Best Rooted Wealth Advisors Podcasts (2025)

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Planning, Purpose, and Growth - Digging In - Rooted Wealth Advisors 11:09

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7d ago11:09

11:09

Today, host John Savarino sits down with Jason Thiele, Planning Specialist at Rooted Wealth Advisors, to unpack what his role really means behind the scenes—and why it matters to the clients we serve. They discuss: • How Jason supports the planning process and advisor team • The impact his work has on building personalized retirement strategies • H…

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65: Reclaiming Real Connection with Joey Odom (What Missing One Moment Taught Him About Life, Family and Focus) 1:00:57

4h ago1:00:57

1:00:57

Starring: Michael Newborn (⁠⁠⁠⁠@michaelnewborn⁠⁠⁠⁠) John Ballenger (⁠⁠⁠⁠@john-ballenger53⁠⁠⁠⁠) Guest: Joey Odom https://www.goaro.com/ https://www.linkedin.com/in/joeyodom Network/Produced by: Seltzer Kings (⁠⁠⁠⁠@seltzerkings⁠⁠⁠⁠) (⁠⁠⁠⁠seltzerkings.com⁠⁠⁠⁠) Theme Music by ⁠⁠⁠⁠Saint Josh⁠⁠⁠⁠ Listen Here: Spotify: ⁠⁠⁠⁠https://open.spotify.com/show/71…

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133 | Redefining Retirement: Discovering the Freedom Mindset for Wealth and Work You Love 14:00

2h ago14:00

14:00

Got a question? Send me a text. In this episode, I challenge the outdated narrative surrounding retirement and the concept of financial freedom. Have you ever caught yourself thinking, “I’ll finally rest when I retire”? I dive into how the traditional retirement model can feel restrictive, especially for women, and how it reinforces a scarcity mind…

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Why You Feel Busy But Get Nothing Done 20:47

21h ago20:47

20:47

Ever end the day feeling busy but not productive? You’re not alone. In this episode, we tackle the productivity paradox that plagues so many advisors—being in constant motion without meaningful progress. Robert Brault said it best: “We are kept from our goal not by obstacles, but by a clear path to a lesser goal.” Lesser goals feel urgent, familiar…

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64: Build Your Breakaway with Michaella Gallina (Lessons in Financial Independence and Fearless Reinvention from Wall Street to Life on Her Terms) 55:20

4d ago55:20

55:20

Starring: Michael Newborn (⁠⁠⁠@michaelnewborn⁠⁠⁠) John Ballenger (⁠⁠⁠@john-ballenger53⁠⁠⁠) Guest: Michaella Gallina https://www.linkedin.com/in/michaellag/ https://www.michaellagallina.com/ Network/Produced by: Seltzer Kings (⁠⁠⁠@seltzerkings⁠⁠⁠) (⁠⁠⁠seltzerkings.com⁠⁠⁠) Theme Music by ⁠⁠⁠Saint Josh⁠⁠⁠ Listen Here: Spotify: ⁠⁠⁠https://open.spotify.…

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132 | Your Thoughts Are Your Most Powerful Currency—Are You Spending or Investing Them? 10:52

3d ago10:52

10:52

Got a question? Send me a text. What if your thoughts are sabotaging your money mindset and financial freedom? In this episode, we explore the concept of mental wealth and how our thoughts either drain our energy and creativity or lead to an abundance mindset. Just like unconscious spending leads to financial debt, mental habits such as overthinkin…

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131 | 3 Ways to Rewire Your Scarcity Mindset and Feel Safe Receiving More 22:45

7d ago22:45

22:45

Got a question? Send me a text. Are you in a cycle where you feel that there's just not enough—time, money, love, or energy? That if you let go or slow down, everything might fall apart? In this episode, I dive into the deeper roots of scarcity mindset—a survival pattern shaped by childhood experiences, generational money trauma, and cultural condi…

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130 | Why Selling Might Feel Uncomfortable and How to Shift It 15:30

10d ago15:30

15:30

Got a question? Send me a text. Ever feel that knot in your stomach when it’s time to talk about your prices or invite someone into your offer? In this episode, I'm sharing my perspective on what it means to sell, especially for heart-centered women in business. Because selling isn’t about pressure or persuasion. It’s about helping someone say yes …

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129 | How Hiding Behind Your Financial Security Can Sabotage Your Growth 10:17

