Best Rooted Wealth Advisors Podcasts (2025)

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Passing Down More Than Money - Digging In - Rooted Wealth Advisors 11:50

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5d ago11:50

11:50

In this episode of Digging In, host John Savarino sits down with Jovan Marshall, Client Communication Manager at Rooted Wealth Advisors, to talk about what it really means to leave a legacy. Jovan shares why legacy isn’t just about money—it’s about the values you live by, the lessons you teach, and the communication you foster with your family. Tog…

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Advisors, AI, and the Art of Asking Better Questions with Ray Kelly 35:44

1d ago35:44

35:44

We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on another powerful FASS (Financial Advisor Success Syndicate) session—this one centered around the evolving intersection of technology and humanity within finan…

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Why Healing Your Inner Wounds Changes Your Finances 37:44

19d ago37:44

37:44

In this episode of the Mindful Money Podcast, we speak with Diana Richey, a certified financial planner and nationally recognized personal finance expert. Diana shares her journey from a traditional upbringing with corporate expectations to her transformative life crisis that led her to write 'The Loving Truth About Money.' We discuss how healing i…

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Talking Dollars Over Dinner: Growing Financially Confident Kids - Digging In - Rooted Wealth Advisors 12:44

17d ago12:44

12:44

In this episode of Talking Money at the Kitchen Table, host John Savarino is joined by Roan Cannon, Marketing Outreach Manager at Rooted Wealth Advisors, for a candid conversation about how money—or the lack of conversations about it—shapes our lives. Together, they reflect on the influence of family money talks and the impact of silence, the lesso…

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Why We Wait Until the Third Meeting to Talk About Investments (and Why It Works) 22:57

16d ago22:57

22:57

This episode of Root Ready digs into one of the most overlooked parts of the client process: the proper timing for investments to enter the conversation. It’s a masterclass in pacing, patience, and purpose. You will walk away from this video knowing how smart advisors earn trust and set the foundation before talking portfolios. James unpacks why gr…

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Cracking the Code of Team Performance with Ray Kelly 22:42

24d ago22:42

22:42

We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on a special FASS (Financial Advisor Success Syndicate) session we recorded a few months ago. In this episode, Ray Kelly dives into The post Cracking the Code of…

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Reimagining Trust: The Fiduciary Standard for a Humane Society 47:25

28d ago47:25

47:25

Envisioning a Trustworthy Civilization: A Conversation with George Kinder on Fiduciary Principles In this episode of the Mindful Money Podcast, Jonathan hosts George Kinder to discuss the potential of applying fiduciary principles—putting clients' interests first—beyond financial advice to all institutions, including corporations and governments. G…

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From Wish List to Real Life: Beyond the Numbers - Digging In - Rooted Wealth Advisors 12:15

1M ago12:15

12:15

In this follow-up episode of Digging In, host John Savarino welcomes back Jason Thiele, Lead Planning Specialist at Rooted Wealth Advisors, to dive deeper into the conversation we started in “From Wish List to Real Life: Retirement Edition." This time, Jason digs deeper into how money is more than numbers on a page—it’s about the meaning it carries…

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Stop Talking About the Weather: Better Ways to Open Client Meetings 19:37

1M ago19:37

19:37

This episode of Root Ready dives into the art of first impressions: why small talk isn’t small and how skipping the weather talk might be the smartest move you make. Whether you’re a new advisor or a seasoned planner, this conversation unpacks how to show confidence, warmth, and leadership from the moment a meeting starts. James shares practical st…

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From Wish List to Real Life: Retirement Edition - Digging In - Rooted Wealth Advisors 10:47

2M ago10:47

10:47

In this episode of Digging In, host John Savarino sits down with Jason Thiele, Rooted’s Lead Planning Specialist, to explore the difference between the retirement many people think they want and the one they actually need. Jason dives into: -Why successful retirement is about more than just a number in the bank -The difference between a stressful r…

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How to Scale an Advisory Practice Part 3: Creating a Referrable Experience 18:13

2M ago18:13

18:13

This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall continue the discussion around building a scalable and right-sized business. Today’s discussion centers on helping financial advisors attract their ideal clients by overcoming a common challenge — working with too many non-ideal clients that limit growth and service qual…

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Stop Ending the Day Exhausted: A Playbook for Peak Performance 17:45

