Digging In: Recent Episodes
Rooted Wealth Advisors
Digging In is a show about Relationships and Retirement. Digging In is presented by Rooted Wealth Advisors and seeks to "Dig In" to what matters most to people as they get closer to and enter into retirement. The show features a cast of Fiduciary Licensed Financial Advisors, including Founder Zach Gray, who share their experiences and expertise in the realm of planning for retirement.
In this episode of Digging In, host John Savarino sits down with our Founder, Zach Gray, for a fun, behind-the-scenes conversation about the phrases the Rooted team hears almost every day—and why they matter.
Whether it's a simple reminder in a meeting or a challenge that changes someone's perspective, Zach's most repeated sayings have become more than office catchphrases. They've helped shape the culture of Rooted, influenced how the team serves clients, and even found their way into life outside the office.
John counts down Zach's Top 10 most repeated phrases, uncovering the stories behind them, the leadership lessons they've created, and how these principles continue to impact the way Rooted approaches relationships, excellence, growth, and integrity.
If you've ever wondered what makes Rooted's culture different—or if you're looking for practical leadership and life lessons you can apply yourself—this episode offers a candid look inside the mindset that has shaped the firm.
👉 If you're looking for a financial team that believes planning starts with people, we'd love to meet you. Schedule a free visit with one of our advisors to learn how our approach can help bring greater clarity and confidence to your financial future. 866-766-8332
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
In this episode of Digging In, host John Savarino sits down with Zach Gray to discuss the inspiration behind his book, Harvesting Tomorrow, and why its message extends well beyond the farming community.
Together, they unpack some of the five retirement traps outlined in the book, exploring how the same financial challenges farmers face—planning for the future, managing taxes, protecting what they've built, creating retirement income, and leaving a meaningful legacy—are challenges shared by retirees, business owners, and families from all walks of life.
Whether you own thousands of acres, a small business, or simply want to retire with greater confidence, this conversation highlights timeless principles for building a retirement that's intentional, resilient, and rooted in what matters most.
You'll also hear the personal stories behind the book, why Zach felt called to write it, and how its lessons can help anyone cultivate a stronger financial future.
👉 If you'd like to learn how these principles apply to your own retirement plan, we invite you to schedule a free visit with one of our advisors. Together, we'll help you identify potential blind spots and create a strategy designed to help you retire with confidence. harvestingtomorrow.com
Because the best harvest doesn't happen by accident—it starts with a thoughtful plan.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
In this episode of Digging In, host John Savarino is joined by Nick Barnes, Operations Specialist, to talk about what record-high markets really mean—and what they don’t.
With headlines constantly pointing to new highs, many investors feel pressure to act. But Nick explains why reactive decisions often do more harm than good, and how prepared retirees rely on disciplined strategies instead of emotional responses.
They explore the importance of rebalancing, understanding the critical 5-year window around retirement, and why having a plan matters far more than trying to predict what comes next.
👉 If you’re wondering whether your current strategy matches where you are in life, we invite you to schedule a free visit your plan and make sure it’s aligned with your goals. Call us at (866) 766-8332.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.
This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
In this episode of Digging In, host John Savarino is joined by Investment Advisors Representative, Joe Mateja, to talk about what it really means to leave a legacy.
They explore how legacy goes far beyond financial assets—encompassing values, communication, and the relationships we build with those we care about most. Joe shares how the absence of these conversations can create confusion or conflict, and how simple steps today can lead to clarity and confidence for future generations.
Because legacy isn’t just what you leave behind—it’s what you instill along the way.
👉 If you haven’t had these conversations or don’t have a clear plan in place, call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.
This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
In this episode of Digging In, host John Savarino is joined once again by Roan Cannon to talk about one of the most common—and costly—beliefs in personal finance: “I’ve got time.”
They explore why people delay saving, how compounding truly works, and the long-term impact of starting late. More importantly, they focus on how small, consistent actions today can create meaningful progress over time.
Whether you’re just getting started or feel like you’re behind, this episode offers perspective and practical steps to help you move forward with confidence.
👉 If you’re unsure whether you’re on track, we offer a free visit with one of our advisors to help you understand where you stand and what you can do next.Call us at (866) 766-8332.
👉 John reference his video on Mr. Early vs. Mr. Late. Check out that throwback video here: https://youtu.be/Pru3_qbBTuU
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.
This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
In this episode of Digging In, host John Savarino sits down with Jovan Marshall to take an honest look at life insurance—what it is, what it isn’t, and how it fits into a broader financial plan.
They discuss:
- The core role of life insurance as protection
- When it can serve a strategic purpose
- How to determine whether coverage is appropriate for your situation
- The importance of shopping purpose over price.
Along the way, they address common misconceptions and highlight the importance of aligning any policy with a clear goal.
At its core, life insurance isn’t about fear—it’s about providing clarity, stability, and peace of mind for the people who matter most.
👉 If you’re unsure whether your current coverage fits your needs, give Jovan at call at (866) 766-8332.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.
This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
In this episode of Digging In, host John Savarino sits down with Joe Mateja to break down one of the biggest misconceptions in retirement planning: that it’s all about hitting a certain number.
Instead, Joe explains why retirement is really about creating a reliable, sustainable income—and how the way you structure that income can make or break your confidence in retirement. They dive into sequence risk, the impact of market timing early in retirement, and a simple framework called the 3-Paycheck System to help bring clarity to your plan.
Because the real question isn’t “How much do you have?”—it’s “How does it work for you?”
👉 If you’d like to see what your retirement paycheck could look like, call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.
This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
In this episode of Digging In, host John Savarino sits down with Sarah Viall-Lorand, Client Services Specialist, to explore the idea that retirement isn’t defined by a date—it’s defined by readiness.
Get to know Sarah as she and John discuss how retirement is as much about lifestyle and identity as it is about finances, and why clarity around purpose, relationships, and daily life plays a critical role in long-term satisfaction.
From unexpected emotional challenges to the importance of feeling secure, this conversation highlights what truly separates a stressful retirement from a fulfilling one.
