45 episodes

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.

Digging In Rooted Wealth Advisors

    • Education

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.

    Rooted in Denver! Meet Connor Zimmer - Digging In - Rooted Wealth Advisors

    Rooted in Denver! Meet Connor Zimmer - 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.

    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

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    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

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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.

    • 18 min
    Experiences that last a Lifetime - Digging In - Rooted Wealth Advisors

    Experiences that last a Lifetime - 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.

    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

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    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

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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.

    • 21 min
    Building on a Foundation of Trust - Digging In

    Building on a Foundation of Trust - Digging In

    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. 

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    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

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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.

    • 20 min
    When Should I Break Up with My Current Advisor? - Digging In

    When Should I Break Up with My Current Advisor? - Digging In

    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.

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    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

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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.

    • 11 min
    The Importance of Dynamic Account Management with Andrew Lee - Digging In

    The Importance of Dynamic Account Management with Andrew Lee - Digging In

    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 

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    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

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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.

    • 8 min
    Preparing for life's curve balls with Joe Mateja- Digging In

    Preparing for life's curve balls with Joe Mateja- Digging In

    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

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    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

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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.

    • 16 min

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