Digging In

Rooted Wealth Advisors
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Digging In Podcast

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.

  1. 2 DAYS AGO

    All good things for Joe, both at home and at work! - 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.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 ethi...

    21 min

  2. AUG 22

    Does market volatility mean recession? 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.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 t...

    14 min

  3. AUG 6

    A Legacy of High Standards - 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.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 h...

    20 min

  4. JUL 25

    What is a Chief Culture Officer? (and what do they do?) - 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...

    22 min

  5. JUL 11

    Will the 2024 Presidential Election affect my Retirement? - 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.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...

    18 min

  6. JUN 27

    The Influence of Leadership - 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.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 ...

    17 min

  7. JUN 13

    What are the Five Worlds of Money? (And why you should care!) - 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.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...

    19 min

  8. MAY 30

    Is there a major tax event lurking out there for you? - 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.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...

    18 min
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About

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.

Information

  • Creator
    Rooted Wealth Advisors
  • Years Active
    2022 - 2024
  • Episodes
    56
  • Rating
    Clean
  • Copyright
    © 2024 Digging In
  • Show Website
    Digging In

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