👉 If you’re thinking about what your retirement could look like beyond just the numbers, we invite you to schedule a free visit with our team to start building a plan that aligns with your life. Give us a ring at (866) 766-8332.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.
This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
In this episode of Digging In, host John Savarino is joined by Nick Barnes, Operations Specialist, to talk about what record-high markets really mean—and what they don’t.
With headlines constantly pointing to new highs, many investors feel pressure to act. But Nick explains why reactive decisions often do more harm than good, and how prepared retirees rely on disciplined strategies instead of emotional responses.
They explore the importance of rebalancing, understanding the critical 5-year window around retirement, and why having a plan matters far more than trying to predict what comes next.
👉 If you’re wondering whether your current strategy matches where you are in life, we invite you to schedule a free visit your plan and make sure it’s aligned with your goals. Call us at (866) 766-8332.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.
This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
In this episode of Digging In, host John Savarino sits down with Alexa Blochowski, Operations Specialist, to uncover one of the most overlooked risks in retirement: taxes.
Many people assume their tax burden will decrease once they stop working, but the reality is often more complex. Alexa walks through the ways that retirement income is taxed differently, how Required Minimum Distributions (RMDs) can unexpectedly increase income, and why Medicare premiums can be impacted by your tax strategy.
They also discuss the concept of “Roth conversion window years” and how proactive planning can help avoid costly surprises later on.
👉 If you’re unsure how your retirement income will be taxed, call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.
This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
In this part two episode of Digging In, host John Savarino continues his conversation with Alexa Blochowski, Rooted's Operations Specialist. In this episode, Alexa shares what financial freedom means to her, and how that translates into her role here at Rooted Wealth.
They talk about feeling stuck later in life when it comes to finances and retirement and how to avoid that feeling down the line. How to put the thousand-piece puzzle of retirement together, and when to ask for help while feeling comfortable doing so.
📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors is an investment adviser registered under the Investment Advisers Act of
1940. Registration as an investment adviser does not imply any level of skill or training.
The oral and written communications of an adviser provide you with information about
which you determine to hire or retain an adviser. For more information please visit:
https://adviserinfo.sec.gov and search for our firm name. This has been provided for
informational purposes only and is not intended as legal or investment advice or a
recommendation of any particular security or strategy. The investment strategy and
themes discussed herein may be unsuitable for investors depending on their specific
investment objectives and financial situation. Information obtained from third-party
sources is believed to be reliable though its accuracy is not guaranteed. Opinions
expressed in this commentary reflect subjective judgments of the author based on
conditions at the time of publication and are subject to change without notice. Past
performance is not indicative of future results.
In this episode of Digging In, host John Savarino sits down with Jason Thiele, Rooted’s Client Services Specialist, to discuss spending habits and prioritizing needs versus wants. They unpack Jason's 2025 milestones and how they lead into his 2026 goals.
Jason also shares the best and the worst financial advice he’s been given as a professional in the finance world. Whether you’re navigating life changes, building a retirement plan, or simply curious about how a financial advisor can impact your retirement, this conversation will give you fresh perspective on why balance matters.
📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors is an investment adviser registered under the Investment Advisers Act of
1940. Registration as an investment adviser does not imply any level of skill or training.
The oral and written communications of an adviser provide you with information about
which you determine to hire or retain an adviser. For more information please visit:
https://adviserinfo.sec.gov and search for our firm name. This has been provided for
informational purposes only and is not intended as legal or investment advice or a
recommendation of any particular security or strategy. The investment strategy and
themes discussed herein may be unsuitable for investors depending on their specific
investment objectives and financial situation. Information obtained from third-party
sources is believed to be reliable though its accuracy is not guaranteed. Opinions
expressed in this commentary reflect subjective judgments of the author based on
conditions at the time of publication and are subject to change without notice. Past
performance is not indicative of future results.
In this episode of Digging In, host John Savarino sits down with Alexa Blochowski, Rooted’s Operations Specialist, to discuss how she got into the industry and what drives her daily to help others as a difference maker.
They talk through how to stay grounded in todays hectic world, while navigating life’s big decisions at the same time. Alexa shares how she found family here at Rooted Wealth, and how important that is in this industry.
Whether you’re navigating life’s changes, building a retirement plan, or simply wanting someone to talk you to and through retirement, this conversation will give you insight on the team at Rooted and how they can assist.
📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors is an investment adviser registered under the Investment Advisers Act of
1940. Registration as an investment adviser does not imply any level of skill or training.
The oral and written communications of an adviser provide you with information about
which you determine to hire or retain an adviser. For more information please visit:
https://adviserinfo.sec.gov and search for our firm name. This has been provided for
informational purposes only and is not intended as legal or investment advice or a
recommendation of any particular security or strategy. The investment strategy and
themes discussed herein may be unsuitable for investors depending on their specific
investment objectives and financial situation. Information obtained from third-party
sources is believed to be reliable though its accuracy is not guaranteed. Opinions
expressed in this commentary reflect subjective judgments of the author based on
conditions at the time of publication and are subject to change without notice. Past
performance is not indicative of future results.
In this episode of Digging In, Host John Savarino sits down with Roan Cannon, Rooted’s Marketing Outreach Manager, to explore Rooted Wealth’s upcoming client experiences across the US in 2026.
They dive into what makes Rooted’s events different, and the why behind each specific event- connecting on a deeper level with clients. Roan shares how going deeper has provided him with the privilege of not just gaining clients, but family.
Whether you’re navigating life changes, building a retirement plan, or simply wanting someone that you trust like family to help you navigate the path to and through retirement, this conversation will give you insight on how Rooted is here to help.
📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors is an investment adviser registered under the Investment Advisers Act of
1940. Registration as an investment adviser does not imply any level of skill or training.
The oral and written communications of an adviser provide you with information about
which you determine to hire or retain an adviser. For more information please visit:
https://adviserinfo.sec.gov and search for our firm name. This has been provided for
informational purposes only and is not intended as legal or investment advice or a
recommendation of any particular security or strategy. The investment strategy and
themes discussed herein may be unsuitable for investors depending on their specific
investment objectives and financial situation. Information obtained from third-party
sources is believed to be reliable though its accuracy is not guaranteed. Opinions
expressed in this commentary reflect subjective judgments of the author based on
conditions at the time of publication and are subject to change without notice. Past
performance is not indicative of future results.
