Rooted Wealth Advisors

Digging In

Education EN ↓ 108 episodes

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.

Be sure to visit the podcast's website and support the creator: www.buzzsprout.com

Author

Rooted Wealth Advisors

Episodes

Are there signs the Market is bottoming out? - Digging In 07.06.2022 25:49

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...

Digging In - The Market's Ups & Downs, Big Unforeseen Expenses, and Hitting the Track - Episode 7 06.05.2022 19:48

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...

Big Retirement Mistakes! (and how to avoid them!) - Digging In - Joe Mateja 25.04.2022 19:51

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...

The Math Whiz-Kid! Jackson Sheputis - Digging In 08.04.2022 13:44

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...

Meet Wonder Woman: Hilda Miranda! 25.03.2022 13:49

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,...

The New Kid on the Block - Joseph Mateja 11.03.2022 21:46

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...

Meet John Savarino 25.02.2022 26:09

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...

Kick Off - Meet Zach Gray 11.02.2022 30:34

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...