Digging In

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...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Have you met Jerry, yet? Jerry Fuesel recently came on board as the Director of Operations of Rooted Wealth Advisors and with an extensive background in the industry, we cannot wait to level up Jerry and his heart for service at the helm of 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. Today on the Digging In podcast, our host, Investment Advisor Representative, John Savarino, sits down with our Founder and CEO, Zach Gray, to go down memory lane about where we've come from and where we're going, literally, in our home off...

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, host and Investment Advisor Representative, John Savarino, sits down with fellow Investment Advisor Representative, Joe Mateja, to chat about all of the changes happening with Joe! A new addition at home...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. There's been a ton of concern recently about volatility in the markets lately. Today, John Savarino dives in with our Planning and Trading Advisor, Andrew Lee, on the status of the markets, what the economy looks like, and how Rooted Wealth Advi...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Season Three of the Digging In Podcast is HERE and we have a host of new things on deck for you... including an actual NEW HOST! Mr. John Savarino, Investment Advisor Representative, (that you likely recognize from him YouTube series, Talking Money)...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Ever since Michael Pueschell joined Rooted Wealth Advisors back in November, we've gotten a few questions about his title of Chief Culture Officer. What better way to unpack that than here on the Digging In Podcast! Plus Michael sings us a quick...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. With the 2024 Presidential Election on the horizon we've been getting a lot of questions from folks about if it will affect their retirement, or their plan for retirement. Join Investment Advisor Representative Joe Mateja as he sits down to expl...

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Chief Culture Officer Michael Pueschell sits down with Kinch to talk about the influence of leadership, and the things that come alongside that leadership. From top to bottom Michael firmly believes that leadership is blue collar work when it's...