Best Rooted Wealth Advisors Podcasts (2025)

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

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14d 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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From Main Street to Wall Street: Adam Grower on Building Capital Strategies 34:06

1d ago34:06

34:06

In this insightful conversation, Bruce sits down once again with Adam Gower—real estate syndication strategist and founder of GowerCrowd. Adam shares his deep expertise on modern capital-raising practices, from mastering general solicitation to building digital systems that drive scalable investor engagement. He explains how the 2012 JOBS Act resha…

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Skylar Romines: From Part-Time Assistant to National Construction Liability Advisor 22:16

2d ago22:16

22:16

From folding clothes at Nordstrom to advising real estate developers on multimillion-dollar insurance programs—Skylar Romines has had one incredible journey. In this episode, Bruce sits down with Skylar to hear how she unintentionally fell into the world of insurance and eventually launched her own firm, ATW Advisors. Skylar shares how a “temporary…

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Father-Daughter Force: Jeff Schween & Kelsey McCaffrey on Santa Rosa Real Estate Excellence 30:25

5d ago30:25

30:25

In this engaging episode of SF Commercial Property Conversations with Bruce Bean, we sit down with Jeff Schween and his daughter Kelsey McCaffrey to talk shop—and legacy. Jeff brings over 35 years of real estate experience in Santa Rosa, including deep involvement in the post-2017 Tubbs Fire rebuild. Kelsey, a former educator and school principal, …

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Gabriel Galiothe: From Fresno Roots to East Bay Multifamily Success 21:38

6d ago21:38

21:38

In this episode of SF Commercial Property Conversations, host Bruce Bean sits down with East Bay real estate expert Gabriel Galiothe to dive into the current state of Oakland’s multifamily market. Gabe shares how he got his start in real estate after studying urban land development at Fresno State and how his journey led him to become a key player …

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Market Crosswinds: Kamyar Rezaie Discusses Rates, Geopolitics & Government Turmoil 13:16

7d ago13:16

13:16

Kamyar Rezaie joins Bruce for a timely update on the lending landscape. With interest rates showing some signs of retreat and banks eager to lend, Kamyar shares how borrowers with strong reserves are securing attractive financing terms. He also dives into the dynamics of construction lending, noting a shift toward bridge and hard money loans as tra…

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Steven Bloom: Reinventing Real Estate Media with RenTV.com 29:14

8d ago29:14

29:14

In this episode of SF Commercial Property Conversations, host Bruce Bean chats with Steven Bloom, founder of Rent TV, a web-based media platform for commercial real estate professionals. From his early days working on developments in New York City to launching a video-first CRE media company in Southern California, Steven shares his incredible jour…

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From Selling Mountain Homes to Managing Portfolios: The J. Hickingbotham Story 18:42

9d ago18:42

18:42

J. Hickingbotham joins Bruce Bean to share his unique journey from growing up in Menlo Park to selling real estate in Lake Tahoe, and ultimately managing a 400-unit portfolio with properties across Oakland, Reno, and beyond. With deep roots in the industry and hands-on experience in both brokerage and property management, Jay offers real insights i…

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From Wall Street to Workforce: Ryan Sudeck’s Journey in Real Estate Innovation 29:19

12d ago29:19

29:19

In this episode, Bruce Bean sits down with Ryan Sudeck, whose journey spans from Stanford rower to Wall Street dealmaker, to real estate innovator leading one of the most exciting strategies in the market: converting underused hotels into affordable workforce housing. Ryan shares how his passion for real estate started with buying small multifamily…

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Why Healing Your Inner Wounds Changes Your Finances 37:44

13d 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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From Bud to Buildings: Jason Piazza’s WeCann Journey 29:23

13d ago29:23

29:23

In this engaging episode, Bruce Bean sits down with Jason Piazza—co-founder of WeCann and longtime commercial real estate agent based in Orange County—to explore the intersection of cannabis and commercial property. Jason shares how his upbringing shaped his views on cannabis, what led him to pivot from generalist real estate work into the cannabis…

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From the Heart of the Bay: Anthony Shell’s Journey Through Real Estate and Community 36:45

