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. 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...