Digging In

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 

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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.

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.

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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.

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.

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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.

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.

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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 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

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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 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!

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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.

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 [email protected]

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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.

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.

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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.

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!

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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.

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.

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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.