Digging In 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.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@rootedretireme...

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...

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 ...

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...

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 y...

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 professio...