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Rooted In Retirement

Rooted in Retirement” and our “Digging In” podcast are opportunities to connect with you, provide expert guidance on various financial strategies, highlight investment opportunities, share retirement planning essentials, and reinforce our commitment to empowering you on your financial journey.

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Listen To The Digging In Podcast

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

Download Your Complimentary Retirement Guide

Fill out the form to download our complimentary retirement resource, The Retirement Roadmap, authored by Rooted Wealth’s Founder Zach Gray. Learn how you can plan for the days ahead with common-sense strategies to take you to and through retirement.

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Visit Rooted Wealth

Visit Rooted and see how we can help you build a retirement rooted in confidence, joy, and doing what you love most!
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Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful. Any references to guarantees relate only to insurance products and are based on the claims paying ability of the underlying insurance company.

Rooted Wealth Advisors (“Rooted”) is a registered investment adviser offering advisory services in the State(s) of Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Rooted in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Rooted, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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