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Digging In
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The Tax Trap Retirees Don’t See Coming - Digging In - Rooted Wealth Advisors
11 mins; April 02, 2026
How to Put the Thousand Piece Puzzle of Retirement Together: Asking Alexa - Digging In - Rooted Wealth Advisors
14 mins; March 26, 2026
He's Back! Burning Questions with Jason Thiele - Digging In - Rooted Wealth Advisors
9 mins; March 12, 2026
Beyond the Desk: Asking Alexa - Digging In - Rooted Wealth Advisors
15 mins; February 19, 2026
Connecting Outside of the Conference Room - Digging In - Rooted Wealth Advisors
13 mins; February 05, 2026
Connecting Outside of the Conference Room - Digging In - Rooted Wealth Advisors
18 mins; January 22, 2026
Risky Business: Life, Marketing, and Money Moves - Digging In - Rooted Wealth Advisors
13 mins; December 18, 2025
Passing Down More Than Money - Digging In - Rooted Wealth Advisors
11 mins; December 04, 2025
Talking Dollars Over Dinner: Growing Financially Confident Kids - Digging In - Rooted Wealth Advisors
12 mins; November 20, 2025
From Wish List to Real Life: Beyond the Numbers - Digging In - Rooted Wealth Advisors
12 mins; November 06, 2025
From Wish List to Real Life: Retirement Edition - Digging In - Rooted Wealth Advisors
10 mins; October 23, 2025
Markets and Mustaches PT. 2 - Digging In - Rooted Wealth Advisors
16 mins; October 09, 2025
Life Insurance Uncovered: What You Need to Know with Jake Lehnerr - Digging In - Rooted Wealth Advisors
25 mins; August 14, 2025
Planning, Purpose, and Growth - Digging In - Rooted Wealth Advisors
11 mins; July 31, 2025
Beyond the bio- Burning Questions with Alex Allegro - Digging In - Rooted Wealth Advisors
12 mins; July 17, 2025
Personality in Motion: Roan Cannon Answers It All - Digging In - Rooted Wealth Advisors
17 mins; July 03, 2025
Markets & Mustaches with Andrew Lee - Digging In - Rooted Wealth Advisors
16 mins; June 19, 2025
Rooted’s Quiet Force-Burning Questions with Jason Thiele - Digging In - Rooted Wealth Advisors
12 mins; June 12, 2025
New Roles, Same Mission: Alex Allegro on Growth and Putting Clients First - Digging In - Rooted Wealth Advisors
13 mins; May 29, 2025
From the Roots up- the Growth of Rooted Wealth Advisors - Digging In - Rooted Wealth Advisors
17 mins; May 15, 2025
Weathering the Economic Winds: A Market Conversation with Tom Siomades - Digging In - Rooted Wealth Advisors
43 mins; May 05, 2025
Rooted in Relationship- Digging In - Rooted Wealth Advisors
10 mins; May 01, 2025
Case Study: A Junk Drawer of Investments - Digging In - Rooted Wealth Advisors
22 mins; April 17, 2025
The 4-1-1 on Financial Marketing 101 - Digging In - Rooted Wealth Advisors
16 mins; April 03, 2025
Pre-Tax vs. Post-Tax: Which Investment Strategy is Right for You? - Digging In - Rooted Wealth Advisors
9 mins; March 20, 2025
Case Study: Retiring in Six Months - Digging In - Rooted Wealth Advisors
20 mins; March 06, 2025
Held to a Higher Standard - Digging In - Rooted Wealth Advisors
12 mins; February 20, 2025
Rooted In Community - Digging In - Rooted Wealth Advisors
9 mins; February 06, 2025
The Advisor Roundtable - Digging In - Rooted Wealth Advisors
14 mins; January 23, 2025
Building Healthy Habits for Physical Wellness - Digging In - Rooted Wealth Advisors
15 mins; January 09, 2025
Data-Driven Dialogues: Integrity, Efficiency, and Innovation with Jerry Fuesel - Digging In - Rooted Wealth Advisors
11 mins; December 26, 2024
Contagious Passion within your Zone of Genius with Events Manager, Sarah Marion - Digging In - Rooted Wealth Advisors
16 mins; December 12, 2024
Forming Genuine Connections - Digging In - Rooted Wealth Advisors
11 mins; November 28, 2024
The Path to Planning with Alex Allegro - Digging In - Rooted Wealth Advisors
12 mins; November 14, 2024
CEO of Your Role- Growth and Change with Jason Thiele - Digging In - Rooted Wealth Advisors
16 mins; October 31, 2024
Meet Mr. Ken Kring, the Marketing & Metaphor King - Digging In - Rooted Wealth Advisors
16 mins; October 17, 2024
At the Heart of the Operation - Digging In - Rooted Wealth Advisors
17 mins; October 03, 2024
Setting the Stage for a New Home Office - Digging In - Rooted Wealth Advisors
16 mins; September 19, 2024
All good things for Joe, both at home and at work! - Digging In - Rooted Wealth Advisors
20 mins; September 05, 2024
Does market volatility mean recession? Digging In - Rooted Wealth Advisors
13 mins; August 22, 2024
A Legacy of High Standards - Digging In - Rooted Wealth Advisors
