Digging In

Rooted Wealth Advisors New Chief Culture Officer: Michael Pueschell - Digging In

April 18, 2024 Rooted Wealth Advisors Season 2 Episode 14
Rooted Wealth Advisors New Chief Culture Officer: Michael Pueschell - Digging In
Digging In
More Info
Digging In
Rooted Wealth Advisors New Chief Culture Officer: Michael Pueschell - Digging In
Apr 18, 2024 Season 2 Episode 14
Rooted Wealth Advisors

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.

From singing in the streets of Disney World to Rooted Wealth Advisors, Michael Pueschell has had a unique road that has lead him to our firm. Michael sits down with Kinch to discuss his path, his new role as Chief Culture Officer, and what he's been able to learn about Rooted Wealth Advisors so far, including the impact that he sees the staff making for our clients on a daily basis.

Have a question you want answered? Send them to kinch@rootedretirement.com

------

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.

Show Notes

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.

From singing in the streets of Disney World to Rooted Wealth Advisors, Michael Pueschell has had a unique road that has lead him to our firm. Michael sits down with Kinch to discuss his path, his new role as Chief Culture Officer, and what he's been able to learn about Rooted Wealth Advisors so far, including the impact that he sees the staff making for our clients on a daily basis.

Have a question you want answered? Send them to kinch@rootedretirement.com

------

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.