Digging In

Rooted Wealth Advisors
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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. HÁ 5 DIAS

    The 4-1-1 on Financial Marketing 101 - 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. 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 ou...

    16min

  2. 20 DE MAR.

    Pre-Tax vs. Post-Tax: Which Investment Strategy is Right 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. 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 i...

    10min

  3. 6 DE MAR.

    Case Study: Retiring in Six Months - 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'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 o...

    21min

  4. 20 DE FEV.

    Held to a Higher Standard - 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. 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 sta...

    13min

  5. 6 DE FEV.

    Rooted In Community - 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, 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 impa...

    10min

  6. 23 DE JAN.

    The Advisor Roundtable - 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, 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 an...

    15min

  7. 9 DE JAN.

    Building Healthy Habits for Physical Wellness - 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 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, i...

    16min

  8. 26/12/2024

    Data-Driven Dialogues: Integrity, Efficiency, and Innovation with Jerry Fuesel - 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, 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 s...

    12min
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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 - 2025
    • Episódios
      70
    • Classificação
      Livre
    • Copyright
      © 2025 Digging In
    • Site do podcast
      Digging In

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