Best Rooted Wealth Advisors Podcasts (2025)

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

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8d 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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Want to Be a Better Advisor? Learn to Frame Wealth the Right Way 26:30

16d 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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How Chris Piro Uses Fine Dining Pop-Ups to Fund Foster Dreams 35:23

1d ago35:23

35:23

Chef Chris Piro opens up about how his unconventional journey—from growing up in the foster care system to cooking in Michelin-starred kitchens—led him to launch Again., a fine dining pop-up with a mission. In this episode, Piro shares how 100% of ticket proceeds from his intimate tasting menus go directly toward The Again. Foundation, which provid…

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

2d 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

3d 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

4d 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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What Happens When a Finance Pro and a Chef Reimagine Italian Dining 40:04

9d ago40:04

40:04

What happens when a Goldman Sachs alum and a New Orleans-trained chef team up to launch a fine dining restaurant in Lexington, Kentucky? Meet Dallas Rose and Chef Alex Green of Mileta. In this episode, they share how they built a globally inspired, Italian-leaning concept rooted in Kentucky’s farming community, why they opened a no-menu tasting roo…

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Stewardship: Aligning Money with Christian Values 11:22

11d 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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64: Build Your Breakaway with Michaella Gallina (Lessons in Financial Independence and Fearless Reinvention from Wall Street to Life on Her Terms) 56:20

14d ago56:20

56:20

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

22d 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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Why Chef Chaz Brown Is Betting Big on Afro-Caribbean Food in D.C. 44:42

30d ago44:42

44:42

Chef Chaz Brown opens up about his journey from fine dining and reality TV to launching The Oxtail Exchange in D.C.—his most personal project yet. Blending two decades of experience with Caribbean roots and a clear mission, he shares why he’s done asking for permission to cook the food that defines him.…

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

30d 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

1M 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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Markets & Mustaches with Andrew Lee - Digging In - Rooted Wealth Advisors 16:30

1M 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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The Secrets of Seasonal Menu Transformation with Joel Reynders 40:55

1M ago40:55

40:55

Joel Reynders, the new VP of culinary and corporate executive chef at Another Broken Egg Cafe, shares his strategy for crafting daytime menus that balance creativity and consistency—and why operations and data play a key role in successful LTO development.By FSR magazine

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

1M 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

1M 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

1M 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

1M 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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Top Chef’s Rasika Venkatesa on Breaking the Mold While Honoring Her Roots 40:10

1M ago40:10

40:10

Rasika Venkatesa, a recent cheftestant on Season 21 of “Top Chef” and owner of progressive South Indian concept Mythily, chats with FSR editors about blending heritage with innovation, redefining Tamil cuisine through a modern lens, the emotional roots behind her pop-up’s storytelling, and what it means to lead with identity, intention, and bold cr…

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MythBusters: Independence Edition 38:37

1M 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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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) 58:43

2M ago58:43

58:43

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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Taking the Pulse of Culture and Wellness in Restaurants with Steve Palmer 42:09

2M ago42:09

42:09

The Indigo Road Hospitality Group Founder Steve Palmer joins FSR editors to talk about the current state of economics, labor, and mental health in the restaurant industry; the evolving definition of wellness in dining and hotels; and how positive leadership and gratefulness can shape a better culture and more sustainable future for hospitality.…

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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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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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How to Establish Your Restaurant Brand DNA with Joe Haubenhofer of The Plaid Penguin 44:57

2M ago44:57

44:57

Restaurateur and The Plaid Penguin owner Joe Haubenhofer chats about the hidden branding touchpoints that dramatically shape guest perceptions, the importance of prioritizing both your physical and digital branding, and tips for paying attention to the overlooked elements—from staff uniforms and napkins to bathroom designs.…

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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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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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Blending Identity and Innovation Behind the Bar 57:42

