Best Rooted Wealth Advisors Podcasts (2025)

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How Survival Mode Sabotages Your Business 29:40

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3h ago29:40

29:40

You can make millions and still be stuck in survival mode. If your nervous system only feels safe when you’re scrambling, if peace makes you panic, or if your income always snaps back to “just enough,” it’s not a mindset issue. It’s a pattern. I’m showing you how survival mode shows up in your thoughts, your emotions, your body, and your energy. We…

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

2h 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

3h 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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Decision Points E71 - The Future is Precious: Gold, Market Cycles, and Smart Strategy with Tarek Saab 49:45

2h ago49:45

49:45

For Tarek Saab, gold isn’t just a commodity - it’s a story of timing, innovation, and conviction. In this episode of Decision Points, Tarek Saab - President and Co-Founder of Texas Precious Metals - joins our hosts to share how he helped build one of the largest physical precious metals businesses in the world. From his early days at Texas Instrume…

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What If You Don’t Actually Fear Success 21:14

1h ago21:14

21:14

A lot of people say they fear success. But when I hear that, my spidey senses go off. Because usually, it’s not success they’re afraid of. It’s something else entirely. In this episode, I’m breaking down the real root behind the fear of success and why it often comes back to responsibility. I’ll show you how this shows up in delegation, emotional l…

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

2d 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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Decision Points E70 - From Brownwood Roots to Boardroom Leadership: A Life of Purpose, Persistence, and Investment with John Harkey 56:43

2h ago56:43

56:43

John Harkey doesn’t just invest in businesses - he invests in people, purpose, and long-term impact. In this episode of Decision Points, John Harkey - entrepreneur, investor, and advocate for education - joins our hosts to share the pivotal moments that shaped his life and career. From humble beginnings in Brownwood, Texas, to navigating Stanford’s…

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The Real Roots of Your Self-Sabotage 27:25

11d ago27:25

27:25

Self-sabotage isn’t a mindset problem. It’s a self-protection pattern, and it runs deeper than most people think. I’m breaking down how your mental, emotional, and physical systems each react to growth, and why feeling stuck is often a sign that your nervous system doesn’t feel safe. You’ll learn how to identify the real root of resistance so you c…

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

5d 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

14d 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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When Survival Mechanisms Hijack Your Business 13:07

12d ago13:07

13:07

You know what to do, but you're still not doing it. That’s not self-sabotage; that’s survival mechanisms showing up to keep you "safe". In this episode, I’m breaking down what survival mechanisms actually are, how they form, and why they’re the real reason you keep getting in your own way. These patterns show up when you're scaling, stretching, or …

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Decision Points E69 - Reinventing Bus Travel with Vonlane: Luxury, Innovation, and the Road Ahead with Alex Danza 59:10

22d ago59:10

59:10

When most people think of buses, they don’t think luxury. Alex Danza set out to change that. In this episode of Decision Points, Alex Danza, founder and CEO of Vonlane, tells one of the most surprising success stories in transportation. Described as an “airline on the ground,” Vonlane has redefined regional travel by offering first-class bus servic…

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

25d 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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Fear of Feeling Is Costing You Money 17:40

24d ago17:40

17:40

There’s a cost to avoiding your emotions, and for most entrepreneurs, that cost shows up in their bank accounts. In this episode, I’m breaking down what really happens when we fear our own feelings. I’m showing you the unconscious ways we repress, react to, or mentally bypass emotional charge, and how those patterns quietly stall business growth. T…

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The Square Root Effect with Jon Kuttin 19:40

20d 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

20d 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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Decision Points E68 - From M&A Advisor to Entrepreneur: Building Trindero with Purpose with George Coultress 49:10

21d ago49:10

49:10

George Coultress spent years helping others navigate business transitions. Now he’s building his own. In this episode of Decision Points, George Coultress, co-founder of Trindero, unpacks what it really takes to move from M&A advisor to entrepreneur. What begins as a discussion about strategy and structure quickly becomes a deeper reflection on lea…

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Lifetime Tax Strategy: Minimizing Your Financial Burden 13:06