2M ago17:45

17:45

Ever finish a day full of meetings or creative work and feel wiped out, even when you love what you do? James did too, until one image changed how he looked at energy forever. After seeing a scan of a “brain on meetings,” he realized the problem wasn’t the work itself, it was the lack of recovery between high-focus efforts. That insight led him to …

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Bart Wilson — Rethinking Wealth: The Moral Roots of Prosperity 36:41

2M ago36:41

36:41

Episode Summary In this episode of Mindful Money, I talk with Bart Wilson about the often-overlooked moral dimension of economics. We explore Adam Smith’s forgotten insights on justice and beneficence, how values shape innovation and prosperity, and why genuine wealth is created through collaboration—not extraction. It’s a thoughtful, hopeful conve…

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Markets and Mustaches PT. 2 - Digging In - Rooted Wealth Advisors 16:47

2M ago16:47

16:47

Markets at record highs. Tariffs back in the headlines. Bonds sending mixed signals. In this episode of Digging In, host John Savarino sits down with Andrew Lee, Rooted’s Planning & Trading Advisor, to unpack what it all means—especially as we enter the critical final months of 2025. They dig into: -Why “all-time highs” can be both a green light an…

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How to Scale an Advisory Practice Part 2: More Value, Fewer Clients with Jon Randall 23:02

2M ago23:02

23:02

By Jonathan Kuttin

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How to Quickly Communicate the Real Value of Your Advice 25:05

2M ago25:05

25:05

Advisors often stumble when they try to prove their worth by listing services. Tax planning, investments, estate documents... it can feel like noise to a prospect who just hears “another $27,000 a year.” What really moves the needle is helping clients connect their unspoken fears and goals to the value you deliver. The truth is, the skills that got…

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Navigating Politics and Portfolios: Separating Financial Decisions from Election Fears 32:33

2M ago32:33

32:33

In this episode of Mindful Money, we break down the emotional reactions to elections and why we should separate politics from our portfolios. As election-driven fear and speculation rise, it’s important to understand why making investment decisions based on political headlines is a mistake. Markets react to policies, not personalities, and long-ter…

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How to Scale an Advisory Practice Part 1: The True Cost of Serving Every Client with Jon Randall 15:56

3M ago15:56

15:56

This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall discussed the challenges financial advisors face in managing and segmenting clients—especially the risks of carrying too many low-value relationships. They explained that solo advisors should aim to serve about 150 clients, while team leaders should keep caseloads closer…

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Frame It Right: A Simple Shift That Changes Client Behavior 11:58

3M ago11:58

11:58

Have you ever had a client who was financially ready to retire but just couldn't pull the trigger? They keep working, chasing one more bonus, one more year of 401(k) contributions, watching their financial projections climb higher while their actual life satisfaction stagnates. Listen as James unpacks what makes someone financially ready to retire,…

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Breaking Free: Smart Debt Elimination Strategies 13:16

3M ago13:16

13:16

What Are Smart Ways To Pay Off All Your Debts? Feeling crushed under the weight of debt? You're not alone. The burden of financial obligations keeps countless Americans awake at night, affecting everything from their mental health to their family relationships. But there's a path forward that combines practical wisdom with spiritual guidance. In th…

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Life Insurance: Calculating What You Need with Cody Stansell 11:42

3M ago11:42

11:42

How Much Life Insurance Do I Need? Death and taxes may be inevitable but understanding exactly how much life insurance you need doesn't have to be complicated. In this eye-opening episode, Senior Wealth Advisor Cody Stansell cuts through the confusion to reveal a refreshingly practical approach to life insurance. Most people have been sold the idea…

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Lessons From Scaling a Remote Wealth Management Organization with Jon Kuttin 19:29

3M ago19:29

19:29

We’re back with another episode of Quantum Growth for Financial Advisors with Jon Kuttin. This week, we share some leadership insights from Jon from one of his past coaching sessions with top advisors around the country. Jon has rapidly scaled his wealth management practice remotely post COVID and shares some valuable insights with the group on how…

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Getting Clients to Open Up: A Framework for Financial Advisors 24:09

3M ago24:09

24:09

Advisors often face a gap between what clients ask for and what they truly need. Retirement projections and tax strategies are important, but beneath them is a deeper desire for clarity, purpose, and a meaningful life. In this episode of Root Ready, James shares a framework that builds trust and guides conversations beyond the numbers. Research sho…

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Embracing the Messy Creative Process (I'm baaaaack!) 8:33