2M ago57:42

57:42

‘Best American Bartender’ Kevin Diedrich—owner of San Francisco staples Pacific Cocktail Haven and Kona’s Street Market—joins FSR associate editor Sam Danley for a conversation about identity, heritage, and innovation behind the bar. He shares how reconnecting with his Filipino roots has shaped his approach to bartending, how cultural storytelling …

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

2M 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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Landing the Retirement Plane: How to Avoid Common Withdrawal Mistakes 10:01

2M ago10:01

10:01

What Are The Biggest Mistakes People Make When Withdrawing From Retirement Accounts? How you withdraw from your retirement accounts is just as crucial as how much you save—possibly even more important. This fundamental truth sits at the heart of our latest conversation with Cody Stansell, who reveals why many retirees struggle despite substantial s…

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Mastering the Three-Legged Stool: Building Retirement Income That Lasts 10:23

2M ago10:23

10:23

How Do I Create A Retirement Income Plan That Lasts? Retirement planning goes far beyond simply saving money—it requires a strategic approach to creating sustainable income that lasts throughout your golden years. In this enlightening episode, Senior Wealth Advisor Cody Stansell breaks down the essential components of building retirement income tha…

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From the Roots up- the Growth of Rooted Wealth Advisors - Digging In - Rooted Wealth Advisors 17:27

2M ago17:27

17:27

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy. Every great company has a story, and in this special episode of Digging In, we sit down with Hilda Miranda, VP of Business Development, to reminisce about the early days of Rooted Wealth Advisors. Fro…

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Roth Conversions Done Right: What Great Advisors Know That Software Doesn’t 22:42

2M ago22:42

22:42

In this episode of Root Ready, James shares how advisors should think about Roth conversions—starting with the basics and not just relying on software. Software can help with numbers, but it can’t see the full picture. James explains why Root advisors use software as a tool, not the final answer. He talks through key things to consider before doing…

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What Operators Need to Know about the State of Eggs and Avian Influenza 20:52

2M ago20:52

20:52

Nate Hedtke, VP of innovation & customer engagement at the American Egg Board, walks listeners through the state of the avian influenza and its impact on eggs; what restaurant operators need to know to navigate this challenge; and some unique ideas for integrating eggs onto menus in later dayparts. Thank you to AEB for sponsoring this episode. To l…

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E96: Intimacy with Jesus in Hostile Territory with Carole Ward (Part 2) 54:32

2M ago54:32

54:32

What happens when we empty ourselves in full surrender to God? In Part Two of this powerful conversation, Eric Scovill and Carole Ward dive into the often-misunderstood discipline of fasting—not as a religious exercise, but as a gateway to deeper intimacy with God, sharper discernment, and breakthrough-level prayer. Carole, founder of Favor Interna…

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62: Roots to Resilience with Ali Schroer (A Psychotherapist, Mental Health Expert and Well-Being Advisor Discusses Slowing Down, Reconnecting, and Thriving in a Fast World) 54:17

3M ago54:17

54:17

Starring: Michael Newborn (⁠@michaelnewborn⁠) John Ballenger (⁠@john-ballenger53⁠) Guest: Ali Schroer https://www.linkedin.com/in/ali-schroer/ http://www.mentalscopeconsulting.com/ Network/Produced by: Seltzer Kings (⁠@seltzerkings⁠) (⁠seltzerkings.com⁠) Theme Music by ⁠Saint Josh⁠ Listen Here: Spotify: ⁠https://open.spotify.com/show/71Uji4fPLsnGEJ…

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How a Wealth Advisor Built a Thriving Restaurant Group 40:32

3M ago40:32

40:32

David Steele, founder of Flour + Water Hospitality Group and CEO of One Wealth Advisors, chats about bridging the worlds of finance and hospitality, building a mission-driven restaurant empire in San Francisco’s competitive market, and how creativity, community, and financial strategy all play a role in redefining what success looks like across mul…

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Weathering the Economic Winds: A Market Conversation with Tom Siomades - Digging In - Rooted Wealth Advisors 43:05