In this episode of Digging In, Host John Savarino sits down with Joette Walter, Rooted’s Client Relationship Manager, to discuss her role on the front lines of Rooted Wealth. Joette explains how important it is to have a personal touch in the world of wealth management – every client is different, and every connection is key!
They dive into what Rooted stands for: creating relationships. We learn more about what retirement looks like for Joette, and why it’s so important to step out of your comfort zone to find the right plan for you.
📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Rooted Wealth Advisors is an investment adviser registered under the Investment Advisers Act of
1940. Registration as an investment adviser does not imply any level of skill or training.
The oral and written communications of an adviser provide you with information about
which you determine to hire or retain an adviser. For more information please visit:
https://adviserinfo.sec.gov and search for our firm name. This has been provided for
informational purposes only and is not intended as legal or investment advice or a
recommendation of any particular security or strategy. The investment strategy and
themes discussed herein may be unsuitable for investors depending on their specific
investment objectives and financial situation. Information obtained from third-party
sources is believed to be reliable though its accuracy is not guaranteed. Opinions
expressed in this commentary reflect subjective judgments of the author based on
conditions at the time of publication and are subject to change without notice. Past
performance is not indicative of future results.
In this episode of Digging In, host John Savarino sits down with Jacqueline Walter, Rooted’s Director of Marketing, to explore how we balance risk in both life and finances.
They unpack how personal risk tolerance shapes the everyday decisions we make—from choosing bold moves in careers and relationships to how we save and spend for retirement. Jacqueline also shares how her own approach to risk influences the way she leads Rooted’s marketing strategies.
Whether you’re navigating life changes, building a retirement plan, or simply curious about how risk plays into the choices we all make, this conversation will give you fresh perspective on why balance matters.
📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
In this episode of Digging In, host John Savarino sits down with Jovan Marshall, Client Communication Manager at Rooted Wealth Advisors, to talk about what it really means to leave a legacy.
Jovan shares why legacy isn’t just about money—it’s about the values you live by, the lessons you teach, and the communication you foster with your family. Together, they unpack the struggles many families face when money conversations are avoided, and how silence can lead to confusion or conflict later on.
They also discuss practical ways to start those important conversations about money and legacy without the awkwardness. Because at the end of the day, legacy is more than what you leave behind—it’s what you instill while you’re here.
📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
In this episode of Talking Money at the Kitchen Table, host John Savarino is joined by Roan Cannon, Marketing Outreach Manager at Rooted Wealth Advisors, for a candid conversation about how money—or the lack of conversations about it—shapes our lives. Together, they reflect on the influence of family money talks and the impact of silence, the lessons Roan learned about being open with finances rather than hiding them, and why the simple “sleep on it” rule can prevent costly mistakes. They also touch on acknowledging spending problems without shame and the importance of raising financially confident kids by starting adult conversations about responsibility early.
Money runs the world, but it doesn’t have to run your life. Tune in for real stories, practical advice, and simple steps you can take today to build a healthier money mindset—for yourself and your family.
📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
In this follow-up episode of Digging In, host John Savarino welcomes back Jason Thiele, Lead Planning Specialist at Rooted Wealth Advisors, to dive deeper into the conversation we started in “From Wish List to Real Life: Retirement Edition." This time, Jason digs deeper into how money is more than numbers on a page—it’s about the meaning it carries throughout different stages of life. Together, they talk about how the role of money shifts as we age, why true financial success means feeling safe and secure, and how clarity transforms a wish list into real life.
Jason also shares examples of how money can give people the freedom to say yes to opportunities, pursue passions, and live with purpose. Because retirement isn’t just about reaching a number—it’s about creating a life that actually feels like freedom.
📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
In this episode of Digging In, host John Savarino sits down with Jason Thiele, Rooted’s Lead Planning Specialist, to explore the difference between the retirement many people think they want and the one they actually need.
Jason dives into:
-Why successful retirement is about more than just a number in the bank
-The difference between a stressful retirement and a secure one
-How lifestyle, clarity, and purpose shape true financial freedom
-Real examples of clients who discovered their vision for retirement wasn’t what they expected—and how planning made the difference
This conversation will help you think beyond dollars and cents to what retirement really means: safety, security, and a life you actually look forward to living.
📞 For more real conversations with the Rooted team about money, life, and legacy. Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Markets at record highs. Tariffs back in the headlines. Bonds sending mixed signals. In this episode of Digging In, host John Savarino sits down with Andrew Lee, Rooted’s Planning & Trading Advisor, to unpack what it all means—especially as we enter the critical final months of 2025.
They dig into:
-Why “all-time highs” can be both a green light and a caution sign
-How new and proposed tariffs may ripple through prices, profits, and portfolios
-The current health of the bond market (yields, duration, and what to watch)
-Practical moves for savers and retirees as the year wraps up—without overreacting
Whether you’re managing risk, hunting for income, or just trying to make sense of the noise, this conversation delivers clear takeaways you can actually use.
📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
In this episode of Digging In, host John Savarino is joined by Jake Lehnerr, VP of Life Insurance at Advisors Excel, for a deep dive into one of the most misunderstood areas of financial planning: life insurance.
Together, they break down:
🛡️ The different types of life insurance—and what they’re really for
🔍 Common misconceptions and mistakes to avoid
✅ How to know what kind of coverage is right for your goals
Whether you think life insurance is just for the old, the rich, or the overly cautious—this episode might just change your perspective.
📞 Want help navigating your life insurance options? Call (866) 766-8332 for a complimentary conversation with a fiduciary advisor.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Guarantees refer only to insurance products and rely on the claims paying ability of the underwriting institution.
Today, host John Savarino sits down with Jason Thiele, Planning Specialist at Rooted Wealth Advisors, to unpack what his role really means behind the scenes—and why it matters to the clients we serve.
