Digging In

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 emot...

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 confli...

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....

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 purp...

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 sequenc...

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...

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 emot...

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)...

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 l...

In this episode of Digging In, host John Savarino sits down with Jason Thiele, Rooted’s Client Services Specialist, to discuss spending habits and prioritizing needs versus wants. They unpack Jason's 2025 milestones and how they lead into his 2026 goals. Jason also shares the best and the worst financial advice he’s been given as a professional in the finance world. Whether you’re navigating...

In this episode of Digging In, host John Savarino sits down with Alexa Blochowski, Rooted’s Operations Specialist, to discuss how she got into the industry and what drives her daily to help others as a difference maker. They talk through how to stay grounded in todays hectic world, while navigating life’s big decisions at the same time. Alexa shares how she found family here at Rooted Wealth, and...

In this episode of Digging In, Host John Savarino sits down with Roan Cannon, Rooted’s Marketing Outreach Manager, to explore Rooted Wealth’s upcoming client experiences across the US in 2026.  They dive into what makes Rooted’s events different, and the why behind each specific event- connecting on a deeper level with clients. Roan shares how going deeper has provided him with the privilege of no...

In this episode of Digging In, Host John Savarino sits down with Joette Walter, Rooted’s Client Relationship Manager, to discuss her role on the front lines of Rooted Wealth. Joette explains how important it is to have a personal touch in the world of wealth management – every client is different, and every connection is key!  They dive into what Rooted stands for: creating relationships. We learn...

In this episode of Digging In, host John Savarino sits down with Jacqueline Walter, Rooted’s Director of Marketing, to explore how we balance risk in both life and finances. They unpack how personal risk tolerance shapes the everyday decisions we make—from choosing bold moves in careers and relationships to how we save and spend for retirement. Jacqueline also shares how her own approach to risk i...

In this episode of Digging In, host John Savarino sits down with Jovan Marshall, Client Communication Manager at Rooted Wealth Advisors, to talk about what it really means to leave a legacy. Jovan shares why legacy isn’t just about money—it’s about the values you live by, the lessons you teach, and the communication you foster with your family. Together, they unpack the struggles many families fac...

In this episode of Talking Money at the Kitchen Table,  host John Savarino is joined by Roan Cannon, Marketing Outreach Manager at Rooted Wealth Advisors, for a candid conversation about how money—or the lack of conversations about it—shapes our lives. Together, they reflect on the influence of family money talks and the impact of silence, the lessons Roan learned about being open with finances ra...

In this follow-up episode of Digging In, host John Savarino welcomes back Jason Thiele, Lead Planning Specialist at Rooted Wealth Advisors, to dive deeper into the conversation we started in “From Wish List to Real Life: Retirement Edition." This time, Jason digs deeper into how money is more than numbers on a page—it’s about the meaning it carries throughout different stages of life. Togethe...

In this episode of Digging In, host John Savarino sits down with Jason Thiele, Rooted’s Lead Planning Specialist, to explore the difference between the retirement many people think they want and the one they actually need. Jason dives into: -Why successful retirement is about more than just a number in the bank -The difference between a stressful retirement and a secure one -How lifestyle, clarity...

Markets at record highs. Tariffs back in the headlines. Bonds sending mixed signals. In this episode of Digging In, host John Savarino sits down with Andrew Lee, Rooted’s Planning & Trading Advisor, to unpack what it all means—especially as we enter the critical final months of 2025. They dig into: -Why “all-time highs” can be both a green light and a caution sign -How new and proposed tariffs...

In this episode of Digging In, host John Savarino is joined by Jake Lehnerr, VP of Life Insurance at Advisors Excel, for a deep dive into one of the most misunderstood areas of financial planning: life insurance. Together, they break down: 🛡️ The different types of life insurance—and what they’re really for 🔍 Common misconceptions and mistakes to avoid ✅ How to know what kind of coverage is righ...

Today, host John Savarino sits down with Jason Thiele, Planning Specialist at Rooted Wealth Advisors, to unpack what his role really means behind the scenes—and why it matters to the clients we serve. They discuss: • How Jason supports the planning process and advisor team • The impact his work has on building personalized retirement strategies • His vision for how the Planning Specialist role wil...

Who really is Alex Allegro? In this fun and insightful episode of Digging In, host John Savarino brings the heat with a round of burning questions to help you get to know Alex—not just as an Investment Advisor Representative, but as a person. Tune in for a few unexpected facts you won’t see on his bio 👀 📞 Want to work with advisors who truly care? Call (866) 766-8332 for a complimentary call wit...

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 pe...

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 shor...

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...