The Hidden Job Crisis: Unemployment, AI, and the Next Generation
Even with unemployment holding near 4%, many Americans feel worse off than ever and the numbers tell a different story. In this episode, Sam Rodriguez, CFP®, and Conor Shepard unpack what’s really hap...
14 Nov 202531min
No Way We're Old Enough For This: 4 Keys to help Gen X/Millennials Pay for College
If you’re a Gen X or millennial parent, college costs are no longer a distant concern: they're on your doorstep. In this episode, Sam Rodriguez, CFP®, and Conor Shepard walk through four essential ...
17 Sep 202517min
How Not to Blow Your Inheritance
Gen X is starting to inherit trillions… and most people have no idea what to do with it. Inheriting money is emotional: Grief. Guilt. Pressure. And if you’re not prepared, that money can disappear f...
24 Jul 202515min
Why Gen X Feels Behind
In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down how Generation X’s financial journey compares to those of boomers and millennials, and why it feels so different. They dive into the...
3 Jun 202532min
Why Don't I Feel Wealthy?
Making a high income doesn’t always mean peace of mind. In this episode, Sam Rodriguez, CFP®, and Conor Shepard unpack why so many people who appear financially successful still feel anxious and behi...
21 Apr 202533min
Stuck Between Generations: Balancing Parents, Kids, and Your Own Financial Wellbeing
Juggling the financial and emotional demands of aging parents, growing kids, and your own future can feel overwhelming. In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down the realities...
11 Mar 202517min
Is This a Good Time to Buy a House?
Kick off 2025 with Sam Rodriguez, CFP®, and Conor Shepard as they tackle one of the hottest questions on everyone’s mind: Is now the right time to buy a house? From mortgage rates to housing supply, t...
27 Jan 202520min
