Permission to Spend - Digging In - Rooted Wealth Advisors
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In this episode of Digging In, John Savarino and Jason Thiele explore what happens when the habits that helped you build wealth start getting in the way of enjoying it.
After decades of saving, achieving, and chasing the next financial milestone, shifting into a spending mindset can be harder than expected.
They discuss why success has to be personally defined, how to determine what “enough” looks like for you, and how a clear financial roadmap can turn uncertainty into confidence—giving you permission to spend, enjoy what you’ve built, and make retirement about more than having the biggest account.
👉 If you’ve spent your whole life saving but aren’t sure when it’s okay to start enjoying what you’ve built, let’s do the math together. Schedule a free visit with our team to define what “enough” looks like for you and build a roadmap that gives you confidence to spend with purpose. Give us a ring at (866) 766-8332.
Visit our website: https://www.rootedretirement.com
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Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.
This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.