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 face when money conversations are avoided, and how silence can lead to confusion or conflict later on.

They also discuss practical ways to start those important conversations about money and legacy without the awkwardness. Because at the end of the day, legacy is more than what you leave behind—it’s what you instill while you’re here.

📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
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Passing Down More Than Money - Digging In - Rooted Wealth Advisors