16d ago10:17

10:17

Got a question? Send me a text. Ever feel like the more financially secure you become, the more cautious you get? This feeling is not about being “responsible.” It’s a subtle, sneaky way our nervous system tries to protect us from change, uncertainty, and deeper levels of visibility and growth. In this episode, I'm exploring how our own financial c…

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How Great Advisors Help Clients Face the Fear of Retirement 25:08

16d ago25:08

25:08

Some clients are more than financially ready to retire, but still can’t bring themselves to do it. The real issue often isn’t the numbers. It’s the fear of losing identity, structure, and purpose after decades of work. In this episode of Root Ready, James explores how to support clients who feel stuck at the edge of retirement—not because they can’…

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Building and Growing an Advisory Practice Doesn’t Happen on Accident 40:55

16d ago40:55

40:55

In Episode 11 of Thinking Independently, Nick and Conor discuss what it means to grow an advisory business with purpose. Conor shares insights from his upcoming 777 challenge—seven marathons on seven continents in seven days—and how that mindset applies to business. They cover the danger of staying comfortable, the importance of discipline, and how…

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Balancing Your 401k: Smart Retirement Savings for Every Age 13:06

19d ago13:06

13:06

How Much Should I Contribute To My 401(k) Or 403(b)? Ever wondered if you're putting too much—or too little—into your retirement accounts? This question plagues nearly every working adult, but the answer isn't as straightforward as many financial advisors might suggest. In this deeply insightful conversation, Cody Stansell reveals a revolutionary p…

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128 | Understanding Money Manifestation Through the Law of Gestation 16:13

18d ago16:13

16:13

Got a question? Send me a text. Are your money goals and business dreams not manifesting as quickly as you'd like? In this episode, we explore the Law of Gestation—an essential principle for understanding manifestations. Everything has an incubation period, from seeds in the ground to the dreams you nurture. Learn how impatience disrupts your finan…

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127 | Is Your Budgeting Software Preventing Wealth? 13:59

21d ago13:59

13:59

Got a question? Send me a text. Your financial software is designed to track your past — not create your future. In this episode, we explore how tools like Monarch Money, QuickBooks, and your banking apps reflect where you've been, not where you're going. When you let old numbers dictate what’s possible, you unconsciously keep recreating the same f…

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Beyond the bio- Burning Questions with Alex Allegro - Digging In - Rooted Wealth Advisors 12:24

23d ago12:24

12:24

Who really is Alex Allegro? In this fun and insightful episode of Digging In, host John Savarino brings the heat with a round of burning questions to help you get to know Alex—not just as an Investment Advisor Representative, but as a person. Tune in for a few unexpected facts you won’t see on his bio 👀 📞 Want to work with advisors who truly care? …

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Stewardship: Aligning Money with Christian Values 11:22

26d ago11:22

11:22

How Does Christian-based Financial Planning Differ From Traditional Financial Planning? Money talks, but does yours speak the language of faith? In this thought-provoking episode, Cody Stansell, senior wealth advisor at Steadfast Wealth Planning, pulls back the curtain on how Christian-based financial planning differs from conventional approaches i…

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126 | What If Your Money Healing Journey is the Best Financial Education for Your Kids? 17:59

26d ago17:59

17:59

Got a question? Send me a text. Ever feel torn between wanting to teach your kids healthy money habits while still figuring them out yourself? You’re not the only one. In this episode, I dive into the beautifully messy middle of breaking generational money patterns. What if your healing journey is actually the lesson your kids need most? They’re no…

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125 | How to Create Generational Wealth That Goes Beyond Money 9:45

30d ago9:45

9:45

Got a question? Send me a text. What if generational wealth isn’t just about money? We’ve been taught it’s all about assets and tax strategy. I believe the real legacy is about your money beliefs, patterns, and energy your kids pick up from you every single day. Many of us are the first in our families to build real wealth in our 30s and 40s, often…

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Want to Be a Better Advisor? Learn to Frame Wealth the Right Way 26:30

30d ago26:30

26:30

What if real wealth goes beyond money? In this episode of Root Ready, Harry Sommers joins James for a thoughtful conversation on redefining wealth—not just for clients, but for ourselves as advisors. Together, they explore a more expansive framework of financial planning that considers time, energy, relationships, and purpose. This isn’t about chas…

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124 | Feeling Shame About “Losing Money”? Try These Money Mindset Reframes 10:51

