Episode 128

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Published on:

20th Aug 2020

Surviving Financial Infidelity

Each week I open the podcast reminding people that "Like wine, life and finances have different palettes that should be celebrated and not judged." When you listen to this week's podcast, it's hard to envision any sort of "celebration" when it comes to financial infidelity, but this week's guest is on a mission to celebrate her recovery and help educate others along the way.  

We refer to this guest as simply "Kelly" to protect her and her family. This show was not easy for "Kelly," as you will hear. She explains that financial infidelity is often subtle, it lurks in the background, UNTIL it doesn't. Can you imagine, life is going along great, you've just had a child and are on maternity leave, then you get a knock on the door and you are served one day out of the blue? Then over the course the next few weeks finding out that your identity has been "stolen" and you  have over $100,000 of debt in your name that you didn't know about? Now add to that, the "theft" was your spouse. 

"Kelly" reflects back on the signs leading up to the knock on the door and provides some valuable lessons for all of us to follow. Don't miss this survivor's journey, recovery, and preservane. 

If you suspect that you might be a victim of identity theft or financial infidelity, it is critical that you move quickly. If you haven't already, we would recommend that you pull your free credit report from www.annualcreditreport.com. You can pull one free credit report from each of the agencies each year.  

The Federal Trade Commission Consumer Information has some great resources for you to explore as well on reporting identity theft and creating a recovery plan: https://www.consumer.ftc.gov/features/feature-0014-identity-theft 

We know this episode is emotionally packed, but we are so thankful for "Kelly's" willingness to share her journey, in order to hopefully help others.

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About the Podcast

Money Roots
Money Roots with Amy Irvine
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, "Money Roots" has you covered.

Get ready to explore practical advice, inspiring stories, and expert insights that will empower you to take control of your financial destiny. It's time to grow your money roots and thrive financially!

Subscribe to "Money Roots" now and join Amy on this exciting journey to financial empowerment. Let's put down some roots and flourish together.

About your host

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Amy Irvine

Uncorking Amy Irvine!!

If any of you have ever met Amy, you know she is passionate about
three things. Family, Finances, and WINE! This comes through in all
that she does and all that she is. When asked to describe herself she first and foremost states, “I am a wife, a daughter, and hopefully a good friend, who happens to also be a financial planner.” Amy holds a Master’s Degree in financial planning and is a Certified Financial Planner TM , Enrolled Agent, Certified College Financial Consultant, and a Financial Wellness Coach with over 25 years of financial planning and industry experience. She is the Founder and owner of Rooted Planning Group, (Formerly known as Irvine Wealth Planning Strategies LLC), which started in 2016 and has grown to include 6 other planners and 2 part-time staff members. Amy is definitely “doing it her way” and has been recognized by her financial planning colleagues as being a “disrupter,” a title she holds close to her heart and is proud of.

Uniquely, at the age of 44, she decided to not only start her only company, but to act on what she defined as her perfect life and she splits her time between Parrish, Florida and Jasper, New York.
On her website it states, “I love what I do, but I also very much enjoy warmth, good
conversation, wine tastings, and volunteering. New York is extraordinary in the summer and fall, but so is Florida in the winter.”
In 2018, she decided it was time to take the stigma out of finances by combining her passion for finances and wine. She started a podcast called “Wine and Dime,” which highlights a different wine and financial topic each week, and she released her book combining those same two passions, titled, “Uncork Your Finances.”
Many of you may know her as one of the co-founders of the Southern Tier Women’s Financial Conference – a day of collaboration and financial education, which will be hosting it’s sixth year!
To round out her volunteering passion, she often provides financial education to the
community through the financial management program of Cornell Cooperative Extension of Steuben County, she serves on the board of Faith-in-Action of Steuben County, volunteers for various Fund For Women of the Southern Tier events, works with the finance committee of the Arts Council of the Southern Finger Lakes, and serves on the board for the Corning Painted Post Historical Society (also known as Heritage Village).
In her downtime, you’re likely to find her with a glass of red wine from one of the many Keuka or Seneca Lake wineries that she highlights in her Wine and Dime Podcast.