Rooted Wealth Advisors - Invidious

Rooted Wealth Advisors

We believe you deserve to live your retirement in a way that creates your legacy- a wealth of experiences you live to the fullest, and beautiful memories you make with the people you love that will live on for generations to come. And it is our purpose and passion to help you build and implement a plan that helps you create that legacy.

Join us as we discuss relevant and timely topics about retirement & retirement plans. We will discuss not only financial topics, but also talk about family and lifestyle to help you get the most out of your retirement. In every video we hope to bring you as much value as we can. To learn more about us, visit our website at rootedretirement.com

Investment advisory services provided by Rooted Wealth Advisors. Securities investing involves risk, including potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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2:55

Remaining Confident To And Through Retirement - Talking Money

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18:42

The Importance of Personal Touch - Digging In

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Shared 1 week ago

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4:20

Boom! The IRA Tax Time Bomb Explained - Talking Money

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Shared 2 weeks ago

57 views

3:34

The Real Risk of Returns - Talking Money

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Shared 1 month ago

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13:25

Risky Business: Life, Marketing, and Money Moves - Digging In

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3:35

Social Security Simplified- Talking Money

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81 views

11:51

Passing Down More Than Money - Digging In

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2:33

Inflation Explained: What It Means for Your Retirement - Talking Money

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Shared 2 months ago

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12:45

Talking Dollars Over Dinner: Growing Financially Confident Kids - Digging In

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Shared 2 months ago

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2:24

Should You Pay Off Your Mortgage Before Retirement? - Talking Money

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Shared 2 months ago

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10:48

From Wish List to Real Life: Beyond the Numbers - Digging In

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2:41

Exposing the Biggest Retirement Myths- Talking Money

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Shared 2 months ago

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12:16

From Wish List to Real Life: Retirement Edition - Digging In

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Shared 3 months ago

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2:49

Why Your Savings Account is Costing You Money - Talking Money

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16:48

Markets and Mustaches PT. 2 - Digging In

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2:32

Money Lessons I Wish I Learned 20 Years Ago - Talking Money

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Shared 3 months ago

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28:30

The Retirement Tax Reduction System

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Shared 4 months ago

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2:41

Life Insurance Isn’t Just for the Old or the Rich - Talking Money

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Shared 4 months ago

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2:35

Why Inflation Hurts Retirees the Most - Talking Money

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Shared 4 months ago

41 views

3:00

Why Smart People Still Make Emotional Money Moves - Talking Money

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Shared 5 months ago

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25:21

Life Insurance Uncovered: What You Need to Know with Jake Lehnerr - Digging In

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Shared 5 months ago

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2:34

Diversification: Not Just a Buzzword - Talking Money

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11:09

Planning, Purpose, and Growth - Digging In

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Shared 5 months ago

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2:35

FOMO Investing: How to Stop Chasing the Wrong Thing - Talking Money

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Shared 6 months ago

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12:25

Beyond the bio- Burning Questions with Alex Allegro - Digging In

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Shared 6 months ago

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2:47

Planning for Drought… in Your Finances - Talking Money

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17:50

Personality in Motion: Roan Cannon Answers It All - Digging In

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Shared 6 months ago

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3:39

Will My Retirement Growth Be Enough? - Talking Money

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Shared 7 months ago

299 views

16:32

Markets & Mustaches with Andrew Lee - Digging In

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Shared 7 months ago

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12:20

Rooted’s Quiet Force-Burning Questions with Jason Thiele - Digging In

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Shared 7 months ago

163 views

2:41

P.L.A.N.T. for a Prosperous Retirement Part 5 of 5 - Talking Money

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Shared 7 months ago

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13:41

New Roles, Same Mission: Alex Allegro on Growth and Putting Clients First - Digging In

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Shared 8 months ago

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2:21

P.L.A.N.T. for a Prosperous Retirement Part 4 of 5 - Talking Money

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Shared 8 months ago

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17:28

From the Roots up- the Growth of Rooted Wealth Advisors - Digging In

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Shared 8 months ago

100 views

2:21

P.L.A.N.T. for a Prosperous Retirement Part 3 of 5 - Talking Money

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43:05

Weathering the Economic Winds: A Market Conversation with Tom Siomades - Digging In

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Shared 8 months ago

567 views

10:09

Rooted in Relationship- Digging In

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Shared 8 months ago

233 views

2:16

P.L.A.N.T. for a Prosperous Retirement Part 2 of 5 - Talking Money

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Shared 9 months ago

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22:10

Case Study: A Junk Drawer of Investments - Digging In

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Shared 9 months ago

144 views

2:26

P.L.A.N.T. for a Prosperous Retirement Part 1 of 5 - Talking Money

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16:29

The 4-1-1 on Financial Marketing 101 - Digging In

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91 views

28:30

Rooted in Retirement - Retirement Curveballs

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Shared 9 months ago

156 views

2:29

The Magic Number: How Much Do You Really Need to Retire? - Talking Money

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Shared 10 months ago

45 views

9:51

Pre-Tax vs. Post-Tax: Which Investment Strategy is Right for You? - Digging In

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154 views

20:40

Case Study: Retiring in Six Months - Digging In

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Shared 10 months ago

187 views

3:17

Timing the Markets - Talking Money

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Shared 11 months ago

163 views

12:49

Held to a Higher Standard -Digging In

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Shared 11 months ago

192 views

2:34

Financial Advisors: Independent vs. Captive - Talking Money

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Shared 11 months ago

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3:09

How Tax Policy Changes Could Impact Your Wealth - Talking Money

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Shared 11 months ago

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10:00

Rooted In Community - Digging In

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Shared 11 months ago

145 views

2:55

The Movement of Money in Retirement - Talking Money

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Shared 11 months ago

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28:31

Rooted In Retirement

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Shared 1 year ago

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14:51

The Advisor Roundtable - Digging In

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Shared 1 year ago

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2:59

How do I choose a Financial Advisor? - Talking Money

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Shared 1 year ago

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15:45

Building Healthy Habits for Physical Wellness - Digging In

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2:05

Managing Market Volatility - Talking Money

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Shared 1 year ago

316 views

11:37

Data-Driven Dialogues: Integrity, Efficiency, and Innovation with Jerry Fuesel - Digging In

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Shared 1 year ago

67 views

1:46

Eat the Elephant - Talking Money

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Shared 1 year ago

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16:10

Contagious Passion within your Zone of Genius with Events Manager, Sarah Marion - Digging In

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Shared 1 year ago

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2:20

Do I work with a Financial Advisor or Self-Manage my Accounts? - Talking Money

Rooted Wealth Advisors

Shared 1 year ago

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