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Podcast: Digging In
Episode: Planning, Purpose, and Growth - Digging In - Rooted Wealth Advisors
Description: Today, host John Savarino sits down with Jason Thiele, Planning Specialist at Rooted Wealth Advisors, to unpack what his role really means behind the scenes—and why it matters to the clients we serve.They discuss:• How Jason supports the planning process and advisor team• The impact his work has on building personalized retirement strategies• His vision for how the Planning Specialist role will evolve as Rooted continues to growGet an inside look at the people powering the mission and how Rooted is always thinking ahead for you.📞 Want to see the...