They discuss:
• How Jason supports the planning process and advisor team
• The impact his work has on building personalized retirement strategies
• His vision for how the Planning Specialist role will evolve as Rooted continues to grow
Get an inside look at the people powering the mission and how Rooted is always thinking ahead for you.
📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Who really is Alex Allegro? In this fun and insightful episode of Digging In, host John Savarino brings the heat with a round of burning questions to help you get to know Alex—not just as an Investment Advisor Representative, but as a person.
Tune in for a few unexpected facts you won’t see on his bio 👀
📞 Want to work with advisors who truly care? Call (866) 766-8332 for a complimentary call with our fiduciary team.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Loud, lively, and always full of surprises—Roan Cannon may be one of the youngest on the team, but he’s always making a big impression. In this Burning Questions episode of Digging In, host John Savarino dives into the fun side of Rooted’s outgoing Client Relationship Manager.
In this episode, you’ll learn:
• Unexpected facts about Roan that might just surprise you
• What drives his passion for people and connection
• How his extroverted energy enhances the client experience at Rooted
If you thought financial services couldn’t be fun—think again.
📞 Want to work with a team that brings energy, care, and personality to your retirement journey? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
In this lighthearted yet insightful episode of Digging In, our host, John Savarino, is joined by Planning and Trading Advisor, Andrew Lee, for a candid conversation about current market trends, economic headlines, and—yes—even Andrew’s iconic mustache.
Tune in for:
📈 A breakdown of what’s really moving the markets right now
😅 A few laughs over the latest financial buzz
🧠 Smart takes on how short-term noise fits into a long-term strategy
Whether you're here for the insights or the mustache banter, you’ll leave with a fresh take on market moves—and maybe a few chuckles.
📞 Want a strategy that cuts through the noise? Call (866) 766-8332 to talk with a fiduciary advisor.
DiggingInPodcast #AndrewLee #MarketUpdate #FinancialStrategy #RootedWealth #TradingInsights #InvestingWithHumor #MustacheMarketMoves
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
You’ve seen his calm demeanor, now get to know the story behind it. In this Burning Questions episode of Digging In, host John Savarino puts Planning Specialist, Jason Thiele in the hot seat to uncover the surprising side of Rooted’s quiet military man.
Tune in to Learn:
• Jason’s background in the military and how it shapes his work today
• Fun and unexpected facts you probably didn’t know
• Why his quiet leadership makes a big impact behind the scenes
This is the episode that proves there’s more than meets the eye.
📞 Want a team with discipline, integrity, and heart? Call (866) 766-8332 for a complimentary consultation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
In this episode of Digging In, host John Savarino chats with Planning Advisor Alex Allegro about his exciting new roles at Rooted Wealth Advisors and what this evolution means for the clients we serve.
They cover:
• Alex’s expanded responsibilities and leadership within the firm
• How professional growth translates to deeper client relationships
• The ongoing commitment to care, clarity, and confidence in every financial plan
Get a closer look at the heart behind our team and how we continue to grow—without losing sight of what matters most: you.
📞 Ready for a team that puts your future first? Call (866) 766-8332 for a complimentary conversation with one of our fiduciary advisors.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Every great company has a story, and in this special episode of Digging In, we sit down with Hilda Miranda, VP of Business Development, to reminisce about the early days of Rooted Wealth Advisors. From the challenges of starting out to the incredible growth of the firm, Hilda shares behind-the-scenes stories, pivotal moments, and the core values that have guided us along the way.
Tune in for a heartfelt conversation about perseverance, passion, and the deep-rooted commitment to helping clients navigate their financial journey.
Have a question that you'd like answered? Email us at info@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Rooted Wealth Advisors' sponsorship of the University of Illinois does not constitute an endorsement of Rooted Wealth Advisors by the University of Illinois. The University of Illinois is not a client of Rooted Wealth Advisors.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
In this episode of Digging In, John sits down with Tom Siomades, Chief Investment Officer at Advisors Excel, for a timely conversation about the current state of the economy and what it means for your investments.
They unpack:
• The key economic indicators shaping today’s market
• How geopolitical and interest rate trends are influencing investor behavior
• Practical ways to adjust your investment strategy without overreacting
Whether you’re nearing retirement or still building your portfolio, Tom shares valuable insights to help you stay grounded, focused, and prepared for what’s next.
📞 Want help aligning your strategy with today’s market? Call (866) 766-8332 for a complimentary call with our fiduciary advisors.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
On today's episode of the Digging In podcast, we have our Denver advisor, Connor Zimmer, back in studio. Our host, John Savarino, dig into what attracted Connor to Rooted Wealth Advisors- the focus on relationship and team. Further rooting those values out in our Denver location and community, the guys reminisce about Connor's journey and first impressions of Rooted Wealth Advisors.
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Investment Advisor Representative, John Savarino, gets into the details on another case study for a couple that the team at Rooted Wealth Advisors was able to help prepare for retirement. Leaving a legacy behind, long-term healthcare, and taxes are massive concerns for them.
Let's dig on in to John and Jane's complicated situation with many different accounts and investment vehicles and see how the team helped prepare them to retire with confidence.
Notes on the Numbers:
John and Jane
Target Retirement: 61.5 for John, 57 for Jane
Annual Income: $140,000
S.S. Benefits: $2500/mo for John, $1250/mo for Jane
Pensions: $3,000/mo for John at age 65, $500/mo for Jane at 62
Income: $15,000/mo in retirement
Assets:
23 different accounts
Many different investment vehicles
Want an inside look into your specific situation? Email us at info@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Rooted Wealth Advisors' Director of Marketing, Jacqueline Walter, sits down with host and Investment Advisor Representative, John Savarino, on the Digging In podcast today to talk about marketing in the financial services industry.
Why is marketing important to our firm and how does the Rooted Wealth Advisors team approach marketing to help our clients build the best version of the rest of their lives? Tune in to hear the insights.
Have a question you want answered? Send them to info@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
In today's episode of Digging In, host John Savarino dives into a detailed case study comparing traditional pre-tax investment accounts with Roth post-tax accounts. What’s the real difference? Which one is better for your retirement strategy?
