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In this episode of Digging In, host John Savarino sits down with Jovan Marshall, Client Communication Manager at Rooted Wealth Advisors, to talk about what it really means to leave a legacy.
Jovan shares why legacy isn’t just about money—it’s about the values you live by, the lessons you teach, and the communication you foster with your family. Together, they unpack the struggles many families face when money conversations are avoided, and how silence can lead to confusion or conflict later on.
They also discuss practical ways to start those important conversations about money and legacy without the awkwardness. Because at the end of the day, legacy is more than what you leave behind—it’s what you instill while you’re here.
📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.
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Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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86 episodes