
SECURE Act 2.0: 5 Changes You Need to Know
Sam Rodriguez CFP® & Conor Shepard are kicking off 2023 by talking about some important changes happening with the SECURE Act. They discuss: What the SECURE Act is and what has lead to these changes...
16 Tammi 202328min

Are the Recent Layoff Announcements a Sign of a Recession?
Sam Rodriguez CFP® & Conor Shepard are talking about the recession and the planned layoffs in 2023 by some of the largest US companies. They discuss: What has led up to the current economic situation...
2 Tammi 202322min

Can Europe Survive the Winter Without Russian Energy?
Sam Rodriguez CFP® & Conor Shepard spend some time talking about the energy shortage Europe is facing this winter. They discuss: What has been happening since the start of the war in UkraineHow count...
19 Joulu 202247min

What Happened to FTX?
Sam Rodriguez CFP® & Conor Shepard are talking about crypto and what the heck happened to the cryptocurrency exchange FTX. They discuss: How FTX & Alameda Research operated and what events lead up to...
12 Joulu 202229min

Is Corporate Greed Keeping Inflation High?
Sam Rodriguez CFP® & Conor Shepard talk about inflation and how corporations are using it to their advantage. They discuss: What has caused inflation to be so high in recent yearsHow corporations ha...
5 Joulu 202239min

Is $1.25 Million Enough to Retire?
Sam Rodriguez CFP® & Conor Shepard spend some time talking about why more Americans feel they will need at least $1.25 Million for a successful retirement. They discuss: What has affected people's o...
15 Marras 202231min

Finding Your Hidden Saving Ability
Sam Rodriguez CFP® & Conor Shepard talk about saving for retirement and why Americans are saying they will need even more money in retirement. They discuss: Common problems and misconceptions with r...
7 Marras 202238min

How Climate Change Impacts Retirement
Sam Rodriguez CFP® & Conor Shepard talk about climate change and how it could impact retirement for future generations. They discuss: How climate hazards impact present-day retireesPotential costs f...
28 Loka 202235min



