We break it all down:
- The pros and cons of each option
- How taxes impact your investments now and in the future
- Real-world scenarios to help you decide which path fits your goals
Join us as we guide you through making informed decisions for your retirement journey.
Want to get connected with a fiduciary advisor to explore what's right for you? Email us at info@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
We're changing gears today on the Digging In Podcast. Investment Advisor Representative, John Savarino, gets into the details on a case study for a couple that the team at Rooted Wealth Advisors was able to help prepare for retirement.
Let's dig on in to John and Jane's retirement plan and see how the team helped prepare them to retire on the short horizon with confidence.
Notes on the Numbers:
John and Jane, both age 61.5
Target Retirement: Age 62
Annual Income: $290k combined
S.S. Benefits: $2300/mo
Pensions: $5,000/mo
Income: $15,000/mo in retirement
Assets:
Checking- $56,000
Savings- $150,000
Non-qualified Account- $500,000 w/$30k annual contribution
401ks- $2M total w/maximum contributions
Roth IRA's- $30,000
John's previous video on Roth Conversions:
https://youtu.be/-f3osmAcHOo
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
A special treat, Connor Zimmer, Investment Advisor Representative, from our Denver location is in studio with our Host, John Savarino. On today's episode, John and Connor dig into what being a Certified Financial Planner means and what inspired Connor to set on that trajectory for his career.
Listen in to learn what a CFP is and the higher standard that they're held to when putting together a holistic retirement plan.
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today, host John Savarino sits down with Sarah Marion, Events Manager at Rooted Wealth Advisors, to explore how we’re creating memorable experiences for our clients and making a difference in our communities.
We dig into everything from:
- How we’re designing events to connect, educate, and engage with our clients and their friends.
- The impact of our educational workshops in empowering financial confidence.
- Our deep-rooted relationship with the University of Illinois and how we’re supporting the Illini community.
- Exciting updates on our United Way partnership and the difference we’re making together this year.
- and more!
Want to get connected with our team? Email us at info@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Rooted Wealth Advisors' sponsorship of the University of Illinois does not constitute an endorsement of Rooted Wealth Advisors by the University of Illinois. The University of Illinois is not a client of Rooted Wealth Advisors.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today, we have a special episode you won’t want to miss! For the first time ever, all four of Rooted Wealth Advisors’ fiduciary advisors are together in one room on The Advisors Roundtable.
Join us as we dive into insightful discussions, share unique perspectives, and tackle the financial questions that matter most to you. It’s a rare and dynamic conversation packed with expertise and camaraderie.
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
In this episode of Digging In, our host, John Savarino, explore the powerful connection between physical health and financial wellness with our Client Relationship Manager, Roan (row-an) Cannon. Building healthy habits isn’t just about staying fit—it’s about creating balance and discipline that can positively impact every aspect of your life, including your finances. Join us as we chat about practical tips for improving your well-being, staying consistent, and achieving long-term success in both your health and wealth journeys. Let’s dig into wellness together! 🎙️💪💰
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today on the Digging In Podcast, we dive into the critical world of data integrity and system efficiencies Jerry Fuesel, our Director of Operations. Join us as we explore how maintaining accurate, reliable data is the backbone of successful operations and discuss strategies to optimize systems for peak performance. Tune in and let's talk data strategy!
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Events Manager, Sarah Marion, joins our host and Investment Advisor Representative, John Savarino, from our Denver office this week to dig into how the Rooted marketing team infuses their passion and energy into all things events for our clients, dinner workshops, educational workshops, and more!
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today on the Digging In podcast, John Savarino sits down with Client Relationship Manager, Roan Cannon, to chat about his journey to Rooted Wealth Advisors and how he approaches forming genuine connections with all of the folks that we are blessed to meet each day!
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Planning Specialist, Alex Allegro, is right at home (literally) with the team in our new home office in Bourbonnais, IL. He joins our host, John Savarino, on the podcast today to chat about his journey to Rooted Wealth advisors and his vision for future growth.
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Client Services Specialist, Jason Thiele, joins John Savarino in our new podcast studio on today's episode to catch up from how he's grown since he started with Rooted Wealth Advisors almost three years ago and where he's headed within the firm! From new happenings with the office to exciting new credentials and classes, let's dig in on how we approach being the CEO of your role, no matter your position within the organization.
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Have you met Jerry, yet? Jerry Fuesel recently came on board as the Director of Operations of Rooted Wealth Advisors and with an extensive background in the industry, we cannot wait to level up Jerry and his heart for service at the helm of Operations Department.
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today on the Digging In podcast, our host, Investment Advisor Representative, John Savarino, sits down with our Founder and CEO, Zach Gray, to go down memory lane about where we've come from and where we're going, literally, in our home office in Bourbonnais, IL.
It's the commitment to excellence and elevated service that drives the heart of relationships for the Rooted Wealth Advisors' team with our clients and that all begins with a tone to always do "Whatever it Takes."
Have questions about the home office or our Grand Opening this fall? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
On today’s episode of the Digging In podcast, host and Investment Advisor Representative, John Savarino, sits down with fellow Investment Advisor Representative, Joe Mateja, to chat about all of the changes happening with Joe! A new addition at home … at new venture at Rooted … the sky is the limit, all while maintaining the standard of work ethic we've come to know doesn't waver. Check in to see what all Joe has in store for our journey alongside him.
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Check out Joe's episodes of Talking Money here- https://www.youtube.com/playlist?list=PLyMOt793WszuWXjJhZm2_7_1C6Sq1orfG
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
There's been a ton of concern recently about volatility in the markets lately. Today, John Savarino dives in with our Planning and Trading Advisor, Andrew Lee, on the status of the markets, what the economy looks like, and how Rooted Wealth Advisors cares for their clients accounts with trading and care.
Would you like to have John and the team do a complimentary check on your accounts and retirement plan? Email us at john@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Season Three of the Digging In Podcast is HERE and we have a host of new things on deck for you... including an actual NEW HOST!
Mr. John Savarino, Investment Advisor Representative, (that you likely recognize from him YouTube series, Talking Money) has moved to long-form podcasting with us and we're beyond excited!