14d ago36:45

36:45

In this episode of SF Commercial Property Conversations with Bruce Bean, we sit down with Anthony Shell, a seasoned commercial real estate broker who has carved a unique path in the Bay Area market. Anthony opens up about how his older brother inspired his career, his early days at Cushman & Wakefield, and his transition to leadership roles at Avis…

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

14d 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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David Berneman: How Urban Planning Sparked a Career in Real Estate Management 22:00

15d ago22:00

22:00

In this episode, Bruce sits down with David Berneman, the founder and CEO of Golden Bee Properties, a Los Angeles-based real estate investment and management firm. David shares his journey from urban planning and environmental science to managing over 1,500 multifamily units. You’ll hear how a childhood spent tagging along with his parents on maint…

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From Numbers to Networks: Patrick Butler’s Kimley-Horn Journey 16:06

16d ago16:06

16:06

In this episode, Bruce Bean talks with Patrick Butler, a civil engineer with Kimley-Horn, about his journey from aviation projects to becoming a key player in the data center development boom. Patrick shares how he helps clients vet sites, navigate zoning hurdles, assess infrastructure, and even plan for unique utilities like water and power usage.…

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

19d 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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From NorCal Beginnings to Bay Area Brokerage Mastery: Dante Giacomini 22:00

19d ago22:00

22:00

In this candid and compelling episode, Bruce Bean sits down with commercial real estate broker Dante Giacomini, who shares his unique journey from UC Santa Cruz political studies to becoming a high-performing agent in the Bay Area's competitive CRE landscape. Dante’s story begins with hands-on construction jobs and unpaid internships and quickly ev…

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Heath Binder: Building Investor Confidence at LBX 37:45

20d ago37:45

37:45

In this episode of SF Commercial Property Conversations with Bruce Bean, we dive deep into the world of retail real estate with Heath Binder of LBX Investments. From a post-9/11 pivot in New York to a strategic career in investor relations, Heath shares how his early experiences in brokerage, research, and crowdfunding shaped his unique skillset in…

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From Nike and JLL to Rebix: Jacob Bates’ Vision for the Future of Workspaces 25:06

21d ago25:06

25:06

What does the future of commercial workspaces look like? In this episode of SF Commercial Property Conversations with Bruce Bean, we dive into that very question with Jacob Bates, a global real estate veteran turned co-working innovator. From Salt Lake City to San Diego, Jacob’s journey includes major stints with Nike and JLL before launching Rubix…

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

22d 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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"Scraps Build A Pile" - Patty McGuigan Memoir Forging a Path to Silicon Valley CRE 41:35

22d ago41:35

41:35

In this lively and inspiring episode of SF Commercial Property Conversations with Bruce Bean, we welcome back the legendary Patty McGuigan. This time, we’re not just talking real estate—we’re talking legacy. Patty takes us behind the scenes of her memoir Scraps Build a Pile, a collection of stories tracing her unlikely, unforgettable path through t…

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From CRE Tech to CRE Mastery: The John Gessford Journey 22:07

23d ago22:07

22:07

In this episode of SF Commercial Property Conversations with Bruce Bean, we sit down with John Gessford—a seasoned broker and the tech mind behind CREOP. From launching his career at CBRE to creating a powerful AI-driven tool that simplifies Offering Memorandum (OM) creation, John shares his unique journey that blends commercial brokerage with inno…

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John Protopappas: Building a Value-Add Portfolio from the Ground Up 23:34

26d ago23:34

23:34

In this episode, Bruce Bean sits down with John Protopappas, one of Oakland’s most prolific real estate developers, to unpack a 40-year journey in value-add multifamily development and adaptive reuse. John shares how a single fourplex in East Oakland launched what would become a $750 million real estate portfolio across multiple U.S. markets. He wa…

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James Chung: Maverick Surfer, Retail Visionary 35:43

27d ago35:43

35:43

In this episode of SF Commercial Property Conversations with Bruce Bean, Bruce sits down with James Chung, a seasoned retail broker and founder of The Econic Company. From hitchhiking to Newport Beach to surf as a teen to navigating the ever-evolving world of commercial real estate, James shares how his journey from Tallahassee to the Bay Area shap…

