Best Rooted Wealth Advisors Podcasts (2025)

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

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9d 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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Premium Pricing Requires a Premium Mindset 15:47

1d ago15:47

15:47

You didn’t start this business to hustle nonstop and justify your rates to people who don’t get it. You’re here to do work that’s deeply valuable, make serious money doing it, and still have time for the life you actually want. That means charging premium prices. And that starts with how you think. In this episode, I’m walking you through five mind…

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Take Your Dream Out of the Drawer: Powerful Perspective with Author Jennifer Bosma 54:26

1d ago54:26

54:26

Join host Anna McLaughlin in this inspiring conversation with Jennifer Bosma, author, podcaster, and former educator, who radiates joy and encouragement. Jennifer shares her powerful journey of pursuing God-given dreams despite delays, rejections, and life's busy seasons. From waiting 26 years to publish her first children's book to stepping into m…

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Decision Points E75 – From Mexico to Harvard: Entrepreneurship, Fear, and Growth with Fernando De Leon 54:08

4d ago54:08

54:08

Fernando De Leon’s life is proof that crossing borders—both literal and figurative—can shape a unique vision for business and leadership. From growing up in Mexico and commuting daily to school in the U.S., to attending Harvard on scholarship and starting his career at Goldman Sachs, Fernando’s path has been defined by contrasts, ambition, and resi…

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

8d 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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Charge Premium Prices by Getting Specific 8:40

8d ago8:40

8:40

If you’re avoiding a niche because you don’t want to exclude anyone, you’re also excluding yourself from premium pricing. I’m breaking down why vague offers cost more time and energy, and how getting specific actually makes your business easier and more profitable. I’ll show you how clarity around your audience unlocks better marketing, easier refe…

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Your One Wild, Precious Life 49:04

8d ago49:04

49:04

In the wake of tragedy and loss, how do we move forward with purpose? This episode explores the profound gift of individual life and calling, especially during seasons of uncertainty and grief. Anna reflects on the recent assassination of Charlie Kirk and wrestles with questions of impact, comparison, and faithful stewardship. Through the lens of M…

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Decision Points E74 – Automating the Future: AI, Analytics, and Entrepreneurship with Eric Soden 53:01

11d ago53:01

53:01

By True North Advisors

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

11d ago23:02

23:02

By Jonathan Kuttin

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Decision Points E24: Craig Stamm's Tactical Approach to Entrepreneurship and Cybersecurity 1:00:53

14d ago1:00:53

1:00:53

In this episode of "Decision Points," we're joined by Craig Stamm, CEO of Zystan, a leader in the cybersecurity industry. Craig takes us on a journey from his early days as a military history enthusiast to his initial steps in finance, and eventually, his rise as a successful entrepreneur. His story is a masterclass in perseverance, showcasing the …

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How to Align Your Business With Your Goals and Clients' Needs 19:43

15d ago19:43

19:43

Too many businesses are built to serve the client but burn out the owner, or they serve the owner but flop with buyers. In this episode, I’m breaking down what real alignment looks like when you're building or scaling a business. I’m walking you through two angles you have to consider: how your business supports your life, and how it delivers resul…

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Reconstructing Our Relationship to Wealth: Conversation with Financial Advisor Matt Morizio 1:12:58

15d ago1:12:58

1:12:58

In this powerful episode, Anna sits down with Matt Morizio, a financial advisor, entrepreneur, father of seven, and former professional athlete who launched his own wealth management firm at age 40. Matt shares his transformative journey from living in financial fear to discovering true stewardship through faith. This conversation breaks down the t…

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

16d 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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Decision Points E73 – Whiskey with a Texas Soul: Building Still Austin with Chris Seals 55:26

18d ago55:26

55:26

Chris Seals didn’t set out to run a distillery—he set out to spend time with his dad. What began as a father-son exploration quickly turned into one of Texas’s boldest whiskey ventures. In this episode of Decision Points, Chris Seals, co-founder and CEO of Still Austin Whiskey Company, shares how curiosity, authenticity, and timing transformed a fa…

