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

As a kid, I always liked numbers. I would spend hours creating math problems and solutions. Whenever I wanted to play math teacher, my brother was forced to be my student! Given my love of facts and figures, it’s really no surprise that I chose a career where I work with numbers.

I believe that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires. I started Rooted Planning Group because I wanted to offer financial PLANNING services. Our profession has a tendency to focus on “assets under management,” but I wanted to focus on the journey of your life (what I refer to in the podcast as your financial “vineyard”). I truly believe that, like wine, life and finances have different palettes that should be celebrated and not judged.

My journey as a business owner was not a direct path; it’s more of a long and winding road. Over the course of the past 30 years, I’ve worked in various financial services positions, but I’m most proud of the ensemble of women that I’ve brought together at Rooted Planning Group.

I am the author of Uncork Your Finances and the podcast host of Money Roots.

I also co-founded the Southern Tier Women's Financial Conference in 2014, an annual event dedicated to collaboration, networking, and financial education for women.