4M ago8:33

8:33

In this reawakening of Creational Musings, Ash returns after a year away to share what’s been stirring beneath the surface: the messy, uncontrollable, and miraculous process of creation. From ancestral healing to feminine reclamation, her journey has now arrived at a threshold — a complete overhaul of the old operating system of pressure and contro…

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The Square Root Effect with Jon Kuttin 19:40

4M ago19:40

19:40

We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. This week, Jon reflects on insights from KWM’s first national conference and breaks down the three key phases of business growth: Early Stage – driving initial sales to reach the first million. Scaling Up – building processes and systems that create lever…

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The #1 Way to Be a Standout Team Member 25:44

4M ago25:44

25:44

Becoming an extraordinary financial advisor takes more than technical skill—it requires mastering teamwork. This episode breaks down the five pillars of collaboration: trust, listening, influence, respect, and care. These qualities shape how you show up for colleagues and clients and determine the impact you make as a team member. Strategies for re…

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Lifetime Tax Strategy: Minimizing Your Financial Burden 13:06

4M ago13:06

13:06

Tax Planning 101: Strategies For Today And In The Future? Minimizing your tax burden requires more than just annual filing strategies—it demands a lifetime perspective on wealth management. In today's riveting discussion, we dive deep into the world of comprehensive tax planning that most financial advisors and CPAs simply don't address. The concep…

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Life Insurance Uncovered: What You Need to Know with Jake Lehnerr - Digging In - Rooted Wealth Advisors 25:20

4M ago25:20

25:20

In this episode of Digging In, host John Savarino is joined by Jake Lehnerr, VP of Life Insurance at Advisors Excel, for a deep dive into one of the most misunderstood areas of financial planning: life insurance. Together, they break down: 🛡️ The different types of life insurance—and what they’re really for 🔍 Common misconceptions and mistakes to a…

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Finding Your Financial Match: How to Choose the Right Advisor for Your Values 13:03

4M ago13:03

13:03

What Does It Mean To Have A Fiduciary Financial Advisor, And Why Is It Important? Finding the right financial advisor isn't just about credentials—it's about connection, compatibility, and comprehensive expertise that aligns with your unique needs. Cody Stansell, CFP and Senior Wealth Advisor at Stansell Wealth Planning, breaks down the essential q…

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From Appeasement to Alignment: Leading for Real Results with Jon Kuttin 24:59

4M ago24:59

24:59

We’re back with another episode of Quantum Growth for Financial Advisors with Jon Kuttin. This week, Jon asks you to assess your leadership style: are your people partners—or just producers? He breaks down three archetypes—command-and-control, appeasement, and vision-based leadership—and explains why only a vision-led, servant approach truly scales…

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Why You Feel Busy But Get Nothing Done 20:47

4M 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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Planning, Purpose, and Growth - Digging In - Rooted Wealth Advisors 11:09

4M 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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How Great Advisors Help Clients Face the Fear of Retirement 25:08

5M 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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Balancing Your 401k: Smart Retirement Savings for Every Age 13:06

5M 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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Discipline, Drive and the Relentless Edge with Jon Kuttin 23:43

5M ago23:43

23:43

We're back with another episode of Quantum Growth for Financial Advisors! In this episode, Jon Kuttin unpacks the mindset and habits that drive high-performing financial advisors toward lasting personal and professional growth. Drawing from influential books like Relentless, Atomic Habits, and Mindset, Jon shares how mastering self-talk and integra…

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

5M 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

5M 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 Stansell Wealth Planning, pulls back the curtain on how Christian-based financial planning differs from conventional approaches in…

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

5M 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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Personality in Motion: Roan Cannon Answers It All - Digging In - Rooted Wealth Advisors 17:49

5M 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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From Self-Talk to Self-Leadership: Rewiring Your Mind for Change with Jon Kuttin 17:39

5M ago17:39

17:39

We're back with another episode of Quantum Growth for Financial Advisors! This week, host Jon Kuttin dives into the critical topic of self-leadership and personal development—essential skills for any financial advisor looking to grow both professionally and personally. In this episode, Jon explores the 10-20-70 model of adult learning, emphasizing …

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

6M 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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The Essential Blueprint: Financial Building Blocks for a Prosperous Future 12:55

6M ago12:55

12:55

The Building Blocks To Everyone’s Finances – What Should I Be Focused On? In this episode of the Stansell 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 (under…

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

6M 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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Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2 29:40

6M ago29:40

29:40

This Week on Quantum Growth for Financial Advisors we are back with Part 2 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. T…

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

6M 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…