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

28d 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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From International Roots to Local Impact: Marc Lipsett at Walker Realty Capital 28:39

28d ago28:39

28:39

In this episode, Bruce Bean sits down with Marc Lipsett of Walker Realty Capital to explore a truly unique career path in commercial real estate. Born and raised in San Francisco, Marc shares how his career started in post-Soviet Russia and led to a long-term impact on the Bay Area’s real estate lending scene. They talk about the evolution of lendi…

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

28d 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 Idaho Roots to National Reach: Mitchel Rice and Elkhorn Capital Partners 25:02

29d ago25:02

25:02

In this episode of SF Commercial Property Conversations with Bruce Bean, we sit down with Mitchell Rice, founder of Elkhorn Capital Partners, whose journey from a small town in Idaho to overseeing multimillion-dollar real estate ventures is nothing short of inspiring. Mitchell shares how his early exposure to real estate through his father's side p…

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From California Dreams to New York Deals: Zachary Streit’s $5 Billion Ride 19:56

1M ago19:56

19:56

From LA to NYC and back again—Zachary Streit has navigated both coasts and the commercial real estate world with precision and passion. In this episode, Zack shares his unconventional journey, his insights on today’s lending environment, and the bold moves that led him to launch his own firm, Priority Capital Advisory. What you'll learn in this epi…

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Michael Ryan: From Wrecking Yard Grit to Real Estate Growth 26:43

1M ago26:43

26:43

In this lively episode, Michael Ryan shares the incredible and winding path that brought him from turning wrenches in Alaska to navigating the complexities of commercial real estate and mortgage consulting in California. Raised in the Santa Cruz Mountains and seasoned by hands-on trades like construction and automotive repair, Michael’s early exper…

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Markus Shayeb: From Hotels to High-Rises – Leading TRI Commercial in San Francisco 24:46

1M ago24:46

24:46

In this episode of SF Commercial Property Conversations, host Bruce Bean sits down with Marcus Shayeb, Managing Director at TRI Commercial in San Francisco, to dive deep into the evolution of the city’s commercial real estate market—and Marcus’s unique global journey to it. From his early career in hospitality spanning Bermuda and the Caribbean to …

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From Hats to High-Rises: David Schmidt’s CRE Success Story 36:24

1M ago36:24

36:24

In this lively and insightful conversation, David Schmidt shares how he pivoted from a career in the Western wear industry to becoming a pioneer in tenant representation in Dallas during the 1980s CRE boom. With decades of experience, David brings deep wisdom on market cycles, investment strategies, and the evolving state of commercial real estate,…

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Tiffany Felix: Running Fast, Managing Risk, and Building Wholist Soul 20:33

1M ago20:33

20:33

Tiffany Felix is no stranger to leadership, purpose, or passion. In this powerful conversation with Bruce Bean, Tiffany shares her journey from corporate executive to community-focused founder. As the former SVP of Global Environmental Health and Safety at Paramount Global, Tiffany used her career to champion people, compliance, and culture. Today,…

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Kristina Chang: Investing, Innovating, and Leading at Westlake Realty Group 14:01

1M ago14:01

14:01

In this episode of SF Commercial Property Conversations with Bruce Bean, Kristina Chang of Westlake Realty Group shares how she’s modernizing and expanding a family business with deep roots in the Bay Area. Kristina walks us through the firm’s journey from legacy holdings to institutional-grade operations and innovative investment strategies. She d…

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The Nice Agent: Carl Christian on Kindness, Culture, and Closing Deals 22:35

1M ago22:35

22:35

In this inspiring episode of SF Commercial Property Conversations, Bruce Bean chats with Carl Christian—better known as The Nice Agent. Carl shares how a tragic loss in Haiti led to a fresh start in Florida and a successful 23-year journey in real estate. From humble beginnings with no money or car to running a thriving real estate company with ove…

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

1M 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

1M 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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Lower Rates, New Opportunities: Paul Glover’s Insurance Insights 16:13

