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. 25 thg 6

    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.

    11 phút

  2. 11 thg 6

    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.

    11 phút

  3. 28 thg 5

    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.

    11 phút

  4. 14 thg 5

    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.

    15 phút

  5. 30 thg 4

    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.

    15 phút

  6. 16 thg 4

    All-Time Highs: What Prepared Retirees Do Now - 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.

    13 phút

  7. 2 thg 4

    The Tax Trap Retirees Don’t See Coming - Digging In - Rooted Wealth Advisors

    In this episode of Digging In, host John Savarino sits down with Alexa Blochowski, Operations Specialist, to uncover one of the most overlooked risks in retirement: taxes. Many people assume their tax burden will decrease once they stop working, but the reality is often more complex. Alexa walks through the ways that retirement income is taxed differently, how Required Minimum Distributions (RMDs) can unexpectedly increase income, and why Medicare premiums can be impacted by your tax strategy. They also discuss the concept of “Roth conversion window years” and how proactive planning can help avoid costly surprises later on. 👉 If you’re unsure how your retirement income will be taxed, 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.

    12 phút

  8. 26 thg 3

    How to Put the Thousand Piece Puzzle of Retirement Together: Asking Alexa - Digging In - Rooted Wealth Advisors

    In this part two episode of Digging In, host John Savarino continues his conversation with Alexa Blochowski, Rooted's Operations Specialist. In this episode, Alexa shares what financial freedom means to her, and how that translates into her role here at Rooted Wealth.  They talk about feeling stuck later in life when it comes to finances and retirement and how to avoid that feeling down the line. How to put the thousand-piece puzzle of retirement together, and when to ask for help while feeling comfortable doing so. 📞 Want to see the strength of a full planning team behind your retirement? 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 is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name. This has been provided for informational purposes only and is not intended as legal 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.

    14 phút
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Giới Thiệu

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.

Thông Tin

  • Nhà sáng tạo
    Rooted Wealth Advisors
  • Năm hoạt động
    2022 - 2026
  • Tập
    99
  • Xếp hạng
    Sạch
  • Bản quyền
    © 2026 Digging In
  • Trang web chương trình
    Digging In