Rooted Wealth Advisors
Rooted Wealth Advisors
  • Видео 162
  • Просмотров 12 880
The Advisor Roundtable - Digging In
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Today, we have a special episode you won’t want to miss! For the first time ever, all four of Rooted Wealth Advisors’ fiduciary advisors are together in one room on The Advisors Roundtable.
Join us as we dive into insightful discussions, share unique perspectives, and tackle the financial questions that matter most to you. It’s a rare and dynamic conversation packed with expertise and camaraderie.
Have a question you want answered? Send them to jacqueline@rootedretirement.com
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Visit our website: www.rootedretirement.com
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Просмотров: 105

Видео

How do I choose a Financial Advisor? - Talking Money
Просмотров 26День назад
Trusting someone else with your hard earned retirement dollars is something that should not be taken lightly and can make selecting an advisor to work with scary decision. Host, Joe Mateja, gives his top three considerations that can bring confidence and clarity on who is the right copilot to trust alongside your flight journey to and through retirement. If you'd like to learn more about Rooted...
Building Healthy Habits for Physical Wellness - Digging In
Просмотров 4414 дней назад
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. In this episode of Digging In, our host, John Savarino, explore the powerful connection between physical health and financial wellness with our Client Relationship Manager, Roan (row-an) Cannon. Building healthy habits isn’t just about staying fit...
Managing Market Volatility - Talking Money
Просмотров 2021 день назад
Chatter about the Stock Market and the roller coaster of ups and downs is a hot topic of discussion! Joe Mateja, Investment Advisor Representative, walks through what safeguarding your investments while still planning for them work in your favor, looks like when pulling distributions in retirement- weathering market volatility with confidence. If you'd like to speak with Joe about how to take y...
Data-Driven Dialogues: Integrity, Efficiency, and Innovation with Jerry Fuesel - Digging In
Просмотров 31Месяц назад
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Today on the Digging In Podcast, we dive into the critical world of data integrity and system efficiencies Jerry Fuesel, our Director of Operations. Join us as we explore how maintaining accurate, reliable data is the backbone of successful operat...
Eat the Elephant - Talking Money
Просмотров 14Месяц назад
On today's episode of Talking Money, Investment Advisor Representative, Joe Mateja, explains the parallels between retirement planning and the analogy for tackling a seemingly impossible task, such as eating an elephant. If you'd like to speak with Joe about how to take your first steps, give us a call! (866) 766-8332 or visit our website: www.rootedretirement.com (Please note that neither Joe,...
Contagious Passion within your Zone of Genius with Events Manager, Sarah Marion - Digging In
Просмотров 44Месяц назад
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Events Manager, Sarah Marion, joins our host and Investment Advisor Representative, John Savarino, from our Denver office this week to dig into how the Rooted marketing team infuses their passion and energy into all things events for our clients, ...
Do I work with a Financial Advisor or Self-Manage my Accounts? - Talking Money
Просмотров 21Месяц назад
What are the differences between self-managing your investments versus working with an advisor? Investment Advisor Representative, Joe Mateja, walks us through what that looks like and some different aspects of our retirement to explore that can be impacted by the way we approach the handling of our investment accounts and retirement income plan. If you'd like to speak with Joe about what it wo...
Forming Genuine Connections - Digging In
Просмотров 35Месяц назад
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Today on the Digging In podcast, John Savarino sits down with Client Relationship Manager, Roan Cannon, to chat about his journey to Rooted Wealth Advisors and how he approaches forming genuine connections with all of the folks that we are blessed...
Aligning Your Retirement Goals with your Partner/Spouse - Talking Money
Просмотров 252 месяца назад
Today on Talking Money, Joe Mateja - Investment Advisor Representative, chats through the importance of aligning on your retirement goals with your partner. When you and your spouse or partner are on the same page with your retirement goals, you can work with your advisor to maximize the power of your retirement dollars. If you'd like to speak with Joe about your situation and get help putting ...
The Path to Planning with Alex Allegro - Digging In
Просмотров 282 месяца назад
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Planning Specialist, Alex Allegro, is right at home (literally) with the team in our new home office in Bourbonnais, IL. He joins our host, John Savarino, on the podcast today to chat about his journey to Rooted Wealth advisors and his vision for ...
The Impact of the Election on our Investments - Talking Money
Просмотров 542 месяца назад
We've had a MAJOR presidential election this next week! Today on Talking Money, Investment Advisor Representative, Joe Mateja, goes through some of the statistics of the history of the markets in relation to the makeup of our Federal Government. Concerned about the impact of results on your retirement nest egg? We can help! If you'd like to speak with Joe about your situation, give us a call! (...
Our New Home Office: A Grand Opening, Indeed
Просмотров 1692 месяца назад
A giant thank you to all who have joined us on the journey of renovating and opening our new home office location in Bourbonnais, IL. It was a momentous occasion with an abundant outpouring of joy and support. We're grateful for our Rooted family and our community! Follow us on social media: Instagram - rooted_retirement Facebook - rootedwealthadvisors LinkedIN - www...
CEO of Your Role- Growth and Change with Jason Thiele - Digging In
Просмотров 742 месяца назад
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Client Services Specialist, Jason Thiele, joins John Savarino in our new podcast studio on today's episode to catch up from how he's grown since he started with Rooted Wealth Advisors almost three years ago and where he's headed within the firm! F...
Holistic Retirement Planning - Talking Money
Просмотров 403 месяца назад
Joe Mateja, Investment Advisor Representative, is excited to jump into the 5 Worlds of Retirement that encompass holistic retirement planning to safeguard your future. At Rooted Wealth Advisors, we believe that these 5 worlds are of the utmost importance to have covered in retirement along with a fiduciary expert to guide you along the way. If you'd like to speak with Joe about your situation, ...
Do you Noah guy? ...You do now! - Digging In
Просмотров 1183 месяца назад
Do you Noah guy? ...You do now! - Digging In
Tell me what you want- what you really really want! Talking Money
Просмотров 163 месяца назад
Tell me what you want- what you really really want! Talking Money
At the Heart of the Operation - Digging In
Просмотров 1033 месяца назад
At the Heart of the Operation - Digging In
Types of Investments - Talking Money
Просмотров 874 месяца назад
Types of Investments - Talking Money
Setting the Stage for a New Home Office - Digging In
Просмотров 344 месяца назад
Setting the Stage for a New Home Office - Digging In
Planning for Income in Retirement - Talking Money
Просмотров 134 месяца назад
Planning for Income in Retirement - Talking Money
Rooted In Retirement- Top Strategies for Retirement Success
Просмотров 3044 месяца назад
Rooted In Retirement- Top Strategies for Retirement Success
Rooted In Retirement- 10 Major Retirement Risks
Просмотров 1024 месяца назад
Rooted In Retirement- 10 Major Retirement Risks
Rooted In Retirement- Navigating Changes in Retirement
Просмотров 724 месяца назад
Rooted In Retirement- Navigating Changes in Retirement
All good things for Joe, both at home and at work! - Digging In
Просмотров 564 месяца назад
All good things for Joe, both at home and at work! - Digging In
Is there a CORRECT retirement age? - Talking Money
Просмотров 214 месяца назад
Is there a CORRECT retirement age? - Talking Money
Does market volatility mean recession? Digging In
Просмотров 305 месяцев назад
Does market volatility mean recession? Digging In
How much life insurance do I need?- Talking Money
Просмотров 195 месяцев назад
How much life insurance do I need?- Talking Money
A Legacy of High Standards - Digging In
Просмотров 1205 месяцев назад
A Legacy of High Standards - Digging In
Traditional vs Roth Accounts? - Talking Money
Просмотров 235 месяцев назад
Traditional vs Roth Accounts? - Talking Money

