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In this episode of Digging In, host John Savarino sits down with Joe Mateja to break down one of the biggest misconceptions in retirement planning: that it’s all about hitting a certain number.Instead, Joe explains why retirement is really about creating a reliable, sustainable income—and how the w…
In this episode of Digging In, host John Savarino is joined by Nick Barnes, Operations Specialist, to talk about what record-high markets really mean—and what they don’t.With headlines constantly pointing to new highs, many investors feel pressure to act. But Nick explains why reactive decisions of…
In this episode of Digging In, host John Savarino sits down with Sarah Viall-Lorand, Client Services Specialist, to explore the idea that retirement isn’t defined by a date—it’s defined by readiness.Get to know Sarah as she and John discuss how retirement is as much about lifestyle and identity as …
In this episode of Digging In, host John Savarino is joined once again by Roan Cannon to talk about one of the most common—and costly—beliefs in personal finance: “I’ve got time.”They explore why people delay saving, how compounding truly works, and the long-term impact of starting late. More impor…
In this episode of Digging In, host John Savarino sits down with Jovan Marshall to take an honest look at life insurance—what it is, what it isn’t, and how it fits into a broader financial plan.They discuss:- The core role of life insurance as protection- When it can serve a strategic purpose- How …
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