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

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 and a caution sign-How new and proposed tariffs may ripple through prices, profits, and portfolios-The current health of the bond market (yields, duration, and what to watch)-Practical moves for savers and retirees as the year wraps up—without overreactingWhether you’re managing risk, hunting for income, or just trying to make sense of the noise, this conversation delivers clear takeaways you can actually use.📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------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.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.