Sam Rodriguez, CFP®
@MoneyWithSam
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Financial Planner | Let’s Chat 👇 Securities offered through LPL Financial, Member SIPC https://t.co/hF8mY5XReb
DFW
Joined December 2020
Not tracking these 3 figures? You might be flying blind with your finances. 💸
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Want your money resolutions to actually stick this year? Build systems, not promises 💪 #personalfinance #moneygoals #newyear
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Stop trying to time the market—focus on building a better investment process instead 📊 #investing #personalfinance #wealthbuilding
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Your future self doesn't want perfection—they want clarity 💡 #personalfinance #financialclarity #newyear
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Don't repeat the same year twice—make 2026 your best financial year yet 🎯 #personalfinance #financialplanning #2026
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Late-December Portfolio Check Before you touch your portfolio this month, ask yourself this question... 🤔 #personalfinance #investing #portfolio #retirement
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Money Conversation for Couples Tag your partner to start this important money conversation 💬 #personalfinance #relationships #couples #money
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Review Your Retirement Before January Only looking at investments isn't a plan 📊 #retirement #financialplanning #retirementplanning
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Reset Your Money System Small systems could help you beat big resolutions 💪 #personalfinance #money #moneysystem
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Money Habits Costing You Thousands Small money habits are quietly costing you thousands 💸 #personalfinance #moneyhabits #wealthbuilding
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Don't Forget this Year End Financial Move Here's the financial move I see people forget to do in December 🗓️ #personalfinance #taxes #taxplanning
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3 Signs Your Savings Strategy Doesn't Match Your Income💸 #personalfinance #money #savings #retirement #financialplanning
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Common Money Mistake of 2025 Don't let 2025's strong market set you up for a costly mistake 📉 #personalfinance #investing #portfoliomanagement
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Year-End Money Audit Finish this year strong with a year-end money audit! 💪 #personalfinance #taxes #retirement
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The BIGGEST Backdoor Roth Mistake High Earners Make(And How to Avoid It) https://t.co/jMF8n4OTgc via @YouTube
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Build Wealth When Markets Drop: 3 Timeless Moves 3 moves the wealthy make when markets crash that you can use too 📉 #investing #personalfinance #wealthbuilding
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