1M ago10:51

10:51

Got a question? Send me a text. Ever felt like you “lost money” on a course, coach, or investment that didn’t deliver what you expected? In this episode, I break down why money is never truly lost—it’s energy that circulates and always returns. I share my personal story of investing $8,000 in a program that fell short, and how reframing it as a pow…

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123 | Is Your Budgeting App Really Serving You? 3 Reasons to Try Monarch Money 8:00

1M ago8:00

8:00

Got a question? Send me a text. Frustrated by budgeting apps that feel rigid or never seem to capture all your transactions? In this episode, I’m sharing why Monarch Money has become one of my favorite financial tools — both for my own money management and with my clients. In this episode I discuss: Amazon integration: Monarch automatically pulls d…

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Personality in Motion: Roan Cannon Answers It All - Digging In - Rooted Wealth Advisors 17:49

1M ago17:49

17:49

Loud, lively, and always full of surprises—Roan Cannon may be one of the youngest on the team, but he’s always making a big impression. In this Burning Questions episode of Digging In, host John Savarino dives into the fun side of Rooted’s outgoing Client Relationship Manager. In this episode, you’ll learn: • Unexpected facts about Roan that might …

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122 | Navigating Financial Pressure in Business: A Heart-Centered Take on Money Mindset (with Jess Hershey) 35:52

1M ago35:52

35:52

Got a question? Send me a text. What if your relationship with money reflects your deepest beliefs about yourself? In this episode, Jess Hershey, founder of MOCA Business Services interviewed me in her community and we unpack how our current financial reality often reveals our beliefs about our worthiness and safety. We explore why slowing down dur…

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121 | Why Financial Literacy is a Must if You Want to Lead Your Business Like a CEO (with Liz Hansen) 42:54

1M ago42:54

42:54

Got a question? Send me a text. What happens when you stop outsourcing your power and start learning your numbers? In this episode, I’m joined by Liz Hansen—photographer and founder of Chicago Boudoir Photography—who shares how learning QuickBooks and taxes transformed her relationship with money, her business, and herself. We explore the deeper mi…

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How to Master the Skills That Usually Only Come With Age 26:00

1M ago26:00

26:00

What makes a truly great financial advisor? It’s not just technical knowledge or years in the industry. In this episode, we explore what clients—especially those approaching retirement—really want: a trusted guide who understands the emotional side of financial planning. Many people ask, “Can younger advisors provide meaningful advice about retirem…

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120 | How to Energetically Increase Your Capacity for More Wealth, Prosperity and Abundance 22:06

2M ago22:06

22:06

Got a question? Send me a text. Ready to break through your financial ceiling? The solution isn’t another money hack—it’s expanding your energetic capacity to hold and receive more wealth. In this episode, I explain how your subconscious beliefs and nervous system shape your financial reality. If you’ve ever felt like you can't spend what you curre…

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The Essential Blueprint: Financial Building Blocks for a Prosperous Future 12:55

2M ago12:55

12:55

The Building Blocks To Everyone’s Finances – What Should I Be Focused On? In this episode of the Steadfast Wealth Planning Podcast, host Cody Stansell, owner and senior wealth advisor, discusses comprehensive Christian-based financial planning for different life stages. The episode breaks down financial planning into three stages: early years (unde…

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119 | Are Your Bank Accounts Set Up Properly to Bypass Probate? 12:01

2M ago12:01

12:01

Got a question? Send me a text. Do you have the proper beneficiary designations setup on your bank accounts? In this episode, I dive into the overlooked yet essential role of Payable on Death (POD) designations in estate planning. Whether you have a will, trust, or both, your plan might still not include properly designated PODs on your bank accoun…

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Markets & Mustaches with Andrew Lee - Digging In - Rooted Wealth Advisors 16:30

2M ago16:30

16:30

In this lighthearted yet insightful episode of Digging In, our host, John Savarino, is joined by Planning and Trading Advisor, Andrew Lee, for a candid conversation about current market trends, economic headlines, and—yes—even Andrew’s iconic mustache. Tune in for: 📈 A breakdown of what’s really moving the markets right now 😅 A few laughs over the …

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118 | You Don’t Need More Money—You Need Nervous System Regulation: Heal Your Scarcity Mindset and Redefine Financial Freedom 19:43

