10 Lessons Learned from a Decade of Business Ownership

10 Lessons Learned from a Decade of Business Ownership

From Money Roots by Amy Irvine

June 3, 2026 · 26 min · Episode 350

About this episode

Amy Irvine shares the top 10 lessons learned from a decade of business ownership in this episode of Money Roots.

About the Guest(s): Amy Irvine is the founder and CEO of Rooted Planning Group, a financial planning firm dedicated to providing personalized financial strategies. With over a decade of experience in the industry, Amy has established herself as a seasoned expert in financial planning. She founded the Money Roots podcast, where she shares insights and lessons learned throughout her journey as a business owner. Celebrating 10 years of her firm, Amy focuses on helping Generation X women and their families navigate financial education and planning. Episode Summary: Join Amy Irvine, founder of Rooted Planning Group, as she celebrates 10 years in business by sharing the top 10 lessons she's learned as an entrepreneur on this episode of Money Roots. This engaging podcast dives into the real conversations behind financial planning and emphasizes the importance of having clear goals and vision, both personally and professionally. Amy reflects on her journey, including the transformative events that led to the creation of her firm and the significance of working with her chosen clientele. Amy's insight-rich discussion highlights the importance of branding and knowing your audience while…

People in this episode

Host: Amy Irvine

Topics covered

  • business ownership
  • financial planning
  • entrepreneurship
  • personal growth
  • branding
  • goal setting

Keywords

  • financial strategies
  • business lessons
  • entrepreneurship
  • financial education
  • success planning

Mentioned in this episode

Organizations: Rooted Planning Group

Places: Generation X

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