In this episode of Digging In, host John Savarino is joined by Investment Advisors Representative, Joe Mateja, to talk about what it really means to leave a legacy.

They explore how legacy goes far beyond financial assets—encompassing values, communication, and the relationships we build with those we care about most. Joe shares how the absence of these conversations can create confusion or conflict, and how simple steps today can lead to clarity and confidence for future generations.

Because legacy isn’t just what you leave behind—it’s what you instill along the way.

👉 If you haven’t had these conversations or don’t have a clear plan in place, call (866) 766-8332 for a complimentary consultation.

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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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Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.

This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

In this episode of Digging In, host John Savarino is joined once again by Roan Cannon to talk about one of the most common—and costly—beliefs in personal finance: “I’ve got time.”

They explore why people delay saving, how compounding truly works, and the long-term impact of starting late. More importantly, they focus on how small, consistent actions today can create meaningful progress over time.

Whether you’re just getting started or feel like you’re behind, this episode offers perspective and practical steps to help you move forward with confidence.

👉 If you’re unsure whether you’re on track, we offer a free visit with one of our advisors to help you understand where you stand and what you can do next.Call us at (866) 766-8332.

👉 John reference his video on Mr. Early vs. Mr. Late. Check out that throwback video here: https://youtu.be/Pru3_qbBTuU

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

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

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Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.

This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

In this episode of Digging In, host John Savarino sits down with Jovan Marshall to take an honest look at life insurance—what it is, what it isn’t, and how it fits into a broader financial plan.

They discuss:
- The core role of life insurance as protection
- When it can serve a strategic purpose
- How to determine whether coverage is appropriate for your situation
- The importance of shopping purpose over price.

Along the way, they address common misconceptions and highlight the importance of aligning any policy with a clear goal.

At its core, life insurance isn’t about fear—it’s about providing clarity, stability, and peace of mind for the people who matter most.

👉 If you’re unsure whether your current coverage fits your needs, give Jovan at call at (866) 766-8332.

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

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

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Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.

This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.