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.

With this year's tax deadline in the rear view mirror, we can safely take a break from talking about taxes, right? Well it depends...are you talking about tax planning or tax preparation? Often mistaken, these two topics are not the same. In today's episode Rooted's Founder Zach Gray sits down to discuss the differences and how focusing on one could have a sizable effect on your retirement.

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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.

Conversations about money can be hard. Whether it's with a spouse or a financial advisor, communicating about finances is important. But when you add into that mix a generation gap, it can be even more difficult. But talking to your kids or your parents about money, and more specifically what you wish to have happen with your money upon your passing are discussions worth having sooner rather than later. In today's episode Kinch O'Kelley sits down with Investment Advisor Representative Joe Mateja to chat about making these conversations a priority, and how we can help facilitate those discussions. 

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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.

With the commitment to service initiative underway for 2023 we wanted to sit down with Director of Operations Hilda Miranda and get her thoughts and insight on the overall growth of Rooted Wealth Advisors & how we are striving to better serve our clients and meet their needs. Hilda has also been a pillar of leadership at Rooted since it's beginning.

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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.

At Rooted Wealth Advisors we want our prospects, clients, friends, and family to have an amazing experience when they come to one of our events. Whether it's a dinner workshop, one of our classes at a local college or library, or one of our client appreciation events, or our Rooted Ambassador Event, we believe in making folks feel right at home with us. This week Events Director Jacqueline Walter stops by to share with us her insights on how she views events and what they mean, plus she unveils some upcoming events for our clients, along with the much anticipated Rooted Ambassador Event for 2023! You don't want to miss this one!

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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.

You may have seen multiple headlines in the news in recent weeks about the collapse of Silicon Valley Bank, and the subsequent run on a few select banks on the west coast. In today's episode of Digging In, Rooted Wealth Advisors Founder Zach Gray pulls back the curtain to tell us what was happening behind the scenes that caused the massive mess, and how it could affect you and your money moving 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.

2022 will go down as one of the worst years in the history of the stock market. We know that some of our clients have expressed concerns about the volatility in the market. In an effort to be more proactive and to really "show our work", we're launching our Commitment to Service campaign for 2023 and beyond. Today Kinch O'Kelley sits down with Lead Service Advisor Logan Gigl to really dig in to what that means for our clients moving 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.

At Rooted Wealth Advisors we pride ourselves in being growth minded, always striving to better our services for our clients, to better our firm, and to better ourselves. Well, Andrew Lee took that to heart and studied hard to pass his Series 65 exam to become Rooted's newest Advisor! Along with that he got a promotion to a new role and moved to Champaign to help service our clients in that region as well. We've got a lot of catching up to do with Andrew!

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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 Secure Act 2.0 was passed through Congress just before the end of the 2022 session. While most of us were celebrating the Christmas & New Year's holidays, totally unaware that this piece of legislation has a large impact on a lot of pieces that affect retirement planning. This week Kinch O'Kelley sits down with Portfolio Advisor Jackson Sheputis as he breaks down some of the most important changes he sees from The Secure Act 2.0.

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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.

This week Kinch O'Kelley sits down with Events Director Jacqueline Walter, the master event planner extraordinaire! She's really digging in to all things events, from the preparation and planning, to the registrations, to making sure the actual event goes off without a hitch for our clients, to the cleanup afterwards, she really does it all. Jacqueline is no stranger to events, as a longtime photographer in the Bourbonnais area she's a wealth of knowledge on where to go to create premier experiences for our clients. Please welcome Jacqueline 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_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.

This week Kinch O'Kelley sits down with Operations Analyst Missy Salazar to talk about her vast wealth of work experience from being a Firefighter, a Farmer, and a Personal Trainer, and a path that eventually led her to join the Rooted Wealth Advisors team. She can still drive a semi if you need her too, as she brings her 'whatever it takes' mentality to the Rooted family. And while she's still making the transition of not wearing boots to work everyday, she always finds a way to help wherever she can.

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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.