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...

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...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.The man with the tax plan, John Savarino, joins us for some more burning questions from you, our listeners! We opened the floor for what you wanted to know about John and Rooted Wealth Advisors and your answers are here! Have a question you want answered? Send them to kinch@rootedretirement.com------Visit our website: https://www.rootedretir...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.From singing in the streets of Disney World to Rooted Wealth Advisors, Michael Pueschell has had a unique road that has lead him to our firm. Michael sits down with Kinch to discuss his path, his new role as Chief Culture Officer, and what he's been able to learn about Rooted Wealth Advisors so far, including the impact that he sees the staff mak...

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@rootedretir...

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 fam...