Private funds can sound complex, exclusive, and maybe even a little mysterious—but what are they, really?

In this episode of Digging In, John Savarino sits down with Jerry Fuesel to break down the world of private funds in plain English.

They cover how private funds work, who may be eligible to invest, why an investor might consider one, and where they can potentially fit within a broader investment strategy.

Whether private investing is completely new to you or something you’ve been curious about, this conversation helps take the mystery out of what happens beyond the public markets.

👉 Curious whether private investments could have a place in your financial strategy? Schedule a free visit with one of our advisors to explore your options and see what may make sense for your goals. Give us a call at (866) 766-8332.

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
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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.

Private fund investments involve significant risks, including the potential loss of principal, limited liquidity, and restrictions on withdrawals or transfers, and may not be suitable for all investors. Any investment decision should be made based on the applicable offering documents and an investor's individual circumstances.

The conversations we avoid are often the ones that matter most.

John Savarino and Jovan Marshall tackle the tough topics families tend to put off—from health and finances to end-of-life wishes and what happens when the unexpected occurs.

They explore why a little discomfort today can prevent confusion tomorrow, and how having these conversations early can create greater clarity, preparation, and peace of mind for the entire family.

👉Don’t wait until a difficult moment to figure out the plan. Schedule a free visit with one of our advisors to get the important conversations started and make sure your family knows what comes next. Give us a call at (866) 766-8332.

Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors

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Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.

This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

In this episode of Digging In, John Savarino and Jason Thiele explore what happens when the habits that helped you build wealth start getting in the way of enjoying it.

After decades of saving, achieving, and chasing the next financial milestone, shifting into a spending mindset can be harder than expected.

They discuss why success has to be personally defined, how to determine what “enough” looks like for you, and how a clear financial roadmap can turn uncertainty into confidence—giving you permission to spend, enjoy what you’ve built, and make retirement about more than having the biggest account.

👉 If you’ve spent your whole life saving but aren’t sure when it’s okay to start enjoying what you’ve built, let’s do the math together. Schedule a free visit with our team to define what “enough” looks like for you and build a roadmap that gives you confidence to spend with purpose. Give us a ring at (866) 766-8332.

Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors

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Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.

This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.