Digging In

Rooted Wealth Advisors

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.

  1. 1h ago

    The Language of Leadership - Digging In - Rooted Wealth Advisors

    In this episode of Digging In, host John Savarino sits down with our Founder, Zach Gray, for a fun, behind-the-scenes conversation about the phrases the Rooted team hears almost every day—and why they matter. Whether it's a simple reminder in a meeting or a challenge that changes someone's perspective, Zach's most repeated sayings have become more than office catchphrases. They've helped shape the culture of Rooted, influenced how the team serves clients, and even found their way into life outside the office. John counts down Zach's Top 10 most repeated phrases, uncovering the stories behind them, the leadership lessons they've created, and how these principles continue to impact the way Rooted approaches relationships, excellence, growth, and integrity. If you've ever wondered what makes Rooted's culture different—or if you're looking for practical leadership and life lessons you can apply yourself—this episode offers a candid look inside the mindset that has shaped the firm. 👉 If you're looking for a financial team that believes planning starts with people, we'd love to meet you. Schedule a free visit with one of our advisors to learn how our approach can help bring greater clarity and confidence to your financial future. 866-766-8332 ------ Visit our website: https://www.rootedretirement.com Follow us on social media: Instagram -   / rooted_retirement   Facebook -   / rootedwealthadvisors   LinkedIN -   / 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.

  2. Jul 23

    Harvesting Tomorrow - Digging In - Rooted Wealth Advisors

    In this episode of Digging In, host John Savarino sits down with Zach Gray to discuss the inspiration behind his book, Harvesting Tomorrow, and why its message extends well beyond the farming community. Together, they unpack some of the five retirement traps outlined in the book, exploring how the same financial challenges farmers face—planning for the future, managing taxes, protecting what they've built, creating retirement income, and leaving a meaningful legacy—are challenges shared by retirees, business owners, and families from all walks of life. Whether you own thousands of acres, a small business, or simply want to retire with greater confidence, this conversation highlights timeless principles for building a retirement that's intentional, resilient, and rooted in what matters most. You'll also hear the personal stories behind the book, why Zach felt called to write it, and how its lessons can help anyone cultivate a stronger financial future. 👉 If you'd like to learn how these principles apply to your own retirement plan, we invite you to schedule a free visit with one of our advisors. Together, we'll help you identify potential blind spots and create a strategy designed to help you retire with confidence. harvestingtomorrow.com Because the best harvest doesn't happen by accident—it starts with a thoughtful plan. ------ Visit our website: https://www.rootedretirement.com Follow us on social media: Instagram -   / rooted_retirement   Facebook -   / rootedwealthadvisors   LinkedIN -   / 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.

  3. Jul 9

    Creating Operational Efficiencies - Digging In - Rooted Wealth Advisors

    In this episode of Digging In, host John Savarino is joined by Nick Barnes, Operations Specialist, to talk about what record-high markets really mean—and what they don’t. With headlines constantly pointing to new highs, many investors feel pressure to act. But Nick explains why reactive decisions often do more harm than good, and how prepared retirees rely on disciplined strategies instead of emotional responses. They explore the importance of rebalancing, understanding the critical 5-year window around retirement, and why having a plan matters far more than trying to predict what comes next. 👉 If you’re wondering whether your current strategy matches where you are in life, we invite you to schedule a free visit  your plan and make sure it’s aligned with your goals. Call us at (866) 766-8332. Visit our website: https://www.rootedretirement.com Follow us on social media: Instagram -   / rooted_retirement   Facebook -   / rootedwealthadvisors   LinkedIN -   / rootedwealthadvisors   ------ 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.

  4. Jun 25

    Passing Down More Than Money - Digging In - Rooted Wealth Advisors

    In this episode of Digging In, host John Savarino is joined by Investment Advisors Representative, Joe Mateja, to talk about what it really means to leave a legacy. They explore how legacy goes far beyond financial assets—encompassing values, communication, and the relationships we build with those we care about most. Joe shares how the absence of these conversations can create confusion or conflict, and how simple steps today can lead to clarity and confidence for future generations. Because legacy isn’t just what you leave behind—it’s what you instill along the way. 👉 If you haven’t had these conversations or don’t have a clear plan in place, call (866) 766-8332 for a complimentary consultation. ------ Visit our website: https://www.rootedretirement.com Follow us on social media: Instagram -   / rooted_retirement   Facebook -   / rootedwealthadvisors   LinkedIN -   / rootedwealthadvisors   ------ 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.