For episode one, John dives in head first with our Founder, Zach Gray, to dig into our legacy of high standards and what that means for your Rooted Journey experience with our team.
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Ever since Michael Pueschell joined Rooted Wealth Advisors back in November, we've gotten a few questions about his title of Chief Culture Officer. What better way to unpack that than here on the Digging In Podcast! Plus Michael sings us a quick tune that you don't want to miss!.
Have a question you want answered? Send them to kinch@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
With the 2024 Presidential Election on the horizon we've been getting a lot of questions from folks about if it will affect their retirement, or their plan for retirement. Join Investment Advisor Representative Joe Mateja as he sits down to explain what we can expect based on historical data and trends.
Have a question you want answered? Send them to kinch@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Chief Culture Officer Michael Pueschell sits down with Kinch to talk about the influence of leadership, and the things that come alongside that leadership. From top to bottom Michael firmly believes that leadership is blue collar work when it's done well, and that we are called to be a blessing to others. Listen as he unpacks what his vision for that is.
Have a question you want answered? Send them to kinch@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
In today's episode we catch up with the newest Dad (x2) at Rooted Wealth Advisors, Joe Mateja! And even though he's a bit sleep deprived, he's still got the inside scoop for us on the Five Worlds of Money. Joe breaks down the Five Worlds, and explains why we at Rooted Wealth Advisors care so deeply about having a plan that covers all of them, and why you should care about them as well!
Have a question you want answered? Send them to kinch@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
We've all heard the saying, "The only thing guaranteed in life is death and taxes." And while most people think that they are good because they pay their taxes every year, that may not be the case. In today's episode we sit down with Connor Zimmer to discuss what tax event could be lurking out there that you may not be ready for.
Have a question you want answered? Send them to kinch@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today, we sit down with Founder & CEO, Zach Gray, to discuss the development of expertise. Listen in as we dig in to coaching, growth, and the importance of surrounding yourself with someone who is already an expert to guide you along the way. At Rooted Wealth Advisors, we pride ourselves in continual development both personally and professionally.
For recommendations on experts personally, professionally, or financially, please reach out to us at (866) 766-8332.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
The man with the tax plan, John Savarino, joins us for some more burning questions from you, our listeners! We opened the floor for what you wanted to know about John and Rooted Wealth Advisors and your answers are here!
Have a question you want answered? Send them to kinch@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
From singing in the streets of Disney World to Rooted Wealth Advisors, Michael Pueschell has had a unique road that has lead him to our firm. Michael sits down with Kinch to discuss his path, his new role as Chief Culture Officer, and what he's been able to learn about Rooted Wealth Advisors so far, including the impact that he sees the staff making for our clients on a daily basis.
Have a question you want answered? Send them to kinch@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
It's about time that we meet the man that heads up Rooted Wealth Advisors Denver office! Since joining the firm in July of 2023, Connor has been a key piece of the firm as we grow into Denver. This week we finally get to sit down with Connor and get to know him better. Let's Dig In!
Have a question you want answered? Send them to kinch@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
What's your favorite family vacation? What made it so memorable? While Rooted's Events Director Jacqueline Walter and Creative Director Kinch O'Kelley share their all-time favorites, they also unpack what makes events so memorable. And with that, the way in which we at Rooted view the experiences and events we create for our clients and their families. And if you've ever been to a Rooted event, you know what we're talking about! And if you haven't had the chance to attend one, drop us an email and we'll get you on the list!
Have a question you want answered? Send them to kinch@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to Season 2 of the Digging In podcast!
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
- How much do you trust your current advisor?
- How do financial advisors earn trust?
- How is your advisor going above and beyond to earn and maintain your trust?
We sit down with our Founder and CEO, Zach Gray, to discuss the through line of trust and relationship, on which our entire firm is built.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
How do we know when the time has come to get a second opinion on our wealth or maybe even break up with our current advisor? We were able to snag some time with the very busy and highly sought after John Savarino, Investment Advisor Representative, to chat about what we should be looking for in regards to making sure we are working with the right advisor for each of our unique situations.
Ready for a second opinion? Give us a call to schedule your no-obligation visit at (866) 766-8332.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
This week, we sit down with Investment Advisor Representative Joe Mateja, to share a big life announcement and see how this curveball parallels many curveballs thrown at folks in their retirement journeys. Joe chats through the profound importance of preparing for potential curve balls with confidence and where the resources exist in which to do so.
If you'd like to review your retirement plan's curveball resistance with Joe, please give us a call to schedule a visit. 866.766.8332
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Jackson Sheputis, CFP®, Portfolio Advisor, sits down this week to chat through the IMRF- Illinois Municipal Retirement Fund. We dig into to whom this pension benefit applies, the rules and requirements, and how those benefits work when planning for retirement.
If you have any questions about IMRF or any other pension plans in which you may be vested, please reach out to us at 866.766.8332 to talk to an advisor on our team.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
This week we sit down with the Trading Advisor, Andrew Lee to understand what goes into active and dynamic account management in regards to trading and investments.
Andrew explains:
- What does trading mean in the financial world?
- How often are accounts reviewed/changes made?
- How are decisions made on where to invest with my portfolio?
If you would like to sit down with an advisor to discuss your portfolio and investments, give us a call at 866.766.8332 or visit https://rootedretirement.com
financialeducation #financialfreedom #retirement #retirementplanning #investmenttrading #investments #investmentstrategies
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to Season 2 of the Digging In podcast!
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
This week we sit down with the Founder of Rooted Wealth Advisors, Zach Gray to discuss not only his own recent travels, but what some of the benefits of retiring to a different state may include. State income tax, estate taxes, and property taxes can be major dollar amounts that you could possibly find some savings in by moving to a different state.
We also crack open the list of the 10 Most Expensive States to live in! Tune in to see if we list the state where you live, or are planning to retire in. After that we get into some of the more affordable places to retire in the good old USA. Kinch is excited to drop his favorite line from The Field of Dreams in a reference to Iowa!
financialeducation #financialfreedom #retirement #retirementplanning #taxtips
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today's expenses look very different from years past and even just a year ago. Dig in with our host, Kinch O'Kelley and Events Director, Jacqueline Walter, as we discuss what inflation and the world today look like regarding setting ourselves up for the retirement of our dreams.