2M ago19:43

19:43

Got a question? Send me a text. Feeling financially secure on paper yet still stuck in scarcity inside? Many high-achieving women experience a disconnect between external financial success and internal emotional abundance. Traditional financial freedom focuses on numbers but misses the essential foundation: safety in your body. In this episode we'l…

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E101: Tactical Finance to Kingdom Calling: Reflections on 100 Episodes with On Air Brands 1:03:22

2M ago1:03:22

1:03:22

After one hundred episodes of exploring the intersection of faith and finance, Eric Scovill reflects on the journey alongside the team behind the scenes—Erik Cabral, founder of On Air Brands, and Kailey Green, COO—who flip the script and interview Eric about how this show took shape and what he’s learned along the way. This heartfelt conversation r…

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Politics and Planning: What’s the Right Balance for Advisors? 17:15

2M ago17:15

17:15

In this episode, we’re taking a surprising cue from Hamilton to explore a common challenge for advisors: how to handle political conversations with clients. Should you speak up like Hamilton or hold back like Burr? There’s no one-size-fits-all answer—but the key is staying grounded in your role as a guide, not a commentator. When clients bring up p…

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Rooted’s Quiet Force-Burning Questions with Jason Thiele - Digging In - Rooted Wealth Advisors 12:20

2M ago12:20

12:20

You’ve seen his calm demeanor, now get to know the story behind it. In this Burning Questions episode of Digging In, host John Savarino puts Planning Specialist, Jason Thiele in the hot seat to uncover the surprising side of Rooted’s quiet military man. Tune in to Learn: • Jason’s background in the military and how it shapes his work today • Fun an…

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Portfolio Rebalancing: The Art of Buying Low and Selling High 9:17

2M ago9:17

9:17

How Often Should I Review And Rebalance My Investment Portfolio? Does your investment strategy need a checkup? We explore why your portfolio isn't a "set it and forget it" proposition in this essential episode on investment maintenance. Ever wondered about the difference between rebalancing and reviewing your investments? Wealth advisor Cody Stanse…

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117 | What If Your Partner Handles All the Money? Reclaiming Your Voice in Money Management Peacefully 18:03

2M ago18:03

18:03

Got a question? Send me a text. Feeling financially invisible at home—even while running a successful business? You’re not alone. In this episode, I explore the emotional and behavioral roots behind why many women feel disconnected from money management in their personal lives—even if they’re confident managing finances in their business. I talk ab…

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MythBusters: Independence Edition 38:37

2M ago38:37

38:37

In episode 10 of Thinking Independently, Conor Delaney and Nick LoPresti tackle the biggest myths keeping advisors from taking the leap to independence. From fears about losing clients and lacking support to concerns over costs and becoming a business owner, they break down each objection with real talk, personal experience, and practical insight. …

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116 | Feeling Like the Financial Parent? 3 Tips to Shift Your Relationship’s Money Management Dynamic 21:02

2M ago21:02

21:02

Got a question? Send me a text. The emotional weight of being the “responsible one” in your financial relationship can feel overwhelming at times. If you're always the one initiating money conversations, paying bills, and planning for the future—while your partner avoids it all—you might be taking on the role of the financial parent. In this episod…

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E100: What Every Believer Should Know About Deliverance with Pastor Nathan Rychener 52:09

2M ago52:09

52:09

Are you unknowingly battling unseen forces? Pastor Nathan Rychener joins Eric Scovill to unravel the often misunderstood realm of spiritual warfare and deliverance ministry. This eye-opening conversation challenges common misconceptions and equips believers with practical knowledge to confront negative spiritual influences. Discover how sin can cre…

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63: Bet on Yourself with Collin Strachan (What off-grid living and brand storytelling teach us about reinvention) 57:43

2M ago57:43

57:43

Starring: Michael Newborn (⁠⁠@michaelnewborn⁠⁠) John Ballenger (⁠⁠@john-ballenger53⁠⁠) Guest: Collin Strachan Join Collin's ⁠Become Unforgettable⁠ community! Find Collin @ https://www.linkedin.com/in/collinstrachan/ Find Collin's company @ https://www.alaskaproductioncompany.com/ Network/Produced by: Seltzer Kings (⁠⁠@seltzerkings⁠⁠) (⁠⁠seltzerking…

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115 | Scared of IRS Audits? What Every Woman Needs to Know About Tax Debt, Liens & Taking Back Control (with Stephen Weisberg) 35:27

