Loud, lively, and always full of surprises—Roan Cannon may be one of the youngest on the team, but he’s always making a big impression. In this Burning Questions episode of Digging In, host John Savarino dives into the fun side of Rooted’s outgoing Client Relationship Manager.

In this episode, you’ll learn:
• Unexpected facts about Roan that might just surprise you
• What drives his passion for people and connection
• How his extroverted energy enhances the client experience at Rooted

If you thought financial services couldn’t be fun—think again.

📞 Want to work with a team that brings energy, care, and personality to your retirement journey? Call (866) 766-8332 for a complimentary consultation.

------

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

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/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.

In this lighthearted yet insightful episode of Digging In, our host, John Savarino, is joined by Planning and Trading Advisor, Andrew Lee, for a candid conversation about current market trends, economic headlines, and—yes—even Andrew’s iconic mustache.

Tune in for:
📈 A breakdown of what’s really moving the markets right now
😅 A few laughs over the latest financial buzz
🧠 Smart takes on how short-term noise fits into a long-term strategy

Whether you're here for the insights or the mustache banter, you’ll leave with a fresh take on market moves—and maybe a few chuckles.

📞 Want a strategy that cuts through the noise? Call (866) 766-8332 to talk with a fiduciary advisor.

#DiggingInPodcast #AndrewLee #MarketUpdate #FinancialStrategy #RootedWealth #TradingInsights #InvestingWithHumor #MustacheMarketMoves

------

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

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/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.

You’ve seen his calm demeanor, now get to know the story behind it. In this Burning Questions episode of Digging In, host John Savarino puts Planning Specialist, Jason Thiele in the hot seat to uncover the surprising side of Rooted’s quiet military man.

Tune in to Learn:
• Jason’s background in the military and how it shapes his work today
• Fun and unexpected facts you probably didn’t know
• Why his quiet leadership makes a big impact behind the scenes

This is the episode that proves there’s more than meets the eye.

📞 Want a team with discipline, integrity, and heart? Call (866) 766-8332 for a complimentary consultation.

------

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

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/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.