Interested in getting a financial wellness check in regards to retirement? Give us a call at 866.766.8332 to set up a call with an advisor.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Have you ever heard someone use the word 'holistic'? It's meaning can be tricky depending on the context, but this week Financial Advisor John Savarino joins the Digging In Podcast to help simplify this term and more specifically what it means when Rooted Wealth Advisors uses it in terms of creating a financial plan for their clients. John also dives into what is commonly referred to as the '5 Worlds of Retirement' and what you can look for in each one that may be able to assist in your unique situation.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Join us in Season 2 as our Founder, Zach Gray, shares the exhilarating journey of summiting a major personal goal. From conquering personal milestones to navigating the challenges of mounting inflation, Zach dives into the impact on our spending power and offers invaluable insights on how to navigate and fortify our personal finances in an evolving economic landscape. Don't miss this empowering episode filled with practical tips for financial resilience and some key pieces to help with financial comfort and longevity.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In podcast!
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
This week Kinch O'Kelley sits down to dig in and get to know our Client Relationship Manager- Samantha Wilhoyt! Samantha is that friendly face and voice on the other end of the phone when you reach out to Rooted Wealth Advisors. With a long history of service and caring for others, she's settled naturally into her role within the Rooted Family.
If you haven't yet had the pleasure of meeting Samantha, feel free to stop by our Bourbonnais office or give her a ring at the office! 815-918-4727
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to Season 2 of the Digging In podcast!
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
We kick off Season 2 by meeting the newest member to the Rooted Wealth Advisors family, Emily Leibach!
Emily has taken the reigns of handling all service related tasks for the majority of our clients in the Champaign and Bloomington areas as the new Client Services Specialist. Emily has been eager to jump in and learn the industry, meet our clients, and understand how we at Rooted are always committed to showing up for our clients.
Please welcome Emily to the Rooted Family!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
We finally did it! We opened up the mail bag on Rooted's Founder Zach Gray! In today's episode Kinch sits down with Zach as they go rapid fire through a list of questions that we've been asked, and people have been wanting to know about Zach & Rooted Wealth Advisors.
Have a question you want answered? Send them to kinch@rootedretirement.com
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
What does it take to be an Entrepreneur? What does it take to make something out of nothing? In today's world entrepreneur's are lauded & sought after for advice. But it's not as easy as it looks. In today's episode we sit down with "serial entrepreneur" Zach Gray to discuss the many businesses he's owned and been involved in over the years & why he's so hyper focused on Rooted Wealth Advisors and helping people.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Tired of those same old podcasts? Want to hear something different?
Well you've come to the right place! This week we've given our old Digging In podcast host Kinch O'Kelley the boot from the host chair & we've filled the seat with a brand new host!
Who will it be? How will it go? What topics will be covered?
You're just going to have to tune it to find out!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Our team gets a lot of questions about growth. And not just growth from a "how does my account look" perspective. At Rooted we believe that we growth on all levels is extremely important. Rooted's Found Zach Gray joins the podcast today to talk about the types of growth we are intentional about seeking out, and the leadership that comes with that responsibility.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
With this year's tax deadline in the rear view mirror, we can safely take a break from talking about taxes, right? Well it depends...are you talking about tax planning or tax preparation? Often mistaken, these two topics are not the same. In today's episode Rooted's Founder Zach Gray sits down to discuss the differences and how focusing on one could have a sizable effect on your retirement.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Conversations about money can be hard. Whether it's with a spouse or a financial advisor, communicating about finances is important. But when you add into that mix a generation gap, it can be even more difficult. But talking to your kids or your parents about money, and more specifically what you wish to have happen with your money upon your passing are discussions worth having sooner rather than later. In today's episode Kinch O'Kelley sits down with Investment Advisor Representative Joe Mateja to chat about making these conversations a priority, and how we can help facilitate those discussions.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
With the commitment to service initiative underway for 2023 we wanted to sit down with Director of Operations Hilda Miranda and get her thoughts and insight on the overall growth of Rooted Wealth Advisors & how we are striving to better serve our clients and meet their needs. Hilda has also been a pillar of leadership at Rooted since it's beginning.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
At Rooted Wealth Advisors we want our prospects, clients, friends, and family to have an amazing experience when they come to one of our events. Whether it's a dinner workshop, one of our classes at a local college or library, or one of our client appreciation events, or our Rooted Ambassador Event, we believe in making folks feel right at home with us. This week Events Director Jacqueline Walter stops by to share with us her insights on how she views events and what they mean, plus she unveils some upcoming events for our clients, along with the much anticipated Rooted Ambassador Event for 2023! You don't want to miss this one!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
You may have seen multiple headlines in the news in recent weeks about the collapse of Silicon Valley Bank, and the subsequent run on a few select banks on the west coast. In today's episode of Digging In, Rooted Wealth Advisors Founder Zach Gray pulls back the curtain to tell us what was happening behind the scenes that caused the massive mess, and how it could affect you and your money moving forward.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
2022 will go down as one of the worst years in the history of the stock market. We know that some of our clients have expressed concerns about the volatility in the market. In an effort to be more proactive and to really "show our work", we're launching our Commitment to Service campaign for 2023 and beyond. Today Kinch O'Kelley sits down with Lead Service Advisor Logan Gigl to really dig in to what that means for our clients moving forward.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
At Rooted Wealth Advisors we pride ourselves in being growth minded, always striving to better our services for our clients, to better our firm, and to better ourselves. Well, Andrew Lee took that to heart and studied hard to pass his Series 65 exam to become Rooted's newest Advisor! Along with that he got a promotion to a new role and moved to Champaign to help service our clients in that region as well. We've got a lot of catching up to do with Andrew!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
The Secure Act 2.0 was passed through Congress just before the end of the 2022 session. While most of us were celebrating the Christmas & New Year's holidays, totally unaware that this piece of legislation has a large impact on a lot of pieces that affect retirement planning. This week Kinch O'Kelley sits down with Portfolio Advisor Jackson Sheputis as he breaks down some of the most important changes he sees from The Secure Act 2.0.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
This week Kinch O'Kelley sits down with Events Director Jacqueline Walter, the master event planner extraordinaire! She's really digging in to all things events, from the preparation and planning, to the registrations, to making sure the actual event goes off without a hitch for our clients, to the cleanup afterwards, she really does it all. Jacqueline is no stranger to events, as a longtime photographer in the Bourbonnais area she's a wealth of knowledge on where to go to create premier experiences for our clients. Please welcome Jacqueline to the Rooted Family!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
This week Kinch O'Kelley sits down with Operations Analyst Missy Salazar to talk about her vast wealth of work experience from being a Firefighter, a Farmer, and a Personal Trainer, and a path that eventually led her to join the Rooted Wealth Advisors team. She can still drive a semi if you need her too, as she brings her 'whatever it takes' mentality to the Rooted family. And while she's still making the transition of not wearing boots to work everyday, she always finds a way to help wherever she can.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
This week Kinch O'Kelley sits down with the Client Communications Manager Jovan Marshall to talk about the path that lead him to join the Rooted Wealth Advisors team, and his vast background in multiple fields. Always smiling and bringing the energy, Jovan also talks about his family and what he enjoys most about being a part of the Rooted family.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
With the calendar flipping to the year 2023 most folks make resolutions, or goals for themselves. Today we sit down with Joe Mateja to talk about some of his goals for this coming year, and what types of goals he hears when people sit down with him to talk about their retirement, and mostly importantly, how we at Rooted Wealth Advisors can help!
