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 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. Always smiling and bringing the energy, Jovan also talks about his family and what he enjoys most about being a part of the Rooted family.

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...

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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.

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 when people sit down with him to talk about their retirement, and mostly importantly, how we at Rooted Wealth Advisors can help!

Let us know what your goals for 2023 are in the comments below!

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors

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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.

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 Kinch the questions! Asking him questions that our team of advisors usually asks people when they sit down to work with us. Take a listen and let us know how Kinch did!

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...

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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.

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 few of them might surprise you!

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...

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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.

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 Advisor leading their clients through the journey of retirement. This has become the the mission for Rooted Wealth Advisors.

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...

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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.

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 wherever he can. In our sit down chat today Andrew tells us about his journey that has brought him to Rooted Wealth Advisors, what he loves about working with us, and what he sees for his future at Rooted.

We're excited to have Andrew as part of our Rooted family!

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...

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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.

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 has the best experience possible! Today we talk about her path and what lead her to Rooted, what she loves about her job, and what drives her to get better every single day.

We're excited to have Amber as part of our Rooted family!

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...

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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.

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 the very hot topic. True to nature Zach breaks it down and makes it really easy to understand the different factors that play into this massive issue in our country.

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...

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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.

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 makes him tick and how he stays motivated to get better every single day.

We're excited to have Jason as part of our Rooted family!

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...

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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.

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. Plus, how long he spent studying for this exam and how he expect to use to it help our clients in the future. 

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_reti...
Facebook - https://www.facebook.com/rootedwealth...
LinkedIN - https://www.linkedin.com/company/root...

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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.