Digging In

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. At Rooted Wealth Advisors we want our prospects, clients, friends, and family to have an amazing experience when they come to one of our events. Whether it's a dinner workshop, one of our classes at a local college o...

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. You may have seen multiple headlines in the news in recent weeks about the collapse of Silicon Valley Bank, and the subsequent run on a few select banks on the west coast. In today's episode of Digging In, Rooted Wea...

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. 2022 will go down as one of the worst years in the history of the stock market. We know that some of our clients have expressed concerns about the volatility in the market. In an effort to be more proactive and to really...

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. At Rooted Wealth Advisors we pride ourselves in being growth minded, always striving to better our services for our clients, to better our firm, and to better ourselves. Well, Andrew Lee took that to heart and studied har...

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. The Secure Act 2.0 was passed through Congress just before the end of the 2022 session. While most of us were celebrating the Christmas & New Year's holidays, totally unaware that this piece of legislation has a...

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. This week Kinch O'Kelley sits down with Events Director Jacqueline Walter, the master event planner extraordinaire! She's really digging in to all things events, from the preparation and planning, to the registr...

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. This week Kinch O'Kelley sits down with Operations Analyst Missy Salazar to talk about her vast wealth of work experience from being a Firefighter, a Farmer, and a Personal Trainer, and a path that eventually led her...

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. This week Kinch O'Kelley sits down with the Client Communications Manager Jovan Marshall to talk about the path that lead him to join the Rooted Wealth Advisors team, and his vast background in multiple fields. Alway...

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 calendar flipping to the year 2023 most folks make resolutions, or goals for themselves. Today we sit down with Joe Mateja to talk about some of his goals for this coming year, and what types of goals he hears wh...

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. If you've listened to Digging In for any length of time, you know that Kinch asks the questions and the guests share their expertise on the subject at hand. But this week Joe Mateja decided to flip the script and ask...

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. Today's guest has the friendliest smile at Rooted Wealth Advisors! Amber is the new Client Relationships Manager at Rooted and she makes sure that everyone that comes through our doors or talks to her on the phone ha...

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. Today we get to meet the man behind the best mustache in the Rooted Wealth Advisors offices: Andrew Lee!  Andrew is the Operations Analyst for Rooted Wealth Advisors, which means he gets to jump in and help whenever and w...

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. On today's show we sit back down with Joe Mateja and dig in to the work our firm has done with Chris Smith, author of the Campfire Effect. We dive right into what Leadership looks like, specifically for a Financial A...

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. Today we get an update on the newest location for Rooted Wealth Advisors in the booming city of Nashville, Tennessee. Plus we play a game and see if Zach can guess the "Top Googled Financial Topics by State". A...

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. Today we finally have Rooted Wealth Advisor Founder Zach Gray back on the podcasts! And with all the headlines swirling around about Student Loan Forgiveness, we wanted Zach to shed some light on everything surrounding th...

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. Today's guest is a decorated navy veteran, and football coach Jason Thiele! Jason joins Digging In to talk about his life journey and the path that's led him to Rooted Wealth Advisors. We get to dive in to what...

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. Today's guest is the newest Series 65 holder on the Rooted team...Logan Gigl! We sit down with him to dig into his story and what made him want to transition from being behind bars...to being a financial advisor. Plu...

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. This week Kinch O'Kelley sits down with Investment Advisor Representative Joe Mateja to talk about the rough start the markets have had to the year, and to discuss if there are any signs that the markets have reached...

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. The esteemed and very knowledgable John Savarino, is back! In this episode John gives us some insight into what's been happening with the markets, as he tracks its ups and downs. We also talk about some major expenses...

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. The Team of Advisors at Rooted Wealth Advisors has seen it all! With a combined 30 years of experience, there isn't much that surprises this team. Today we hear from Joe Mateja on the most common retirement mistakes...

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. Have you ever met someone who has a feel for numbers like Matt Damon's character in Good Will Hunting? Someone that can look at any complex math equation that would stump the majority of people & they know the an...

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. Here in Episode 4 we get introduced to the Wonder Woman of Rooted Wealth Advisors, Hilda Miranda!  Hilda is not only the Director of Operations, but she's the go-to source for all things: Human Resources, Compliance,...

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. Episode 3 and we're still meeting new team members at Rooted Wealth Advisors! This week we feature Joseph Mateja, the newest Investment Advisor Representative to join the Rooted Family! This week we hear from Joe abo...

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. In our 2nd episode we meet John Savarino, an Investment Advisor Representative at Rooted Wealth Advisors. John walks us through what taxes on some investments look like, how to look forward and take advantage of some tax...

Welcome to our new Podcast!  Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy. In our Kick Off episode we meet the Founder of Rooted Wealth Advisors, Zach Gray, as he dives into his history and how he ended up becoming a Financial Advisor. It's a story that you're going to want to hear! ------ Vi...