Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
Have you ever met someone who has a feel for numbers like Matt Damon's character in Good Will Hunting? Someone that can look at any complex math equation that would stump the majority of people & they know the answer instantly??
For us at Rooted, that's the Wiz-Kid Jackson Sheputis!
Jackson's mind is a complex labyrinth of numbers from the Matrix and he always seems to have a mathematical answer for every problem.
In this week's episode of Digging In, we get a peak behind the curtain of what makes him tick, and how he loves finding solutions for our clients!
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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.