19 mins; August 06, 2024
What is a Chief Culture Officer? (and what do they do?) - Digging In - Rooted Wealth Advisors
21 mins; July 25, 2024
Will the 2024 Presidential Election affect my Retirement? - Digging In - Rooted Wealth Advisors
17 mins; July 11, 2024
The Influence of Leadership - Digging In - Rooted Wealth Advisors
17 mins; June 27, 2024
What are the Five Worlds of Money? (And why you should care!) - Digging In - Rooted Wealth Advisors
18 mins; June 13, 2024
Is there a major tax event lurking out there for you? - Digging In - Rooted Wealth Advisors
17 mins; May 30, 2024
Leveling Up with Zach Gray - Digging In
23 mins; May 16, 2024
Burning Questions with John Savarino - Digging In
17 mins; May 02, 2024
Rooted Wealth Advisors New Chief Culture Officer: Michael Pueschell - Digging In
22 mins; April 18, 2024
Rooted in Denver! Meet Connor Zimmer - Digging In - Rooted Wealth Advisors
18 mins; April 04, 2024
Experiences that last a Lifetime - Digging In - Rooted Wealth Advisors
21 mins; March 21, 2024
Building on a Foundation of Trust - Digging In
20 mins; March 07, 2024
When Should I Break Up with My Current Advisor? - Digging In
11 mins; February 22, 2024
The Importance of Dynamic Account Management with Andrew Lee - Digging In
8 mins; February 15, 2024
Preparing for life's curve balls with Joe Mateja- Digging In
16 mins; February 15, 2024
IMRF- what is it and how does it work? Digging In
15 mins; February 15, 2024
Thinking of Moving in Retirement? Watch this first! 10 Most Expensive States to live in! Digging In
22 mins; December 29, 2023
Staying Ahead of the Curve with Your Financial Future- Digging In
14 mins; December 15, 2023
Meet Emily Leibach - The New Shining Face of Service - Digging In - Rooted Wealth Advisors
11 mins; December 15, 2023
Digging In with Samantha Wilhoyt & her heart for service!
14 mins; December 15, 2023
Financial Resilience in an Evolving Economic Landscape with Zach Gray- Digging In
20 mins; December 15, 2023
Defining a Holistic approach to Financial Planning + the 5 Worlds of Retirement - Digging In
11 mins; December 15, 2023
Burning Questions - Digging In
24 mins; August 18, 2023
The Entrepreneur Mindset - Digging In
18 mins; August 04, 2023
Brand New Host! - Digging In
14 mins; July 21, 2023
Growth and Leadership - Digging In
23 mins; July 07, 2023
Tax Planning vs Preparation - Digging In
10 mins; June 23, 2023
How to have conversations about money across a generation gap - Digging In
12 mins; June 09, 2023
The Growth & Service of Rooted Wealth Advisors with Hilda Miranda - Digging In
10 mins; May 26, 2023
Creating Amazing Client Experiences - Digging In
12 mins; April 28, 2023
The SVB Collapse & What it means for You - Digging In
18 mins; April 27, 2023
Rooted's Commitment to Service with Lead Service Advisor Logan Gigl - Digging In
9 mins; April 14, 2023
Meet Rooted's Newest Advisor! Andrew Lee passes Series 65! - Digging In
7 mins; March 31, 2023
The Secure Act 2.0 Rundown - Jackson Sheputis on what you need to know! - Digging In
12 mins; March 17, 2023
Meet Jacqueline Walter - Event Planner Extraordinaire! - Digging In
14 mins; March 03, 2023
Meet Missy Salazar & her 'Whatever it takes' mentality - Digging In
12 mins; February 17, 2023
Meet Jovan Marshall & his heart of service!
17 mins; February 03, 2023
New Year, New Goals!
16 mins; February 02, 2023
Joe flips the script on Kinch!
27 mins; November 18, 2022
The Man Behind the Mustache: Andrew Lee
18 mins; November 14, 2022
Meet Amber! The Friendliest Smile at Rooted!
16 mins; November 14, 2022
Taking a Leadership Role - Digging In
17 mins; November 14, 2022
Top Googled Financial Topics
16 mins; November 14, 2022
Are Student Loan REALLY forgiven?
20 mins; November 14, 2022
The new Coach in town: Jason Thiele joins Rooted Wealth Advisors
15 mins; November 10, 2022
From Prison Guard to Financial Advisor!
18 mins; June 17, 2022
Are there signs the Market is bottoming out? - Digging In
25 mins; June 07, 2022
Digging In - The Market's Ups & Downs, Big Unforeseen Expenses, and Hitting the Track - Episode 7
19 mins; May 06, 2022
Big Retirement Mistakes! (and how to avoid them!) - Digging In - Joe Mateja
19 mins; April 25, 2022
The Math Whiz-Kid! Jackson Sheputis - Digging In
13 mins; April 08, 2022
Meet Wonder Woman: Hilda Miranda!
13 mins; March 25, 2022
The New Kid on the Block - Joseph Mateja
21 mins; March 11, 2022
Meet John Savarino
26 mins; February 25, 2022
Kick Off - Meet Zach Gray
30 mins; February 11, 2022
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