  5. Jun 11

    The ‘I’ve Got Time’ Lie - Digging In - Rooted Wealth Advisors

    In this episode of Digging In, host John Savarino is joined once again by Roan Cannon to talk about one of the most common—and costly—beliefs in personal finance: “I’ve got time.” They explore why people delay saving, how compounding truly works, and the long-term impact of starting late. More importantly, they focus on how small, consistent actions today can create meaningful progress over time. Whether you’re just getting started or feel like you’re behind, this episode offers perspective and practical steps to help you move forward with confidence. 👉 If you’re unsure whether you’re on track, we offer a free visit with one of our advisors to help you understand where you stand and what you can do next.Call us at (866) 766-8332. 👉 John reference his video on Mr. Early vs. Mr. Late. Check out that throwback video here: https://youtu.be/Pru3_qbBTuU Visit our website: https://www.rootedretirement.com Follow us on social media: Instagram -   / rooted_retirement   Facebook -   / rootedwealthadvisors   LinkedIN -   / rootedwealthadvisors   ------ 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.

  6. May 28

    Life Insurance: Protection, Strategy, or Both? - Digging In - Rooted Wealth Advisors

    In this episode of Digging In, host John Savarino sits down with Jovan Marshall to take an honest look at life insurance—what it is, what it isn’t, and how it fits into a broader financial plan. They discuss: - The core role of life insurance as protection - When it can serve a strategic purpose - How to determine whether coverage is appropriate for your situation - The importance of shopping purpose over price. Along the way, they address common misconceptions and highlight the importance of aligning any policy with a clear goal. At its core, life insurance isn’t about fear—it’s about providing clarity, stability, and peace of mind for the people who matter most. 👉 If you’re unsure whether your current coverage fits your needs, give Jovan at call at (866) 766-8332. Visit our website: https://www.rootedretirement.com Follow us on social media: Instagram -   / rooted_retirement   Facebook -   / rootedwealthadvisors   LinkedIN -   / rootedwealthadvisors   ------ 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.

  7. May 14

    The Retirement Paycheck Blueprint - Digging In - Rooted Wealth Advisors

    In this episode of Digging In, host John Savarino sits down with Joe Mateja to break down one of the biggest misconceptions in retirement planning: that it’s all about hitting a certain number. Instead, Joe explains why retirement is really about creating a reliable, sustainable income—and how the way you structure that income can make or break your confidence in retirement. They dive into sequence risk, the impact of market timing early in retirement, and a simple framework called the 3-Paycheck System to help bring clarity to your plan. Because the real question isn’t “How much do you have?”—it’s “How does it work for you?” 👉 If you’d like to see what your retirement paycheck could look like, call (866) 766-8332 for a complimentary consultation. ------ Visit our website: https://www.rootedretirement.com Follow us on social media: Instagram -   / rooted_retirement   Facebook -   / rootedwealthadvisors   LinkedIN -   / rootedwealthadvisors   ------ 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.

  8. Apr 30

    Retirement Isn’t an Age - Digging In - Rooted Wealth Advisors

    In this episode of Digging In, host John Savarino sits down with Sarah Viall-Lorand, Client Services Specialist, to explore the idea that retirement isn’t defined by a date—it’s defined by readiness. Get to know Sarah as she and John discuss how retirement is as much about lifestyle and identity as it is about finances, and why clarity around purpose, relationships, and daily life plays a critical role in long-term satisfaction. From unexpected emotional challenges to the importance of feeling secure, this conversation highlights what truly separates a stressful retirement from a fulfilling one. 👉 If you’re thinking about what your retirement could look like beyond just the numbers, we invite you to schedule a free visit with our team to start building a plan that aligns with your life. 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   ------ 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.

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About

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.

Information

  • Creator
    Rooted Wealth Advisors
  • Years Active
    2022 - 2026
  • Episodes
    102
  • Rating
    Clean
  • Copyright
    © 2026 Digging In
  • Show Website
    Digging In