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Digging In

Rooted Wealth Advisors

Digging In is a show about Relationships and Retirement. Digging In is presented by Rooted Wealth Advisors and seeks to "Dig In" to what matters most to people as they get closer to and enter into retirement. The show features a cast of Fiduciary Licensed Financial Advisors, including Founder Zach Gray, who share their experiences and expertise in the realm of planning for retirement.

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108 Folgen

  1. Private Funds, Public Questions - Digging In - Rooted Wealth Advisors 21:08
  2. Let’s Talk About the Awkward Stuff - Digging In - Rooted Wealth Advisors 16:58
  3. Permission to Spend - Digging In - Rooted Wealth Advisors 17:21
  4. When the Numbers Get Emotional - Digging In - Rooted Wealth Advisors 16:20
  5. The Market’s Next Move: What We’re Watching - Digging In - Rooted Wealth Advisors 24:52
  6. Redefining the Financial Advisor Experience - Digging In - Rooted Wealth Advisors 24:38
  7. The Language of Leadership - Digging In - Rooted Wealth Advisors 19:15
  8. Harvesting Tomorrow - Digging In - Rooted Wealth Advisors 21:36
  9. Creating Operational Efficiencies - Digging In - Rooted Wealth Advisors 11:14
  10. Passing Down More Than Money - Digging In - Rooted Wealth Advisors 11:03
  11. The ‘I’ve Got Time’ Lie - Digging In - Rooted Wealth Advisors 10:32
  12. Life Insurance: Protection, Strategy, or Both? - Digging In - Rooted Wealth Advisors 10:44
  13. The Retirement Paycheck Blueprint - Digging In - Rooted Wealth Advisors 14:41
  14. Retirement Isn’t an Age - Digging In - Rooted Wealth Advisors 15:21
  15. All-Time Highs: What Prepared Retirees Do Now - Digging In - Rooted Wealth Advisors 12:51
  16. The Tax Trap Retirees Don’t See Coming - Digging In - Rooted Wealth Advisors 11:49
  17. How to Put the Thousand Piece Puzzle of Retirement Together: Asking Alexa - Digging In - Rooted Wealth Advisors 14:28
  18. He's Back! Burning Questions with Jason Thiele - Digging In - Rooted Wealth Advisors 9:15
  19. Beyond the Desk: Asking Alexa - Digging In - Rooted Wealth Advisors 15:38
  20. Connecting Outside of the Conference Room - Digging In - Rooted Wealth Advisors 13:56
  21. Connecting Outside of the Conference Room - Digging In - Rooted Wealth Advisors 18:41
  22. Risky Business: Life, Marketing, and Money Moves - Digging In - Rooted Wealth Advisors 13:24
  23. Passing Down More Than Money - Digging In - Rooted Wealth Advisors 11:50
  24. Talking Dollars Over Dinner: Growing Financially Confident Kids - Digging In - Rooted Wealth Advisors 12:44
  25. From Wish List to Real Life: Beyond the Numbers - Digging In - Rooted Wealth Advisors 12:15
  26. From Wish List to Real Life: Retirement Edition - Digging In - Rooted Wealth Advisors 10:47
  27. Markets and Mustaches PT. 2 - Digging In - Rooted Wealth Advisors 16:47
  28. Life Insurance Uncovered: What You Need to Know with Jake Lehnerr - Digging In - Rooted Wealth Advisors 25:20
  29. Planning, Purpose, and Growth - Digging In - Rooted Wealth Advisors 11:09
  30. Beyond the bio- Burning Questions with Alex Allegro - Digging In - Rooted Wealth Advisors 12:24
  31. Personality in Motion: Roan Cannon Answers It All - Digging In - Rooted Wealth Advisors 17:49
  32. Markets & Mustaches with Andrew Lee - Digging In - Rooted Wealth Advisors 16:30
  33. Rooted’s Quiet Force-Burning Questions with Jason Thiele - Digging In - Rooted Wealth Advisors 12:20
  34. New Roles, Same Mission: Alex Allegro on Growth and Putting Clients First - Digging In - Rooted Wealth Advisors 13:37
  35. From the Roots up- the Growth of Rooted Wealth Advisors - Digging In - Rooted Wealth Advisors 17:27
  36. Weathering the Economic Winds: A Market Conversation with Tom Siomades - Digging In - Rooted Wealth Advisors 43:05
  37. Rooted in Relationship- Digging In - Rooted Wealth Advisors 10:08
  38. Case Study: A Junk Drawer of Investments - Digging In - Rooted Wealth Advisors 22:09
  39. The 4-1-1 on Financial Marketing 101 - Digging In - Rooted Wealth Advisors 16:28
  40. Pre-Tax vs. Post-Tax: Which Investment Strategy is Right for You? - Digging In - Rooted Wealth Advisors 9:50
  41. Case Study: Retiring in Six Months - Digging In - Rooted Wealth Advisors 20:39
  42. Held to a Higher Standard - Digging In - Rooted Wealth Advisors 12:48
  43. Rooted In Community - Digging In - Rooted Wealth Advisors 9:59
  44. The Advisor Roundtable - Digging In - Rooted Wealth Advisors 14:50
  45. Building Healthy Habits for Physical Wellness - Digging In - Rooted Wealth Advisors 15:44
  46. Data-Driven Dialogues: Integrity, Efficiency, and Innovation with Jerry Fuesel - Digging In - Rooted Wealth Advisors 11:36
  47. Contagious Passion within your Zone of Genius with Events Manager, Sarah Marion - Digging In - Rooted Wealth Advisors 16:09
  48. Forming Genuine Connections - Digging In - Rooted Wealth Advisors 11:16
  49. The Path to Planning with Alex Allegro - Digging In - Rooted Wealth Advisors 12:33
  50. CEO of Your Role- Growth and Change with Jason Thiele - Digging In - Rooted Wealth Advisors 16:57