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 bottom and looking to rebound. Joe also shows us the importance of diversification with one of the best analogies ever!

Joe always brings a depth of knowledge and an exciting energy to make financial topics like these interesting to learn about!

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

Follow us on social media:
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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.

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 in retirement, and how some seem to take people by surprise.

Not to mention John is gearing up for racing season, so come along for the ride, there's always laughs with John!

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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.

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 he's seen people make, and how you can avoid those mistakes!

Tell us what you'd like to hear us talk about next 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.

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 answer instantly??

For us at Rooted, that's the Wiz-Kid Jackson Sheputis!
Jackson's mind is a complex labyrinth of numbers from the Matrix and he always seems to have a mathematical answer for every problem.

In this week's episode of Digging In, we get a peak behind the curtain of what makes him tick, and how he loves finding solutions for our clients!

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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.

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, IT, or any special projects going on! She REALLY does it ALL!

Hilda opens up about her passion for helping people, her travels around the globe, and what keeps her driving the operation forward.

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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.

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 about what brought him home, a bit about his background, and why he loves 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.

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 savings, and what his future retirement looks like!

Come along for the ride, there's always laughs with John! 

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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 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!

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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.