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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.
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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 professio...
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.rootedretir...
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 mak...
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@rootedretir...
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 fam...
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 bui...
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...
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...
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 ...
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 vest...
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 possib...
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 ...
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 d...
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 evolvi...
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 i...
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 bee...
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...
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 ...
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 cover...
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 th...
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