Digging In

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.

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Digging In

Planning, Purpose, and Growth - Digging In - Rooted Wealth Advisors

July 31, 2025 • Rooted Wealth Advisors • Season 3 • Episode 24

Today, host John Savarino sits down with Jason Thiele, Planning Specialist at Rooted Wealth Advisors, to unpack what his role really means behind the scenes—and why it matters to the clients we serve.

They discuss:
• How Jason supports the planning process and advisor team
• The impact his work has on building personalized retirement strategies
• His vision for how the Planning Specialist role will evolve as Rooted continues to grow

Get an inside look at the people powering the mission and how Rooted is always thinking ahead for you.

📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
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