Defining a Holistic approach to Financial Planning + the 5 Worlds of Retirement - Digging In

Digging In

Dec 15 2023 • 11 mins

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.

Have you ever heard someone use the word 'holistic'? It's meaning can be tricky depending on the context, but this week Financial Advisor John Savarino joins the Digging In Podcast to help simplify this term and more specifically what it means when Rooted Wealth Advisors uses it in terms of creating a financial plan for their clients. John also dives into what is commonly referred to as the '5 Worlds of Retirement' and what you can look for in each one that may be able to assist in your unique situation.

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