2M ago35:27

35:27

Got a question? Send me a text. For many women, just hearing the word “IRS” can trigger shame, panic, or a deep urge to avoid. In this episode, tax attorney Stephen Weisberg, founder of The W Tax Group, helps us move beyond feeling fear and into clarity by breaking down what really happens during IRS audits, tax liens, and debt collection. With ove…

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114 | 3 Ways to Separate Your Net Worth from Your Self-Worth 16:41

2M ago16:41

16:41

Got a question? Send me a text. When was the last time you thought, “When I hit my financial goal, then I'll feel .....? In this episode, we explore how to break the deep-rooted connection between your self-worth and your net worth—and why disconnecting them is the key to true financial freedom. In this episode, we cover: Why your worth is inherent…

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E99: What Every Believer Should Know About Spiritual Warfare with Pastor Nathan Rychener 43:15

2M ago43:15

43:15

What if the most powerful weapons in spiritual warfare are not what you expect? Pastor Nathan Rychener joins Eric Scovill to explore the profound impact of humility, fasting, and intercession in the battle against darkness. This episode challenges common misconceptions about spiritual warfare, emphasizing the importance of laying down our lives for…

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113 | Is Your Business Actually Profitable—Or Just Busy? Using Profit Pillars for Online Business Success 10:42

2M ago10:42

10:42

Got a question? Send me a text. Are you unclear on your numbers in your business? In this episode, I break down the Profit Pillars Book by Parker Charles Stevenson and share how to assess your business finances in a way that feels nourishing to your body, soul, and business growth. We’ll also explore how financial clarity supports a healthier money…

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New Roles, Same Mission: Alex Allegro on Growth and Putting Clients First - Digging In - Rooted Wealth Advisors 13:37

2M ago13:37

13:37

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, host John Savarino chats with Planning Advisor Alex Allegro about his exciting new roles at Rooted Wealth Advisors and what this evolution means for the clients we serve…

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Keys to Nailing Withdrawal Rate Conversation with Clients 23:28

2M ago23:28

23:28

Today’s episode goes beyond the 4% rule to uncover the real concerns behind client questions like, “How much can I safely spend in retirement?” We explore the origins of sustainable withdrawal strategies, from Bengen’s 1994 research to Guyton’s Guardrails, and show how dynamic approaches can ease anxiety and build confidence. Most clients aren’t ov…

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112 | Your Financial Team Works For You, Not The Other Way Around 18:23

2M ago18:23

18:23

Got a question? Send me a text. Too many women in business walk out of meetings with their CPA, bookkeeper, or financial advisor feeling confused, unseen, or like they’ve lost a piece of their power. In this episode, I am breaking down why that happens—and what to do about it. You’ll learn how to reclaim your authority in financial conversations, r…

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E98: The Thrill of Fully Following Christ with Sameed Osman (Part 2) 50:21

2M ago50:21

50:21

What if the freedom you’re longing for is just on the other side of surrender? In Part 2 of this powerful conversation, Sameed Osman shares how God transformed him from a skeptic into a vessel of healing, deliverance, and supernatural faith. Building on his remarkable testimony, Sameed unpacks the reality of spiritual gifts, the purpose of delivera…

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111 | How Sacred Money Dates Support Financial Freedom, Nervous System Regulation, and a Better Money Mindset 12:33

3M ago12:33

12:33

Got a question? Send me a text. If you’ve been avoiding your finances because they feel overwhelming, stressful, or just too much—this episode is for you. In today’s conversation, I share the weekly practice that transformed my own relationship with money: money dates. Even as a former Certified Financial Planner and CFO, I used to avoid looking at…

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E97: The Thrill of Fully Following Christ with Sameed Osman (Part 1) 44:59

3M ago44:59

44:59

“It’s better to be broken than crushed.” Sameed Osman has held that reference to Matthew 21:44 through times of true brokenness, like when he gave up his old life as a Muslim and ended up on the street when he converted to Christianity. Today, Eric Scovill sits down with Sameed to explore questions like identity, the risk and reward of following Je…

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110 | How to Stop Letting Money Control You and Start Creating Real Financial Confidence 14:36

3M ago14:36

14:36

Got a question? Send me a text. Does it ever feel like your mood, decisions, or sense of safety are completely wrapped up with your money? In this episode, we're diving into why money feels so emotionally charged—and how to shift out of fear and into real financial confidence. Money only feels like it’s controlling you because you’ve (unknowingly) …