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All good things for Joe, both at home and at work! - Digging In - Rooted Wealth Advisors

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Contenuto fornito da Rooted Wealth Advisors. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Rooted Wealth Advisors o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
On today’s episode of the Digging In podcast, host and Investment Advisor Representative, John Savarino, sits down with fellow Investment Advisor Representative, Joe Mateja, to chat about all of the changes happening with Joe! A new addition at home … at new venture at Rooted … the sky is the limit, all while maintaining the standard of work ethic we've come to know doesn't waver. Check in to see what all Joe has in store for our journey alongside him.
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Check out Joe's episodes of Talking Money here- https://www.youtube.com/playlist?list=PLyMOt793WszuWXjJhZm2_7_1C6Sq1orfG
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Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
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Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

  continue reading

59 episodi

Artwork
iconCondividi
 
Manage episode 438446841 series 3320555
Contenuto fornito da Rooted Wealth Advisors. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Rooted Wealth Advisors o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.
On today’s episode of the Digging In podcast, host and Investment Advisor Representative, John Savarino, sits down with fellow Investment Advisor Representative, Joe Mateja, to chat about all of the changes happening with Joe! A new addition at home … at new venture at Rooted … the sky is the limit, all while maintaining the standard of work ethic we've come to know doesn't waver. Check in to see what all Joe has in store for our journey alongside him.
Have a question you want answered? Send them to jacqueline@rootedretirement.com
Check out Joe's episodes of Talking Money here- https://www.youtube.com/playlist?list=PLyMOt793WszuWXjJhZm2_7_1C6Sq1orfG
------
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
------
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

  continue reading

59 episodi

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