Digging In

Rooted Wealth Advisors
Digging In

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. 12 DE DEZ.

    Contagious Passion within your Zone of Genius with Events Manager, Sarah Marion - 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.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 jac...

    16min

  2. 28 DE NOV.

    Forming Genuine Connections - 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.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----...

    11min

  3. 14 DE NOV.

    The Path to Planning with Alex Allegro - 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.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--...

    13min

  4. 31 DE OUT.

    CEO of Your Role- Growth and Change with Jason Thiele - 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.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 ap...

    17min

  5. 3 DE OUT.

    At the Heart of the Operation - 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.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...

    17min

  6. 19 DE SET.

    Setting the Stage for a New Home Office - 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.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...

    17min

  7. 5 DE SET.

    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...

    21min

  8. 22 DE AGO.

    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...

    14min
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Sobre

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.

Informações

  • Criado por
    Rooted Wealth Advisors
  • Anos de atividade
    2022 - 2024
  • Episódios
    62
  • Classificação
    Livre
  • Copyright
    © 2024 Digging In
  • Site do podcast
    Digging In

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