Комментарии

  • @CurtCarter-m5i
    @CurtCarter-m5i 2 дня назад

    Loved it. Looking for more.

  • @mrmarty1403
    @mrmarty1403 2 дня назад

    Good show and just subscribed.

  • @jillsavarino513
    @jillsavarino513 3 дня назад

    This was great guys!!

  • @CarSuppliesWarehouse
    @CarSuppliesWarehouse 4 дня назад

    This is way better than The View. Great job.

  • @MaryAnn-pp3cq
    @MaryAnn-pp3cq 4 месяца назад

    Im a paraprofessional in a school dist outside of cook county. thanks

    • @rootedwealthadvisors5190
      @rootedwealthadvisors5190 4 месяца назад

      MaryAnn, please give our office a call- we'd love to set up a no-obligation call to help with your questions.

  • @gregorygrubiss6466
    @gregorygrubiss6466 6 месяцев назад

    What happens to class A stocks given to you by an employer if you decide to leave the company?

  • @savarinoracing
    @savarinoracing 7 месяцев назад

    Talking Money is obviously in good hands! Good information Joe.

  • @kenkring4777
    @kenkring4777 8 месяцев назад

    Did you know that keeping your beneficiaries up-to-date can be a lifesaver (literally) for your loved ones? It's like making sure your party invitations get to the right people - you want your benefits going to those who matter most! 🌟 Why it’s crucial: * Life Changes: Marriages, births, and other major life events mean your priorities shift. * Peace of Mind: You’ll rest easy knowing your assets go where you want them to. * Avoiding Hassles: Keeping it current avoids legal wrangling and confusion later on. So, take a few minutes today to review and update your beneficiary designations. Your future self (and your family) will thank you! 🏆 #FinancialPlanning #Beneficiaries #PeaceOfMind #FutureProof

  • @shellypotter1117
    @shellypotter1117 8 месяцев назад

    Great info, John. Thanks for the update.

  • @dvnmiller11
    @dvnmiller11 8 месяцев назад

    Zach, I always see you on tv before a big basketball game. Tonight is no different. You’re Big Game Zach in my house. Great advice, and you’re very well spoken on tv. All the best.