3M ago43:05

43:05

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, John sits down with Tom Siomades, Chief Investment Officer at Advisors Excel, for a timely conversation about the current state of the economy and what it means for your…

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E95: Intimacy with Jesus in Hostile Territory with Carole Ward (Part 1) 52:11

3M ago52:11

52:11

What happens when fear meets perfect love? In this unforgettable episode, Eric Scovill sits down with Carole Ward, a third-generation missionary who has spent over 20 years in some of Africa’s most dangerous regions—places most people would run from, not toward. But by the grace of God, Carole doesn’t flinch. With raw honesty and deep spiritual ins…

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Rooted in Relationship- Digging In - Rooted Wealth Advisors 10:08

3M ago10:08

10:08

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…

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Michelin-Starred Chef on What Culinary School Doesn’t Teach You 49:58

3M ago49:58

49:58

Michelin-starred chef Brandon Sharp shares how his fine-dining background—from The French Laundry to Solbar—shaped the trio of restaurants he now leads in Chapel Hill: Hawthorne & Wood, Bluebird, and the newest, Próximo. He talks about his unlikely path from philosophy major to executive chef, the vision behind his culturally distinct concepts, and…

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A Guide for Navigating Client Conversations When Markets Are Crazy 30:55

3M ago30:55

30:55

When market volatility strikes, emotions often run high. Clients nearing retirement may feel especially vulnerable, and traditional conversations around long-term investing can sometimes miss the mark. In this episode, James Conole, CFP®, shares a powerful framework for navigating emotional client conversations during turbulent markets. Drawing ins…

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The Psychology of Independence: When and Why Advisors Make the Move 31:48

3M ago31:48

31:48

In episode 9 of Thinking Independently, Conor Delaney and Nick LoPresti discuss the journey of financial advisors transitioning to independence. They explore the common characteristics of advisors who make this leap, the importance of understanding client experiences, and the balance between confidence and humility in leadership. The conversation e…

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E94: Giving Wisely and Obediently with Mike Childs 32:14

3M ago32:14

32:14

Is it truly better to give than to receive? …and what does listening to God have to do with it? Eric Scovill and Mike Childs dive into the heart of biblical stewardship, revealing how generosity can transform your life and finances. This episode offers a refreshing perspective on wealth management, encouraging listeners to embrace a heart of giving…

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Oakland Restaurateurs Paul Iglesias and Sophia Akbar on Food, Culture, and Community 1:02:07

3M ago1:02:07

1:02:07

Paul Iglesias and Sophia Akbar join FSR editors to talk about creating their Oakland restaurants—Colombian small plates concept Parche and the newly opened contemporary Afghan concept Jaji.By FSR magazine

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E93: Redefining Stewardship with Mike Childs 29:50

3M ago29:50

29:50

When financial advisor Mike Childs realized he was a “Christian advisor” but wasn’t necessarily giving Christian advice, everything changed. In this episode, Mike—CEO of CIG Financial Services—joins host Eric Scovill to challenge conventional thinking around money and invite believers to manage their resources through a biblical lens. No matter you…

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61: Cut Loose with Paul Kent (What a Wall Street executive learned by shedding identity, wealth, and limbs to discover what truly lasts) 1:01:53

3M ago1:01:53

1:01:53

Starring: Michael Newborn (@michaelnewborn) John Ballenger (@john-ballenger53) Guest: Paul Kent https://disabledlifealliance.com/ https://www.linkedin.com/in/pkpaulkent/ Network/Produced by: Seltzer Kings (@seltzerkings) (seltzerkings.com) Theme Music by Saint Josh Listen Here: Spotify: https://open.spotify.com/show/71Uji4fPLsnGEJjeAqomiJ?si=77e3d7…

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Case Study: A Junk Drawer of Investments - Digging In - Rooted Wealth Advisors 22:09

3M ago22:09

22:09

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 le…