Digging In

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.

Digging In is a education podcast hosted by Rooted Wealth Advisors, with 105 episodes on record and a Required Pod Score of 80.

Rooted Wealth Advisors hosts Digging In, a education show with 105 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #2

  When the Numbers Get Emotional - Digging In - Rooted Wealth Advisors

  Sep 17, 202616 minS5

  Money isn’t just mathematical—it’s psychological, emotional, and deeply personal. In this episode of Digging In, John Savarino sits down with Joe Mateja to explore how our relationship with money changes throughout different stages of life. They discuss how worry, fear, and uncertainty influence financial decisions and why even smart people can make emotional choices. Most importantly, they dig into how a financial plan tailored to your life can turn uncertainty into clarity, confidence, and a sense of relief. Financial confidence doesn’t come from having all the answers—it comes from having a plan you understand and trust. If you’re ready to replace uncertainty with clarity, give us a call or schedule a visit with one of our advisors. 866-766-8332 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.

  ListenShow Notes
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  Episode #1

  The Market’s Next Move: What We’re Watching - Digging In - Rooted Wealth Advisors

  Sep 10, 202625 minS5

  Where are the markets headed—and what should investors actually be paying attention to? John Savarino sits down with Planning & Trading Advisor Andrew Lee for a timely look at where the Rooted team’s head is as we close out the third quarter and look toward Q4 and 2027. They dig into the influence of Big Tech and the Magnificent Seven, the continued AI boom, energy markets, interest rates, and the key economic data that could shape the Fed’s next moves. Andrew also shares what the team is watching as the year progresses and how managing risk, making thoughtful adjustments, and staying properly positioned can matter more than trying to predict exactly what the market will do next. Markets change, headlines change, and your financial life changes too. If you’re wondering whether your portfolio is positioned appropriately for what’s ahead, schedule a free visit with one of our advisors to take a closer look. Give us a call at (866) 766-8332. ------ 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.

  ListenShow Notes
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  Episode #22

  Redefining the Financial Advisor Experience - Digging In - Rooted Wealth Advisors

  Aug 20, 202625 minS4

  In this episode of Digging In, host John Savarino sits down with Laura Darby, Marketing Specialist at Rooted Wealth Advisors, to explore how a background in hospitality has shaped the way she approaches serving clients—and why that perspective fits so naturally within Rooted's culture. Before joining the financial industry, Laura built her career creating exceptional experiences in hospitality, where every interaction mattered. She shares how those lessons have carried into her work at Rooted and why genuine care, thoughtful communication, and attention to the smallest details can completely change the client experience. Together, John and Laura discuss how Rooted strives to challenge the traditional reputation of the financial services industry by leading with relationships first. From the first phone call to every meeting that follows, they explore what it looks like to make people feel seen, heard, and genuinely cared for—not because it's a strategy, but because it's part of who we are. Whether you're looking for a financial advisor or simply interested in how culture shapes an organization, this conversation offers a behind-the-scenes look at the values that drive Rooted every day. If you're looking for a financial team that puts relationships before transactions and believes exceptional service is just as important as exceptional planning, we'd love to meet you. Schedule a free visit with one of our advisors and experience the Rooted difference for yourself. 866-766-8332 or visit us at rootedretirement.com ------ 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.

  ListenShow Notes
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  Episode #21

  The Language of Leadership - Digging In - Rooted Wealth Advisors

  Aug 6, 202619 minS4

  In this episode of Digging In, host John Savarino sits down with our Founder, Zach Gray, for a fun, behind-the-scenes conversation about the phrases the Rooted team hears almost every day—and why they matter. Whether it's a simple reminder in a meeting or a challenge that changes someone's perspective, Zach's most repeated sayings have become more than office catchphrases. They've helped shape the culture of Rooted, influenced how the team serves clients, and even found their way into life outside the office. John counts down Zach's Top 10 most repeated phrases, uncovering the stories behind them, the leadership lessons they've created, and how these principles continue to impact the way Rooted approaches relationships, excellence, growth, and integrity. If you've ever wondered what makes Rooted's culture different—or if you're looking for practical leadership and life lessons you can apply yourself—this episode offers a candid look inside the mindset that has shaped the firm. If you're looking for a financial team that believes planning starts with people, we'd love to meet you. Schedule a free visit with one of our advisors to learn how our approach can help bring greater clarity and confidence to your financial future. 866-766-8332 ------ 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.

  ListenShow Notes
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  Episode #20

  Harvesting Tomorrow - Digging In - Rooted Wealth Advisors

  Jul 23, 202622 minS4

  In this episode of Digging In, host John Savarino sits down with Zach Gray to discuss the inspiration behind his book, Harvesting Tomorrow, and why its message extends well beyond the farming community. Together, they unpack some of the five retirement traps outlined in the book, exploring how the same financial challenges farmers face—planning for the future, managing taxes, protecting what they've built, creating retirement income, and leaving a meaningful legacy—are challenges shared by retirees, business owners, and families from all walks of life. Whether you own thousands of acres, a small business, or simply want to retire with greater confidence, this conversation highlights timeless principles for building a retirement that's intentional, resilient, and rooted in what matters most. You'll also hear the personal stories behind the book, why Zach felt called to write it, and how its lessons can help anyone cultivate a stronger financial future. If you'd like to learn how these principles apply to your own retirement plan, we invite you to schedule a free visit with one of our advisors. Together, we'll help you identify potential blind spots and create a strategy designed to help you retire with confidence. harvestingtomorrow.com Because the best harvest doesn't happen by accident—it starts with a thoughtful plan. ------ 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.

  ListenShow Notes

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