Episodios

  • Personality in Motion: Roan Cannon Answers It All - Digging In - Rooted Wealth Advisors
    Jul 3 2025

    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.

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    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

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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.

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    18 m
  • Markets & Mustaches with Andrew Lee - Digging In - Rooted Wealth Advisors
    Jun 19 2025

    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

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    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

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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.

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    17 m
  • Rooted’s Quiet Force-Burning Questions with Jason Thiele - Digging In - Rooted Wealth Advisors
    Jun 12 2025

    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.

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    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

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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.

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    12 m
  • New Roles, Same Mission: Alex Allegro on Growth and Putting Clients First - Digging In - Rooted Wealth Advisors
    May 29 2025

    Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.

    In this episode of Digging In, host John Savarino chats with Planning Advisor Alex Allegro about his exciting new roles at Rooted Wealth Advisors and what this evolution means for the clients we serve.

    They cover:
    • Alex’s expanded responsibilities and leadership within the firm
    • How professional growth translates to deeper client relationships
    • The ongoing commitment to care, clarity, and confidence in every financial plan

    Get a closer look at the heart behind our team and how we continue to grow—without losing sight of what matters most: you.

    📞 Ready for a team that puts your future first? Call (866) 766-8332 for a complimentary conversation with one of our fiduciary advisors.

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    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

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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.

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    14 m
  • From the Roots up- the Growth of Rooted Wealth Advisors - Digging In - Rooted Wealth Advisors
    May 15 2025

    Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.

    Every great company has a story, and in this special episode of Digging In, we sit down with Hilda Miranda, VP of Business Development, to reminisce about the early days of Rooted Wealth Advisors. From the challenges of starting out to the incredible growth of the firm, Hilda shares behind-the-scenes stories, pivotal moments, and the core values that have guided us along the way.

    Tune in for a heartfelt conversation about perseverance, passion, and the deep-rooted commitment to helping clients navigate their financial journey.

    Have a question that you'd like answered? Email us at info@rootedretirement.com

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

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

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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.

    Rooted Wealth Advisors' sponsorship of the University of Illinois does not constitute an endorsement of Rooted Wealth Advisors by the University of Illinois. The University of Illinois is not a client of Rooted Wealth Advisors.

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    17 m
  • Weathering the Economic Winds: A Market Conversation with Tom Siomades - Digging In - Rooted Wealth Advisors
    May 5 2025

    Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.

    In this episode of Digging In, John sits down with Tom Siomades, Chief Investment Officer at Advisors Excel, for a timely conversation about the current state of the economy and what it means for your investments.

    They unpack:
    • The key economic indicators shaping today’s market
    • How geopolitical and interest rate trends are influencing investor behavior
    • Practical ways to adjust your investment strategy without overreacting

    Whether you’re nearing retirement or still building your portfolio, Tom shares valuable insights to help you stay grounded, focused, and prepared for what’s next.

    📞 Want help aligning your strategy with today’s market? Call (866) 766-8332 for a complimentary call with our fiduciary advisors.

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    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

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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.

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    43 m
  • Rooted in Relationship- Digging In - Rooted Wealth Advisors
    May 1 2025

    Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.

    On today's episode of the Digging In podcast, we have our Denver advisor, Connor Zimmer, back in studio. Our host, John Savarino, dig into what attracted Connor to Rooted Wealth Advisors- the focus on relationship and team. Further rooting those values out in our Denver location and community, the guys reminisce about Connor's journey and first impressions of Rooted Wealth Advisors.

    Have a question you want answered? Send them to jacqueline@rootedretirement.com

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    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

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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.

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    10 m
  • Case Study: A Junk Drawer of Investments - Digging In - Rooted Wealth Advisors
    Apr 17 2025

    Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.

    Investment Advisor Representative, John Savarino, gets into the details on another case study for a couple that the team at Rooted Wealth Advisors was able to help prepare for retirement. Leaving a legacy behind, long-term healthcare, and taxes are massive concerns for them.

    Let's dig on in to John and Jane's complicated situation with many different accounts and investment vehicles and see how the team helped prepare them to retire with confidence.

    Notes on the Numbers:
    John and Jane

    Target Retirement: 61.5 for John, 57 for Jane
    Annual Income: $140,000
    S.S. Benefits: $2500/mo for John, $1250/mo for Jane
    Pensions: $3,000/mo for John at age 65, $500/mo for Jane at 62
    Income: $15,000/mo in retirement

    Assets:
    23 different accounts
    Many different investment vehicles

    Want an inside look into your specific situation? Email us at info@rootedretirement.com
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    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

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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.

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    22 m