Sam Rodriguez, CFP® @MoneyWithSam

Financial Planner | Let’s Chat /*********/ Securities offered through LPL Financial, Member SIPC https://t.co/hF8mY5Yp3J linktr.ee/smartmoneysam DFW Joined December 2020

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283
Followers

335
Following

691
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121

Sam Rodriguez, CFP® @MoneyWithSam

7 days ago

Roth conversions are not a yes-or-no question. They are a timing question, and converting at the wrong moment could cost you more than it saves. #TaxPlanning #Retirement

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Sam Rodriguez, CFP® @MoneyWithSam

2 weeks ago

Halfway through the year. Do you know if your finances are actually on track, or are you guessing? Three quick areas can tell you everything. #PersonalFinance #FinancialPlanning

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Sam Rodriguez, CFP® @MoneyWithSam

2 weeks ago

Turning 50 unlocks a retirement savings tool most people never use. Here are 3 moves that can close the gap before 65. #RetirementPlanning #PersonalFinance

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Sam Rodriguez, CFP® @MoneyWithSam

3 weeks ago

Decision paralysis might be the most expensive financial mistake no one talks about. If your financial life feels too complicated to know where to start, this one's for you. #PersonalFinance #FinancialPlanning

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Sam Rodriguez, CFP® @MoneyWithSam

3 weeks ago

Starting retirement savings at 40 and starting at 25 can lead to nearly the same outcome. The strategy just looks different. #RetirementPlanning #PersonalFinance

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Sam Rodriguez, CFP® @MoneyWithSam

3 weeks ago

Feeling behind on retirement at 45? The biggest mistake isn't financial. It's panicking. There are still 3 levers that can change everything. #RetirementPlanning #PersonalFinance

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Sam Rodriguez, CFP® @MoneyWithSam

a month ago

Most retirees under-spend in retirement. There are 3 categories where the cost of waiting is higher than people realize. #RetirementPlanning #PersonalFinance

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Sam Rodriguez, CFP® @MoneyWithSam

a month ago

linktr.ee/smartmoneysam

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Sam Rodriguez, CFP® @MoneyWithSam

a month ago

The 4% rule was never a spending prescription. It was a probability estimate with a lot of fine print attached. Here is what a smarter withdrawal strategy actually looks like. #RetirementPlanning #PersonalFinance

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Sam Rodriguez, CFP® @MoneyWithSam

a month ago

You saved for 30+ years. The numbers check out. So why does spending in retirement feel so wrong? The hardest part of retiring isn't the math. It's unlearning the habit that got you there. #RetirementPlanning #PersonalFinance

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Sam Rodriguez, CFP® @MoneyWithSam

a month ago

Most people think an advisor's value is the plan. By year five, it's something else entirely. #FinancialPlanning #PersonalFinance

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Sam Rodriguez, CFP® @MoneyWithSam

a month ago

@SawyerMMay [email protected]

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Sam Rodriguez, CFP® @MoneyWithSam

2 months ago

Getting laid off at 55 could actually come with a financial window most people don't know exists. But act too fast, and you lose it. #PersonalFinance #Retirement

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Sam Rodriguez, CFP® @MoneyWithSam

a month ago

Most people asking for more growth in retirement don't actually need it. They need something else entirely. #RetirementPlanning #PersonalFinance

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Sam Rodriguez, CFP® @MoneyWithSam

a month ago

Severance feels like a cushion. It can become a tax problem if you move too fast. Here's what to do first. #PersonalFinance #TaxPlanning

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Sam Rodriguez, CFP® @MoneyWithSam

2 months ago

Advisors often say roll your 401(k) into an IRA. But when they manage the IRA, they get paid on it. When it stays in your old plan, they don't. There are 4 reasons to roll and 3 reasons not to. #401k #RetirementPlanning

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Sam Rodriguez, CFP® @MoneyWithSam

2 months ago

Many people in their 50s have never heard of the Rule of 55, and it could mean the difference between a costly mistake and a clean exit from work. #EarlyRetirement #RetirementPlanning

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Sam Rodriguez, CFP® @MoneyWithSam

2 months ago

Retirement confidence isn't built by a bigger balance. It's built by understanding the one you already have. #RetirementPlanning #PersonalFinance

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Sam Rodriguez, CFP® @MoneyWithSam

2 months ago

Old 401(k) collecting dust? Most people only know one option. There are actually four, and the one you are probably missing could give you a lot more control. #401k #PersonalFinance

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Sam Rodriguez, CFP® @MoneyWithSam

2 months ago

Two retirees. Same returns. Same starting balance. One runs out of money. The difference has nothing to do with their investments. 📉 #RetirementPlanning #PersonalFinance