate to seek professional financial advice to ensure you make informed decisions during this transition. This episode is brought to you by Rooted Planning Group. Rooted Planning Group is a fee-only financial planning firm that specializes in working with women in their 30s and 40s who want to take control of their finances and plan for the future. Whether you're just starting out or you're looking to make a big change, Rooted Planning Group can help. Visit www.rootedpg.com to learn...