1M ago16:13

16:13

In this episode, Paul Glover shares his journey from Hartford, Connecticut, to becoming a trusted insurance advisor for commercial real estate owners in San Francisco. He breaks down the improving state of the commercial property insurance market, explaining how favorable underwriting results and increased capital from global markets are driving do…

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

1M 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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From On-Field Discipline to Real Estate Dispositions – Paul (Coach) Frank’s Path 20:53

1M ago20:53

20:53

How does someone go from the football field to the frontlines of real estate development? In this episode, Bruce sits down with Paul “Coach” Frank, a lifelong coach turned commercial real estate pro. After COVID brought an abrupt end to his sports coaching career, Paul leveraged his passion for mentoring into a successful career mentoring agents, m…

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Marc Bryman: Tenant Representation from the Big Apple to Silicon Valley 16:10

2M ago16:10

16:10

What does it take to move from a budding acting career in New York City to becoming a trusted real estate advisor in Silicon Valley? In this episode of SF Commercial Property Conversations with Bruce Bean, guest Marc Bryman shares his journey from Broadway auditions to tenant representation in one of the most competitive real estate markets in the …

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From Sports Management to San Francisco Property Management – Dzintars Grinfelds’ Story 16:01

2M ago16:01

16:01

What do professional sports, property management, bowling, and international stamp collecting have in common? For Dzintars Grinfelds, they’re all part of one remarkable journey. In this episode of SF Commercial Property Conversations with Bruce Bean, Dzintars shares his unique path from working with the Golden State Warriors and San Francisco Giant…

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Ben Schuster: From Unhoused Youth to Comfort Communities Leader 26:43

2M ago26:43

26:43

Born and raised in San Diego, Ben Schuster shares his inspiring path from unstable beginnings to a successful career at BlackRock, and ultimately, his decision to join Comfort Capital. A chance meeting at a coffee shop led Ben to dive into the manufactured housing community space, and today he helps lead an organization focused on long-term investm…

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The Prague Classroom to Property Closings: Lisa Zahner’s Unexpected Journey 30:32

2M ago30:32

30:32

In this lively and insightful episode, Bruce Bean chats with Lisa Zahner about her unconventional journey into real estate. Starting with her time at Marquette University, a stint teaching English in Prague, and early entrepreneurial ventures in tech, Lisa shares how her path eventually led her to become a dynamic force in San Francisco's commercia…

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Building Managers, Not Just Structures – Cory ThomasFisk’s Mission with Construction Management Online 22:41

2M ago22:41

22:41

What does it really take to move from the jobsite to the boardroom? In this episode of SF Commercial Property Conversations with Bruce Bean, we sit down with Cory ThomasFisk, founder of Construction Management Online, to talk about her unique journey into construction management and her mission to train the next generation of leaders in the industr…

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Kaydoh’s Founder Michael Lam on the Power of Marketing Your Listings 22:26

2M ago22:26

22:26

In this episode of SF Commercial Property Conversations with Bruce Bean, Bruce sits down with Michael Lam, founder of Kaydoh, to explore how smart marketing can transform real estate success. Michael shares his journey from launching viral startups to creating Kaydoh, an invite-only marketing hub designed for real estate professionals. He explains …

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Quentin Karn: Creating Housing Solutions Where They’re Needed Most 17:36

2M ago17:36

17:36

In this episode of SF Commercial Property Conversations with Bruce Bean, Bruce sits down with Quentin Karn, a creative real estate developer making waves in Oakland. Quentin shares how his journey began with helping his dad renovate homes, and how that experience sparked a full-on dive into real estate development, including the transformation of a…

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Capital Ingenuity: How Kamyar Razaie Turns Data into Deals 16:59

2M ago16:59

16:59

In this episode of SF Commercial Property Conversations with Bruce Bean, we sit down with Kamyar K. Rezaie, founder of Wembleys Inc., to explore how he built a successful lending business that has weathered industry upheavals from the 2008 financial crisis to today’s shifting real estate landscape. Kamyar shares how his math and science background …