Let us know what your goals for 2023 are in the comments below!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
If you've listened to Digging In for any length of time, you know that Kinch asks the questions and the guests share their expertise on the subject at hand. But this week Joe Mateja decided to flip the script and ask Kinch the questions! Asking him questions that our team of advisors usually asks people when they sit down to work with us. Take a listen and let us know how Kinch did!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today's guest has the friendliest smile at Rooted Wealth Advisors! Amber is the new Client Relationships Manager at Rooted and she makes sure that everyone that comes through our doors or talks to her on the phone has the best experience possible! Today we talk about her path and what lead her to Rooted, what she loves about her job, and what drives her to get better every single day.
We're excited to have Amber as part of our Rooted family!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today we get to meet the man behind the best mustache in the Rooted Wealth Advisors offices: Andrew Lee!
Andrew is the Operations Analyst for Rooted Wealth Advisors, which means he gets to jump in and help whenever and wherever he can. In our sit down chat today Andrew tells us about his journey that has brought him to Rooted Wealth Advisors, what he loves about working with us, and what he sees for his future at Rooted.
We're excited to have Andrew as part of our Rooted family!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today we finally have Rooted Wealth Advisor Founder Zach Gray back on the podcasts! And with all the headlines swirling around about Student Loan Forgiveness, we wanted Zach to shed some light on everything surrounding the very hot topic. True to nature Zach breaks it down and makes it really easy to understand the different factors that play into this massive issue in our country.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today's guest is a decorated navy veteran, and football coach Jason Thiele! Jason joins Digging In to talk about his life journey and the path that's led him to Rooted Wealth Advisors. We get to dive in to what makes him tick and how he stays motivated to get better every single day.
We're excited to have Jason as part of our Rooted family!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today's guest is the newest Series 65 holder on the Rooted team...Logan Gigl! We sit down with him to dig into his story and what made him want to transition from being behind bars...to being a financial advisor. Plus, how long he spent studying for this exam and how he expect to use to it help our clients in the future.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
This week Kinch O'Kelley sits down with Investment Advisor Representative Joe Mateja to talk about the rough start the markets have had to the year, and to discuss if there are any signs that the markets have reached bottom and looking to rebound. Joe also shows us the importance of diversification with one of the best analogies ever!
Joe always brings a depth of knowledge and an exciting energy to make financial topics like these interesting to learn about!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
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Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
The esteemed and very knowledgable John Savarino, is back! In this episode John gives us some insight into what's been happening with the markets, as he tracks its ups and downs. We also talk about some major expenses in retirement, and how some seem to take people by surprise.
Not to mention John is gearing up for racing season, so come along for the ride, there's always laughs with John!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
The Team of Advisors at Rooted Wealth Advisors has seen it all! With a combined 30 years of experience, there isn't much that surprises this team. Today we hear from Joe Mateja on the most common retirement mistakes he's seen people make, and how you can avoid those mistakes!
Tell us what you'd like to hear us talk about next in the comments below!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Have you ever met someone who has a feel for numbers like Matt Damon's character in Good Will Hunting? Someone that can look at any complex math equation that would stump the majority of people & they know the answer instantly??
For us at Rooted, that's the Wiz-Kid Jackson Sheputis!
Jackson's mind is a complex labyrinth of numbers from the Matrix and he always seems to have a mathematical answer for every problem.
In this week's episode of Digging In, we get a peak behind the curtain of what makes him tick, and how he loves finding solutions for our clients!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Here in Episode 4 we get introduced to the Wonder Woman of Rooted Wealth Advisors, Hilda Miranda!
Hilda is not only the Director of Operations, but she's the go-to source for all things: Human Resources, Compliance, IT, or any special projects going on! She REALLY does it ALL!
Hilda opens up about her passion for helping people, her travels around the globe, and what keeps her driving the operation forward.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Episode 3 and we're still meeting new team members at Rooted Wealth Advisors! This week we feature Joseph Mateja, the newest Investment Advisor Representative to join the Rooted Family! This week we hear from Joe about what brought him home, a bit about his background, and why he loves helping people.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
In our 2nd episode we meet John Savarino, an Investment Advisor Representative at Rooted Wealth Advisors. John walks us through what taxes on some investments look like, how to look forward and take advantage of some tax savings, and what his future retirement looks like!
Come along for the ride, there's always laughs with John!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Welcome to our new Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
In our Kick Off episode we meet the Founder of Rooted Wealth Advisors, Zach Gray, as he dives into his history and how he ended up becoming a Financial Advisor. It's a story that you're going to want to hear!
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.