All Episodes
Digging In — 99 episodes
Passing Down More Than Money - Digging In - Rooted Wealth Advisors
The ‘I’ve Got Time’ Lie - Digging In - Rooted Wealth Advisors
Life Insurance: Protection, Strategy, or Both? - Digging In - Rooted Wealth Advisors
The Retirement Paycheck Blueprint - Digging In - Rooted Wealth Advisors
Retirement Isn’t an Age - Digging In - Rooted Wealth Advisors
All-Time Highs: What Prepared Retirees Do Now - Digging In - Rooted Wealth Advisors
The Tax Trap Retirees Don’t See Coming - Digging In - Rooted Wealth Advisors
How to Put the Thousand Piece Puzzle of Retirement Together: Asking Alexa - Digging In - Rooted Wealth Advisors
He's Back! Burning Questions with Jason Thiele - Digging In - Rooted Wealth Advisors
Beyond the Desk: Asking Alexa - Digging In - Rooted Wealth Advisors
Connecting Outside of the Conference Room - Digging In - Rooted Wealth Advisors
Connecting Outside of the Conference Room - Digging In - Rooted Wealth Advisors
Risky Business: Life, Marketing, and Money Moves - Digging In - Rooted Wealth Advisors
Passing Down More Than Money - Digging In - Rooted Wealth Advisors
Talking Dollars Over Dinner: Growing Financially Confident Kids - Digging In - Rooted Wealth Advisors
From Wish List to Real Life: Beyond the Numbers - Digging In - Rooted Wealth Advisors
From Wish List to Real Life: Retirement Edition - Digging In - Rooted Wealth Advisors
Markets and Mustaches PT. 2 - Digging In - Rooted Wealth Advisors
Life Insurance Uncovered: What You Need to Know with Jake Lehnerr - Digging In - Rooted Wealth Advisors
Planning, Purpose, and Growth - Digging In - Rooted Wealth Advisors
Beyond the bio- Burning Questions with Alex Allegro - Digging In - Rooted Wealth Advisors
Personality in Motion: Roan Cannon Answers It All - Digging In - Rooted Wealth Advisors
Markets & Mustaches with Andrew Lee - Digging In - Rooted Wealth Advisors
Rooted’s Quiet Force-Burning Questions with Jason Thiele - Digging In - Rooted Wealth Advisors
New Roles, Same Mission: Alex Allegro on Growth and Putting Clients First - Digging In - Rooted Wealth Advisors
From the Roots up- the Growth of Rooted Wealth Advisors - Digging In - Rooted Wealth Advisors
Weathering the Economic Winds: A Market Conversation with Tom Siomades - Digging In - Rooted Wealth Advisors
Rooted in Relationship- Digging In - Rooted Wealth Advisors
Case Study: A Junk Drawer of Investments - Digging In - Rooted Wealth Advisors
The 4-1-1 on Financial Marketing 101 - Digging In - Rooted Wealth Advisors
Pre-Tax vs. Post-Tax: Which Investment Strategy is Right for You? - Digging In - Rooted Wealth Advisors
Case Study: Retiring in Six Months - Digging In - Rooted Wealth Advisors
Held to a Higher Standard - Digging In - Rooted Wealth Advisors
Rooted In Community - Digging In - Rooted Wealth Advisors
The Advisor Roundtable - Digging In - Rooted Wealth Advisors
Building Healthy Habits for Physical Wellness - Digging In - Rooted Wealth Advisors
Data-Driven Dialogues: Integrity, Efficiency, and Innovation with Jerry Fuesel - Digging In - Rooted Wealth Advisors
Contagious Passion within your Zone of Genius with Events Manager, Sarah Marion - Digging In - Rooted Wealth Advisors
Forming Genuine Connections - Digging In - Rooted Wealth Advisors
The Path to Planning with Alex Allegro - Digging In - Rooted Wealth Advisors
CEO of Your Role- Growth and Change with Jason Thiele - Digging In - Rooted Wealth Advisors
At the Heart of the Operation - Digging In - Rooted Wealth Advisors
