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 professionally.For recommendations on experts personally, professionally, or financially, please reach out to us at (866) 766-8332.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 making for our clients on a daily basis.Have a question you want answered? Send them to kinch@rootedretirement.com------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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@rootedretirement.com------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 families. And if you've ever been to a Rooted event, you know what we're talking about! And if you haven't had the chance to attend one, drop us an email and we'll get you on the list!Have a question you want answered? Send them to kinch@rootedretirement.com------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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, Zach Gray, to discuss the through line of trust and relationship, on which our entire firm is built. ------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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, to chat about what we should be looking for in regards to making sure we are working with the right advisor for each of our unique situations.Ready for a second opinion? Give us a call to schedule your no-obligation visit at (866) 766-8332.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 accounts reviewed/changes made?- How are decisions made on where to invest with my portfolio?If you would like to sit down with an advisor to discuss your portfolio and investments, give us a call at 866.766.8332 or visit https://rootedretirement.com#financialeducation #financialfreedom #retirement #retirementplanning #investmenttrading #investments #investmentstrategies ------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 preparing for potential curve balls with confidence and where the resources exist in which to do so. If you'd like to review your retirement plan's curveball resistance with Joe, please give us a call to schedule a visit. 866.766.8332------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 retirement.If you have any questions about IMRF or any other pension plans in which you may be vested, please reach out to us at 866.766.8332 to talk to an advisor on our team.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 income tax, estate taxes, and property taxes can be major dollar amounts that you could possibly find some savings in by moving to a different state. We also crack open the list of the 10 Most Expensive States to live in! Tune in to see if we list the state where you live, or are planning to retire in. After that we get into some of the more affordable places to retire in the good old USA. Kinch is excited to drop his favorite line from The Field of Dreams in a reference to Iowa!#financialeducation #financialfreedom #retirement #retirementplanning #taxtips ------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 ourselves up for the retirement of our dreams. Interested in getting a financial wellness check in regards to retirement? Give us a call at 866.766.8332 to set up a call with an advisor.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 it means when Rooted Wealth Advisors uses it in terms of creating a financial plan for their clients. John also dives into what is commonly referred to as the '5 Worlds of Retirement' and what you can look for in each one that may be able to assist in your unique situation.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 power and offers invaluable insights on how to navigate and fortify our personal finances in an evolving economic landscape. Don't miss this empowering episode filled with practical tips for financial resilience and some key pieces to help with financial comfort and longevity.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 Rooted Wealth Advisors. With a long history of service and caring for others, she's settled naturally into her role within the Rooted Family. If you haven't yet had the pleasure of meeting Samantha, feel free to stop by our Bourbonnais office or give her a ring at the office! 815-918-4727------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 in the Champaign and Bloomington areas as the new Client Services Specialist. Emily has been eager to jump in and learn the industry, meet our clients, and understand how we at Rooted are always committed to showing up for our clients. Please welcome Emily to the Rooted Family!------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 have been wanting to know about Zach & Rooted Wealth Advisors.Have a question you want answered? Send them to kinch@rootedretirement.com------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 today's episode we sit down with "serial entrepreneur" Zach Gray to discuss the many businesses he's owned and been involved in over the years & why he's so hyper focused on Rooted Wealth Advisors and helping people.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 & we've filled the seat with a brand new host! Who will it be? How will it go? What topics will be covered? You're just going to have to tune it to find out!------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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 Zach Gray joins the podcast today to talk about the types of growth we are intentional about seeking out, and the leadership that comes with that responsibility.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness.  Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.