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.

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's dig on in to John and Jane's retirement plan and see how the team helped prepare them to retire on the short horizon with confidence.

Notes on the Numbers:
John and Jane, both age 61.5
Target Retirement: Age 62
Annual Income: $290k combined
S.S. Benefits: $2300/mo
Pensions: $5,000/mo 
Income: $15,000/mo in retirement

Assets:
Checking- $56,000
Savings- $150,000
Non-qualified Account- $500,000 w/$30k annual contribution
401ks- $2M total w/maximum contributions
Roth IRA's- $30,000

John's previous video on Roth Conversions:
https://youtu.be/-f3osmAcHOo

Have a question you want answered? Send them to [email protected]

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors

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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.

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 Connor to set on that trajectory for his career.

Listen in to learn what a CFP is and the higher standard that they're held to when putting together a holistic retirement plan. 

Have a question you want answered? Send them to [email protected]

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors

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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.

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 designing events to connect, educate, and engage with our clients and their friends.
- The impact of our educational workshops in empowering financial confidence.
- Our deep-rooted relationship with the University of Illinois and how we’re supporting the Illini community.
- Exciting updates on our United Way partnership and the difference we’re making together this year.
- and more! 

Want to get connected with our team? Email us at [email protected]

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram -   / rooted_retirement  
Facebook -   / rootedwealthadvisors  
LinkedIN -   / rootedwealthadvisors  

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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. 

Rooted Wealth Advisors' sponsorship of the University of Illinois does not constitute an endorsement of Rooted Wealth Advisors by the University of Illinois. The University of Illinois is not a client of Rooted Wealth Advisors.

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 unique perspectives, and tackle the financial questions that matter most to you. It’s a rare and dynamic conversation packed with expertise and camaraderie. 

Have a question you want answered? Send them to [email protected]

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors

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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.

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’s about creating balance and discipline that can positively impact every aspect of your life, including your finances. Join us as we chat about practical tips for improving your well-being, staying consistent, and achieving long-term success in both your health and wealth journeys. Let’s dig into wellness together! 🎙️💪💰

Have a question you want answered? Send them to [email protected]

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors

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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.

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 operations and discuss strategies to optimize systems for peak performance. Tune in and let's talk data strategy! 

Have a question you want answered? Send them to [email protected]

------

Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors

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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.

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, dinner workshops, educational workshops, and more!

Have a question you want answered? Send them to [email protected]

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors

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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.

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 meet each day!

Have a question you want answered? Send them to [email protected]

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors

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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.

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 future growth. 

Have a question you want answered? Send them to [email protected]

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors

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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.

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 the firm! From new happenings with the office to exciting new credentials and classes, let's dig in on how we approach being the CEO of your role, no matter your position within the organization.

Have a question you want answered? Send them to [email protected]

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Visit our website: https://www.rootedretirement.com

Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors

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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.