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 massive concerns for them.

Let's dig on in to John and Jane's complicated situation with many different accounts and investment vehicles and see how the team helped prepare them to retire with confidence.

Notes on the Numbers:
John and Jane

Target Retirement: 61.5 for John, 57 for Jane
Annual Income: $140,000
S.S. Benefits: $2500/mo for John, $1250/mo for Jane
Pensions: $3,000/mo for John at age 65, $500/mo for Jane at 62
Income: $15,000/mo in retirement

Assets:
23 different accounts
Many different investment vehicles

Want an inside look into your specific situation? Email us at info@rootedretirement.com
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