Setting the Stage for a New Home Office - Digging In - Rooted Wealth Advisors
All good things for Joe, both at home and at work! - Digging In - Rooted Wealth Advisors
Does market volatility mean recession? Digging In - Rooted Wealth Advisors
A Legacy of High Standards - Digging In - Rooted Wealth Advisors
What is a Chief Culture Officer? (and what do they do?) - Digging In - Rooted Wealth Advisors
Will the 2024 Presidential Election affect my Retirement? - Digging In - Rooted Wealth Advisors
The Influence of Leadership - Digging In - Rooted Wealth Advisors
What are the Five Worlds of Money? (And why you should care!) - Digging In - Rooted Wealth Advisors
Is there a major tax event lurking out there for you? - Digging In - Rooted Wealth Advisors
Leveling Up with Zach Gray - Digging In
Burning Questions with John Savarino - Digging In
Rooted Wealth Advisors New Chief Culture Officer: Michael Pueschell - Digging In
Rooted in Denver! Meet Connor Zimmer - Digging In - Rooted Wealth Advisors
Experiences that last a Lifetime - Digging In - Rooted Wealth Advisors
Building on a Foundation of Trust - Digging In
When Should I Break Up with My Current Advisor? - Digging In
The Importance of Dynamic Account Management with Andrew Lee - Digging In
Preparing for life's curve balls with Joe Mateja- Digging In
IMRF- what is it and how does it work? Digging In
Thinking of Moving in Retirement? Watch this first! 10 Most Expensive States to live in! Digging In
Staying Ahead of the Curve with Your Financial Future- Digging In
Defining a Holistic approach to Financial Planning + the 5 Worlds of Retirement - Digging In
Financial Resilience in an Evolving Economic Landscape with Zach Gray- Digging In
Digging In with Samantha Wilhoyt & her heart for service!
Meet Emily Leibach - The New Shining Face of Service - Digging In - Rooted Wealth Advisors
Burning Questions - Digging In
The Entrepreneur Mindset - Digging In
Brand New Host! - Digging In
Growth and Leadership - Digging In
Tax Planning vs Preparation - Digging In
How to have conversations about money across a generation gap - Digging In
The Growth & Service of Rooted Wealth Advisors with Hilda Miranda - Digging In
Creating Amazing Client Experiences - Digging In
The SVB Collapse & What it means for You - Digging In
Rooted's Commitment to Service with Lead Service Advisor Logan Gigl - Digging In
Meet Rooted's Newest Advisor! Andrew Lee passes Series 65! - Digging In
The Secure Act 2.0 Rundown - Jackson Sheputis on what you need to know! - Digging In
Meet Jacqueline Walter - Event Planner Extraordinaire! - Digging In
Meet Missy Salazar & her 'Whatever it takes' mentality - Digging In
Meet Jovan Marshall & his heart of service!
New Year, New Goals!
Joe flips the script on Kinch!
Top Googled Financial Topics
Taking a Leadership Role - Digging In
The Man Behind the Mustache: Andrew Lee
Meet Amber! The Friendliest Smile at Rooted!
Are Student Loan REALLY forgiven?
The new Coach in town: Jason Thiele joins Rooted Wealth Advisors
From Prison Guard to Financial Advisor!
Are there signs the Market is bottoming out? - Digging In
Digging In - The Market's Ups & Downs, Big Unforeseen Expenses, and Hitting the Track - Episode 7
Big Retirement Mistakes! (and how to avoid them!) - Digging In - Joe Mateja
The Math Whiz-Kid! Jackson Sheputis - Digging In
Meet Wonder Woman: Hilda Miranda!
The New Kid on the Block - Joseph Mateja
Meet John Savarino
Kick Off - Meet Zach Gray