Digging In

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...

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 a...

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...

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 indi...

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...

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 m...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Rooted Wealth Advisors' Director of Marketing, Jacqueline Walter, sits down with host and Investment Advisor Representative, John Savarino, on the Digging In podcast today to talk about marketing in the financial services industry. Why is market...

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 today's episode of Digging In, host John Savarino dives into a detailed case study comparing traditional pre-tax investment accounts with Roth post-tax accounts. What’s the real difference? Which one is better for your retirement strategy? We...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. We're changing gears today on the Digging In Podcast. Investment Advisor Representative, John Savarino, gets into the details on a case study for a couple that the team at Rooted Wealth Advisors was able to help prepare for retirement.  Let&apos...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. A special treat, Connor Zimmer, Investment Advisor Representative, from our Denver location is in studio with our Host, John Savarino. On today's episode, John and Connor dig into what being a Certified Financial Planner means and what inspired...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Today, host John Savarino sits down with Sarah Marion, Events Manager at Rooted Wealth Advisors, to explore how we’re creating memorable experiences for our clients and making a difference in our communities. We dig into everything from: - How we’re...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Today, we have a special episode you won’t want to miss! For the first time ever, all four of Rooted Wealth Advisors’ fiduciary advisors are together in one room on The Advisors Roundtable.  Join us as we dive into insightful discussions, share uniqu...

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, our host, John Savarino, explore the powerful connection between physical health and financial wellness with our Client Relationship Manager, Roan (row-an) Cannon. Building healthy habits isn’t just about staying fit—it...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Today on the Digging In Podcast, we dive into the critical world of data integrity and system efficiencies Jerry Fuesel, our Director of Operations. Join us as we explore how maintaining accurate, reliable data is the backbone of successful operation...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Events Manager, Sarah Marion, joins our host and Investment Advisor Representative, John Savarino, from our Denver office this week to dig into how the Rooted marketing team infuses their passion and energy into all things events for our clients, din...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Today on the Digging In podcast, John Savarino sits down with Client Relationship Manager, Roan Cannon, to chat about his journey to Rooted Wealth Advisors and how he approaches forming genuine connections with all of the folks that we are blessed to...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Planning Specialist, Alex Allegro, is right at home (literally) with the team in our new home office in Bourbonnais, IL. He joins our host, John Savarino, on the podcast today to chat about his journey to Rooted Wealth advisors and his vision for fut...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Client Services Specialist, Jason Thiele, joins John Savarino in our new podcast studio on today's episode to catch up from how he's grown since he started with Rooted Wealth Advisors almost three years ago and where he's headed within...