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 values out in our Denver location and community, the guys reminisce about Connor's journey and first impressions of Rooted Wealth Advisors.

Have a question you want answered? Send them to jacqueline@rootedretirement.com

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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.

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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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.

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 marketing important to our firm and how does the Rooted Wealth Advisors team approach marketing to help our clients build the best version of the rest of their lives? Tune in to hear the insights.

Have a question you want answered? Send them to info@rootedretirement.com

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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 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 break it all down:
- The pros and cons of each option
- How taxes impact your investments now and in the future
- Real-world scenarios to help you decide which path fits your goals

Join us as we guide you through making informed decisions for your retirement journey.

Want to get connected with a fiduciary advisor to explore what's right for you? Email us at info@rootedretirement.com

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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.

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 jacqueline@rootedretirement.com

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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 jacqueline@rootedretirement.com

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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 info@rootedretirement.com

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

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

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 jacqueline@rootedretirement.com

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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

------

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.