Set For Life

Eric Rodriguez, CFP®

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INVESTING
UPDATED BIWEEKLY

Financial literacy podcast for those who are in or planning for retirement.

02/19/2025

EP 10: 7 Reasons To Create An Estate Plan

In this episode, Eric discusses the critical importance of estate planning, sharing seven essential reasons why everyone should have an estate plan. He emphasizes that estate planning is not just for the wealthy but is crucial for anyone who wants to protect their assets and ensure their wishes are honored after their passing. The conversation also highlights common misconceptions about estate planning and the mistakes people often make, particularly the failure to fund their trusts. Eric encourages listeners to take proactive steps in their estate planning to avoid unnecessary costs and emotional stress for their loved ones. Takeaways: • Estate planning provides clarity and organization for your family. • A financial plan is incomplete without an estate plan. • Only one third of adults in the U.S. have a will. • Estate planning helps avoid probate, saving time and money. • Your estate plan should reflect your values and priorities. • Clear instructions in an estate plan prevent family disputes. • Proper planning can minimize taxes on your estate. • Estate planning protects you in case of incapacity. • Dying without a plan can lead to significant costs and delays. • Funding your trust is crucial for effective estate planning. Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay

13 min
02/05/2025

EP 09: Facing Retirements Greatest Fear?

In this episode, Eric addresses the common fear of running out of money in retirement, discussing the limitations of the 4% rule and offering strategies for sustainable retirement income. He emphasizes the importance of diversified income streams, budgeting, and consulting with a financial planner to create a customized retirement plan that can adapt to changing market conditions. Takeaways: Running out of money in retirement is a common fear.The 4% rule may not be suitable for everyone.Interest rates and market conditions affect withdrawal strategies.Sequence of return risk can impact retirement savings.Inflation can significantly reduce purchasing power over time.Diversified income sources can provide financial stability.Budgeting is essential for managing retirement expenses.A customized financial plan can adapt to market changes.Consulting a financial planner can help tailor strategies.Understanding your safe withdrawal rate is crucial.Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay

12 min
01/22/2025

EP 08: When Should I Take Social Security?

Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay

9 min
01/02/2025

EP 07: All About Social Security

In this episode, Eric breaks down the essentials of Social Security, explaining its significance in retirement planning. He discusses how Social Security is funded, who qualifies for benefits, and the importance of optimizing claiming strategies to maximize lifetime income. The episode also covers taxation implications and provides a real-life case study demonstrating effective planning techniques. Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay

14 min
12/18/2024

EP 06: Top 10 Scams Retirees Face & How To Avoid Them

In this episode of the Set For Life podcast, Eric discusses the top 10 scams that retirees face, sharing personal anecdotes and insights on how to avoid falling victim to these scams. He emphasizes the importance of awareness and verification in protecting oneself from financial fraud, particularly in the context of retirement planning. Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay

14 min
12/11/2024

EP 05: The Reality Of Variable Annuities

In this episode, Eric dives deep into the world of variable annuities, sharing his personal experiences and insights as a former seller of these financial products. He discusses the pros and cons of variable annuities, emphasizing the importance of understanding their complexities and costs. Through a real-life client story, he illustrates the potential pitfalls of working with commission-based advisors and advocates for the benefits of engaging with fee-only fiduciaries. The episode concludes with practical advice for listeners considering variable annuities and the importance of seeking second opinions in financial planning. Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay

13 min
11/26/2024

EP 04: How To Break-Up With Your Current Financial Advisor

In the fourth episode of the Set For Life podcast, Eric shares his thoughts on why people switch financial advisors, the difference between the suitability vs. fiduciary standard of care, sample language you can use to break-up with your advisor, and what to look for in your next advisor. Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay

14 min
11/02/2024

EP 03: The U.S. Presidential Election and Your Wallet

Welcome to the Set For Life podcast! Financial literacy for people who are in or planning for retirement. In the third episode of the Set For Life podcast, Eric shares his thoughts the U.S. presidential election and how the results could impact your investments. Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay

12 min
10/22/2024

EP 02: The Biggest Retirement Mistake

Welcome to the Set For Life podcast! Financial literacy for people who are in or planning for retirement. In the second episode of the Set For Life podcast, Eric shares his thoughts on the biggest retirement mistake. He also lays out the framework for using his R.E.T.I.R.E. process. Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay

13 min
10/17/2024

EP 01: Welcome To Set For Life

Welcome to the Set for Life podcast! Financial literacy for people who are in or planning for retirement. In the premiere episode of Set for Life, Eric talks about what you can take away from listening to this podcast. Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Watch videos at https://www.youtube.com/@eerod10 Learn more about Eric and WealthBuilders at https://wealthbllc.com Music by @jaywash https://soundcloud.com/washjay

6 min

10 Episodes

5

out of 5

4 Ratings

Financial literacy podcast for those who are in or planning for retirement.

Creator

Eric Rodriguez, CFP®
Years Active

2024 - 2025
Episodes

10
Rating

Clean
Copyright

© 2026 Set For Life
Show Website

Set For Life