1M 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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What Does It Take to Have a Multimillion Dollar Business Model? 20:36

1M ago20:36

20:36

A seven-figure business doesn’t come from grinding harder. It comes from choosing a business model that actually works for your life, your body, and your energy. In this episode, I’m breaking down exactly what that looks like for service-based women who want to scale without burning out. We’re talking leveraged offers, premium pricing, customer jou…

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

1M 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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Decision Points E67 - Redefining the CPA Firm: People-First Leadership and Strategic Growth with Teryn Grater 50:57

28d ago50:57

50:57

Teryn Grater never set out to build just another accounting firm. As a CPA and partner at ATKG Advisors in San Antonio, she helped lead a cultural transformation that turned a team of seven into a thriving 170-person firm - by flipping the traditional CPA model on its head. In this episode of Decision Points, Teryn shares how a relentless focus on …

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

1M 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 Steadfast Wealth Planning, breaks down the essential …

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Emotional Range Makes You Unstoppable in Business 21:51

1M ago21:51

21:51

If you're scaling and keep hitting the same wall, it’s probably not strategy; it’s sensation. In this episode, I’m breaking down what emotional range really is, why it matters so much in business, and how the fear of feeling is one of the most overlooked causes of self-sabotage. I’m showing you how resistance actually protects you from what you don…

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

1M 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

1M 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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You Need Self-Trust for a Quantum Leap 12:17

1M ago12:17

12:17

When self-trust is shaky, we try to control everything: outcomes, other people, the how. And that control is a massive power leak. In this final episode of the quantum series, I’m breaking down the four layers of trust that support real transformation: trust between your mind and body, emotional safety, intuitive clarity, and trust in life itself. …

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

2M 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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The Real Toolkit for a Feminine Quantum Leap 22:17

2M ago22:17

22:17

If you’ve been chasing success the masculine way, pushing, grinding, relying on logic, this episode will shift everything. I’m walking you through the real quantum toolkit for women, and it’s not just mindset. You need your heart, your body, your intuition, and your nervous system on board. I’ll show you how we self-betray, why burnout keeps showin…

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

2M 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

2M 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

2M 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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The Jedi Mind Trick for Quantum Leaps 16:49

2M ago16:49

16:49

If your mind freezes every time you try to think bigger, this episode is for you. I’m showing you why exponential growth actually requires less strategic thinking, not more. You’ll hear why most people get stuck trying to figure out the “how” too early, and the powerful mental shift that frees you up to move fast. This is the Jedi mind trick I give…

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

2M 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

2M 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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Raising Your Awareness and Vibration for a Quantum Leap 8:06

2M ago8:06

8:06

You can’t leap into a new reality if your body doesn’t feel safe there. In this episode, I’m showing you how awareness, vibration, and embodiment all work together to make a quantum leap possible. Most of what we’re taught about consciousness and manifesting is hyper-masculine. I’ll break down why that doesn’t work for most women past a certain lev…

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

2M 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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The Truth About Quantum Leaps 30:40

2M ago30:40

30:40

Quantum leaps sound exciting. But most of what you’ve heard about them skips the hard part. In this episode, I’m breaking down what a quantum leap really is, how it actually happens, and why it can feel like your life is falling apart right before it clicks into place. I’ll show you the process, the five biggest challenges that come with it, and wh…

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

3M 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

3M 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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Planning a Trip Without Blowing Your Wallet 8:55

3M ago8:55

8:55

Vacation debt doesn’t usually come from wild spending. It comes from poor planning. In this episode, I’m walking you through how to think ahead, set real expectations, and avoid blowing your budget without even realizing it. I’ll break down the common expenses people miss, how I personally plan my travel, and the difference between money-limited an…

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

3M 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

3M 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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How to Spot and Drop Sneaky Money Judgments 46:49

3M ago46:49

46:49

Judgment cuts off power. It clutters your emotional body. And it will quietly kill your ability to take bold, aligned action. In this episode, I’m showing you how judgment operates in your psyche, how it keeps you “safe” but stuck, and why it directly impacts your ability to make and hold more money. We’ll look at identity-level blocks, emotional h…

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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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…