
What is the Debt Ceiling?
Sam Rodriguez CFP® & Conor Shepard are spending some time on the debt ceiling and what it means to you. They discuss: What the "debt ceiling" is and why it was establishedHow it has changed over time...
26 Mai 202318min

How to Create a Tax Diversified Retirement
Sam Rodriguez CFP® & Conor Shepard talk about how to create a tax-diversified retirement & the differences with a tax-free retirement. They discuss: What "tax diversification" means and how it can p...
26 Mai 202327min

Tax Diversification in Retirement
Sam Rodriguez CFP® & Conor Shepard start discussing the next topic we'll be covering: Tax diversification. They discuss: What "tax diversification" means and how it can play a positive role in retir...
12 Mai 202317min

Why is Social Security Running Out?
Sam Rodriguez CFP® & Conor Shepard wrap up their discussion on Social Security by explaining why Social Security is running out and some potential solutions. They discuss: What has led to the current...
5 Mai 202353min

How is Social Security Taxed?
Sam Rodriguez CFP® & Conor Shepard continue their discussion on Social Security and talk about how and why Social Security is taxed. They discuss: How your Social Security is taxedWhat determines how...
28 Apr 202316min

Taking Social Security Early
Sam Rodriguez CFP® & Conor Shepard continue their discussion on Social Security with an overview of what happens if you take it early. They discuss: Pros and cons of taking Social Security earlyWhat ...
21 Apr 202322min

How is Social Security Calculated?
Sam Rodriguez CFP® & Conor Shepard are talking about how Social Security is calculated and what you can do to improve your potential benefits. They discuss: What is used to calculate an individual's ...
29 Mar 202315min

2023 Top Money Resolutions and How to Achieve Them
Sam Rodriguez CFP® & Conor Shepard are continuing the start of 2023 with 5 new year resolutions people could be making with their money. They discuss: All 5 goals and why they're beneficialHow and wh...
24 Jan 202333min



