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

18d 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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Stop Self-Betrayal, Start Self-Trust 18:54

22d ago18:54

18:54

Self-sabotage doesn’t start with fear or failure. It starts with self-betrayal. In this episode, I’m breaking down the physical, emotional, and mental ways we erode self-trust, and how to actually build it back. Because if you don’t trust yourself to take care of your body, process your emotions, or follow through on your word, it’s nearly impossib…

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The Secret to Success ... 33:18

22d ago33:18

33:18

In this solo episode, Anna McLaughlin explores what true success looks like through a Christian lens, drawing insights from Malcolm Gladwell's "Outliers" to examine how opportunity and faithfulness intersect in our spiritual journey. She challenges the common narrative that success comes from innate talent alone, revealing how both divine opportuni…

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Decision Points E72 – Redefining Senior Care: Personalized Service and Family Values with Brian Levy 28:28

25d ago28:28

28:28

For Brian Levy, the path to elder care wasn’t linear. With a degree in psychology and a career that began in advertising, he eventually found his calling in a space that touches every family at some point: caring for seniors with dignity, trust, and compassion. In this episode of Decision Points, Brian shares how Cambridge Caregivers and Manchester…

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

25d 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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Why Survival Mode Sabotages Your Business 29:40

29d 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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The Power of Presence: Navigating Your Child's Mental Health Struggles with Jennifer Robb 46:37

29d ago46:37

46:37

When your child is struggling with mental health challenges, the weight of worry and helplessness can feel overwhelming. In this powerful conversation, Anna McLaughlin sits down with Jen Robb, author of "Warrior Mom Rising," to discuss the raw realities of supporting a child through anxiety, depression, and self-harm. Jen shares her deeply personal…

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

1M 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

1M 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

1M 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

1M 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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Faithfulness Made Simple: How Building Great Habits Transforms Your Life & Impact 38:28

1M ago38:28

38:28

In this episode, Anna McLaughlin shares why she believes Atomic Habits by James Clear is the secular book every Christian needs in their arsenal. She breaks down how the principles in this book can help believers systematize faithful stewardship and actually create lasting change in their spiritual lives and daily habits. Anna explores the neurosci…

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

1M 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

1M 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

1M 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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Living Boldly: Stepping into Your Creativity with Author Cristi Slate 35:49

1M ago35:49

35:49

Join Anna McLaughlin as she reconnects with longtime friend Cristi Slate in this inspiring conversation about creativity, motherhood, and pursuing dreams at any stage of life. After 16 years of friendship, Cristi shares her transformative journey from participating in an "artist recovery program" to becoming a published author. Her story will encou…

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

1M 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

1M 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

2M 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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Laying Down "Perfect" 43:05

2M ago43:05

43:05

In this powerful episode of Overwhelmed to Overcomer, Anna McLaughlin tackles one of the biggest barriers to living a fruitful life: perfectionism. Inspired by a listener request, Anna unpacks the heavy burden of perfectionism and provides biblical insight into what Christ actually means when He calls us to be "perfect." Anna reveals how perfection…

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

2M 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

2M 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

2M 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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More than Diamonds: Owning Your Value - Interview with Mike Gutowski 57:33

2M ago57:33

57:33

In this inspiring and faith-filled episode, Anna McLaughlin sits down with Mike Gutowski—global executive recruiter, actor, ministry leader, and personal trainer—to explore how to live with bold faith, integrity, and purpose as God’s uniquely valuable creation. Mike shares remarkable stories from his life, including placing executives for Warren Bu…

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The Square Root Effect with Jon Kuttin 19:40

2M 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

2M 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

2M 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

2M 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

2M 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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Feeling Discouraged? Start Here... 29:26

2M ago29:26

29:26

Feeling discouraged? Stuck in a cycle of consuming without creating? In this heartfelt episode, Anna shares a profound piece of wisdom that came to her at just the right moment—a letter from her father written almost 30 years ago containing life-changing advice about recognizing and honoring our God-given gifts. Anna explores the balance between gi…

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

2M 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

2M 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

2M 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 …