  • @emilybrowno
    @emilybrowno 9 месяцев назад

    Video Editing is too low 👎👎👎👎 Edit the video in a good style. Add nice b-roll animation when you are speaking or explaining something. This will increase visualization. Put proper subtitles, effects, transitions, and colors in the video. Insert the B-Roll (footage and animation) very well because it is absolutely low in your video. Do all this and then see how the video doesn't turn out good. 🍞

  • @emilybrowno
    @emilybrowno 9 месяцев назад

    Video Editing is too low 👎👎👎👎 Edit the video in a good style. Add nice b-roll animation when you are speaking or explaining something. This will increase visualization. Put proper subtitles, effects, transitions, and colors in the video. Insert the B-Roll (footage and animation) very well because it is absolutely low in your video. Do all this and then see how the video doesn't turn out good. 🧄

  • @catherinejohnston4081
    @catherinejohnston4081 10 месяцев назад

    Need to understand the amount we can move to Roth, within our given bracket, ready for the future

  • @jillsavarino513
    @jillsavarino513 11 месяцев назад

    Where’s the love button?! 😊. Nice job guys!

  • @jillsavarino513
    @jillsavarino513 Год назад

    Great video!

  • @shellypotter1117
    @shellypotter1117 Год назад

    Great explanation!

  • @catherinejohnston4081
    @catherinejohnston4081 Год назад

    would like a presentation on the impact of tax on retirement income (combination of social security and company pension

  • @daringarner3306
    @daringarner3306 2 года назад

    I shared it. THANK YOU SO MUCH ---be happy ❤. Need more views? Check Promo>SM.

  • @ralphpolitano2563
    @ralphpolitano2563 2 года назад

    Great talk I agree those of us that saved for college education and put kids through college feel shorted. From day kids were born put away $$ to help them get an education to help them live the dream easier. Now they have graduated and we payed out that $$ and bam we find out maybe we didn’t need to save all that money I could have more in my retirement fund. I think another resolve in addition to getting loan rates reduced is it get the cost of higher education reduced. Also definitely poilitically induced plan as so they can say “oh we did this”.

  • @arthur7441
    @arthur7441 2 года назад

    promosm

  • @ravisinghal7494
    @ravisinghal7494 2 года назад

    would to learn about the family, kids etc.

  • @DigitalCurrentsea
    @DigitalCurrentsea 2 года назад

    Polestar Cars to the list and Atlis Motor vehicles.

  • @DigitalCurrentsea
    @DigitalCurrentsea 2 года назад

    👏

  • @ravisinghal7494
    @ravisinghal7494 2 года назад

    Great information. Bit too long, though.

  • @davesmith5361
    @davesmith5361 2 года назад

    So love the pie, I did subscribe, what is this about a dunk tank? I must of missed something

  • @maryarrington9153
    @maryarrington9153 2 года назад

    Recommend this group - personalized plan and no pressure!

  • @phillipswartz8722
    @phillipswartz8722 2 года назад

    Vaxart yay or nay?

  • @ronstrode9124
    @ronstrode9124 2 года назад

    Very impressive…

  • @katherinequinonez1057
    @katherinequinonez1057 2 года назад

    I am so proud of you! I love you and miss you so much!

  • @nicolecruz219
    @nicolecruz219 2 года назад

    You did need that trip! We will always have those memories. ❤️ 😘

  • @staubachcowboy12
    @staubachcowboy12 2 года назад

    She is a very wonderful lady and friend...

  • @suekapala495
    @suekapala495 2 года назад

    What an awesome podcast!!!! Everyone I am sure has a story how they wish they would have spent money differently. We are all human and have made mistakes. I know all of you at Rooted have a ton of work to do. Just thinking do you think it would be appropriate to do a talk at the local high schools to talk about the importance of money. So many students go off to college and do not realize the money that goes into education and end up coming out of school with huge loans. Maybe this could be an enlightenment? Again, I know you have soooo much on your plates, maybe even down the road. Again, great podcast!!!!!! Thank you for making these! Always, great information in each one!!!! Great work guys!

    • @rootedwealthadvisors5190
      @rootedwealthadvisors5190 2 года назад

      Ms. Sue! We have been invited to speak at local schools in the past, and continue to do so! In fact Jackson is lined up to speak at his former high school next week! We firmly believe that it's never too early to learn about handling your own finances. Thanks for all the love!

  • @jillsavarino513
    @jillsavarino513 2 года назад

    Good interview, great information!

  • @donmilton123
    @donmilton123 3 года назад

    Great interview, Zach👍🎯

  • @suekapala495
    @suekapala495 3 года назад

    What an awesome job! I am always learning something new every time I hear from our Rooted Wealth Advisors! Thank you very much for creating Digging In.

  • @edge576
    @edge576 3 года назад

    Nice job Zach!