Podcast
Digging In
Hosted by Rooted Wealth Advisors · EN
Digging In is a show about Relationships and Retirement. Digging In is presented by Rooted Wealth Advisors and seeks to "Dig In" to what matters most to people as they get closer to and enter into retirement. The show features a cast of Fiduciary Licensed Financial Advisors, including Founder Zach Gray, who share their experiences and expertise in the realm of planning for retirement.
22episodes
Episodes
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Markets and Mustaches PT. 2 - Digging In - Rooted Wealth Advisors
Oct 900:16:47Tap to summarizeMarkets 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 may ripple through prices, profits, and portfolios-The current health of the bond market (yields, duration, and what to watch)-Practical moves for savers and retirees as the year wraps up—without overreactingWhether you’re managing risk, hunting for income, or just trying to make sense of the noise, this conversation delivers clear takeaways you can actually use.📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------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.
Transcribe →Life Insurance Uncovered: What You Need to Know with Jake Lehnerr - Digging In - Rooted Wealth Advisors
Aug 1400:25:20Tap to summarizeIn 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 right for your goalsWhether you think life insurance is just for the old, the rich, or the overly cautious—this episode might just change your perspective.📞 Want help navigating your life insurance options? Call (866) 766-8332 for a complimentary conversation with a fiduciary advisor.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------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.Guarantees refer only to insurance products and rely on the claims paying ability of the underwriting institution.
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