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. 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 Worl...

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 w...

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...

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 ans...

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...

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...

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...

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,...

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, t...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Jackson Sheputis, CFP®, Portfolio Advisor, sits down this week to chat through the IMRF- Illinois Municipal Retirement Fund. We dig into to whom this pension benefit applies, the rules and requirements, and how those benefits work when planning for r...

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...

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 a...

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. This week we sit down with the Founder of Rooted Wealth Advisors, Zach Gray to discuss not only his own recent travels, but what some of the benefits of retiring to a different state may include. State...

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. We kick off Season 2 by meeting the newest member to the Rooted Wealth Advisors family, Emily Leibach!  Emily has taken the reigns of handling all service related tasks for the majority of our clients i...

Welcome to 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. This week Kinch O'Kelley sits down to dig in and get to know our Client Relationship Manager- Samantha Wilhoyt! Samantha is that friendly face and voice on the other end of the phone when you reach out to Root...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Join us in Season 2 as our Founder, Zach Gray, shares the exhilarating journey of summiting a major personal goal. From conquering personal milestones to navigating the challenges of mounting inflation, Zach dives into the impact on our spending powe...

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 ever heard someone use the word 'holistic'? It's meaning can be tricky depending on the context, but this week Financial Advisor John Savarino joins the Digging In Podcast to help simplify this term and more specifically what...

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's expenses look very different from years past and even just a year ago. Dig in with our host, Kinch O'Kelley and Events Director, Jacqueline Walter, as we discuss what inflation and the world today look like regarding setting ourselv...

Welcome to the Digging In Podcast!  Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy. We finally did it! We opened up the mail bag on Rooted's Founder Zach Gray! In today's episode Kinch sits down with Zach as they go rapid fire through a list of questions that we've been asked, and people h...

Welcome to the Digging In Podcast!  Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy. What does it take to be an Entrepreneur? What does it take to make something out of nothing? In today's world entrepreneur's are lauded & sought after for advice. But it's not as easy as it looks. In to...

Welcome to the Digging In Podcast!  Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy. Tired of those same old podcasts? Want to hear something different? Well you've come to the right place! This week we've given our old Digging In podcast host Kinch O'Kelley the boot from the host chair &am...

Welcome to the Digging In Podcast!  Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy. Our team gets a lot of questions about growth. And not just growth from a "how does my account look" perspective. At Rooted we believe that we growth on all levels is extremely important. Rooted's Found Zac...

Welcome to the Digging In Podcast!  Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy. With this year's tax deadline in the rear view mirror, we can safely take a break from talking about taxes, right? Well it depends...are you talking about tax planning or tax preparation? Often mistaken, these two to...

Welcome to the Digging In Podcast!  Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy. Conversations about money can be hard. Whether it's with a spouse or a financial advisor, communicating about finances is important. But when you add into that mix a generation gap, it can be even more difficult. But...

Welcome to the Digging In Podcast!  Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy. With the commitment to service initiative underway for 2023 we wanted to sit down with Director of Operations Hilda Miranda and get her thoughts and insight on the overall growth of Rooted Wealth Advisors & how we are...